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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
76	AYX 76 DELISTED Alteryx Inc AYX	172	+40	+30%	$1.89B
77	77 Pegasystems PEGA $5.97B	172	-27	-14%	$2.3B
78	78 DELISTED Everbridge, Inc. Common Stock EVBG	162	+8	+5%	$1.56B
79	79 Donnelley Financial Solutions DFIN $1.24B	161	-13	-7%	$561M
80	80 MongoDB MDB $29.1B	161	+15	+10%	$2.15B
81	81 Upland Software UPLD $8.43M	147	+7	+5%	$416M
82	82 HealthStream HSTM $1.03B	143	-6	-4%	$739M
83	83 OneSpan OSPN $653M	140	-8	-5%	$496M
84	84 Yext YEXT $697M	140	+32	+30%	$1.24B
85	85 AppFolio APPF $7.69B	136	+15	+12%	$827M
86	86 DELISTED PROS Holdings PRO	134	+13	+11%	$1.31B
87	87 Workiva WK $4.2B	133	+19	+17%	$808M
88	88 Descartes Systems DSGX $7.6B	126	+8	+7%	$2.09B
89	LGTY 89 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	115	-3	-3%	$288M
90	90 DELISTED Altair Engineering Inc ALTR	108	+2	+2%	$1.17B
91	91 DELISTED MODEL N, INC. MODN	106	-4	-4%	$353M
92	BNFT 92 DELISTED Benefitfocus, Inc. BNFT	105	+13	+14%	$1.21B
93	CSLT 93 DELISTED CASTLIGHT HEALTH, INC. CSLT	104	+12	+13%	$185M
94	94 DELISTED Zuora, Inc. ZUO	102	+29	+40%	$553M
95	95 Agilysys AGYS $3.2B	101	+1	+1%	$340M
96	96 DELISTED Dayforce DAY	99	+4	+4%	$4.19B
97	97 Calix CALX $2.32B	97	+1	+1%	$267M
98	98 Appian APPN $3.06B	96	+22	+30%	$468M
99	99 DELISTED Brightcove, Inc. BCOV	90	-26	-22%	$238M
100	ECOM 100 DELISTED CHANNELADVISOR CORPORATION ECOM	84	+6	+8%	$254M