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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	76 Donnelley Financial Solutions DFIN $1.23B	182	+21	+13%	$453M
77	77 Q2 Holdings QTWO $3.82B	177	+4	+2%	$2.14B
78	78 8x8 Inc EGHT $296M	175	-15	-8%	$1.29B
79	79 BlackLine BL $1.73B	166	-15	-8%	$1.93B
80	80 HealthStream HSTM $1.03B	154	+11	+8%	$565M
81	81 Pegasystems PEGA $5.91B	152	-20	-12%	$1.81B
82	82 Upland Software UPLD $8.37M	152	+5	+3%	$373M
83	83 OneSpan OSPN $652M	143	+3	+2%	$345M
84	84 Workiva WK $4.16B	140	+7	+5%	$772M
85	85 DELISTED PROS Holdings PRO	134	0	0%	$1.15B
86	86 Yext YEXT $698M	134	-6	-4%	$819M
87	87 Descartes Systems DSGX $7.57B	128	+2	+2%	$1.66B
88	88 DELISTED Altair Engineering Inc ALTR	126	+18	+17%	$740M
89	89 DELISTED Dayforce DAY	125	+26	+26%	$3.82B
90	BNFT 90 DELISTED Benefitfocus, Inc. BNFT	124	+19	+18%	$1.26B
91	91 AppFolio APPF $7.73B	120	-16	-12%	$620M
92	92 Calix CALX $2.32B	119	+22	+23%	$331M
93	93 DELISTED Zuora, Inc. ZUO	119	+17	+17%	$644M
94	94 DELISTED Smartsheet Inc. SMAR	114	+36	+46%	$1.28B
95	95 Appian APPN $3.05B	105	+9	+9%	$469M
96	CSLT 96 DELISTED CASTLIGHT HEALTH, INC. CSLT	105	+1	+1%	$155M
97	97 Agilysys AGYS $3.18B	104	+3	+3%	$290M
98	LGTY 98 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	104	-11	-10%	$251M
99	99 DELISTED MODEL N, INC. MODN	99	-7	-7%	$308M
100	100 DELISTED Brightcove, Inc. BCOV	94	+4	+4%	$206M