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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	EBIX 76 DELISTED Ebix Inc EBIX	196	+5	+3%	$1.18B
77	77 Q2 Holdings QTWO $3.83B	192	+15	+8%	$3.06B
78	78 Pegasystems PEGA $5.92B	178	+26	+17%	$2.41B
79	79 8x8 Inc EGHT $296M	176	+1	+0.6%	$1.65B
80	80 DELISTED Dayforce DAY	170	+45	+36%	$5.77B
81	81 Donnelley Financial Solutions DFIN $1.24B	166	-16	-9%	$487M
82	82 DELISTED Smartsheet Inc. SMAR	166	+52	+46%	$2.47B
83	83 Upland Software UPLD $8.37M	165	+13	+9%	$607M
84	84 DELISTED Zuora, Inc. ZUO	162	+43	+36%	$849M
85	AVLR 85 DELISTED Avalara, Inc. AVLR	160	+70	+78%	$3.06B
86	86 HealthStream HSTM $1.03B	160	+6	+4%	$652M
87	87 Workiva WK $4.15B	159	+19	+14%	$1.19B
88	88 Yext YEXT $697M	157	+23	+17%	$1.43B
89	89 DELISTED PROS Holdings PRO	156	+22	+16%	$1.63B
90	90 OneSpan OSPN $653M	152	+9	+6%	$501M
91	BNFT 91 DELISTED Benefitfocus, Inc. BNFT	139	+15	+12%	$1.59B
92	92 AppFolio APPF $7.74B	133	+13	+11%	$843M
93	93 Appian APPN $3.05B	133	+28	+27%	$640M
94	94 Descartes Systems DSGX $7.57B	133	+5	+4%	$2.3B
95	95 DELISTED Altair Engineering Inc ALTR	128	+2	+2%	$1.01B
96	PLAN 96 DELISTED Anaplan, Inc. PLAN	126	+33	+35%	$1.78B
97	97 Elastic ESTC $9.96B	124	+30	+32%	$2.68B
98	98 Huckleberry.ai, Inc. Class B Common Stock HUCK $148M	121	+34	+39%	$769M
99	99 Calix CALX $2.33B	118	-1	-0.8%	$276M
100	100 Agilysys AGYS $3.17B	111	+7	+7%	$383M