← All themes

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 RELX RELX $66.7B	208	-6	-3%	$1.38B
77	PLAN 77 DELISTED Anaplan, Inc. PLAN	204	+78	+62%	$4.18B
78	78 Q2 Holdings QTWO $3.88B	203	+11	+6%	$3.81B
79	EPAY 79 DELISTED Bottomline Technologies Inc EPAY	202	-19	-9%	$1.74B
80	80 Zoom ZM $28.7B	198	+198	–	$2.22B
81	81 Pegasystems PEGA $5.91B	190	+12	+7%	$2.65B
82	EBIX 82 DELISTED Ebix Inc EBIX	188	-8	-4%	$1.19B
83	83 DELISTED PROS Holdings PRO	187	+31	+20%	$2.54B
84	84 Workiva WK $4.2B	178	+19	+12%	$1.52B
85	85 8x8 Inc EGHT $299M	176	0	0%	$2.12B
86	86 DELISTED Zuora, Inc. ZUO	176	+14	+9%	$846M
87	87 Elastic ESTC $10.2B	175	+51	+41%	$2.99B
88	88 Upland Software UPLD $8.31M	175	+10	+6%	$875M
89	89 DELISTED Dayforce DAY	157	-13	-8%	$5.86B
90	90 Donnelley Financial Solutions DFIN $1.26B	151	-15	-9%	$435M
91	91 Descartes Systems DSGX $7.58B	150	+17	+13%	$2.61B
92	92 Yext YEXT $706M	148	-9	-6%	$1.42B
93	93 HealthStream HSTM $1.03B	147	-13	-8%	$609M
94	94 AppFolio APPF $7.74B	146	+13	+10%	$1.15B
95	95 OneSpan OSPN $659M	143	-9	-6%	$389M
96	96 Appian APPN $3.14B	142	+9	+7%	$843M
97	MNTV 97 DELISTED Momentive Global Inc. Common Stock MNTV	133	+27	+25%	$1.69B
98	98 DELISTED Altair Engineering Inc ALTR	132	+4	+3%	$1.32B
99	99 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	124	+3	+2%	$459M
100	100 Agilysys AGYS $3.2B	122	+11	+10%	$404M