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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	PLAN 76 DELISTED Anaplan, Inc. PLAN	212	+8	+4%	$4.45B
77	77 Commault Systems CVLT $6.45B	206	-11	-5%	$1.94B
78	EPAY 78 DELISTED Bottomline Technologies Inc EPAY	204	+2	+1%	$1.54B
79	79 LiveRamp RAMP $2.28B	203	-39	-16%	$2.94B
80	80 Elastic ESTC $9.91B	202	+27	+15%	$4.22B
81	81 Q2 Holdings QTWO $3.84B	200	-3	-1%	$4.07B
82	82 DELISTED PROS Holdings PRO	188	+1	+0.5%	$2.43B
83	83 Pegasystems PEGA $5.86B	187	-3	-2%	$2.49B
84	84 Upland Software UPLD $8.37M	181	+6	+3%	$700M
85	85 DELISTED Zuora, Inc. ZUO	181	+5	+3%	$829M
86	86 8x8 Inc EGHT $298M	180	+4	+2%	$1.89B
87	87 Workiva WK $4.2B	174	-4	-2%	$1.23B
88	88 DELISTED Dayforce DAY	170	+13	+8%	$5.92B
89	89 Appian APPN $3.04B	167	+25	+18%	$1.33B
90	EBIX 90 DELISTED Ebix Inc EBIX	166	-22	-12%	$998M
91	91 Descartes Systems DSGX $7.56B	154	+4	+3%	$2.74B
92	92 Donnelley Financial Solutions DFIN $1.25B	152	+1	+0.7%	$402M
93	93 HealthStream HSTM $1.04B	144	-3	-2%	$608M
94	94 DELISTED MODEL N, INC. MODN	140	+28	+25%	$766M
95	95 Yext YEXT $705M	138	-10	-7%	$1.15B
96	MNTV 96 DELISTED Momentive Global Inc. Common Stock MNTV	137	+4	+3%	$1.76B
97	97 OneSpan OSPN $653M	136	-7	-5%	$394M
98	98 Agilysys AGYS $3.16B	135	+13	+11%	$505M
99	99 AppFolio APPF $7.67B	130	-16	-11%	$1.2B
100	100 Datadog DDOG $94.4B	130	+130	–	$1.97B