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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 LiveRamp RAMP $2.29B	227	+24	+12%	$3.32B
77	77 Commault Systems CVLT $6.41B	226	+20	+10%	$2.01B
78	78 DELISTED Smartsheet Inc. SMAR	205	-28	-12%	$4.51B
79	79 DELISTED Dayforce DAY	204	+34	+20%	$8.75B
80	80 Elastic ESTC $9.62B	204	+2	+1%	$3.43B
81	81 Q2 Holdings QTWO $3.87B	202	+2	+1%	$4.31B
82	82 Pegasystems PEGA $5.62B	198	+11	+6%	$3.01B
83	EPAY 83 DELISTED Bottomline Technologies Inc EPAY	194	-10	-5%	$2.16B
84	84 DELISTED Zuora, Inc. ZUO	186	+5	+3%	$848M
85	85 Datadog DDOG $94.4B	176	+46	+35%	$2.06B
86	86 DELISTED PROS Holdings PRO	172	-16	-9%	$2.52B
87	EBIX 87 DELISTED Ebix Inc EBIX	170	+4	+2%	$723M
88	88 8x8 Inc EGHT $290M	167	-13	-7%	$1.7B
89	89 Upland Software UPLD $8.63M	163	-18	-10%	$692M
90	90 Appian APPN $2.86B	159	-8	-5%	$1.07B
91	91 Descartes Systems DSGX $7.47B	158	+4	+3%	$2.88B
92	92 HealthStream HSTM $1.04B	158	+14	+10%	$648M
93	93 Donnelley Financial Solutions DFIN $1.23B	157	+5	+3%	$346M
94	94 Workiva WK $4.1B	155	-19	-11%	$1.19B
95	95 DELISTED MODEL N, INC. MODN	149	+9	+6%	$974M
96	96 OneSpan OSPN $645M	148	+12	+9%	$465M
97	97 PagerDuty PD $1.33B	140	+60	+75%	$1.19B
98	98 Agilysys AGYS $3.1B	136	+1	+0.7%	$538M
99	MNTV 99 DELISTED Momentive Global Inc. Common Stock MNTV	136	-1	-0.7%	$1.83B
100	100 AppFolio APPF $7.41B	128	-2	-2%	$1.4B