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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 Blackbaud BLKB $2.31B	231	+5	+2%	$2.85B
77	77 DELISTED CSG Systems International CSGS	229	+8	+4%	$1.31B
78	78 Q2 Holdings QTWO $3.85B	229	+34	+17%	$5.19B
79	79 Pegasystems PEGA $5.82B	228	+15	+7%	$3.95B
80	80 DELISTED Dayforce DAY	227	+22	+11%	$12.2B
81	81 Progress Software PRGS $1.65B	226	+12	+6%	$1.65B
82	82 RELX RELX $66.6B	223	+4	+2%	$1.64B
83	83 BILL Holdings BILL $3.95B	210	+103	+96%	$5.2B
84	84 LiveRamp RAMP $2.28B	209	+22	+12%	$2.77B
85	85 Appian APPN $3.03B	208	+36	+21%	$1.46B
86	86 PagerDuty PD $1.35B	204	+45	+28%	$1.73B
87	EPAY 87 DELISTED Bottomline Technologies Inc EPAY	198	+7	+4%	$2.08B
88	88 8x8 Inc EGHT $300M	193	+14	+8%	$1.63B
89	89 Commault Systems CVLT $6.43B	192	+3	+2%	$1.72B
90	90 Workiva WK $4.17B	178	+38	+27%	$1.68B
91	91 HealthStream HSTM $1.04B	175	+14	+9%	$509M
92	MNTV 92 DELISTED Momentive Global Inc. Common Stock MNTV	170	+20	+13%	$2.61B
93	93 Descartes Systems DSGX $7.61B	169	+17	+11%	$3.7B
94	94 DELISTED Zuora, Inc. ZUO	168	-3	-2%	$803M
95	95 Clarivate CLVT $1.1B	167	+40	+31%	$5.78B
96	96 DELISTED MODEL N, INC. MODN	167	+33	+25%	$1.11B
97	EBIX 97 DELISTED Ebix Inc EBIX	165	+9	+6%	$547M
98	98 AppFolio APPF $7.71B	160	+16	+11%	$2.26B
99	99 DELISTED PROS Holdings PRO	156	+9	+6%	$1.93B
100	100 Donnelley Financial Solutions DFIN $1.25B	154	+6	+4%	$263M