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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 BILL Holdings BILL $4B	246	+36	+17%	$7.15B
77	77 Q2 Holdings QTWO $3.88B	246	+17	+7%	$5.6B
78	78 DELISTED Dayforce DAY	243	+16	+7%	$12.7B
79	79 Blackbaud BLKB $2.33B	239	+8	+3%	$2.7B
80	80 DELISTED CSG Systems International CSGS	225	-4	-2%	$1.28B
81	81 LiveRamp RAMP $2.28B	219	+10	+5%	$3.33B
82	82 Progress Software PRGS $1.67B	218	-8	-4%	$1.58B
83	MFGP 83 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	217	-18	-8%	$161M
84	84 Appian APPN $3.14B	214	+6	+3%	$2.01B
85	NEWR 85 DELISTED New Relic, Inc. NEWR	211	-29	-12%	$2.98B
86	86 Commault Systems CVLT $6.59B	206	+14	+7%	$1.81B
87	87 RELX RELX $66.7B	204	-19	-9%	$1.54B
88	EPAY 88 DELISTED Bottomline Technologies Inc EPAY	200	+2	+1%	$1.75B
89	MNTV 89 DELISTED Momentive Global Inc. Common Stock MNTV	191	+21	+12%	$2.48B
90	90 PagerDuty PD $1.36B	189	-15	-7%	$1.87B
91	91 8x8 Inc EGHT $299M	186	-7	-4%	$1.58B
92	92 Workiva WK $4.2B	186	+8	+4%	$1.83B
93	93 Descartes Systems DSGX $7.58B	183	+14	+8%	$3.97B
94	94 AppFolio APPF $7.74B	182	+22	+14%	$2.02B
95	95 DELISTED MODEL N, INC. MODN	182	+15	+9%	$1.16B
96	96 DELISTED Zuora, Inc. ZUO	180	+12	+7%	$703M
97	97 Clarivate CLVT $1.11B	178	+11	+7%	$8.1B
98	98 DELISTED Simulations Plus SLP	172	+21	+14%	$917M
99	99 Upland Software UPLD $8.31M	163	+10	+7%	$863M
100	100 HealthStream HSTM $1.03B	162	-13	-7%	$468M