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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 Open Text OTEX $6.25B	279	-5	-2%	$8.29B
77	77 DELISTED Vonage Holdings Corporation VG	273	+24	+10%	$2.93B
78	78 Pegasystems PEGA $5.91B	257	-2	-0.8%	$5.26B
79	79 Q2 Holdings QTWO $3.88B	250	+4	+2%	$7.78B
80	80 LiveRamp RAMP $2.28B	245	+26	+12%	$4.76B
81	81 Blackbaud BLKB $2.33B	235	-4	-2%	$2.91B
82	82 Commault Systems CVLT $6.59B	226	+20	+10%	$2.45B
83	NEWR 83 DELISTED New Relic, Inc. NEWR	225	+14	+7%	$3.45B
84	84 DELISTED CSG Systems International CSGS	224	-1	-0.4%	$1.4B
85	MFGP 85 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	219	+2	+0.9%	$267M
86	86 Progress Software PRGS $1.67B	218	0	0%	$1.89B
87	87 8x8 Inc EGHT $299M	217	+31	+17%	$3.74B
88	88 Workiva WK $4.2B	216	+30	+16%	$3.26B
89	89 RELX RELX $66.7B	215	+11	+5%	$1.7B
90	90 Schrodinger SDGR $1.91B	210	+53	+34%	$2.97B
91	91 PagerDuty PD $1.36B	207	+18	+10%	$3.1B
92	EPAY 92 DELISTED Bottomline Technologies Inc EPAY	206	+6	+3%	$2.19B
93	93 Clarivate CLVT $1.11B	198	+20	+11%	$11.4B
94	94 DELISTED Simulations Plus SLP	194	+22	+13%	$912M
95	95 Calix CALX $2.34B	193	+41	+27%	$1.44B
96	EBIX 96 DELISTED Ebix Inc EBIX	193	+37	+24%	$921M
97	97 Descartes Systems DSGX $7.58B	191	+8	+4%	$4.05B
98	98 Upland Software UPLD $8.31M	188	+25	+15%	$1.07B
99	MNTV 99 DELISTED Momentive Global Inc. Common Stock MNTV	183	-8	-4%	$2.96B
100	100 AppFolio APPF $7.74B	182	0	0%	$2.72B