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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 Q2 Holdings QTWO $3.88B	266	+16	+6%	$6.13B
77	77 DELISTED Vonage Holdings Corporation VG	262	-11	-4%	$2.76B
78	78 Pegasystems PEGA $5.91B	255	-2	-0.8%	$4.38B
79	79 Blackbaud BLKB $2.33B	249	+14	+6%	$3.48B
80	80 Commault Systems CVLT $6.59B	240	+14	+6%	$2.79B
81	81 DELISTED ENVESTNET, INC. ENV	239	-47	-16%	$3.99B
82	82 LiveRamp RAMP $2.28B	239	-6	-2%	$3.34B
83	83 Sprout Social SPT $701M	238	+58	+32%	$2.28B
84	84 Workiva WK $4.2B	238	+22	+10%	$3.27B
85	85 DELISTED CSG Systems International CSGS	221	-3	-1%	$1.37B
86	86 Progress Software PRGS $1.67B	220	+2	+0.9%	$1.82B
87	87 RELX RELX $66.7B	220	+5	+2%	$1.81B
88	88 8x8 Inc EGHT $299M	219	+2	+0.9%	$3.52B
89	89 Schrodinger SDGR $1.91B	219	+9	+4%	$2.76B
90	NEWR 90 DELISTED New Relic, Inc. NEWR	210	-15	-7%	$3.55B
91	91 PagerDuty PD $1.36B	210	+3	+1%	$3.1B
92	MFGP 92 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	207	-12	-5%	$356M
93	EPAY 93 DELISTED Bottomline Technologies Inc EPAY	206	0	0%	$1.87B
94	94 Calix CALX $2.34B	199	+6	+3%	$1.71B
95	95 DELISTED Simulations Plus SLP	195	+1	+0.5%	$846M
96	96 Descartes Systems DSGX $7.58B	190	-1	-0.5%	$4.18B
97	97 Health Catalyst HCAT $135M	190	+22	+13%	$2.05B
98	98 Clarivate CLVT $1.11B	189	-9	-5%	$10.4B
99	99 nCino NCNO $2.23B	189	+15	+9%	$5.57B
100	100 DELISTED Zuora, Inc. ZUO	189	+11	+6%	$1.09B