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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 SPS Commerce SPSC $3.1B	278	-12	-4%	$3.52B
77	77 Open Text OTEX $6.11B	276	-7	-2%	$9.42B
78	78 Commault Systems CVLT $6.45B	270	+30	+13%	$3.37B
79	79 Sprout Social SPT $694M	253	+15	+6%	$3.66B
80	80 Workiva WK $4.2B	250	+12	+5%	$4.33B
81	81 Blackbaud BLKB $2.29B	248	-1	-0.4%	$3.76B
82	82 DELISTED ENVESTNET, INC. ENV	245	+6	+3%	$4.27B
83	83 DELISTED Vonage Holdings Corporation VG	245	-17	-6%	$3.44B
84	84 Pegasystems PEGA $5.86B	243	-12	-5%	$5.43B
85	85 Q2 Holdings QTWO $3.84B	239	-27	-10%	$6.17B
86	86 UiPath PATH $6.96B	236	+236	–	$12.6B
87	87 Asana ASAN $2.37B	231	+73	+46%	$3.46B
88	88 RELX RELX $66.6B	231	+11	+5%	$2.3B
89	89 LiveRamp RAMP $2.28B	229	-10	-4%	$2.99B
90	90 Schrodinger SDGR $1.89B	229	+10	+5%	$2.98B
91	91 Bentley Systems BSY $10.8B	227	+92	+68%	$5.66B
92	92 Progress Software PRGS $1.65B	226	+6	+3%	$2.06B
93	93 8x8 Inc EGHT $298M	217	-2	-0.9%	$3.03B
94	94 nCino NCNO $2.18B	217	+28	+15%	$5.22B
95	NEWR 95 DELISTED New Relic, Inc. NEWR	215	+5	+2%	$3.75B
96	96 DELISTED CSG Systems International CSGS	214	-7	-3%	$1.47B
97	97 PagerDuty PD $1.35B	213	+3	+1%	$3.45B
98	EPAY 98 DELISTED Bottomline Technologies Inc EPAY	210	+4	+2%	$1.52B
99	MFGP 99 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	202	-5	-2%	$338M
100	100 DELISTED Zuora, Inc. ZUO	202	+13	+7%	$1.37B