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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 UiPath PATH $7.15B	287	-41	-13%	$5.59B
77	77 Open Text OTEX $6.25B	286	-7	-2%	$7.72B
78	78 Clarivate CLVT $1.11B	285	-5	-2%	$9.5B
79	79 Sprout Social SPT $701M	280	-24	-8%	$3.48B
80	80 DELISTED ENVESTNET, INC. ENV	276	+20	+8%	$4.21B
81	81 RELX RELX $66.7B	272	+13	+5%	$2.15B
82	82 Appian APPN $3.14B	269	+2	+0.7%	$1.76B
83	83 DELISTED CSG Systems International CSGS	265	+15	+6%	$1.98B
84	84 Bentley Systems BSY $10.9B	263	+6	+2%	$4.09B
85	NEWR 85 DELISTED New Relic, Inc. NEWR	257	-20	-7%	$3.98B
86	86 DELISTED Vonage Holdings Corporation VG	257	-11	-4%	$5.25B
87	87 Pegasystems PEGA $5.91B	251	-14	-5%	$3.15B
88	88 Progress Software PRGS $1.67B	250	-7	-3%	$2.06B
89	89 Commault Systems CVLT $6.59B	248	0	0%	$2.77B
90	90 Blackbaud BLKB $2.33B	247	-4	-2%	$3.03B
91	91 DELISTED Vimeo VMEO	242	-40	-14%	$1.67B
92	92 LiveRamp RAMP $2.28B	241	+6	+3%	$2.41B
93	93 DELISTED Everbridge, Inc. Common Stock EVBG	236	-32	-12%	$1.62B
94	94 Descartes Systems DSGX $7.58B	233	+11	+5%	$4.89B
95	95 Q2 Holdings QTWO $3.88B	233	+2	+0.9%	$3.7B
96	96 PagerDuty PD $1.36B	232	+1	+0.4%	$2.7B
97	97 Calix CALX $2.34B	230	+15	+7%	$2.26B
98	EPAY 98 DELISTED Bottomline Technologies Inc EPAY	226	-16	-7%	$2.45B
99	99 Donnelley Financial Solutions DFIN $1.26B	221	0	0%	$994M
100	100 DELISTED Confluent CFLT	213	+29	+16%	$3.72B