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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	AYX 76 DELISTED Alteryx Inc AYX	276	-13	-4%	$2.55B
77	77 Nutanix NTNX $18.9B	267	-33	-11%	$2.57B
78	78 DELISTED Vimeo VMEO	266	+24	+10%	$901M
79	79 Bentley Systems BSY $10.6B	264	+1	+0.4%	$3.35B
80	80 DELISTED Vonage Holdings Corporation VG	262	+5	+2%	$4.84B
81	81 DELISTED CSG Systems International CSGS	259	-6	-2%	$1.82B
82	82 Progress Software PRGS $1.58B	258	+8	+3%	$2.03B
83	83 DELISTED ENVESTNET, INC. ENV	257	-19	-7%	$2.95B
84	84 Sprout Social SPT $669M	253	-27	-10%	$2.75B
85	85 Commault Systems CVLT $6.4B	252	+4	+2%	$2.67B
86	86 Workiva WK $3.95B	251	-37	-13%	$2.92B
87	87 Blackbaud BLKB $2.22B	243	-4	-2%	$3.04B
88	88 Appian APPN $2.75B	242	-27	-10%	$1.4B
89	89 Toast TOST $17.3B	239	+55	+30%	$3.05B
90	90 Asana ASAN $2.25B	238	-69	-22%	$949M
91	91 DELISTED Matterport, Inc. Class A Common Stock MTTR	237	+26	+12%	$398M
92	NEWR 92 DELISTED New Relic, Inc. NEWR	233	-24	-9%	$2.93B
93	93 Q2 Holdings QTWO $3.71B	217	-16	-7%	$2.31B
94	94 LiveRamp RAMP $2.29B	217	-24	-10%	$1.69B
95	95 Descartes Systems DSGX $7.3B	214	-19	-8%	$4.25B
96	96 DELISTED Everbridge, Inc. Common Stock EVBG	214	-22	-9%	$1.08B
97	97 Pegasystems PEGA $5.56B	213	-38	-15%	$1.83B
98	98 PagerDuty PD $1.31B	212	-20	-9%	$2.02B
99	MNTV 99 DELISTED Momentive Global Inc. Common Stock MNTV	210	+3	+1%	$1.04B
100	100 8x8 Inc EGHT $290M	207	+11	+6%	$588M