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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 Calix CALX $2.34B	273	+42	+18%	$3.58B
77	77 Workiva WK $4.2B	271	+10	+4%	$3.75B
78	78 Commault Systems CVLT $6.59B	265	+28	+12%	$2.56B
79	79 DELISTED Vimeo VMEO	254	+6	+2%	$496M
80	80 Sprout Social SPT $701M	252	-3	-1%	$2.8B
81	81 Open Text OTEX $6.25B	251	-16	-6%	$5.25B
82	82 DELISTED CSG Systems International CSGS	249	+25	+11%	$1.62B
83	83 Blackbaud BLKB $2.33B	246	-3	-1%	$2.96B
84	84 DELISTED Confluent CFLT	246	+10	+4%	$2.9B
85	85 DELISTED ENVESTNET, INC. ENV	239	0	0%	$3.55B
86	NEWR 86 DELISTED New Relic, Inc. NEWR	239	-20	-8%	$3.31B
87	87 Procore PCOR $8.9B	237	+20	+9%	$5.53B
88	88 Descartes Systems DSGX $7.58B	227	+2	+0.9%	$4.71B
89	89 GitLab GTLB $9.32B	225	+8	+4%	$3.82B
90	90 DELISTED Matterport, Inc. Class A Common Stock MTTR	224	+4	+2%	$227M
91	91 Asana ASAN $2.39B	221	-20	-8%	$703M
92	92 DELISTED Everbridge, Inc. Common Stock EVBG	216	0	0%	$1.08B
93	93 PagerDuty PD $1.36B	216	+14	+7%	$2.2B
94	94 8x8 Inc EGHT $299M	213	+10	+5%	$508M
95	95 Appian APPN $3.14B	211	-25	-11%	$915M
96	96 LiveRamp RAMP $2.28B	208	-15	-7%	$1.39B
97	97 Q2 Holdings QTWO $3.88B	204	-5	-2%	$1.54B
98	98 Donnelley Financial Solutions DFIN $1.26B	200	+2	+1%	$1.02B
99	99 Certara CERT $1.47B	199	+7	+4%	$1.5B
100	100 nCino NCNO $2.23B	197	-5	-2%	$2.73B