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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 Sprout Social SPT $701M	279	+27	+11%	$3.06B
77	NEWR 77 DELISTED New Relic, Inc. NEWR	275	+36	+15%	$4.37B
78	78 Calix CALX $2.34B	271	-2	-0.7%	$2.9B
79	79 Procore PCOR $8.9B	266	+29	+12%	$7.29B
80	80 DELISTED Confluent CFLT	259	+13	+5%	$3.57B
81	81 Commault Systems CVLT $6.59B	259	-6	-2%	$2.31B
82	82 PagerDuty PD $1.36B	258	+42	+19%	$3B
83	83 Descartes Systems DSGX $7.58B	256	+29	+13%	$5.41B
84	84 Blackbaud BLKB $2.33B	254	+8	+3%	$3.53B
85	85 Open Text OTEX $6.25B	248	-3	-1%	$7.36B
86	86 DELISTED Vimeo VMEO	242	-12	-5%	$548M
87	87 DELISTED CSG Systems International CSGS	238	-11	-4%	$1.57B
88	88 GitLab GTLB $9.32B	238	+13	+6%	$2.64B
89	89 DELISTED ENVESTNET, INC. ENV	237	-2	-0.8%	$3.44B
90	90 LiveRamp RAMP $2.28B	229	+21	+10%	$1.34B
91	91 Asana ASAN $2.39B	227	+6	+3%	$1.13B
92	92 8x8 Inc EGHT $290M	221	+8	+4%	$501M
93	93 DoubleVerify DV $2.11B	218	+31	+17%	$4.78B
94	94 DELISTED Matterport, Inc. Class A Common Stock MTTR	217	-7	-3%	$222M
95	95 Certara CERT $1.47B	216	+17	+9%	$2.62B
96	96 Appian APPN $3.14B	209	-2	-0.9%	$1.28B
97	97 DELISTED Everbridge, Inc. Common Stock EVBG	209	-7	-3%	$1.28B
98	98 monday.com MNDY $3.99B	209	+37	+22%	$5B
99	99 Agilysys AGYS $3.2B	205	+11	+6%	$2.02B
100	100 Q2 Holdings QTWO $3.88B	203	-1	-0.5%	$1.42B