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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 DoubleVerify DV $2.11B	281	+23	+9%	$6.24B
77	77 Progress Software PRGS $1.67B	280	-11	-4%	$2.42B
78	78 Commault Systems CVLT $6.59B	278	+19	+7%	$3.39B
79	79 Open Text OTEX $6.25B	277	+19	+7%	$7.56B
80	AYX 80 DELISTED Alteryx Inc AYX	268	-8	-3%	$2.81B
81	81 Calix CALX $2.34B	263	-13	-5%	$2.49B
82	82 Blackbaud BLKB $2.33B	262	+5	+2%	$4.39B
83	83 RingCentral RNG $6.68B	262	+2	+0.8%	$2.72B
84	84 Sprout Social SPT $701M	261	+26	+11%	$3.57B
85	85 LiveRamp RAMP $2.28B	255	+38	+18%	$2.33B
86	86 Samsara IOT $24.9B	253	+46	+22%	$6.04B
87	87 CCC Intelligent Solutions CCC $4.49B	240	+53	+28%	$6.7B
88	88 DELISTED CSG Systems International CSGS	239	+13	+6%	$1.63B
89	89 Freshworks FRSH $3.72B	239	+13	+6%	$4.01B
90	90 Pegasystems PEGA $5.91B	239	+49	+26%	$1.9B
91	91 JFrog FROG $11.7B	238	+23	+11%	$2.27B
92	92 Schrodinger SDGR $1.91B	238	+4	+2%	$2.05B
93	93 DELISTED HashiCorp, Inc. Class A Common Stock HCP	236	-3	-1%	$2.35B
94	94 Q2 Holdings QTWO $3.88B	234	+28	+14%	$2.6B
95	95 Braze BRZE $3.45B	232	+39	+20%	$3.03B
96	96 PagerDuty PD $1.36B	232	+13	+6%	$2.09B
97	97 DELISTED Vimeo VMEO	228	+2	+0.9%	$560M
98	98 Agilysys AGYS $3.2B	222	+22	+11%	$2.12B
99	99 Donnelley Financial Solutions DFIN $1.26B	222	+9	+4%	$1.66B
100	100 DELISTED Matterport, Inc. Class A Common Stock MTTR	221	+7	+3%	$290M