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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 Progress Software PRGS $1.67B	302	+22	+8%	$2.48B
77	77 Descartes Systems DSGX $7.58B	301	+13	+5%	$6.08B
78	78 Commault Systems CVLT $6.59B	292	+14	+5%	$4.26B
79	79 JFrog FROG $11.7B	275	+37	+16%	$3.14B
80	80 Open Text OTEX $6.25B	274	-3	-1%	$6.99B
81	81 Blackbaud BLKB $2.33B	272	+10	+4%	$3.73B
82	82 Pegasystems PEGA $5.91B	266	+27	+11%	$2.53B
83	83 CCC Intelligent Solutions CCC $4.49B	264	+24	+10%	$7.07B
84	84 RingCentral RNG $6.68B	262	0	0%	$2.79B
85	85 DELISTED CSG Systems International CSGS	261	+22	+9%	$1.63B
86	86 Calix CALX $2.34B	260	-3	-1%	$1.91B
87	87 Q2 Holdings QTWO $3.88B	254	+20	+9%	$3.27B
88	88 LiveRamp RAMP $2.28B	253	-2	-0.8%	$2.18B
89	89 Sprout Social SPT $701M	253	-8	-3%	$3.42B
90	90 Freshworks FRSH $3.72B	249	+10	+4%	$3.49B
91	91 Donnelley Financial Solutions DFIN $1.26B	246	+24	+11%	$1.7B
92	92 DELISTED HashiCorp, Inc. Class A Common Stock HCP	243	+7	+3%	$2.89B
93	93 PagerDuty PD $1.36B	235	+3	+1%	$2.06B
94	94 DELISTED ENVESTNET, INC. ENV	234	+15	+7%	$3.47B
95	95 DELISTED Altair Engineering Inc ALTR	233	+17	+8%	$4.82B
96	96 Agilysys AGYS $3.2B	230	+8	+4%	$2.13B
97	97 nCino NCNO $2.23B	228	+19	+9%	$4.07B
98	98 Braze BRZE $3.45B	225	-7	-3%	$2.7B
99	99 DELISTED Vimeo VMEO	224	-4	-2%	$571M
100	100 DELISTED Matterport, Inc. Class A Common Stock MTTR	223	+2	+0.9%	$247M