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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	307	-15	-5%	$3.38B
77	77 Progress Software PRGS $1.65B	305	+3	+1%	$2.55B
78	78 Workiva WK $4.12B	300	-3	-1%	$3.42B
79	79 FIVE9 FIVN $2.62B	297	-14	-5%	$3.48B
80	80 DELISTED HashiCorp, Inc. Class A Common Stock HCP	289	+46	+19%	$4.49B
81	81 Blackbaud BLKB $2.27B	284	+12	+4%	$3.76B
82	82 RingCentral RNG $6.53B	284	+22	+8%	$2.28B
83	83 Pegasystems PEGA $5.94B	280	+14	+5%	$2.48B
84	84 Q2 Holdings QTWO $3.83B	273	+19	+7%	$3.75B
85	85 LiveRamp RAMP $2.28B	269	+16	+6%	$1.91B
86	86 JFrog FROG $11.4B	263	-12	-4%	$2.82B
87	87 Calix CALX $2.32B	254	-6	-2%	$2.04B
88	88 Agilysys AGYS $3.17B	253	+23	+10%	$2.7B
89	89 DELISTED ENVESTNET, INC. ENV	252	+18	+8%	$3.66B
90	90 Open Text OTEX $6.2B	251	-23	-8%	$5.35B
91	91 nCino NCNO $2.21B	250	+22	+10%	$3.56B
92	92 Donnelley Financial Solutions DFIN $1.24B	247	+1	+0.4%	$1.63B
93	93 DELISTED Altair Engineering Inc ALTR	240	+7	+3%	$5.9B
94	94 Zeta Global ZETA $8.15B	240	+48	+25%	$2.44B
95	95 DELISTED Matterport, Inc. Class A Common Stock MTTR	237	+14	+6%	$644M
96	96 DELISTED CSG Systems International CSGS	235	-26	-10%	$1.2B
97	97 Freshworks FRSH $3.75B	235	-14	-6%	$2.34B
98	98 PagerDuty PD $1.35B	230	-5	-2%	$2.12B
99	99 DELISTED Clearwater Analytics CWAN	229	+18	+9%	$3.5B
100	100 Braze BRZE $3.37B	224	-1	-0.4%	$2.6B