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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 Pegasystems PEGA $5.91B	301	+21	+8%	$3.01B
77	77 Zeta Global ZETA $8.42B	299	+59	+25%	$4.58B
78	78 CCC Intelligent Solutions CCC $4.49B	295	-12	-4%	$6.9B
79	79 Workiva WK $4.2B	294	-6	-2%	$3.64B
80	80 Q2 Holdings QTWO $3.88B	293	+20	+7%	$5.01B
81	81 BlackLine BL $1.77B	292	-21	-7%	$3.33B
82	82 RingCentral RNG $6.68B	285	+1	+0.4%	$2.5B
83	83 Blackbaud BLKB $2.33B	283	-1	-0.4%	$4.1B
84	84 DELISTED HashiCorp, Inc. Class A Common Stock HCP	283	-6	-2%	$5.21B
85	85 Open Text OTEX $6.25B	281	+30	+12%	$6.03B
86	86 nCino NCNO $2.23B	273	+23	+9%	$3.69B
87	87 FIVE9 FIVN $2.62B	270	-27	-9%	$2.33B
88	88 DELISTED Clearwater Analytics CWAN	265	+36	+16%	$5B
89	89 DELISTED ENVESTNET, INC. ENV	261	+9	+4%	$3.41B
90	90 Agilysys AGYS $3.2B	259	+6	+2%	$2.86B
91	91 DELISTED CSG Systems International CSGS	257	+22	+9%	$1.42B
92	92 Donnelley Financial Solutions DFIN $1.26B	254	+7	+3%	$1.79B
93	93 Freshworks FRSH $3.72B	253	+18	+8%	$2.15B
94	94 DELISTED Altair Engineering Inc ALTR	252	+12	+5%	$5.79B
95	95 LiveRamp RAMP $2.28B	251	-18	-7%	$1.51B
96	96 JFrog FROG $11.7B	244	-19	-7%	$2.29B
97	97 Calix CALX $2.34B	241	-13	-5%	$2.21B
98	98 DELISTED Matterport, Inc. Class A Common Stock MTTR	237	0	0%	$704M
99	99 DELISTED Vimeo VMEO	234	+10	+4%	$709M
100	100 Certara CERT $1.47B	226	+10	+5%	$1.36B