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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 NCR Voyix VYX $1.04B	326	-7	-2%	$2.07B
77	77 Pegasystems PEGA $5.91B	321	+20	+7%	$3.95B
78	78 DoubleVerify DV $2.11B	318	+3	+1%	$3.27B
79	79 Workiva WK $4.2B	315	+21	+7%	$5.17B
80	80 RingCentral RNG $6.68B	312	+27	+9%	$2.88B
81	81 Zeta Global ZETA $8.42B	310	+11	+4%	$2.58B
82	82 CCC Intelligent Solutions CCC $4.49B	309	+14	+5%	$7.43B
83	83 BlackLine BL $1.77B	306	+14	+5%	$3.89B
84	84 DELISTED Altair Engineering Inc ALTR	298	+46	+18%	$6.27B
85	85 FIVE9 FIVN $2.62B	296	+26	+10%	$3.22B
86	86 DELISTED HashiCorp, Inc. Class A Common Stock HCP	293	+10	+4%	$5.3B
87	87 nCino NCNO $2.23B	281	+8	+3%	$4.02B
88	88 Open Text OTEX $6.25B	281	0	0%	$4.95B
89	89 Freshworks FRSH $3.72B	280	+27	+11%	$3.28B
90	90 Blackbaud BLKB $2.33B	277	-6	-2%	$3.49B
91	91 Agilysys AGYS $3.2B	270	+11	+4%	$3.64B
92	92 DELISTED CSG Systems International CSGS	264	+7	+3%	$1.49B
93	93 LiveRamp RAMP $2.28B	263	+12	+5%	$1.86B
94	94 Intapp INTA $3.35B	256	+38	+17%	$4.62B
95	95 DELISTED Matterport, Inc. Class A Common Stock MTTR	254	+17	+7%	$818M
96	96 Calix CALX $2.34B	253	+12	+5%	$2B
97	97 Vertex VERX $2.22B	253	+34	+16%	$3.94B
98	98 Alkami Technology ALKT $1.52B	250	+47	+23%	$2.67B
99	99 DELISTED Vimeo VMEO	249	+15	+6%	$893M
100	100 JFrog FROG $11.7B	247	+3	+1%	$2.32B