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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 $1.06B	318	-8	-2%	$1.47B
77	77 Progress Software PRGS $1.64B	313	-18	-5%	$2.55B
78	78 FIVE9 FIVN $2.49B	307	+11	+4%	$2.24B
79	79 Zeta Global ZETA $8.25B	307	-3	-1%	$2.03B
80	80 Freshworks FRSH $3.63B	300	+20	+7%	$2.89B
81	81 RingCentral RNG $6.46B	298	-14	-4%	$2.14B
82	82 DoubleVerify DV $2.11B	293	-25	-8%	$2.17B
83	83 DELISTED CSG Systems International CSGS	285	+21	+8%	$1.74B
84	84 Blackbaud BLKB $2.35B	279	+2	+0.7%	$2.94B
85	85 BlackLine BL $1.73B	278	-28	-9%	$3.14B
86	86 JFrog FROG $10.9B	278	+31	+13%	$2.68B
87	87 nCino NCNO $2.19B	275	-6	-2%	$3.66B
88	88 LiveRamp RAMP $2.28B	275	+12	+5%	$1.6B
89	89 Intapp INTA $3.31B	270	+14	+5%	$4.14B
90	90 Open Text OTEX $6.2B	266	-15	-5%	$4.65B
91	91 Vertex VERX $2.15B	264	+11	+4%	$2.74B
92	92 Calix CALX $2.35B	260	+7	+3%	$2B
93	93 Agilysys AGYS $3.13B	256	-14	-5%	$2.14B
94	94 AvePoint AVPT $3.06B	254	+16	+7%	$1.58B
95	95 Alkami Technology ALKT $1.5B	241	-9	-4%	$2.08B
96	96 Braze BRZE $3.31B	241	+18	+8%	$2.55B
97	97 Certara CERT $1.48B	240	+17	+8%	$1.21B
98	98 PAR Technology PAR $719M	239	+9	+4%	$2.58B
99	99 DELISTED Vimeo VMEO	237	-12	-5%	$749M
100	100 Donnelley Financial Solutions DFIN $1.28B	233	-11	-5%	$1.17B