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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	316	+23	+8%	$2.5B
77	77 Zeta Global ZETA $8.1B	315	+8	+3%	$2.45B
78	78 Workiva WK $3.95B	312	-17	-5%	$3.17B
79	79 Freshworks FRSH $3.57B	298	-2	-0.7%	$3.09B
80	80 BlackLine BL $1.7B	296	+18	+6%	$3.7B
81	81 Calix CALX $2.27B	295	+35	+13%	$2.97B
82	82 DELISTED CSG Systems International CSGS	295	+10	+4%	$1.9B
83	83 FIVE9 FIVN $2.47B	295	-12	-4%	$2.33B
84	84 JFrog FROG $11.3B	295	+17	+6%	$3.61B
85	85 LiveRamp RAMP $2.29B	293	+18	+7%	$2B
86	86 Blackbaud BLKB $2.22B	288	+9	+3%	$3.04B
87	87 RingCentral RNG $6.28B	288	-10	-3%	$2.5B
88	88 NCR Voyix VYX $950M	284	-34	-11%	$1.78B
89	89 Intapp INTA $3.03B	282	+12	+4%	$3.75B
90	90 nCino NCNO $2.08B	276	+1	+0.4%	$3.78B
91	91 Open Text OTEX $6.05B	273	+7	+3%	$5.36B
92	92 Vertex VERX $2.07B	269	+5	+2%	$2.97B
93	93 ServiceTitan Inc TTAN $7.01B	267	+132	+98%	$7.34B
94	94 Waystar Holding Corp WAY $5.15B	267	+41	+18%	$5.9B
95	95 Agilysys AGYS $3.03B	263	+7	+3%	$3.35B
96	96 Klaviyo KVYO $4.84B	254	+38	+18%	$4.48B
97	97 Sprinklr CXM $1.31B	250	+37	+17%	$1.11B
98	98 AvePoint AVPT $2.96B	245	-9	-4%	$2.24B
99	99 Donnelley Financial Solutions DFIN $1.21B	245	+12	+5%	$1.7B
100	100 Certara CERT $1.43B	236	-4	-2%	$1.5B