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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 RingCentral RNG $6.68B	318	+30	+10%	$2.37B
77	77 Freshworks FRSH $3.72B	316	+18	+6%	$2.41B
78	78 Blackbaud BLKB $2.33B	315	+27	+9%	$2.99B
79	79 Calix CALX $2.34B	314	+19	+6%	$3.48B
80	80 Workiva WK $4.2B	313	+1	+0.3%	$4.16B
81	81 FIVE9 FIVN $2.62B	309	+14	+5%	$2.08B
82	82 JFrog FROG $11.7B	309	+14	+5%	$4.02B
83	83 Progress Software PRGS $1.67B	309	-37	-11%	$2.07B
84	84 Waystar Holding Corp WAY $5.41B	301	+34	+13%	$7.06B
85	85 nCino NCNO $2.23B	299	+23	+8%	$3.5B
86	86 NCR Voyix VYX $1.04B	299	+15	+5%	$1.93B
87	87 ServiceTitan Inc TTAN $7.34B	290	+23	+9%	$7.45B
88	88 DELISTED CSG Systems International CSGS	288	-7	-2%	$1.88B
89	89 Open Text OTEX $6.25B	283	+10	+4%	$6.87B
90	90 Klaviyo KVYO $5.15B	276	+22	+9%	$3.91B
91	91 BlackLine BL $1.77B	273	-23	-8%	$3.29B
92	92 LiveRamp RAMP $2.28B	272	-21	-7%	$1.64B
93	93 Agilysys AGYS $3.2B	261	-2	-0.8%	$3.08B
94	94 Intapp INTA $3.35B	261	-21	-7%	$2.88B
95	95 Sprinklr CXM $1.36B	260	+10	+4%	$1B
96	96 Donnelley Financial Solutions DFIN $1.26B	245	0	0%	$1.39B
97	97 Certara CERT $1.47B	242	+6	+3%	$1.73B
98	98 AvePoint AVPT $3.15B	240	-5	-2%	$1.9B
99	99 Vertex VERX $2.22B	240	-29	-11%	$2.12B
100	100 DELISTED Informatica INFA	239	+12	+5%	$6.57B