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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 ServiceTitan Inc TTAN $7.34B	340	+50	+17%	$8.18B
77	77 JFrog FROG $11.7B	334	+25	+8%	$5.96B
78	78 Calix CALX $2.34B	331	+17	+5%	$3.11B
79	79 Freshworks FRSH $3.72B	329	+13	+4%	$2.58B
80	80 DELISTED CSG Systems International CSGS	318	+30	+10%	$2.36B
81	81 Figma FIG $12.3B	315	+79	+33%	$9.93B
82	82 Progress Software PRGS $1.67B	309	0	0%	$1.97B
83	83 BlackLine BL $1.77B	308	+35	+13%	$3.55B
84	84 RingCentral RNG $6.68B	308	-10	-3%	$2.39B
85	85 Blackbaud BLKB $2.33B	304	-11	-3%	$2.87B
86	86 Open Text OTEX $6.25B	301	+18	+6%	$6.01B
87	87 Waystar Holding Corp WAY $5.41B	300	-1	-0.3%	$6.53B
88	88 NCR Voyix VYX $1.04B	297	-2	-0.7%	$1.57B
89	89 nCino NCNO $2.23B	295	-4	-1%	$3.2B
90	90 DoubleVerify DV $2.11B	294	-32	-10%	$1.9B
91	91 FIVE9 FIVN $2.62B	289	-20	-6%	$1.59B
92	92 LiveRamp RAMP $2.28B	283	+11	+4%	$1.77B
93	93 Agilysys AGYS $3.2B	281	+20	+8%	$3.46B
94	94 Sprinklr CXM $1.36B	267	+7	+3%	$1.1B
95	95 Intapp INTA $3.35B	265	+4	+2%	$3.21B
96	96 Braze BRZE $3.45B	261	+27	+12%	$2.81B
97	97 Klaviyo KVYO $5.15B	261	-15	-5%	$5.14B
98	98 Certara CERT $1.47B	256	+14	+6%	$1.3B
99	99 AvePoint AVPT $3.15B	251	+11	+5%	$1.81B
100	100 Appian APPN $3.14B	245	+13	+6%	$1.27B