← All themes

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 WIX.com WIX $3.4B	321	-49	-13%	$5.48B
77	77 Figma FIG $12.3B	315	0	0%	$6.82B
78	78 Workiva WK $4.2B	315	-33	-9%	$2.92B
79	79 Calix CALX $2.34B	310	-21	-6%	$2.94B
80	80 Waystar Holding Corp WAY $5.41B	307	+7	+2%	$4.94B
81	81 monday.com MNDY $3.99B	306	-99	-24%	$2.55B
82	82 NCR Voyix VYX $1.04B	303	+6	+2%	$988M
83	83 Blackbaud BLKB $2.33B	296	-8	-3%	$1.76B
84	84 Progress Software PRGS $1.67B	294	-15	-5%	$1.14B
85	85 DELISTED CSG Systems International CSGS	293	-25	-8%	$2.47B
86	86 FIVE9 FIVN $2.62B	292	+3	+1%	$1.2B
87	87 Open Text OTEX $6.25B	290	-11	-4%	$4.26B
88	88 nCino NCNO $2.23B	283	-12	-4%	$1.81B
89	89 BlackLine BL $1.77B	279	-29	-9%	$2.37B
90	90 Sprinklr CXM $1.36B	279	+12	+4%	$910M
91	91 LiveRamp RAMP $2.28B	279	-4	-1%	$1.62B
92	92 Klaviyo KVYO $5.15B	266	+5	+2%	$3.1B
93	93 Braze BRZE $3.45B	257	-4	-2%	$2.17B
94	94 Certara CERT $1.47B	257	+1	+0.4%	$770M
95	95 Clarivate CLVT $1.11B	256	+38	+17%	$1.45B
96	96 AvePoint AVPT $3.15B	255	+4	+2%	$1.26B
97	97 Agilysys AGYS $3.2B	252	-29	-10%	$2.01B
98	98 Asana ASAN $2.39B	252	+12	+5%	$660M
99	99 PagerDuty PD $1.36B	249	+17	+7%	$449M
100	100 Donnelley Financial Solutions DFIN $1.26B	245	+9	+4%	$1.15B