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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
101	101 NRC Health Common Stock NRC $467M	78	+4	+5%	$278M
102	102 Digimarc Corp DMRC $151M	75	+5	+7%	$189M
103	103 Ooma OOMA $565M	75	+11	+17%	$207M
104	104 Appian APPN $3.14B	74	+3	+4%	$385M
105	105 DELISTED Zuora, Inc. ZUO	73	+73	–	$322M
106	AVLR 106 DELISTED Avalara, Inc. AVLR	66	+66	–	$2.43B
107	107 Comscore SCOR $61.2M	65	+53	+442%	$884M
108	108 DELISTED Smartsheet Inc. SMAR	65	+65	–	$1.11B
109	109 SoundThinking SSTI $110M	62	+20	+48%	$228M
110	MIXT 110 DELISTED MIX TELEMATICS LIMITED MIXT	60	+4	+7%	$138M
111	111 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	55	+55	–	$367M
112	112 i3 Verticals IIIV $299M	50	+50	–	$88M
113	113 ReposiTrak TRAK $135M	50	-4	-7%	$43.6M
114	114 PAR Technology PAR $718M	49	+9	+23%	$108M
115	MTBL 115 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	39	+3	+8%	$6.02M
116	GTYH 116 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	37	+2	+6%	$360M
117	117 Rimini Street RMNI $384M	32	+22	+220%	$162M
118	118 PowerFleet Inc AIOT $334M	30	-5	-14%	$51.1M
119	119 DELISTED Sapiens International SPNS	30	-3	-9%	$44.8M
120	120 DELISTED Synchronoss Technologies SNCR	26	-120	-82%	$8.34M
121	121 NetSol Technologies NTWK $77.8M	25	+7	+39%	$15.3M
122	122 Red Violet RDVT $1.24B	25	-12	-32%	$5.27M
123	123 Mind CTI MNDO $18.6M	21	-3	-13%	$6.6M
124	124 Smith Micro Software SMSI $12.9M	21	+1	+5%	$6.57M
125	MRIN 125 DELISTED Marin Software MRIN	18	-3	-14%	$4.88M