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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 Ooma OOMA $565M	83	+8	+11%	$250M
102	102 SoundThinking SSTI $110M	83	+21	+34%	$367M
103	103 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	82	+27	+49%	$351M
104	MNTV 104 DELISTED Momentive Global Inc. Common Stock MNTV	82	+82	–	$1.08B
105	105 DELISTED Simulations Plus SLP	82	-4	-5%	$135M
106	AVLR 106 DELISTED Avalara, Inc. AVLR	80	+14	+21%	$1.66B
107	107 DELISTED Smartsheet Inc. SMAR	78	+13	+20%	$1.35B
108	108 Asure Software ASUR $212M	75	-21	-22%	$117M
109	109 Digimarc Corp DMRC $151M	75	0	0%	$230M
110	110 NRC Health Common Stock NRC $467M	75	-3	-4%	$315M
111	111 Comscore SCOR $61.2M	75	+10	+15%	$786M
112	112 i3 Verticals IIIV $299M	70	+20	+40%	$152M
113	113 PAR Technology PAR $718M	59	+10	+20%	$128M
114	MIXT 114 DELISTED MIX TELEMATICS LIMITED MIXT	53	-7	-12%	$119M
115	115 ReposiTrak TRAK $135M	53	+3	+6%	$57.5M
116	GTYH 116 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	40	+3	+8%	$414M
117	117 Rimini Street RMNI $384M	38	+6	+19%	$173M
118	118 PowerFleet Inc AIOT $334M	34	+4	+13%	$57.3M
119	MTBL 119 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	34	-5	-13%	$2.68M
120	120 DELISTED Sapiens International SPNS	33	+3	+10%	$67.9M
121	121 Red Violet RDVT $1.24B	24	-1	-4%	$4.16M
122	122 NetSol Technologies NTWK $77.8M	22	-3	-12%	$18.9M
123	123 Smith Micro Software SMSI $12.9M	22	+1	+5%	$4.91M
124	124 Mind CTI MNDO $18.6M	20	-1	-5%	$6.66M
125	MRIN 125 DELISTED Marin Software MRIN	20	+2	+11%	$2.7M