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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	BNFT 101 DELISTED Benefitfocus, Inc. BNFT	116	-23	-17%	$868M
102	CSLT 102 DELISTED CASTLIGHT HEALTH, INC. CSLT	112	+9	+9%	$259M
103	103 DELISTED MODEL N, INC. MODN	112	+2	+2%	$499M
104	104 DELISTED SolarWinds Corporation Common Stock SWI	111	+22	+25%	$5.38B
105	105 Comscore SCOR $61.2M	108	+23	+27%	$247M
106	106 DELISTED Simulations Plus SLP	106	+11	+12%	$210M
107	107 i3 Verticals IIIV $299M	103	+34	+49%	$355M
108	108 DELISTED Brightcove, Inc. BCOV	100	+6	+6%	$304M
109	ECOM 109 DELISTED CHANNELADVISOR CORPORATION ECOM	99	-2	-2%	$200M
110	110 DELISTED Synchronoss Technologies SNCR	99	+12	+14%	$167M
111	111 PagerDuty PD $1.36B	97	+97	–	$1.74B
112	LGTY 112 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	96	-7	-7%	$321M
113	113 Calix CALX $2.34B	92	-26	-22%	$241M
114	114 SoundThinking SSTI $110M	90	+6	+7%	$365M
115	115 NRC Health Common Stock NRC $467M	89	+13	+17%	$516M
116	116 Digimarc Corp DMRC $151M	82	+5	+6%	$346M
117	117 Ooma OOMA $565M	82	-1	-1%	$168M
118	118 DELISTED Sapiens International SPNS	67	+14	+26%	$122M
119	119 PAR Technology PAR $718M	66	+7	+12%	$264M
120	MIXT 120 DELISTED MIX TELEMATICS LIMITED MIXT	60	-1	-2%	$141M
121	121 Asure Software ASUR $212M	54	-11	-17%	$58.2M
122	122 Clarivate CLVT $1.11B	52	+7	+16%	$1.2B
123	GTYH 123 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	47	+28	+147%	$103M
124	124 ReposiTrak TRAK $135M	46	-5	-10%	$25.7M
125	125 Rimini Street RMNI $384M	44	+6	+16%	$158M