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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 Yext YEXT $699M	127	-11	-8%	$1.16B
102	102 DELISTED Simulations Plus SLP	125	-1	-0.8%	$257M
103	103 Dynatrace DT $18.1B	121	+35	+41%	$6.43B
104	104 Clarivate CLVT $1.06B	120	+31	+35%	$2.95B
105	105 DELISTED SolarWinds Corporation Common Stock SWI	116	+8	+7%	$5.64B
106	BNFT 106 DELISTED Benefitfocus, Inc. BNFT	113	+1	+0.9%	$690M
107	LGTY 107 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	112	+3	+3%	$368M
108	108 Huckleberry.ai, Inc. Class B Common Stock HUCK $144M	111	+11	+11%	$379M
109	109 BILL Holdings BILL $3.84B	105	+105	–	$1.19B
110	110 DELISTED Altair Engineering Inc ALTR	103	-21	-17%	$1.38B
111	111 NRC Health Common Stock NRC $463M	103	+7	+7%	$654M
112	112 DELISTED Brightcove, Inc. BCOV	100	-4	-4%	$284M
113	113 Comscore SCOR $57.9M	100	+3	+3%	$272M
114	ECOM 114 DELISTED CHANNELADVISOR CORPORATION ECOM	97	-2	-2%	$212M
115	CSLT 115 DELISTED CASTLIGHT HEALTH, INC. CSLT	96	-3	-3%	$110M
116	116 i3 Verticals IIIV $292M	96	+4	+4%	$375M
117	117 Calix CALX $2.29B	93	+1	+1%	$304M
118	118 Health Catalyst HCAT $134M	88	+2	+2%	$811M
119	119 PAR Technology PAR $674M	83	+12	+17%	$344M
120	120 DELISTED Sapiens International SPNS	83	+8	+11%	$195M
121	121 Digimarc Corp DMRC $142M	82	+2	+3%	$279M
122	122 Ooma OOMA $553M	82	+8	+11%	$213M
123	123 DELISTED Synchronoss Technologies SNCR	81	-21	-21%	$120M
124	124 SoundThinking SSTI $110M	71	-18	-20%	$192M
125	125 PowerFleet Inc AIOT $338M	63	+23	+58%	$95.2M