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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 Upland Software UPLD $8.31M	153	+2	+1%	$709M
102	102 DELISTED Simulations Plus SLP	151	+32	+27%	$636M
103	103 OneSpan OSPN $659M	149	+12	+9%	$843M
104	104 Yext YEXT $706M	146	+25	+21%	$1.4B
105	105 Schrodinger SDGR $1.91B	140	+45	+47%	$2.15B
106	LGTY 106 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	138	+2	+1%	$406M
107	107 Agilysys AGYS $3.2B	137	-7	-5%	$421M
108	108 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	136	+35	+35%	$634M
109	109 DELISTED SolarWinds Corporation Common Stock SWI	136	+26	+24%	$5.33B
110	110 Calix CALX $2.34B	129	+27	+26%	$629M
111	111 Health Catalyst HCAT $135M	128	+19	+17%	$991M
112	112 DELISTED Altair Engineering Inc ALTR	124	+16	+15%	$1.54B
113	113 ZoomInfo Technologies GTM $1.19B	122	+122	–	$7.5B
114	ECOM 114 DELISTED CHANNELADVISOR CORPORATION ECOM	120	+18	+18%	$388M
115	BNFT 115 DELISTED Benefitfocus, Inc. BNFT	114	+4	+4%	$296M
116	116 DELISTED Brightcove, Inc. BCOV	105	+8	+8%	$272M
117	117 DELISTED Sapiens International SPNS	100	+16	+19%	$320M
118	118 Sprout Social SPT $701M	100	+27	+37%	$986M
119	119 i3 Verticals IIIV $299M	97	+1	+1%	$469M
120	120 Ooma OOMA $565M	97	+15	+18%	$295M
121	121 NRC Health Common Stock NRC $467M	95	-1	-1%	$614M
122	122 Comscore SCOR $61.2M	91	-4	-4%	$165M
123	123 PAR Technology PAR $718M	86	+14	+19%	$491M
124	124 DELISTED Synchronoss Technologies SNCR	82	+1	+1%	$72.3M
125	CSLT 125 DELISTED CASTLIGHT HEALTH, INC. CSLT	81	-5	-6%	$75.8M