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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 Donnelley Financial Solutions DFIN $1.26B	161	+7	+5%	$401M
102	102 DELISTED PROS Holdings PRO	160	+4	+3%	$1.42B
103	103 Schrodinger SDGR $1.91B	157	+17	+12%	$1.38B
104	EBIX 104 DELISTED Ebix Inc EBIX	156	-9	-5%	$506M
105	105 Calix CALX $2.34B	152	+23	+18%	$805M
106	106 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	144	+8	+6%	$787M
107	107 OneSpan OSPN $659M	143	-6	-4%	$674M
108	108 Yext YEXT $706M	143	-3	-2%	$1.28B
109	109 Sprout Social SPT $701M	139	+39	+39%	$1.58B
110	110 Health Catalyst HCAT $135M	138	+10	+8%	$1.46B
111	111 DELISTED Altair Engineering Inc ALTR	136	+12	+10%	$1.68B
112	112 DELISTED SolarWinds Corporation Common Stock SWI	136	0	0%	$6.14B
113	ECOM 113 DELISTED CHANNELADVISOR CORPORATION ECOM	133	+13	+11%	$366M
114	114 ZoomInfo Technologies GTM $1.19B	133	+11	+9%	$7.09B
115	LGTY 115 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	130	-8	-6%	$360M
116	116 nCino NCNO $2.23B	124	+124	–	$5.5B
117	117 Agilysys AGYS $3.2B	123	-14	-10%	$576M
118	118 i3 Verticals IIIV $299M	118	+21	+22%	$476M
119	119 DELISTED Sapiens International SPNS	118	+18	+18%	$354M
120	DCT 120 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	110	+110	–	$1.94B
121	121 JFrog FROG $11.7B	108	+108	–	$2.4B
122	122 DELISTED Jamf JAMF	108	+108	–	$4.15B
123	BNFT 123 DELISTED Benefitfocus, Inc. BNFT	106	-8	-7%	$299M
124	124 DELISTED Brightcove, Inc. BCOV	99	-6	-6%	$350M
125	125 PAR Technology PAR $718M	98	+12	+14%	$683M