← All themes

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 Sprout Social SPT $701M	180	+41	+29%	$1.79B
102	102 DELISTED Zuora, Inc. ZUO	178	-2	-1%	$972M
103	103 nCino NCNO $2.23B	174	+50	+40%	$5.54B
104	104 ZoomInfo Technologies GTM $1.19B	170	+37	+28%	$8.68B
105	105 DELISTED PROS Holdings PRO	170	+10	+6%	$2.29B
106	106 Health Catalyst HCAT $135M	168	+30	+22%	$1.76B
107	107 DELISTED SolarWinds Corporation Common Stock SWI	164	+28	+21%	$4.53B
108	108 DELISTED MODEL N, INC. MODN	163	-19	-10%	$1.2B
109	109 Donnelley Financial Solutions DFIN $1.26B	158	-3	-2%	$494M
110	110 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	156	+12	+8%	$1.35B
111	111 Yext YEXT $706M	151	+8	+6%	$1.39B
112	112 HealthStream HSTM $1.03B	149	-13	-8%	$517M
113	113 OneSpan OSPN $659M	149	+6	+4%	$639M
114	114 DELISTED Jamf JAMF	148	+40	+37%	$3.33B
115	115 DELISTED Altair Engineering Inc ALTR	146	+10	+7%	$2.42B
116	116 JFrog FROG $11.7B	144	+36	+33%	$2.74B
117	117 Agilysys AGYS $3.2B	143	+20	+16%	$907M
118	DCT 118 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	142	+32	+29%	$3.57B
119	119 PAR Technology PAR $718M	140	+42	+43%	$1.28B
120	120 Asana ASAN $2.39B	135	+70	+108%	$1.03B
121	ECOM 121 DELISTED CHANNELADVISOR CORPORATION ECOM	125	-8	-6%	$418M
122	122 DELISTED Sapiens International SPNS	122	+4	+3%	$444M
123	LGTY 123 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	120	-10	-8%	$447M
124	124 i3 Verticals IIIV $299M	119	+1	+0.8%	$649M
125	125 DELISTED Brightcove, Inc. BCOV	115	+16	+16%	$631M