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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 ZoomInfo Technologies GTM $1.19B	180	+10	+6%	$9.28B
102	MNTV 102 DELISTED Momentive Global Inc. Common Stock MNTV	176	-7	-4%	$2.1B
103	103 Upland Software UPLD $8.31M	175	-13	-7%	$1.17B
104	104 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	172	+16	+10%	$1.14B
105	DCT 105 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	171	+29	+20%	$4.33B
106	EBIX 106 DELISTED Ebix Inc EBIX	168	-25	-13%	$687M
107	107 Donnelley Financial Solutions DFIN $1.26B	167	+9	+6%	$826M
108	108 JFrog FROG $11.7B	167	+23	+16%	$1.95B
109	109 DELISTED Altair Engineering Inc ALTR	164	+18	+12%	$2.69B
110	110 DELISTED PROS Holdings PRO	162	-8	-5%	$1.92B
111	111 AppFolio APPF $7.74B	158	-24	-13%	$2.29B
112	112 Asana ASAN $2.39B	158	+23	+17%	$1.24B
113	113 DELISTED MODEL N, INC. MODN	155	-8	-5%	$1.2B
114	XM 114 DELISTED Qualtrics International Inc. Class A Common Stock XM	150	+150	–	$2.35B
115	115 Yext YEXT $706M	150	-1	-0.7%	$1.33B
116	116 PAR Technology PAR $718M	147	+7	+5%	$1.35B
117	117 DELISTED SolarWinds Corporation Common Stock SWI	146	-18	-11%	$5.3B
118	118 Agilysys AGYS $3.2B	142	-1	-0.7%	$1.16B
119	119 OneSpan OSPN $659M	140	-9	-6%	$785M
120	120 HealthStream HSTM $1.03B	139	-10	-7%	$520M
121	121 DELISTED Brightcove, Inc. BCOV	136	+21	+18%	$702M
122	122 Bentley Systems BSY $10.9B	135	+50	+59%	$3.05B
123	123 DELISTED Jamf JAMF	134	-14	-9%	$3.99B
124	ECOM 124 DELISTED CHANNELADVISOR CORPORATION ECOM	133	+8	+6%	$631M
125	SUMO 125 DELISTED Sumo Logic, Inc. Common Stock SUMO	124	+14	+13%	$1.24B