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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 $1.14B	200	+20	+11%	$10.7B
102	102 Descartes Systems DSGX $7.3B	198	+8	+4%	$4.73B
103	103 Health Catalyst HCAT $131M	198	+8	+4%	$2.68B
104	104 DELISTED Simulations Plus SLP	193	-2	-1%	$792M
105	105 Donnelley Financial Solutions DFIN $1.21B	184	+17	+10%	$981M
106	106 Calix CALX $2.27B	183	-16	-8%	$2.31B
107	DCT 107 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	181	+10	+6%	$4.15B
108	108 Huckleberry.ai, Inc. Class B Common Stock HUCK $143M	180	+8	+5%	$1.71B
109	109 Yext YEXT $690M	171	+21	+14%	$1.26B
110	EBIX 110 DELISTED Ebix Inc EBIX	169	+1	+0.6%	$642M
111	111 DELISTED PROS Holdings PRO	167	+5	+3%	$2.06B
112	112 DELISTED Altair Engineering Inc ALTR	166	+2	+1%	$3.07B
113	XM 113 DELISTED Qualtrics International Inc. Class A Common Stock XM	164	+14	+9%	$2.97B
114	MNTV 114 DELISTED Momentive Global Inc. Common Stock MNTV	162	-14	-8%	$2.46B
115	115 AppFolio APPF $7.2B	160	+2	+1%	$2.29B
116	116 Upland Software UPLD $8.63M	157	-18	-10%	$1.02B
117	117 Agilysys AGYS $3.03B	156	+14	+10%	$1.36B
118	118 JFrog FROG $11.3B	152	-15	-9%	$2.09B
119	119 OneSpan OSPN $648M	148	+8	+6%	$811M
120	120 HealthStream HSTM $1.03B	147	+8	+6%	$644M
121	121 DELISTED MODEL N, INC. MODN	147	-8	-5%	$1.16B
122	122 PAR Technology PAR $654M	147	0	0%	$1.68B
123	123 DELISTED Jamf JAMF	144	+10	+7%	$3.83B
124	124 DELISTED SolarWinds Corporation Common Stock SWI	141	-5	-3%	$4.13B
125	SUMO 125 DELISTED Sumo Logic, Inc. Common Stock SUMO	135	+11	+9%	$1.54B