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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 DELISTED Zuora, Inc. ZUO	199	-3	-1%	$1.39B
102	102 Health Catalyst HCAT $135M	198	0	0%	$2.67B
103	103 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	193	+13	+7%	$1.85B
104	104 Calix CALX $2.34B	191	+8	+4%	$2.5B
105	105 Donnelley Financial Solutions DFIN $1.26B	191	+7	+4%	$1.04B
106	DCT 106 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	188	+7	+4%	$4.2B
107	MFGP 107 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	187	-15	-7%	$244M
108	108 DELISTED Altair Engineering Inc ALTR	172	+6	+4%	$3.36B
109	MNTV 109 DELISTED Momentive Global Inc. Common Stock MNTV	170	+8	+5%	$2.3B
110	110 DELISTED Simulations Plus SLP	165	-28	-15%	$564M
111	XM 111 DELISTED Qualtrics International Inc. Class A Common Stock XM	165	+1	+0.6%	$3.4B
112	112 JFrog FROG $11.7B	163	+11	+7%	$1.61B
113	113 DELISTED PROS Holdings PRO	162	-5	-3%	$1.57B
114	114 Yext YEXT $706M	162	-9	-5%	$1.07B
115	115 DELISTED Jamf JAMF	160	+16	+11%	$4.56B
116	EBIX 116 DELISTED Ebix Inc EBIX	158	-11	-7%	$505M
117	117 Agilysys AGYS $3.2B	156	0	0%	$1.27B
118	118 HealthStream HSTM $1.03B	156	+9	+6%	$652M
119	119 AppFolio APPF $7.74B	155	-5	-3%	$1.93B
120	120 PAR Technology PAR $718M	155	+8	+5%	$1.68B
121	121 Upland Software UPLD $8.31M	153	-4	-3%	$842M
122	122 DELISTED MODEL N, INC. MODN	147	0	0%	$1.15B
123	ECOM 123 DELISTED CHANNELADVISOR CORPORATION ECOM	143	+11	+8%	$676M
124	124 Certara CERT $1.47B	141	+48	+52%	$2.36B
125	125 OneSpan OSPN $659M	141	-7	-5%	$603M