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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 Calix CALX $2.34B	215	+24	+13%	$4.12B
102	MNTV 102 DELISTED Momentive Global Inc. Common Stock MNTV	212	+42	+25%	$2.51B
103	XM 103 DELISTED Qualtrics International Inc. Class A Common Stock XM	210	+45	+27%	$4.24B
104	104 8x8 Inc EGHT $299M	207	-3	-1%	$1.83B
105	105 DELISTED Matterport, Inc. Class A Common Stock MTTR	204	+75	+58%	$1.57B
106	106 nCino NCNO $2.23B	201	-31	-13%	$4.98B
107	MFGP 107 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	200	+13	+7%	$274M
108	108 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	189	-4	-2%	$1.13B
109	DCT 109 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	187	-1	-0.5%	$2.87B
110	110 Health Catalyst HCAT $135M	187	-11	-6%	$2.19B
111	111 DELISTED Confluent CFLT	184	+85	+86%	$6.75B
112	112 Consensus Cloud Solutions CCSI $679M	183	+182	+18,200%	$881M
113	113 Procore PCOR $8.9B	180	+50	+38%	$8.51B
114	114 JFrog FROG $11.7B	179	+16	+10%	$1.52B
115	115 DELISTED Altair Engineering Inc ALTR	176	+4	+2%	$3.83B
116	116 PAR Technology PAR $718M	164	+9	+6%	$1.48B
117	117 Yext YEXT $706M	163	+1	+0.6%	$884M
118	118 Certara CERT $1.47B	162	+21	+15%	$2.37B
119	119 Toast TOST $18.6B	161	+40	+33%	$4.8B
120	EBIX 120 DELISTED Ebix Inc EBIX	160	+2	+1%	$593M
121	121 HealthStream HSTM $1.03B	158	+2	+1%	$591M
122	122 Agilysys AGYS $3.2B	155	-1	-0.6%	$1.07B
123	123 Upland Software UPLD $8.31M	155	+2	+1%	$443M
124	124 DELISTED Jamf JAMF	153	-7	-4%	$4.7B
125	125 DELISTED PROS Holdings PRO	153	-9	-6%	$1.53B