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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	213	-4	-2%	$1.4B
102	102 DELISTED Matterport, Inc. Class A Common Stock MTTR	211	+7	+3%	$642M
103	MNTV 103 DELISTED Momentive Global Inc. Common Stock MNTV	207	-5	-2%	$1.96B
104	104 Schrodinger SDGR $1.91B	202	-14	-6%	$1.46B
105	105 nCino NCNO $2.23B	199	-2	-1%	$4.1B
106	106 Procore PCOR $8.9B	199	+19	+11%	$6.3B
107	XM 107 DELISTED Qualtrics International Inc. Class A Common Stock XM	198	-12	-6%	$3.73B
108	108 8x8 Inc EGHT $299M	196	-11	-5%	$1.42B
109	MFGP 109 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	191	-9	-5%	$237M
110	110 DELISTED Altair Engineering Inc ALTR	189	+13	+7%	$3.19B
111	111 Health Catalyst HCAT $135M	185	-2	-1%	$1.39B
112	112 Toast TOST $18.6B	184	+23	+14%	$3.63B
113	DCT 113 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	183	-4	-2%	$2.15B
114	EBIX 114 DELISTED Ebix Inc EBIX	178	+18	+11%	$663M
115	115 JFrog FROG $11.7B	178	-1	-0.6%	$1.35B
116	116 Yext YEXT $706M	178	+15	+9%	$600M
117	117 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	175	-14	-7%	$1.23B
118	118 AppFolio APPF $7.74B	174	+24	+16%	$6.67B
119	119 Certara CERT $1.47B	164	+2	+1%	$1.85B
120	120 Consensus Cloud Solutions CCSI $679M	163	-20	-11%	$892M
121	SUMO 121 DELISTED Sumo Logic, Inc. Common Stock SUMO	163	+14	+9%	$953M
122	122 DELISTED Olo Inc OLO	158	+8	+5%	$1.49B
123	123 HealthStream HSTM $1.03B	155	-3	-2%	$434M
124	124 DELISTED Jamf JAMF	155	+2	+1%	$4.16B
125	125 monday.com MNDY $3.99B	149	+17	+13%	$4.4B