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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 $2.27B	203	-27	-12%	$1.82B
102	102 Procore PCOR $8.5B	202	+3	+2%	$5.04B
103	103 DELISTED Confluent CFLT	200	-13	-6%	$2.67B
104	104 DELISTED Zuora, Inc. ZUO	199	-14	-7%	$817M
105	105 Schrodinger SDGR $1.87B	198	-4	-2%	$1.24B
106	106 Donnelley Financial Solutions DFIN $1.21B	196	-25	-11%	$844M
107	107 nCino NCNO $2.08B	188	-11	-6%	$3.06B
108	XM 108 DELISTED Qualtrics International Inc. Class A Common Stock XM	188	-10	-5%	$1.57B
109	109 DELISTED Altair Engineering Inc ALTR	183	-6	-3%	$2.63B
110	110 GitLab GTLB $8.86B	181	+38	+27%	$3.45B
111	MFGP 111 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	181	-10	-5%	$151M
112	112 Health Catalyst HCAT $131M	179	-6	-3%	$766M
113	DCT 113 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	170	-13	-7%	$1.53B
114	114 Consensus Cloud Solutions CCSI $644M	166	+3	+2%	$772M
115	115 JFrog FROG $11.3B	166	-12	-7%	$1.09B
116	SUMO 116 DELISTED Sumo Logic, Inc. Common Stock SUMO	166	+3	+2%	$624M
117	117 Certara CERT $1.43B	164	0	0%	$2.66B
118	118 DELISTED Olo Inc OLO	164	+6	+4%	$1.29B
119	EBIX 119 DELISTED Ebix Inc EBIX	161	-17	-10%	$346M
120	120 DELISTED Simulations Plus SLP	157	+9	+6%	$723M
121	121 Yext YEXT $690M	157	-21	-12%	$407M
122	122 Huckleberry.ai, Inc. Class B Common Stock HUCK $143M	156	-19	-11%	$671M
123	123 AppFolio APPF $7.2B	155	-19	-11%	$1.46B
124	124 HealthStream HSTM $1.03B	150	-5	-3%	$469M
125	125 Agilysys AGYS $3.03B	149	+5	+3%	$1.16B