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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 nCino NCNO $2.23B	202	+14	+7%	$3.37B
102	102 PagerDuty PD $1.36B	202	-10	-5%	$1.89B
103	103 DELISTED Zuora, Inc. ZUO	200	+1	+0.5%	$671M
104	104 Donnelley Financial Solutions DFIN $1.26B	198	+2	+1%	$1.03B
105	105 Schrodinger SDGR $1.91B	196	-2	-1%	$1.23B
106	106 Certara CERT $1.47B	192	+28	+17%	$1.62B
107	107 DELISTED Simulations Plus SLP	179	+22	+14%	$730M
108	108 DELISTED Altair Engineering Inc ALTR	177	-6	-3%	$2.21B
109	109 Pegasystems PEGA $5.91B	177	-36	-17%	$1.29B
110	110 Consensus Cloud Solutions CCSI $679M	174	+8	+5%	$878M
111	111 monday.com MNDY $3.99B	174	+34	+24%	$3.29B
112	DCT 112 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	173	+3	+2%	$1.18B
113	113 Health Catalyst HCAT $135M	171	-8	-4%	$473M
114	114 DELISTED Olo Inc OLO	171	+7	+4%	$1.02B
115	115 DoubleVerify DV $2.11B	167	+28	+20%	$4.09B
116	116 JFrog FROG $11.7B	167	+1	+0.6%	$1.18B
117	XM 117 DELISTED Qualtrics International Inc. Class A Common Stock XM	167	-21	-11%	$1.28B
118	SUMO 118 DELISTED Sumo Logic, Inc. Common Stock SUMO	165	-1	-0.6%	$645M
119	MFGP 119 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	163	-18	-10%	$252M
120	120 AppFolio APPF $7.74B	162	+7	+5%	$1.7B
121	121 DELISTED MODEL N, INC. MODN	162	+16	+11%	$1.24B
122	122 Agilysys AGYS $3.2B	161	+12	+8%	$1.36B
123	123 Yext YEXT $706M	160	+3	+2%	$367M
124	EBIX 124 DELISTED Ebix Inc EBIX	159	-2	-1%	$395M
125	125 OneSpan OSPN $659M	159	+16	+11%	$278M