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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 Agilysys AGYS $3.2B	194	+33	+20%	$1.87B
102	102 DELISTED Zuora, Inc. ZUO	194	-6	-3%	$606M
103	103 AppFolio APPF $7.74B	187	+25	+15%	$1.66B
104	104 DoubleVerify DV $2.11B	187	+20	+12%	$3.32B
105	MNTV 105 DELISTED Momentive Global Inc. Common Stock MNTV	186	-16	-8%	$865M
106	106 DELISTED MODEL N, INC. MODN	183	+21	+13%	$1.51B
107	107 Pegasystems PEGA $5.91B	183	+6	+3%	$1.37B
108	108 Consensus Cloud Solutions CCSI $679M	177	+3	+2%	$980M
109	109 DELISTED Olo Inc OLO	176	+5	+3%	$797M
110	SUMO 110 DELISTED Sumo Logic, Inc. Common Stock SUMO	175	+10	+6%	$656M
111	XM 111 DELISTED Qualtrics International Inc. Class A Common Stock XM	175	+8	+5%	$1.32B
112	112 JFrog FROG $11.7B	174	+7	+4%	$1.14B
113	113 DELISTED Altair Engineering Inc ALTR	172	-5	-3%	$2.23B
114	DCT 114 DELISTED Duck Creek Technologies, Inc. Common Stock DCT	172	-1	-0.6%	$1.15B
115	115 monday.com MNDY $3.99B	172	-2	-1%	$4.28B
116	116 Schrodinger SDGR $1.91B	170	-26	-13%	$903M
117	117 Yext YEXT $706M	168	+8	+5%	$532M
118	MFGP 118 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	167	+4	+2%	$266M
119	119 Health Catalyst HCAT $135M	166	-5	-3%	$516M
120	120 HealthStream HSTM $1.03B	165	+8	+5%	$493M
121	121 DELISTED HashiCorp, Inc. Class A Common Stock HCP	164	+10	+6%	$1.93B
122	122 DELISTED Squarespace, Inc. SQSP	158	+32	+25%	$1.18B
123	123 DELISTED Simulations Plus SLP	157	-22	-12%	$535M
124	124 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	154	+9	+6%	$344M
125	125 Samsara IOT $24.9B	154	+20	+15%	$1.56B