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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 Altair Engineering Inc ALTR	199	+27	+16%	$3.73B
102	XM 102 DELISTED Qualtrics International Inc. Class A Common Stock XM	197	+22	+13%	$2.54B
103	103 Donnelley Financial Solutions DFIN $1.26B	196	-4	-2%	$1.14B
104	104 nCino NCNO $2.23B	195	-2	-1%	$2.64B
105	105 DELISTED HashiCorp, Inc. Class A Common Stock HCP	194	+30	+18%	$2.29B
106	106 AppFolio APPF $7.74B	192	+5	+3%	$2.05B
107	107 Yext YEXT $706M	191	+23	+14%	$818M
108	108 Pegasystems PEGA $5.91B	190	+7	+4%	$1.9B
109	109 DELISTED Zuora, Inc. ZUO	186	-8	-4%	$969M
110	MNTV 110 DELISTED Momentive Global Inc. Common Stock MNTV	185	-1	-0.5%	$1.18B
111	111 DELISTED MODEL N, INC. MODN	184	+1	+0.5%	$1.29B
112	112 Schrodinger SDGR $1.91B	184	+14	+8%	$1.33B
113	113 DELISTED Olo Inc OLO	182	+6	+3%	$1.04B
114	114 JFrog FROG $11.7B	180	+6	+3%	$1.11B
115	115 DELISTED Squarespace, Inc. SQSP	178	+20	+13%	$1.76B
116	SUMO 116 DELISTED Sumo Logic, Inc. Common Stock SUMO	176	+1	+0.6%	$1.1B
117	117 Freshworks FRSH $3.72B	175	+27	+18%	$1.85B
118	118 HealthStream HSTM $1.03B	175	+10	+6%	$588M
119	119 Samsara IOT $24.9B	174	+20	+13%	$2.91B
120	120 DELISTED Paycor HCM, Inc. Common Stock PYCR	162	+15	+10%	$1.74B
121	121 Health Catalyst HCAT $135M	161	-5	-3%	$566M
122	122 Zeta Global ZETA $8.42B	160	+24	+18%	$897M
123	123 DELISTED Simulations Plus SLP	155	-2	-1%	$653M
124	124 OneSpan OSPN $659M	154	+1	+0.7%	$595M
125	LGTY 125 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	153	+11	+8%	$349M