← All themes

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 Certara CERT $1.43B	210	-6	-3%	$1.98B
102	102 Donnelley Financial Solutions DFIN $1.21B	210	+14	+7%	$1.23B
103	103 Agilysys AGYS $3.03B	209	+4	+2%	$1.7B
104	104 Q2 Holdings QTWO $3.71B	207	+4	+2%	$1.84B
105	105 Yext YEXT $690M	202	+11	+6%	$1.02B
106	106 DELISTED Zuora, Inc. ZUO	200	+14	+8%	$1.1B
107	107 nCino NCNO $2.08B	198	+3	+2%	$3.21B
108	108 DELISTED Squarespace, Inc. SQSP	192	+14	+8%	$1.87B
109	109 8x8 Inc EGHT $290M	189	-32	-14%	$507M
110	110 JFrog FROG $11.3B	188	+8	+4%	$1.64B
111	111 DELISTED Olo Inc OLO	186	+4	+2%	$876M
112	112 DELISTED Everbridge, Inc. Common Stock EVBG	184	-25	-12%	$1.01B
113	113 Freshworks FRSH $3.57B	183	+8	+5%	$2.42B
114	114 Sprinklr CXM $1.31B	181	+39	+27%	$1.49B
115	115 DELISTED MODEL N, INC. MODN	177	-7	-4%	$1.39B
116	116 Pegasystems PEGA $5.56B	172	-18	-9%	$1.95B
117	117 HealthStream HSTM $1.03B	171	-4	-2%	$530M
118	118 CCC Intelligent Solutions CCC $4.5B	169	+21	+14%	$6.9B
119	119 DELISTED Integral Ad Science IAS	168	+52	+45%	$2.71B
120	120 Intapp INTA $3.03B	167	+32	+24%	$2.47B
121	121 Braze BRZE $3.21B	165	+51	+45%	$2.16B
122	122 N-able NABL $839M	157	+15	+11%	$2.56B
123	123 DELISTED Paycor HCM, Inc. Common Stock PYCR	157	-5	-3%	$1.55B
124	124 DELISTED Simulations Plus SLP	155	0	0%	$642M
125	125 Health Catalyst HCAT $131M	154	-7	-4%	$610M