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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 Samsara IOT $24.9B	207	-10	-5%	$4.33B
102	102 Q2 Holdings QTWO $3.88B	206	-1	-0.5%	$1.91B
103	103 Appian APPN $3.14B	202	-8	-4%	$1.39B
104	104 Certara CERT $1.47B	201	-9	-4%	$1.57B
105	105 Agilysys AGYS $3.2B	200	-9	-4%	$1.64B
106	106 DELISTED Zuora, Inc. ZUO	198	-2	-1%	$843M
107	107 nCino NCNO $2.23B	197	-1	-0.5%	$3.43B
108	108 DELISTED Olo Inc OLO	195	+9	+5%	$799M
109	109 DELISTED Squarespace, Inc. SQSP	195	+3	+2%	$1.72B
110	110 DELISTED Altair Engineering Inc ALTR	194	-19	-9%	$3.3B
111	111 Yext YEXT $706M	194	-8	-4%	$545M
112	112 Braze BRZE $3.45B	193	+28	+17%	$2.37B
113	113 Pegasystems PEGA $5.91B	190	+18	+10%	$1.72B
114	114 CCC Intelligent Solutions CCC $4.49B	187	+18	+11%	$8.28B
115	115 HealthStream HSTM $1.03B	177	+6	+4%	$462M
116	116 DELISTED Everbridge, Inc. Common Stock EVBG	176	-8	-4%	$823M
117	117 DELISTED MODEL N, INC. MODN	174	-3	-2%	$946M
118	118 8x8 Inc EGHT $299M	172	-17	-9%	$317M
119	119 N-able NABL $869M	171	+14	+9%	$2.28B
120	120 DELISTED PROS Holdings PRO	169	+16	+10%	$1.61B
121	121 DELISTED Simulations Plus SLP	167	+12	+8%	$629M
122	122 DELISTED SolarWinds Corporation Common Stock SWI	165	+18	+12%	$1.49B
123	123 DELISTED Integral Ad Science IAS	163	-5	-3%	$1.79B
124	124 Health Catalyst HCAT $135M	159	+5	+3%	$500M
125	125 Intapp INTA $3.35B	156	-11	-7%	$2.05B