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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 Asana ASAN $2.39B	220	-13	-6%	$1.1B
102	102 DELISTED ENVESTNET, INC. ENV	219	-6	-3%	$2.92B
103	103 Clarivate CLVT $1.11B	217	-24	-10%	$5.54B
104	104 DELISTED Altair Engineering Inc ALTR	216	+22	+11%	$4.64B
105	105 Appian APPN $3.14B	215	+13	+6%	$1.13B
106	106 Certara CERT $1.47B	212	+11	+5%	$2.08B
107	107 nCino NCNO $2.23B	209	+12	+6%	$3.63B
108	108 DELISTED Squarespace, Inc. SQSP	206	+11	+6%	$1.97B
109	109 Sprinklr CXM $1.36B	205	-9	-4%	$1.61B
110	110 DELISTED Clearwater Analytics CWAN	201	+62	+45%	$3.07B
111	111 DELISTED Zuora, Inc. ZUO	201	+3	+2%	$1.01B
112	112 HealthStream HSTM $1.03B	188	+11	+6%	$570M
113	113 Yext YEXT $706M	188	-6	-3%	$522M
114	114 DELISTED Olo Inc OLO	185	-10	-5%	$712M
115	115 Zeta Global ZETA $8.42B	178	+24	+16%	$999M
116	116 DELISTED PROS Holdings PRO	176	+7	+4%	$1.82B
117	117 DELISTED Everbridge, Inc. Common Stock EVBG	175	-1	-0.6%	$900M
118	118 DELISTED Integral Ad Science IAS	173	+10	+6%	$2.19B
119	119 Intapp INTA $3.35B	172	+16	+10%	$2.39B
120	120 N-able NABL $869M	171	0	0%	$2.36B
121	121 DELISTED SolarWinds Corporation Common Stock SWI	170	+5	+3%	$1.96B
122	122 DELISTED MODEL N, INC. MODN	168	-6	-3%	$1.13B
123	123 DELISTED Simulations Plus SLP	168	+1	+0.6%	$750M
124	124 Health Catalyst HCAT $135M	167	+8	+5%	$460M
125	125 8x8 Inc EGHT $299M	162	-10	-6%	$438M