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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 Schrodinger SDGR $1.91B	222	-16	-7%	$1.58B
102	102 Certara CERT $1.47B	220	+8	+4%	$2.15B
103	103 Asana ASAN $2.39B	212	-8	-4%	$917M
104	104 DELISTED Clearwater Analytics CWAN	211	+10	+5%	$3.08B
105	105 Appian APPN $3.14B	206	-9	-4%	$1.18B
106	106 Sprinklr CXM $1.36B	206	+1	+0.5%	$1.68B
107	107 Clarivate CLVT $1.11B	205	-12	-6%	$4.46B
108	108 DELISTED Squarespace, Inc. SQSP	205	-1	-0.5%	$2.3B
109	109 DELISTED Zuora, Inc. ZUO	193	-8	-4%	$989M
110	110 Zeta Global ZETA $8.42B	192	+14	+8%	$1.32B
111	111 N-able NABL $869M	191	+20	+12%	$2.33B
112	112 HealthStream HSTM $1.03B	190	+2	+1%	$565M
113	113 DELISTED Informatica INFA	183	+42	+30%	$8.62B
114	114 DELISTED Olo Inc OLO	183	-2	-1%	$676M
115	115 DELISTED Couchbase BASE	181	+47	+35%	$979M
116	116 DELISTED Everbridge, Inc. Common Stock EVBG	179	+4	+2%	$1.29B
117	117 Vertex VERX $2.22B	179	+35	+24%	$1.77B
118	118 Intapp INTA $3.35B	178	+6	+3%	$2.24B
119	119 Yext YEXT $706M	178	-10	-5%	$539M
120	120 Health Catalyst HCAT $135M	174	+7	+4%	$377M
121	121 PAR Technology PAR $718M	170	+31	+22%	$1.61B
122	122 DELISTED PROS Holdings PRO	170	-6	-3%	$1.72B
123	123 DELISTED Simulations Plus SLP	169	+1	+0.6%	$656M
124	124 DELISTED SolarWinds Corporation Common Stock SWI	168	-2	-1%	$1.93B
125	125 DELISTED Integral Ad Science IAS	166	-7	-4%	$1.51B