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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 Vimeo VMEO	224	0	0%	$529M
102	102 Sprout Social SPT $669M	222	-31	-12%	$1.93B
103	103 Asana ASAN $2.25B	216	+4	+2%	$890M
104	104 Certara CERT $1.43B	216	-4	-2%	$1.66B
105	105 DELISTED Squarespace, Inc. SQSP	215	+10	+5%	$2.72B
106	106 DELISTED Zuora, Inc. ZUO	211	+18	+9%	$1.13B
107	107 Clarivate CLVT $1.03B	207	+2	+1%	$3.61B
108	108 Schrodinger SDGR $1.87B	207	-15	-7%	$1.15B
109	109 Vertex VERX $2.07B	204	+25	+14%	$2.45B
110	110 DELISTED Informatica INFA	202	+19	+10%	$8.38B
111	111 HealthStream HSTM $1.03B	200	+10	+5%	$597M
112	112 Sprinklr CXM $1.31B	198	-8	-4%	$1.28B
113	113 Appian APPN $2.75B	194	-12	-6%	$1.02B
114	114 N-able NABL $839M	193	+2	+1%	$2.72B
115	115 DELISTED Olo Inc OLO	193	+10	+5%	$535M
116	116 DELISTED Paycor HCM, Inc. Common Stock PYCR	191	+27	+16%	$985M
117	117 Intapp INTA $3.03B	189	+11	+6%	$2.45B
118	118 DELISTED SolarWinds Corporation Common Stock SWI	189	+21	+13%	$1.96B
119	119 DELISTED Simulations Plus SLP	177	+8	+5%	$782M
120	120 AvePoint AVPT $2.96B	175	+36	+26%	$873M
121	121 Alkami Technology ALKT $1.48B	172	+18	+12%	$1.63B
122	122 PAR Technology PAR $654M	171	+1	+0.6%	$1.76B
123	123 DELISTED Jamf JAMF	170	+34	+25%	$1.97B
124	124 DELISTED PROS Holdings PRO	170	0	0%	$1.36B
125	125 Yext YEXT $690M	170	-8	-4%	$490M