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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 Braze BRZE $3.45B	224	0	0%	$2.16B
102	102 DELISTED Zuora, Inc. ZUO	223	+12	+6%	$948M
103	103 Vertex VERX $2.22B	219	+15	+7%	$2.67B
104	104 Intapp INTA $3.35B	218	+29	+15%	$3.34B
105	105 PagerDuty PD $1.36B	218	-12	-5%	$1.63B
106	106 Schrodinger SDGR $1.91B	208	+1	+0.5%	$1.12B
107	107 Sprout Social SPT $701M	208	-14	-6%	$1.54B
108	108 HealthStream HSTM $1.03B	206	+6	+3%	$628M
109	109 Alkami Technology ALKT $1.52B	203	+31	+18%	$1.98B
110	110 Asana ASAN $2.39B	203	-13	-6%	$683M
111	111 DELISTED Informatica INFA	203	+1	+0.5%	$6.34B
112	112 N-able NABL $869M	203	+10	+5%	$2.34B
113	113 Clarivate CLVT $1.11B	202	-5	-2%	$4.53B
114	114 DELISTED Paycor HCM, Inc. Common Stock PYCR	198	+7	+4%	$1.11B
115	115 PAR Technology PAR $718M	197	+26	+15%	$2.1B
116	116 Appian APPN $3.14B	192	-2	-1%	$1.17B
117	117 Sprinklr CXM $1.36B	191	-7	-4%	$989M
118	118 DELISTED SolarWinds Corporation Common Stock SWI	189	0	0%	$2.16B
119	119 AvePoint AVPT $3.15B	187	+12	+7%	$1.07B
120	120 DELISTED Squarespace, Inc. SQSP	186	-29	-13%	$3.07B
121	121 DELISTED Olo Inc OLO	185	-8	-4%	$603M
122	122 Yext YEXT $706M	179	+9	+5%	$644M
123	123 DELISTED PROS Holdings PRO	177	+7	+4%	$836M
124	124 DELISTED Integral Ad Science IAS	172	+16	+10%	$1.68B
125	125 DELISTED Simulations Plus SLP	171	-6	-3%	$494M