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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 Donnelley Financial Solutions DFIN $1.26B	244	-10	-4%	$1.76B
102	102 AvePoint AVPT $3.15B	238	+51	+27%	$1.7B
103	103 Asana ASAN $2.39B	235	+32	+16%	$1.44B
104	104 PAR Technology PAR $718M	230	+33	+17%	$2.9B
105	105 Braze BRZE $3.45B	223	-1	-0.4%	$2.94B
106	106 Certara CERT $1.47B	223	-3	-1%	$1.24B
107	107 DELISTED Informatica INFA	216	+13	+6%	$6.46B
108	108 DELISTED Zuora, Inc. ZUO	215	-8	-4%	$1.25B
109	109 PagerDuty PD $1.36B	213	-5	-2%	$1.57B
110	110 Sprinklr CXM $1.36B	212	+21	+11%	$1.08B
111	111 Schrodinger SDGR $1.91B	212	+4	+2%	$1.19B
112	112 DELISTED Olo Inc OLO	208	+23	+12%	$984M
113	113 HealthStream HSTM $1.03B	206	0	0%	$719M
114	114 DELISTED Paycor HCM, Inc. Common Stock PYCR	204	+6	+3%	$1.46B
115	115 Appian APPN $3.14B	203	+11	+6%	$1.08B
116	116 N-able NABL $869M	202	-1	-0.5%	$1.68B
117	117 Blend Labs BLND $237M	199	+34	+21%	$671M
118	118 Sprout Social SPT $701M	199	-9	-4%	$1.59B
119	119 OneSpan OSPN $659M	193	+25	+15%	$631M
120	120 Clarivate CLVT $1.11B	192	-10	-5%	$3.22B
121	121 Cellebrite CLBT $2.86B	191	+27	+16%	$2.42B
122	122 DELISTED SolarWinds Corporation Common Stock SWI	189	0	0%	$2.36B
123	123 Weave Communications WEAV $595M	187	+30	+19%	$968M
124	124 Klaviyo KVYO $5.15B	183	+27	+17%	$4.7B
125	125 DELISTED Jamf JAMF	182	+16	+10%	$1.69B