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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	232	-3	-1%	$1.02B
102	102 Waystar Holding Corp WAY $5.41B	226	+61	+37%	$5.15B
103	103 PagerDuty PD $1.36B	225	+12	+6%	$1.59B
104	104 Appian APPN $3.14B	220	+17	+8%	$1.02B
105	105 Schrodinger SDGR $1.91B	218	+6	+3%	$1.3B
106	106 Klaviyo KVYO $5.15B	216	+33	+18%	$3.53B
107	107 Clarivate CLVT $1.11B	214	+22	+11%	$2.43B
108	108 Sprinklr CXM $1.36B	213	+1	+0.5%	$1.03B
109	109 HealthStream HSTM $1.03B	211	+5	+2%	$720M
110	110 OneSpan OSPN $659M	210	+17	+9%	$540M
111	111 N-able NABL $869M	208	+6	+3%	$1.29B
112	112 DELISTED Paycor HCM, Inc. Common Stock PYCR	208	+4	+2%	$1.87B
113	113 DELISTED Olo Inc OLO	204	-4	-2%	$797M
114	114 Sprout Social SPT $701M	201	+2	+1%	$1.13B
115	115 Cellebrite CLBT $2.86B	199	+8	+4%	$2.16B
116	116 DELISTED SolarWinds Corporation Common Stock SWI	197	+8	+4%	$3.07B
117	117 Blend Labs BLND $237M	196	-3	-2%	$802M
118	118 DELISTED Informatica INFA	196	-20	-9%	$4.3B
119	119 Amplitude AMPL $1.98B	195	+48	+33%	$738M
120	120 DELISTED Jamf JAMF	190	+8	+4%	$1.48B
121	121 DELISTED Integral Ad Science IAS	187	+22	+13%	$1.28B
122	122 PowerFleet Inc AIOT $334M	186	+28	+18%	$573M
123	123 Yext YEXT $706M	184	+2	+1%	$575M
124	124 DELISTED PROS Holdings PRO	183	+3	+2%	$843M
125	125 DELISTED Sapiens International SPNS	174	+4	+2%	$565M