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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 Alkami Technology ALKT $1.48B	235	-6	-2%	$2.62B
102	102 Asana ASAN $2.25B	235	+3	+1%	$978M
103	103 PAR Technology PAR $654M	234	-5	-2%	$2.98B
104	104 DELISTED Vimeo VMEO	234	-3	-1%	$577M
105	105 Schrodinger SDGR $1.87B	233	+15	+7%	$1.43B
106	106 Clarivate CLVT $1.03B	228	+14	+7%	$2.58B
107	107 DELISTED Informatica INFA	227	+31	+16%	$6.34B
108	108 Appian APPN $2.75B	221	+1	+0.5%	$1.08B
109	109 Braze BRZE $3.21B	221	-20	-8%	$2.02B
110	110 PagerDuty PD $1.31B	220	-5	-2%	$1.29B
111	111 DELISTED Jamf JAMF	213	+23	+12%	$1.18B
112	112 Cellebrite CLBT $2.72B	209	+10	+5%	$1.89B
113	113 DELISTED Olo Inc OLO	208	+4	+2%	$1.2B
114	114 N-able NABL $839M	207	-1	-0.5%	$1.48B
115	115 Sprout Social SPT $669M	202	+1	+0.5%	$1.07B
116	116 HealthStream HSTM $1.03B	201	-10	-5%	$611M
117	117 OneSpan OSPN $648M	199	-11	-5%	$596M
118	118 Blend Labs BLND $217M	195	-1	-0.5%	$503M
119	119 Yext YEXT $690M	193	+9	+5%	$780M
120	120 Amplitude AMPL $1.91B	189	-6	-3%	$965M
121	OS 121 DELISTED OneStream Inc OS	186	+45	+32%	$2.46B
122	122 DELISTED PROS Holdings PRO	175	-8	-4%	$753M
123	123 DELISTED Semrush SEMR	171	-1	-0.6%	$623M
124	124 Weave Communications WEAV $595M	171	-2	-1%	$550M
125	125 DELISTED Integral Ad Science IAS	170	-17	-9%	$1.34B