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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 Figma FIG $12.3B	236	+236	–	$9.98B
102	102 Braze BRZE $3.45B	234	+13	+6%	$2.13B
103	103 PagerDuty PD $1.36B	233	+13	+6%	$1.42B
104	104 Appian APPN $3.14B	232	+11	+5%	$1.11B
105	105 Asana ASAN $2.39B	230	-5	-2%	$975M
106	106 DELISTED Vimeo VMEO	226	-8	-3%	$1.1B
107	107 Schrodinger SDGR $1.91B	225	-8	-3%	$1.4B
108	108 Alkami Technology ALKT $1.52B	223	-12	-5%	$2.37B
109	109 PAR Technology PAR $718M	221	-13	-6%	$1.83B
110	110 Clarivate CLVT $1.11B	213	-15	-7%	$2.23B
111	111 Blend Labs BLND $237M	205	+10	+5%	$575M
112	112 Amplitude AMPL $1.98B	204	+15	+8%	$838M
113	113 Sprout Social SPT $701M	204	+2	+1%	$649M
114	114 N-able NABL $869M	202	-5	-2%	$1.43B
115	115 DELISTED Jamf JAMF	201	-12	-6%	$1.33B
116	116 HealthStream HSTM $1.03B	200	-1	-0.5%	$603M
117	117 Yext YEXT $706M	199	+6	+3%	$777M
118	118 Cellebrite CLBT $2.86B	197	-12	-6%	$2.4B
119	119 OneSpan OSPN $659M	197	-2	-1%	$581M
120	120 DELISTED PROS Holdings PRO	187	+12	+7%	$1.13B
121	OS 121 DELISTED OneStream Inc OS	185	-1	-0.5%	$1.45B
122	122 PowerFleet Inc AIOT $334M	179	+13	+8%	$594M
123	123 Thryv Holdings THRY $53.8M	175	+18	+11%	$532M
124	124 DELISTED Integral Ad Science IAS	171	+1	+0.6%	$1.65B
125	125 DELISTED Semrush SEMR	169	-2	-1%	$479M