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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 Intapp INTA $3.35B	242	-23	-9%	$1.75B
102	102 Schrodinger SDGR $1.91B	229	+7	+3%	$748M
103	103 Vertex VERX $2.22B	222	+1	+0.5%	$956M
104	104 Cellebrite CLBT $2.86B	221	+12	+6%	$1.74B
105	105 Amplitude AMPL $1.98B	219	+9	+4%	$570M
106	106 N-able NABL $869M	215	+5	+2%	$875M
107	107 Alkami Technology ALKT $1.52B	211	-16	-7%	$1.55B
108	108 Sprout Social SPT $701M	210	+7	+3%	$283M
109	109 Appian APPN $3.14B	208	-37	-15%	$939M
110	110 PAR Technology PAR $718M	201	-3	-1%	$655M
111	111 Yext YEXT $706M	201	+4	+2%	$313M
112	112 HealthStream HSTM $1.03B	197	+6	+3%	$445M
113	113 Blend Labs BLND $237M	195	+1	+0.5%	$271M
114	114 PowerFleet Inc AIOT $334M	194	+1	+0.5%	$365M
115	115 OneSpan OSPN $659M	190	-6	-3%	$348M
116	116 8x8 Inc EGHT $299M	180	+14	+8%	$181M
117	OS 117 DELISTED OneStream Inc OS	180	-3	-2%	$2.23B
118	118 Weave Communications WEAV $595M	180	+1	+0.6%	$295M
119	119 Consensus Cloud Solutions CCSI $679M	169	+3	+2%	$447M
120	120 DELISTED Semrush SEMR	162	-3	-2%	$889M
121	121 Red Violet RDVT $1.24B	161	-3	-2%	$340M
122	122 DELISTED Simulations Plus SLP	161	-8	-5%	$191M
123	123 Ooma OOMA $565M	157	+16	+11%	$274M
124	124 Navan Inc NAVN $6.56B	148	+36	+32%	$1.98B
125	125 i3 Verticals IIIV $299M	145	-10	-6%	$554M