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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
126	126 Via Transportation Inc VIA $2.56B	127	-2	-2%	$835M
127	127 Crexendo CXDO $183M	126	+17	+16%	$96.2M
128	128 Health Catalyst HCAT $131M	126	-5	-4%	$104M
129	129 NRC Health Common Stock NRC $452M	123	+2	+2%	$232M
130	130 CS Disco LAW $286M	120	-3	-2%	$134M
131	131 Rimini Street RMNI $380M	115	+7	+6%	$275M
132	132 ReposiTrak TRAK $133M	115	+4	+4%	$60.1M
133	133 Asure Software ASUR $207M	109	+8	+8%	$169M
134	134 Huckleberry.ai, Inc. Class B Common Stock HUCK $143M	108	-22	-17%	$81M
135	135 VTEX VTEX $671M	108	-2	-2%	$249M
136	136 Digimarc Corp DMRC $140M	103	0	0%	$121M
137	137 Silvaco Group SVCO $222M	102	+18	+21%	$132M
138	138 Expensify EXFY $223M	100	-4	-4%	$45.9M
139	139 Kaltura KLTR $209M	100	+2	+2%	$56.2M
140	140 Definitive Healthcare DH $105M	99	-20	-17%	$72M
141	141 AudioEye AEYE $85.2M	86	-5	-5%	$24.8M
142	142 Exzeo Group XZO $1.43B	85	+20	+31%	$108M
143	143 EverCommerce EVCM $1.66B	82	-8	-9%	$1.64B
144	144 Karooooo KARO $1.87B	82	+15	+22%	$221M
145	145 Octave Intelligence OCTV $5.32B	77	+77	–	$458M
146	146 SoundThinking SSTI $110M	76	-13	-15%	$63.8M
147	147 Similarweb SMWB $732M	69	-11	-14%	$246M
148	148 ZenaTech Inc ZENA $219M	69	+32	+86%	$12M
149	149 Agora API $365M	58	-6	-9%	$99.4M
150	150 Docebo DCBO $677M	58	-9	-13%	$91.1M