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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	SUMO 126 DELISTED Sumo Logic, Inc. Common Stock SUMO	133	-2	-1%	$1.23B
127	127 DELISTED Olo Inc OLO	132	+30	+29%	$2.46B
128	LGTY 128 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	130	+4	+3%	$647M
129	129 Procore PCOR $8.9B	130	+41	+46%	$9.06B
130	130 DELISTED E2open Parent Holdings ETWO	129	+5	+4%	$3.39B
131	131 DELISTED Matterport, Inc. Class A Common Stock MTTR	129	+68	+111%	$740M
132	132 DELISTED Brightcove, Inc. BCOV	124	0	0%	$399M
133	133 Toast TOST $18.6B	121	+121	–	$2.37B
134	134 Freshworks FRSH $3.72B	117	+117	–	$1.51B
135	135 Rimini Street RMNI $384M	116	+12	+12%	$562M
136	136 DELISTED SolarWinds Corporation Common Stock SWI	115	-26	-18%	$2.6B
137	137 Agora API $365M	113	-14	-11%	$1.55B
138	138 NRC Health Common Stock NRC $467M	109	+9	+9%	$474M
139	139 N-able NABL $869M	108	+108	–	$2.17B
140	BNFT 140 DELISTED Benefitfocus, Inc. BNFT	107	+1	+0.9%	$301M
141	BTRS 141 DELISTED BTRS Holdings Inc. Class 1 Common Stock BTRS	106	+2	+2%	$1.08B
142	CSLT 142 DELISTED CASTLIGHT HEALTH, INC. CSLT	106	+4	+4%	$141M
143	143 i3 Verticals IIIV $299M	105	-11	-9%	$468M
144	144 Comscore SCOR $61.2M	104	-8	-7%	$214M
145	145 DELISTED Sapiens International SPNS	104	-8	-7%	$390M
146	146 Ooma OOMA $565M	101	-3	-3%	$353M
147	147 monday.com MNDY $3.99B	100	+27	+37%	$8.29B
148	MSP 148 DELISTED Datto Holding Corp. MSP	100	+3	+3%	$3.42B
149	149 DELISTED Confluent CFLT	99	+9	+10%	$3.28B
150	OCFT 150 DELISTED OneConnect Financial Technology OCFT	98	-8	-8%	$270M