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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 DELISTED Simulations Plus SLP	153	-12	-7%	$694M
127	127 AppFolio APPF $7.74B	150	-5	-3%	$1.95B
128	128 DELISTED Olo Inc OLO	150	+18	+14%	$2.07B
129	SUMO 129 DELISTED Sumo Logic, Inc. Common Stock SUMO	149	+16	+12%	$1.08B
130	ECOM 130 DELISTED CHANNELADVISOR CORPORATION ECOM	144	+1	+0.7%	$667M
131	131 DELISTED E2open Parent Holdings ETWO	141	+12	+9%	$3.34B
132	132 DELISTED MODEL N, INC. MODN	141	-6	-4%	$1.04B
133	133 OneSpan OSPN $659M	137	-4	-3%	$540M
134	LGTY 134 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	135	+5	+4%	$720M
135	135 DELISTED SolarWinds Corporation Common Stock SWI	135	+20	+17%	$2.2B
136	136 monday.com MNDY $3.99B	132	+32	+32%	$8.59B
137	BTRS 137 DELISTED BTRS Holdings Inc. Class 1 Common Stock BTRS	131	+25	+24%	$944M
138	138 DoubleVerify DV $2.11B	130	+47	+57%	$4.6B
139	139 DELISTED Brightcove, Inc. BCOV	122	-2	-2%	$366M
140	140 Thryv Holdings THRY $53.8M	120	+41	+52%	$1.26B
141	MSP 141 DELISTED Datto Holding Corp. MSP	118	+18	+18%	$3.84B
142	142 Rimini Street RMNI $384M	118	+2	+2%	$380M
143	143 i3 Verticals IIIV $299M	115	+10	+10%	$430M
144	144 DELISTED Sapiens International SPNS	115	+11	+11%	$431M
145	145 Agora API $380M	114	+1	+0.9%	$852M
146	146 N-able NABL $869M	114	+6	+6%	$1.93B
147	147 NRC Health Common Stock NRC $467M	113	+4	+4%	$474M
148	BNFT 148 DELISTED Benefitfocus, Inc. BNFT	111	+4	+4%	$291M
149	149 GitLab GTLB $9.32B	109	+109	–	$2.74B
150	150 Amplitude AMPL $1.98B	108	+58	+116%	$1.84B