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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	BTRS 126 DELISTED BTRS Holdings Inc. Class 1 Common Stock BTRS	157	+38	+32%	$1.27B
127	127 HealthStream HSTM $1.03B	157	+7	+5%	$458M
128	128 DELISTED E2open Parent Holdings ETWO	156	+12	+8%	$2B
129	129 DELISTED HashiCorp, Inc. Class A Common Stock HCP	154	+13	+9%	$2.04B
130	ECOM 130 DELISTED CHANNELADVISOR CORPORATION ECOM	149	+19	+15%	$601M
131	131 DELISTED Paycor HCM, Inc. Common Stock PYCR	149	+28	+23%	$1.68B
132	132 Freshworks FRSH $3.72B	148	+5	+3%	$1.49B
133	133 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	145	-11	-7%	$441M
134	134 DELISTED Jamf JAMF	143	+1	+0.7%	$2.64B
135	135 Thryv Holdings THRY $53.8M	143	+18	+14%	$732M
136	LGTY 136 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	139	-5	-3%	$423M
137	137 PAR Technology PAR $718M	135	-7	-5%	$867M
138	138 Amplitude AMPL $1.98B	134	+4	+3%	$716M
139	139 Samsara IOT $24.9B	134	+31	+30%	$1.6B
140	140 Upland Software UPLD $8.31M	134	+8	+6%	$194M
141	141 Zeta Global ZETA $8.42B	133	+27	+25%	$481M
142	142 DELISTED PROS Holdings PRO	132	-1	-0.8%	$1.09B
143	143 i3 Verticals IIIV $299M	130	+2	+2%	$411M
144	144 DELISTED SolarWinds Corporation Common Stock SWI	129	-15	-10%	$1.2B
145	145 DELISTED Squarespace, Inc. SQSP	126	+18	+17%	$1.2B
146	146 Definitive Healthcare DH $106M	123	+7	+6%	$1.69B
147	147 Rimini Street RMNI $384M	122	-3	-2%	$296M
148	148 Blend Labs BLND $237M	119	+9	+8%	$300M
149	149 CCC Intelligent Solutions CCC $4.49B	116	+14	+14%	$5.45B
150	150 DELISTED Sapiens International SPNS	115	+2	+2%	$299M