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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 Zeta Global ZETA $8.42B	154	+1	+0.7%	$774M
127	LGTY 127 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	147	+2	+1%	$302M
128	128 Amplitude AMPL $1.98B	145	+9	+7%	$632M
129	EBIX 129 DELISTED Ebix Inc EBIX	141	-3	-2%	$219M
130	130 DELISTED Sapiens International SPNS	141	+9	+7%	$461M
131	131 Thryv Holdings THRY $53.8M	141	-1	-0.7%	$636M
132	132 Consensus Cloud Solutions CCSI $679M	139	-3	-2%	$466M
133	133 DELISTED Clearwater Analytics CWAN	139	+18	+15%	$1.81B
134	134 PAR Technology PAR $718M	138	+4	+3%	$1.17B
135	135 i3 Verticals IIIV $299M	137	+2	+1%	$450M
136	136 Definitive Healthcare DH $106M	134	-3	-2%	$948M
137	137 DELISTED Paycor HCM, Inc. Common Stock PYCR	134	-23	-15%	$1.58B
138	138 OneSpan OSPN $659M	133	-15	-10%	$377M
139	ESMT 139 DELISTED EngageSmart, Inc. ESMT	130	+4	+3%	$2.8B
140	140 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	130	-5	-4%	$235M
141	141 DELISTED E2open Parent Holdings ETWO	124	-1	-0.8%	$1.54B
142	142 NRC Health Common Stock NRC $467M	120	+4	+3%	$538M
143	143 Vertex VERX $2.22B	120	-1	-0.8%	$1.04B
144	144 DELISTED Jamf JAMF	117	-8	-6%	$2.12B
145	145 SmartRent SMRT $228M	114	0	0%	$304M
146	146 Asure Software ASUR $212M	110	+1	+0.9%	$162M
147	147 CS Disco LAW $304M	109	+11	+11%	$230M
148	148 Alkami Technology ALKT $1.52B	106	+7	+7%	$904M
149	149 AvePoint AVPT $3.15B	106	+5	+5%	$530M
150	150 DELISTED Informatica INFA	105	-1	-0.9%	$2.38B