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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 Consensus Cloud Solutions CCSI $679M	153	+14	+10%	$482M
127	127 DELISTED Sapiens International SPNS	151	+10	+7%	$492M
128	ESMT 128 DELISTED EngageSmart, Inc. ESMT	149	+19	+15%	$3.62B
129	129 i3 Verticals IIIV $299M	149	+12	+9%	$441M
130	130 DELISTED Paycor HCM, Inc. Common Stock PYCR	149	+15	+11%	$1.64B
131	LGTY 131 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	145	-2	-1%	$291M
132	132 Vertex VERX $2.22B	144	+24	+20%	$1.54B
133	133 DELISTED Informatica INFA	141	+36	+34%	$6.79B
134	134 PAR Technology PAR $718M	139	+1	+0.7%	$1.33B
135	135 Amplitude AMPL $1.98B	138	-7	-5%	$718M
136	136 Definitive Healthcare DH $106M	138	+4	+3%	$1.14B
137	137 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	138	+8	+6%	$239M
138	138 Thryv Holdings THRY $53.8M	135	-6	-4%	$697M
139	139 DELISTED Couchbase BASE	134	+33	+33%	$743M
140	140 Alkami Technology ALKT $1.52B	133	+27	+25%	$1.29B
141	141 Weave Communications WEAV $595M	133	+29	+28%	$557M
142	142 NRC Health Common Stock NRC $467M	132	+12	+10%	$477M
143	143 OneSpan OSPN $659M	130	-3	-2%	$359M
144	144 AvePoint AVPT $3.15B	125	+19	+18%	$675M
145	145 DELISTED Jamf JAMF	124	+7	+6%	$2.15B
146	146 SmartRent SMRT $222M	123	+9	+8%	$386M
147	147 DELISTED E2open Parent Holdings ETWO	119	-5	-4%	$1.61B
148	148 Cellebrite CLBT $2.86B	116	+22	+23%	$749M
149	149 Docebo DCBO $702M	116	+30	+35%	$640M
150	150 DELISTED ON24 ONTF	112	+7	+7%	$238M