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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 Couchbase BASE	166	-15	-8%	$686M
127	127 Health Catalyst HCAT $134M	161	-13	-7%	$326M
128	128 OneSpan OSPN $645M	159	+22	+16%	$410M
129	129 DELISTED Sapiens International SPNS	158	+1	+0.6%	$637M
130	130 DELISTED Integral Ad Science IAS	156	-10	-6%	$1.52B
131	131 DELISTED Everbridge, Inc. Common Stock EVBG	154	-25	-14%	$1.25B
132	132 Cellebrite CLBT $2.75B	148	+7	+5%	$990M
133	133 8x8 Inc EGHT $292M	148	-3	-2%	$253M
134	134 DELISTED Semrush SEMR	146	+21	+17%	$844M
135	135 Thryv Holdings THRY $54.7M	146	+3	+2%	$605M
136	136 Definitive Healthcare DH $107M	144	0	0%	$613M
137	LGTY 137 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	142	-3	-2%	$220M
138	138 Consensus Cloud Solutions CCSI $642M	141	-1	-0.7%	$314M
139	139 Weave Communications WEAV $594M	141	-10	-7%	$444M
140	140 NRC Health Common Stock NRC $463M	136	-6	-4%	$280M
141	141 Amplitude AMPL $1.91B	134	+5	+4%	$584M
142	142 i3 Verticals IIIV $292M	131	-4	-3%	$485M
143	143 Klaviyo KVYO $4.97B	131	+1	+0.8%	$2.76B
144	144 DELISTED E2open Parent Holdings ETWO	129	+2	+2%	$1.53B
145	145 SmartRent SMRT $228M	124	-2	-2%	$302M
146	146 Blend Labs BLND $223M	118	-11	-9%	$295M
147	147 Huckleberry.ai, Inc. Class B Common Stock HUCK $144M	116	-13	-10%	$188M
148	148 PowerFleet Inc AIOT $338M	111	+24	+28%	$288M
149	149 DELISTED ON24 ONTF	108	-3	-3%	$178M
150	150 Ooma OOMA $553M	104	+8	+8%	$193M