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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 Sapiens International SPNS	170	+12	+8%	$726M
127	127 OneSpan OSPN $659M	168	+9	+6%	$564M
128	128 DELISTED Jamf JAMF	166	-4	-2%	$2.09B
129	129 Blend Labs BLND $237M	165	+47	+40%	$540M
130	130 Cellebrite CLBT $2.86B	164	+16	+11%	$1.55B
131	131 Health Catalyst HCAT $135M	159	-2	-1%	$423M
132	132 Weave Communications WEAV $595M	157	+16	+11%	$669M
133	133 Klaviyo KVYO $5.15B	156	+25	+19%	$3.99B
134	134 DELISTED Couchbase BASE	155	-11	-7%	$607M
135	135 Consensus Cloud Solutions CCSI $679M	151	+10	+7%	$432M
136	136 DELISTED Semrush SEMR	151	+5	+3%	$963M
137	137 Thryv Holdings THRY $53.8M	151	+5	+3%	$590M
138	LGTY 138 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	144	+2	+1%	$286M
139	139 8x8 Inc EGHT $290M	141	-7	-5%	$221M
140	140 DELISTED E2open Parent Holdings ETWO	140	+11	+9%	$1.51B
141	141 NRC Health Common Stock NRC $467M	138	+2	+1%	$273M
142	142 i3 Verticals IIIV $299M	137	+6	+5%	$475M
143	143 Amplitude AMPL $1.98B	135	+1	+0.7%	$599M
144	144 SmartRent SMRT $222M	130	+6	+5%	$201M
145	145 PowerFleet Inc AIOT $334M	125	+14	+13%	$375M
146	146 Definitive Healthcare DH $106M	125	-19	-13%	$475M
147	147 Waystar Holding Corp WAY $5.41B	117	+25	+27%	$3.46B
148	148 Ooma OOMA $565M	116	+12	+12%	$218M
149	OS 149 DELISTED OneStream Inc OS	113	+113	–	$4.8B
150	150 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	112	+11	+11%	$456M