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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 Yext YEXT $706M	182	+3	+2%	$610M
127	127 DELISTED PROS Holdings PRO	180	+3	+2%	$971M
128	128 DELISTED Sapiens International SPNS	170	0	0%	$553M
129	129 Consensus Cloud Solutions CCSI $679M	168	+17	+11%	$430M
130	130 DELISTED Semrush SEMR	168	+17	+11%	$763M
131	131 Health Catalyst HCAT $135M	167	+8	+5%	$376M
132	132 DELISTED Simulations Plus SLP	167	-4	-2%	$443M
133	133 DELISTED Integral Ad Science IAS	165	-7	-4%	$1.64B
134	134 Waystar Holding Corp WAY $5.41B	165	+48	+41%	$4.62B
135	OS 135 DELISTED OneStream Inc OS	160	+47	+42%	$1.52B
136	136 Thryv Holdings THRY $53.8M	160	+9	+6%	$619M
137	137 PowerFleet Inc AIOT $334M	158	+33	+26%	$629M
138	138 i3 Verticals IIIV $299M	153	+16	+12%	$508M
139	139 8x8 Inc EGHT $290M	151	+10	+7%	$292M
140	140 DELISTED Couchbase BASE	148	-7	-5%	$587M
141	141 Amplitude AMPL $1.98B	147	+12	+9%	$740M
142	LGTY 142 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	141	-3	-2%	$274M
143	143 DELISTED E2open Parent Holdings ETWO	135	-5	-4%	$884M
144	144 NRC Health Common Stock NRC $467M	133	-5	-4%	$210M
145	145 DELISTED Enfusion, Inc. ENFN	132	+23	+21%	$939M
146	146 Definitive Healthcare DH $106M	128	+3	+2%	$432M
147	147 SmartRent SMRT $222M	124	-6	-5%	$199M
148	148 Ooma OOMA $565M	123	+7	+6%	$274M
149	149 ServiceTitan Inc TTAN $7.34B	122	+122	–	$6.37B
150	150 Red Violet RDVT $1.24B	120	+30	+33%	$300M