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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 Simulations Plus SLP	169	+10	+6%	$235M
127	127 DELISTED Sapiens International SPNS	167	+2	+1%	$1.07B
128	128 Weave Communications WEAV $595M	167	-4	-2%	$438M
129	129 Consensus Cloud Solutions CCSI $679M	165	+6	+4%	$540M
130	130 i3 Verticals IIIV $299M	165	+15	+10%	$886M
131	131 Red Violet RDVT $1.24B	155	+8	+5%	$500M
132	132 8x8 Inc EGHT $299M	152	+1	+0.7%	$224M
133	133 Health Catalyst HCAT $135M	145	0	0%	$154M
134	134 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	144	+13	+10%	$468M
135	135 Ooma OOMA $565M	133	+1	+0.8%	$230M
136	136 Definitive Healthcare DH $106M	129	+8	+7%	$388M
137	137 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	128	+1	+0.8%	$2.12B
138	138 DELISTED MeridianLink MLNK	119	+9	+8%	$1.16B
139	139 NRC Health Common Stock NRC $467M	119	-7	-6%	$142M
140	140 Rimini Street RMNI $384M	117	-3	-3%	$280M
141	141 CS Disco LAW $304M	116	+12	+12%	$222M
142	142 NIQ Global Intelligence PLC NIQ $5.59B	113	+113	–	$3.79B
143	143 VTEX VTEX $703M	110	+4	+4%	$310M
144	144 SmartRent SMRT $228M	109	-8	-7%	$154M
145	145 Expensify EXFY $230M	105	+8	+8%	$59.1M
146	146 EverCommerce EVCM $1.68B	104	+6	+6%	$1.85B
147	147 Kaltura KLTR $221M	103	-4	-4%	$94.4M
148	148 DELISTED ON24 ONTF	103	+13	+14%	$180M
149	149 Asure Software ASUR $212M	99	-1	-1%	$166M
150	150 Similarweb SMWB $776M	94	-16	-15%	$426M