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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 Thryv Holdings THRY $54.2M	158	-17	-10%	$251M
127	127 i3 Verticals IIIV $297M	155	-10	-6%	$671M
128	128 NIQ Global Intelligence PLC NIQ $5.61B	147	+34	+30%	$4.01B
129	129 Ooma OOMA $562M	141	+8	+6%	$222M
130	130 Health Catalyst HCAT $136M	136	-9	-6%	$132M
131	131 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.61B	135	+7	+5%	$2.3B
132	132 Huckleberry.ai, Inc. Class B Common Stock HUCK $150M	131	-13	-9%	$309M
133	133 CS Disco LAW $303M	126	+10	+9%	$282M
134	134 SmartRent SMRT $230M	123	+14	+13%	$231M
135	135 Definitive Healthcare DH $106M	122	-7	-5%	$259M
136	136 NRC Health Common Stock NRC $467M	117	-2	-2%	$202M
137	137 Rimini Street RMNI $384M	114	-3	-3%	$238M
138	138 DELISTED ON24 ONTF	113	+10	+10%	$246M
139	139 VTEX VTEX $703M	113	+3	+3%	$231M
140	140 Navan Inc NAVN $6.62B	112	+112	–	$2.6B
141	141 Expensify EXFY $232M	109	+4	+4%	$45M
142	142 Asure Software ASUR $213M	100	+1	+1%	$190M
143	143 Via Transportation Inc VIA $2.69B	99	+5	+5%	$1.04B
144	144 Kaltura KLTR $220M	98	-5	-5%	$69.1M
145	145 Similarweb SMWB $780M	97	+3	+3%	$372M
146	146 Digimarc Corp DMRC $153M	95	+4	+4%	$83.9M
147	147 Crexendo CXDO $186M	93	+3	+3%	$59.3M
148	148 ReposiTrak TRAK $135M	93	+2	+2%	$85.7M
149	149 EverCommerce EVCM $1.7B	88	-16	-15%	$1.98B
150	150 SoundThinking SSTI $111M	88	0	0%	$62.9M