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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 NIQ Global Intelligence PLC NIQ $5.59B	143	-4	-3%	$2.72B
127	127 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	142	+7	+5%	$5.84B
128	128 Thryv Holdings THRY $53.8M	132	-26	-16%	$107M
129	129 Health Catalyst HCAT $135M	131	-5	-4%	$70.9M
130	130 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	130	-1	-0.8%	$91.7M
131	131 Via Transportation Inc VIA $2.74B	129	+30	+30%	$575M
132	132 DELISTED ON24 ONTF	124	+11	+10%	$222M
133	133 SmartRent SMRT $222M	124	+1	+0.8%	$186M
134	134 CS Disco LAW $304M	123	-3	-2%	$136M
135	135 NRC Health Common Stock NRC $467M	121	+4	+3%	$184M
136	136 Definitive Healthcare DH $106M	119	-3	-2%	$109M
137	137 ReposiTrak TRAK $135M	111	+18	+19%	$53.4M
138	138 VTEX VTEX $703M	110	-3	-3%	$247M
139	139 Crexendo CXDO $188M	109	+16	+17%	$63.6M
140	140 Rimini Street RMNI $384M	108	-6	-5%	$204M
141	141 Expensify EXFY $230M	104	-5	-5%	$26.4M
142	142 Digimarc Corp DMRC $151M	103	+8	+8%	$66.7M
143	143 Asure Software ASUR $212M	101	+1	+1%	$177M
144	144 Kaltura KLTR $221M	98	0	0%	$49.7M
145	145 AudioEye AEYE $88M	91	+8	+10%	$28M
146	146 EverCommerce EVCM $1.68B	90	+2	+2%	$1.86B
147	147 SoundThinking SSTI $110M	89	+1	+1%	$52.9M
148	148 Silvaco Group SVCO $223M	84	+13	+18%	$57M
149	149 Similarweb SMWB $776M	80	-17	-18%	$116M
150	150 Docebo DCBO $702M	67	-16	-19%	$103M