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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
151	151 Research Solutions RSSS $68.2M	8	+6	+300%	$17.9M
152	152 Alarum Technologies ALAR $10.2M	7	+5	+250%	$1.29M
153	153 Formula Systems FORTY $1.76B	7	0	0%	$1.49M
154	154 Bridgeline Digital BLIN $9.09M	4	-4	-50%	$46K
155	155 DELISTED Baijiayun Group RTC	3	+1	+50%	$1.2M
156	156 Crexendo CXDO $188M	1	0	0%	$150K
157	ABST 157 DELISTED Absolute Software Corp ABST	–	–	–	–
158	158 Alkami Technology ALKT $1.52B	–	–	–	–
159	159 Amplitude AMPL $1.98B	–	–	–	–
160	160 Asana ASAN $2.39B	–	–	–	–
161	161 Aether Holdings ATHR $33M	–	–	–	–
162	162 DELISTED Aspen Technology Inc AZPN	–	–	–	–
163	163 DELISTED Couchbase BASE	–	–	–	–
164	164 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	–	–	–	–
165	165 BeLive Holdings BLIV $25.3M	–	–	–	–
166	166 Blend Labs BLND $237M	–	–	–	–
167	167 Braze BRZE $3.45B	–	–	–	–
168	168 Bending Spoons S.p.A. Ordinary Shares BSP $35.4B	–	–	–	–
169	169 Bentley Systems BSY $10.9B	–	–	–	–
170	170 CCC Intelligent Solutions CCC $4.49B	–	–	–	–
171	171 Consensus Cloud Solutions CCSI $679M	–	–	–	–
172	172 Certara CERT $1.47B	–	–	–	–
173	173 DELISTED Confluent CFLT	–	–	–	–
174	174 Cellebrite CLBT $2.86B	–	–	–	–
175	175 Freightos CRGO $40.7M	–	–	–	–