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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 Smith Micro Software SMSI $12.9M	81	-14	-15%	$100M
152	152 SoundThinking SSTI $110M	80	+3	+4%	$366M
153	153 Vertex VERX $2.17B	76	-7	-8%	$554M
154	154 monday.com MNDY $3.94B	73	+73	–	$5.52B
155	155 CCC Intelligent Solutions CCC $4.49B	72	+7	+11%	$496M
156	156 Thryv Holdings THRY $54.2M	71	+30	+73%	$1.02B
157	157 DELISTED Integral Ad Science IAS	70	+70	–	$2.96B
158	158 Alkami Technology ALKT $1.5B	69	+69	–	$1.24B
159	GTYH 159 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	69	+4	+6%	$178M
160	160 DELISTED ON24 ONTF	68	-8	-11%	$663M
161	161 Asure Software ASUR $212M	66	-10	-13%	$120M
162	162 DELISTED Squarespace, Inc. SQSP	65	+65	–	$3.01B
163	163 Sprinklr CXM $1.36B	63	+63	–	$1.71B
164	164 DELISTED Matterport, Inc. Class A Common Stock MTTR	61	-7	-10%	$162M
165	165 Zeta Global ZETA $8.21B	59	+59	–	$386M
166	166 SmartRent SMRT $226M	58	-21	-27%	$405M
167	167 Docebo DCBO $700M	56	+3	+6%	$543M
168	168 Intapp INTA $3.21B	56	+56	–	$1.4B
169	169 DELISTED WalkMe Ltd. Ordinary Shares WKME	55	+55	–	$1.35B
170	170 Banzai International PARA $2.35M	52	+5	+11%	$164M
171	171 ReposiTrak TRAK $135M	49	-5	-9%	$33.2M
172	172 Similarweb SMWB $769M	47	+47	–	$294M
173	MIXT 173 DELISTED MIX TELEMATICS LIMITED MIXT	46	+6	+15%	$147M
174	NIR 174 DELISTED Near Intelligence, Inc. Common Stock NIR	46	+6	+15%	$121M
175	175 RTB Digital RTB $110M	44	+24	+120%	$47.4M