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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 DELISTED ON24 ONTF	98	+30	+44%	$544M
152	152 Docebo DCBO $702M	92	+36	+64%	$818M
153	153 CS Disco LAW $304M	88	+88	–	$1.17B
154	154 DELISTED Paycor HCM, Inc. Common Stock PYCR	86	+86	–	$884M
155	155 Vertex VERX $2.22B	84	+8	+11%	$491M
156	ABST 156 DELISTED Absolute Software Corp ABST	83	-5	-6%	$350M
157	157 DoubleVerify DV $2.11B	83	-10	-11%	$4.35B
158	158 Smith Micro Software SMSI $12.9M	83	+2	+2%	$85.7M
159	159 SoundThinking SSTI $110M	82	+2	+3%	$268M
160	160 Digimarc Corp DMRC $151M	81	-6	-7%	$286M
161	161 DELISTED Synchronoss Technologies SNCR	81	-26	-24%	$106M
162	162 DELISTED Clearwater Analytics CWAN	80	+80	–	$956M
163	163 Thryv Holdings THRY $53.8M	79	+8	+11%	$876M
164	ESMT 164 DELISTED EngageSmart, Inc. ESMT	77	+77	–	$4.78B
165	165 PowerFleet Inc AIOT $334M	76	-7	-8%	$148M
166	166 Definitive Healthcare DH $106M	76	+76	–	$3.57B
167	167 DELISTED Couchbase BASE	71	+71	–	$516M
168	168 DELISTED Squarespace, Inc. SQSP	71	+6	+9%	$2.03B
169	169 DELISTED Integral Ad Science IAS	70	0	0%	$2.99B
170	170 Asure Software ASUR $212M	66	0	0%	$119M
171	GTYH 171 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	64	-5	-7%	$192M
172	172 Alkami Technology ALKT $1.52B	63	-6	-9%	$934M
173	173 Blend Labs BLND $237M	63	+63	–	$1.57B
174	174 CCC Intelligent Solutions CCC $4.49B	62	-10	-14%	$5.47B
175	175 Sprinklr CXM $1.36B	60	-3	-5%	$1.54B