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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	BNFT 151 DELISTED Benefitfocus, Inc. BNFT	104	-7	-6%	$355M
152	152 Ooma OOMA $555M	102	-1	-1%	$287M
153	153 Amplitude AMPL $1.86B	101	-7	-6%	$594M
154	154 Blend Labs BLND $222M	99	+6	+6%	$743M
155	155 Comscore SCOR $56.2M	98	-1	-1%	$166M
156	156 DELISTED HashiCorp, Inc. Class A Common Stock HCP	97	0	0%	$3.17B
157	157 DELISTED Squarespace, Inc. SQSP	96	+10	+12%	$1.41B
158	158 AvePoint AVPT $3.03B	95	+17	+22%	$342M
159	159 CS Disco LAW $291M	95	+16	+20%	$1.3B
160	160 Definitive Healthcare DH $107M	94	+2	+2%	$2.43B
161	161 Sprinklr CXM $1.36B	93	+2	+2%	$934M
162	162 Agora API $375M	92	-22	-19%	$500M
163	163 DELISTED Integral Ad Science IAS	92	+12	+15%	$2.05B
164	164 Vertex VERX $2.15B	91	+3	+3%	$392M
165	165 Docebo DCBO $696M	89	+1	+1%	$608M
166	166 Alkami Technology ALKT $1.48B	82	+3	+4%	$614M
167	167 DELISTED Informatica INFA	81	+7	+9%	$2.02B
168	168 Samsara IOT $23.5B	81	+2	+3%	$1.56B
169	169 Zeta Global ZETA $8.12B	81	+16	+25%	$649M
170	ABST 170 DELISTED Absolute Software Corp ABST	80	+1	+1%	$288M
171	171 Digimarc Corp DMRC $144M	78	-4	-5%	$222M
172	172 SmartRent SMRT $228M	78	+8	+11%	$478M
173	173 DELISTED Synchronoss Technologies SNCR	78	-3	-4%	$76M
174	174 DELISTED Couchbase BASE	73	+4	+6%	$491M
175	175 SoundThinking SSTI $110M	72	+1	+1%	$197M