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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 NRC Health Common Stock NRC $467M	109	-7	-6%	$441M
152	152 DELISTED Squarespace, Inc. SQSP	108	+12	+13%	$1.19B
153	153 AvePoint AVPT $3.15B	106	+11	+12%	$333M
154	154 Zeta Global ZETA $8.43B	106	+25	+31%	$267M
155	155 Samsara IOT $24.9B	103	+22	+27%	$1.29B
156	156 CCC Intelligent Solutions CCC $4.49B	102	+33	+48%	$5.46B
157	157 Sprinklr CXM $1.36B	102	+9	+10%	$712M
158	158 Ooma OOMA $566M	100	-2	-2%	$231M
159	BNFT 159 DELISTED Benefitfocus, Inc. BNFT	99	-5	-5%	$221M
160	160 DELISTED Brightcove, Inc. BCOV	97	-18	-16%	$230M
161	161 SmartRent SMRT $228M	97	+19	+24%	$488M
162	162 DELISTED ON24 ONTF	95	-11	-10%	$346M
163	ESMT 163 DELISTED EngageSmart, Inc. ESMT	94	+25	+36%	$2.36B
164	164 DELISTED Integral Ad Science IAS	93	+1	+1%	$1.49B
165	165 Agora API $380M	92	0	0%	$303M
166	166 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.49B	88	+28	+47%	$1.53B
167	167 Comscore SCOR $61.6M	88	-10	-10%	$110M
168	168 CS Disco LAW $304M	87	-8	-8%	$680M
169	169 Braze BRZE $3.45B	83	+20	+32%	$1.34B
170	GTYH 170 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	83	+20	+32%	$163M
171	171 DELISTED Informatica INFA	83	+2	+2%	$2.23B
172	172 Vertex VERX $2.21B	81	-10	-11%	$295M
173	173 Docebo DCBO $702M	80	-9	-10%	$366M
174	174 Digimarc Corp DMRC $151M	79	+1	+1%	$157M
175	175 DELISTED Synchronoss Technologies SNCR	79	+1	+1%	$49.4M