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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 Rimini Street RMNI $384M	109	-13	-11%	$235M
152	152 SmartRent SMRT $228M	107	-4	-4%	$232M
153	153 DELISTED Integral Ad Science IAS	106	+2	+2%	$1.3B
154	BNFT 154 DELISTED Benefitfocus, Inc. BNFT	103	+12	+13%	$296M
155	155 CS Disco LAW $304M	103	+16	+18%	$214M
156	156 DELISTED Informatica INFA	101	+5	+5%	$1.78B
157	157 Vertex VERX $2.22B	100	+18	+22%	$497M
158	158 DELISTED Clearwater Analytics CWAN	99	+11	+13%	$1.15B
159	159 Ooma OOMA $565M	99	+6	+6%	$253M
160	160 DELISTED Brightcove, Inc. BCOV	97	-4	-4%	$189M
161	161 AvePoint AVPT $3.15B	95	0	0%	$310M
162	162 Braze BRZE $3.45B	95	-1	-1%	$1.12B
163	163 Alkami Technology ALKT $1.52B	89	-1	-1%	$715M
164	164 SoundThinking SSTI $110M	88	+6	+7%	$258M
165	165 DELISTED Couchbase BASE	86	-5	-5%	$359M
166	166 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	83	-3	-3%	$1.25B
167	167 Docebo DCBO $702M	83	+3	+4%	$431M
168	CVT 168 DELISTED Cvent Holding Corp. Common Stock CVT	80	+2	+3%	$2.51B
169	169 EverCommerce EVCM $1.68B	80	0	0%	$1.27B
170	ABST 170 DELISTED Absolute Software Corp ABST	78	-4	-5%	$433M
171	171 Digimarc Corp DMRC $151M	77	+1	+1%	$214M
172	172 Intapp INTA $3.35B	77	+10	+15%	$1.28B
173	173 DELISTED Semrush SEMR	77	+5	+7%	$280M
174	174 Comscore SCOR $61.2M	76	-4	-5%	$51.9M
175	175 Expensify EXFY $230M	75	-8	-10%	$295M