← All themes

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 Weave Communications WEAV $595M	103	+35	+51%	$481M
152	152 DELISTED Couchbase BASE	102	+5	+5%	$499M
153	153 AvePoint AVPT $2.96B	101	+5	+5%	$456M
154	ABST 154 DELISTED Absolute Software Corp ABST	100	+21	+27%	$462M
155	155 Alkami Technology ALKT $1.48B	99	-8	-7%	$815M
156	156 CS Disco LAW $286M	98	-11	-10%	$281M
157	157 DELISTED Brightcove, Inc. BCOV	97	-1	-1%	$149M
158	158 Expensify EXFY $223M	97	0	0%	$289M
159	159 Ooma OOMA $549M	97	0	0%	$286M
160	160 EverCommerce EVCM $1.66B	95	+10	+12%	$1.99B
161	161 Blend Labs BLND $217M	93	-18	-16%	$108M
162	162 DELISTED Semrush SEMR	91	+2	+2%	$449M
163	163 Upland Software UPLD $8.63M	89	-31	-26%	$97.4M
164	164 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.39B	85	+8	+10%	$1.24B
165	165 Docebo DCBO $677M	83	-5	-6%	$499M
166	166 DELISTED Enfusion, Inc. ENFN	83	-7	-8%	$892M
167	167 Digimarc Corp DMRC $140M	81	+8	+11%	$322M
168	168 Cellebrite CLBT $2.72B	78	+19	+32%	$305M
169	169 SoundThinking SSTI $110M	75	-18	-19%	$173M
170	170 Comscore SCOR $58M	70	-12	-15%	$33.6M
171	171 DELISTED MeridianLink MLNK	69	0	0%	$1.21B
172	172 DELISTED FiscalNote NOTE	63	+25	+66%	$200M
173	173 DELISTED Synchronoss Technologies SNCR	62	+4	+7%	$34.9M
174	174 Kaltura KLTR $209M	61	+10	+20%	$93.9M
175	175 DELISTED WalkMe Ltd. Ordinary Shares WKME	61	+12	+24%	$497M