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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	105	-14	-12%	$202M
152	152 Expensify EXFY $230M	104	+7	+7%	$102M
153	153 Weave Communications WEAV $595M	104	+1	+1%	$384M
154	154 Ooma OOMA $565M	102	+5	+5%	$249M
155	155 DELISTED Couchbase BASE	101	-1	-1%	$557M
156	156 Rimini Street RMNI $384M	98	-15	-13%	$128M
157	157 DELISTED Brightcove, Inc. BCOV	96	-1	-1%	$121M
158	158 Klaviyo KVYO $5.15B	96	+96	–	$2.62B
159	159 Cellebrite CLBT $2.86B	94	+16	+21%	$427M
160	160 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	92	+7	+8%	$1.2B
161	161 Digimarc Corp DMRC $151M	91	+10	+12%	$343M
162	162 EverCommerce EVCM $1.68B	91	-4	-4%	$1.68B
163	163 DELISTED Semrush SEMR	91	0	0%	$387M
164	164 Docebo DCBO $702M	86	+3	+4%	$497M
165	165 Blend Labs BLND $237M	85	-8	-9%	$149M
166	166 Upland Software UPLD $8.31M	78	-11	-12%	$120M
167	167 DELISTED Enfusion, Inc. ENFN	75	-8	-10%	$746M
168	168 DELISTED MeridianLink MLNK	74	+5	+7%	$990M
169	169 SoundThinking SSTI $110M	72	-3	-4%	$140M
170	170 DELISTED FiscalNote NOTE	69	+6	+10%	$103M
171	171 VTEX VTEX $703M	67	+8	+14%	$220M
172	172 DELISTED WalkMe Ltd. Ordinary Shares WKME	66	+5	+8%	$494M
173	173 Kaltura KLTR $221M	65	+4	+7%	$77.9M
174	174 Comscore SCOR $61.2M	63	-7	-10%	$23.1M
175	175 Agora API $380M	60	+1	+2%	$67.4M