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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 Semrush SEMR	111	+20	+22%	$778M
152	152 Blend Labs BLND $237M	110	+25	+29%	$296M
153	153 Asure Software ASUR $212M	108	-2	-2%	$179M
154	154 Rimini Street RMNI $384M	103	+5	+5%	$194M
155	155 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	102	+10	+11%	$1.53B
156	156 Klaviyo KVYO $5.15B	102	+6	+6%	$2.07B
157	157 Ooma OOMA $565M	101	-1	-1%	$206M
158	158 Expensify EXFY $230M	100	-4	-4%	$82.2M
159	159 CS Disco LAW $304M	99	-10	-9%	$269M
160	160 DELISTED Brightcove, Inc. BCOV	98	+2	+2%	$90.9M
161	161 Upland Software UPLD $8.31M	94	+16	+21%	$106M
162	162 Digimarc Corp DMRC $151M	90	-1	-1%	$416M
163	163 DELISTED MeridianLink MLNK	85	+11	+15%	$1.5B
164	164 EverCommerce EVCM $1.68B	84	-7	-8%	$1.84B
165	165 VTEX VTEX $703M	78	+11	+16%	$328M
166	166 DELISTED Enfusion, Inc. ENFN	76	+1	+1%	$828M
167	167 DELISTED WalkMe Ltd. Ordinary Shares WKME	72	+6	+9%	$574M
168	168 SoundThinking SSTI $110M	69	-3	-4%	$198M
169	169 Agora API $380M	62	+2	+3%	$63.5M
170	170 Kaltura KLTR $221M	62	-3	-5%	$89.2M
171	171 DELISTED FiscalNote NOTE	61	-8	-12%	$55.1M
172	172 ReposiTrak TRAK $135M	60	+10	+20%	$49.8M
173	173 Red Violet RDVT $1.24B	54	-4	-7%	$154M
174	174 Similarweb SMWB $776M	54	+3	+6%	$148M
175	175 PowerFleet Inc AIOT $334M	46	+2	+5%	$82.8M