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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 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	110	+8	+8%	$1.59B
152	152 Docebo DCBO $702M	106	-10	-9%	$606M
153	153 CS Disco LAW $304M	100	+1	+1%	$288M
154	154 Ooma OOMA $565M	96	-5	-5%	$165M
155	155 DELISTED Enfusion, Inc. ENFN	95	+19	+25%	$811M
156	156 DELISTED MeridianLink MLNK	95	+10	+12%	$1.11B
157	157 Asure Software ASUR $212M	94	-14	-13%	$147M
158	158 DELISTED Brightcove, Inc. BCOV	91	-7	-7%	$65.4M
159	159 Expensify EXFY $230M	88	-12	-12%	$56.2M
160	160 PowerFleet Inc AIOT $334M	87	+41	+89%	$207M
161	161 Digimarc Corp DMRC $151M	85	-5	-6%	$321M
162	162 EverCommerce EVCM $1.68B	85	+1	+1%	$1.59B
163	163 VTEX VTEX $703M	85	+7	+9%	$409M
164	164 DELISTED WalkMe Ltd. Ordinary Shares WKME	80	+8	+11%	$474M
165	165 Upland Software UPLD $8.31M	79	-15	-16%	$60.1M
166	166 Similarweb SMWB $776M	73	+19	+35%	$270M
167	167 DELISTED FiscalNote NOTE	69	+8	+13%	$63.9M
168	168 SoundThinking SSTI $110M	69	0	0%	$119M
169	169 ReposiTrak TRAK $135M	65	+5	+8%	$85.6M
170	170 Red Violet RDVT $1.24B	64	+10	+19%	$165M
171	171 Agora API $365M	58	-4	-6%	$60.3M
172	172 Kaltura KLTR $221M	57	-5	-8%	$62.2M
173	173 Crexendo CXDO $188M	51	+13	+34%	$16.3M
174	174 DELISTED Rubicon Technologies, Inc. RBT	38	+3	+9%	$2.36M
175	175 DELISTED Synchronoss Technologies SNCR	38	-2	-5%	$36.5M