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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 Digimarc Corp DMRC $140M	102	+17	+20%	$383M
152	152 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.39B	101	-9	-8%	$1.34B
153	153 DELISTED Enfusion, Inc. ENFN	101	+6	+6%	$774M
154	154 Rimini Street RMNI $380M	99	-12	-11%	$186M
155	155 Docebo DCBO $677M	97	-9	-8%	$508M
156	156 Asure Software ASUR $207M	95	+1	+1%	$162M
157	157 DELISTED Brightcove, Inc. BCOV	95	+4	+4%	$74.4M
158	158 DELISTED MeridianLink MLNK	94	-1	-1%	$1.27B
159	159 Waystar Holding Corp WAY $5.15B	92	+92	–	$2.65B
160	160 CS Disco LAW $286M	91	-9	-9%	$197M
161	161 EverCommerce EVCM $1.66B	86	+1	+1%	$1.84B
162	162 VTEX VTEX $671M	82	-3	-4%	$370M
163	163 Expensify EXFY $223M	80	-8	-9%	$39.5M
164	164 SoundThinking SSTI $110M	80	+11	+16%	$90.1M
165	165 DELISTED WalkMe Ltd. Ordinary Shares WKME	80	0	0%	$805M
166	166 Red Violet RDVT $1.22B	78	+14	+22%	$210M
167	167 Similarweb SMWB $732M	76	+3	+4%	$236M
168	168 ReposiTrak TRAK $133M	70	+5	+8%	$89.8M
169	169 DELISTED FiscalNote NOTE	68	-1	-1%	$77M
170	170 Upland Software UPLD $8.63M	63	-16	-20%	$41.7M
171	171 Kaltura KLTR $209M	62	+5	+9%	$58.6M
172	172 AudioEye AEYE $85.2M	59	+26	+79%	$44.8M
173	173 Agora API $365M	52	-6	-10%	$50.3M
174	174 Silvaco Group SVCO $222M	49	+49	–	$135M
175	175 Crexendo CXDO $183M	44	-7	-14%	$14.2M