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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 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	110	-6	-5%	$178M
152	152 DELISTED Enfusion, Inc. ENFN	109	+8	+8%	$861M
153	153 DELISTED ON24 ONTF	107	-1	-0.9%	$179M
154	154 DELISTED MeridianLink MLNK	100	+6	+6%	$1.23B
155	155 Docebo DCBO $702M	98	+1	+1%	$560M
156	156 Rimini Street RMNI $384M	97	-2	-2%	$112M
157	157 Digimarc Corp DMRC $151M	96	-6	-6%	$329M
158	158 Asure Software ASUR $212M	95	0	0%	$179M
159	159 Similarweb SMWB $776M	93	+17	+22%	$312M
160	160 CS Disco LAW $304M	91	0	0%	$193M
161	161 EverCommerce EVCM $1.68B	90	+4	+5%	$1.73B
162	162 Red Violet RDVT $1.24B	90	+12	+15%	$231M
163	163 VTEX VTEX $703M	82	0	0%	$420M
164	164 ReposiTrak TRAK $135M	79	+9	+13%	$114M
165	165 SoundThinking SSTI $110M	78	-2	-3%	$85.1M
166	166 AudioEye AEYE $88M	77	+18	+31%	$68.6M
167	167 Expensify EXFY $230M	77	-3	-4%	$51.8M
168	168 DELISTED FiscalNote NOTE	76	+8	+12%	$72.7M
169	169 DELISTED Brightcove, Inc. BCOV	75	-20	-21%	$66.2M
170	170 Upland Software UPLD $8.31M	68	+5	+8%	$40.1M
171	171 Kaltura KLTR $221M	67	+5	+8%	$68.3M
172	172 DELISTED Synchronoss Technologies SNCR	62	+22	+55%	$65M
173	173 Silvaco Group SVCO $223M	58	+9	+18%	$102M
174	174 Agora API $380M	56	+4	+8%	$55.6M
175	175 Crexendo CXDO $188M	48	+4	+9%	$21.4M