← All themes

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 $151M	115	+19	+20%	$487M
152	152 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	115	+5	+5%	$177M
153	153 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.5B	114	+2	+2%	$1.6B
154	154 DELISTED MeridianLink MLNK	114	+14	+14%	$1.2B
155	155 Docebo DCBO $702M	113	+15	+15%	$585M
156	156 Similarweb SMWB $776M	113	+20	+22%	$586M
157	157 DELISTED ON24 ONTF	111	+4	+4%	$190M
158	158 Rimini Street RMNI $384M	99	+2	+2%	$156M
159	159 AudioEye AEYE $88M	98	+21	+27%	$70.7M
160	160 CS Disco LAW $304M	98	+7	+8%	$171M
161	161 Asure Software ASUR $212M	92	-3	-3%	$191M
162	162 ReposiTrak TRAK $135M	92	+13	+16%	$143M
163	163 EverCommerce EVCM $1.68B	91	+1	+1%	$1.84B
164	164 Expensify EXFY $230M	90	+13	+17%	$100M
165	165 VTEX VTEX $703M	86	+4	+5%	$419M
166	166 SoundThinking SSTI $110M	84	+6	+8%	$97.1M
167	167 DELISTED Brightcove, Inc. BCOV	83	+8	+11%	$147M
168	168 Kaltura KLTR $221M	82	+15	+22%	$137M
169	169 DELISTED FiscalNote NOTE	77	+1	+1%	$60.4M
170	170 Upland Software UPLD $8.31M	74	+6	+9%	$65M
171	171 Agora API $380M	65	+9	+16%	$133M
172	172 DELISTED Synchronoss Technologies SNCR	63	+1	+2%	$43.1M
173	173 Crexendo CXDO $188M	58	+10	+21%	$28.2M
174	174 Silvaco Group SVCO $223M	55	-3	-5%	$52.1M
175	175 Research Solutions RSSS $68.2M	48	+11	+30%	$56.8M