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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
176	176 DELISTED Informatica INFA	74	+74	–	$3.69B
177	177 SoundThinking SSTI $110M	71	-11	-13%	$215M
178	178 SmartRent SMRT $222M	70	+21	+43%	$787M
179	179 DELISTED Couchbase BASE	69	-2	-3%	$676M
180	180 DELISTED Clearwater Analytics CWAN	69	-11	-14%	$1.14B
181	181 CCC Intelligent Solutions CCC $4.49B	67	+5	+8%	$6.63B
182	182 DELISTED Enfusion, Inc. ENFN	67	+67	–	$1.51B
183	183 DELISTED Semrush SEMR	66	+17	+35%	$445M
184	184 Zeta Global ZETA $8.42B	65	+11	+20%	$391M
185	185 Braze BRZE $3.45B	63	+63	–	$1.04B
186	GTYH 186 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	63	-1	-2%	$172M
187	187 Banzai International PARA $2.35M	63	+5	+9%	$189M
188	188 Asure Software ASUR $212M	59	-7	-11%	$101M
189	NIR 189 DELISTED Near Intelligence, Inc. Common Stock NIR	59	+12	+26%	$128M
190	190 Kaltura KLTR $221M	58	+4	+7%	$146M
191	191 EverCommerce EVCM $1.68B	55	+1	+2%	$1.92B
192	192 Expensify EXFY $230M	55	+55	–	$1.07B
193	193 Intapp INTA $3.35B	54	-5	-8%	$1.27B
194	194 DELISTED MeridianLink MLNK	52	+4	+8%	$1.23B
195	195 Phunware PHUN $42.6M	52	+21	+68%	$20M
196	196 Red Violet RDVT $1.24B	51	+13	+34%	$281M
197	197 VTEX VTEX $703M	49	-5	-9%	$634M
198	198 Weave Communications WEAV $595M	49	+49	–	$441M
199	199 Cellebrite CLBT $2.86B	48	+21	+78%	$294M
200	200 RTB Digital RTB $109M	48	-5	-9%	$24.3M