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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 Semrush SEMR	71	+5	+8%	$405M
177	177 Smith Micro Software SMSI $13M	70	-10	-13%	$54.8M
178	178 CCC Intelligent Solutions CCC $4.49B	69	+2	+3%	$6.55B
179	179 DELISTED Clearwater Analytics CWAN	69	0	0%	$1.17B
180	ESMT 180 DELISTED EngageSmart, Inc. ESMT	69	-7	-9%	$3.07B
181	181 Banzai International PARA $2.42M	69	+6	+10%	$202M
182	OCFT 182 DELISTED OneConnect Financial Technology OCFT	68	-8	-11%	$65.2M
183	183 VTEX VTEX $684M	67	+18	+37%	$375M
184	NIR 184 DELISTED Near Intelligence, Inc. Common Stock NIR	65	+6	+10%	$146M
185	185 DELISTED Enfusion, Inc. ENFN	64	-3	-4%	$931M
186	186 Braze BRZE $3.26B	63	0	0%	$1.29B
187	GTYH 187 DELISTED GTY Technology Holdings, Inc. Common Stock GTYH	63	0	0%	$85.4M
188	188 EverCommerce EVCM $1.64B	61	+6	+11%	$2.28B
189	189 Brookfield Business Corp Class A Subordinate Voting Shares BBUC $5.48B	60	+60	–	$546M
190	190 Kaltura KLTR $215M	58	0	0%	$78.1M
191	191 Red Violet RDVT $1.2B	58	+7	+14%	$198M
192	192 PowerFleet Inc AIOT $313M	57	-17	-23%	$69.4M
193	193 Phunware PHUN $41.9M	56	+4	+8%	$28M
194	USER 194 DELISTED UserTesting, Inc. USER	56	+9	+19%	$717M
195	CVT 195 DELISTED Cvent Holding Corp. Common Stock CVT	55	+17	+45%	$3.25B
196	196 Intapp INTA $3.27B	55	+1	+2%	$1.22B
197	197 RTB Digital RTB $115M	53	+5	+10%	$26.1M
198	198 DELISTED MeridianLink MLNK	52	0	0%	$1.04B
199	199 Asure Software ASUR $205M	49	-10	-17%	$76.7M
200	200 Cellebrite CLBT $2.75B	49	+1	+2%	$247M