Enterprise Software

As of 2026Q2 · Members: 84

Heat
-1.71
Historical Rank
4%
vs 3Y Avg
-0.8×
Net change in funds
-675

8Q trend

Members (86)

Ticker Company Change this quarter
ACIW ACI WORLDWIDE INC 0
ADBE ADOBE INC -192
ADP AUTOMATIC DATA PROCESSING +15
ADSK AUTODESK INC -121
AGYS AGILYSYS INC +41
APPF APPFOLIO INC - A -4
APPN APPIAN CORP-A +6
ASAN ASANA INC - CL A +13
AVPT AVEPOINT INC +1
BL BLACKLINE INC -29
BLKB BLACKBAUD INC -10
BOX BOX INC - CLASS A -1
BRZE BRAZE INC-A -10
BSY BENTLEY SYSTEMS INC-CLASS B -45
CCC CCC INTELLIGENT SOLUTIONS HO -19
CRM SALESFORCE INC -198
CVLT COMMVAULT SYSTEMS INC +50
CXAI CXAPP INC +3
CXAIW — —
CXM SPRINKLR INC-A -12
DBX DROPBOX INC-CLASS A +31
DCBO DOCEBO INC -6
DOCS DOXIMITY INC-CLASS A -63
DOCU DOCUSIGN INC -32
DOX Amdocs Limited -25
DSGX DESCARTES SYSTEMS GRP/THE -5
EGAN EGAIN CORP -9
EGHT 8X8 INC -5
EVCM EVERCOMMERCE INC -7
FIG FIGMA INC-CL A +61
FIVN FIVE9 INC +4
FROG JFrog Ltd. +89
FRSH FRESHWORKS INC-CL A +13
GTLB GITLAB INC-CL A +30
GWRE GUIDEWIRE SOFTWARE INC -45
HUBS HUBSPOT INC -82
INTA INTAPP INC +7
INTU INTUIT INC -263
IOT SAMSARA INC-CL A +13
JKHY JACK HENRY & ASSOCIATES INC -57
KLTR KALTURA INC +3
KVYO KLAVIYO INC-A +12
LAW CS DISCO INC -2
LPSN LIVEPERSON INC -1
LSPD LIGHTSPEED COMMERCE INC +9
MANH MANHATTAN ASSOCIATES INC -22
MNDY monday.com Ltd. -29
MSFT MICROSOFT CORP +31
NABL N-ABLE INC -15
NAVN NAVAN INC-CL A +60
NICE NICE LTD - SPON ADR -27
NOW SERVICENOW INC +34
OTEX OPEN TEXT CORP -18
PAR PAR TECHNOLOGY CORP/DEL +8
PATH UIPATH INC - CLASS A -5
PAYC PAYCOM SOFTWARE INC +4
PCOR PROCORE TECHNOLOGIES INC -28
PCTY PAYLOCITY HOLDING CORP +26
PD PAGERDUTY INC +11
PEGA PEGASYSTEMS INC -47
PRGS PROGRESS SOFTWARE CORP +3
PTC PTC INC -12
QTWO Q2 HOLDINGS INC -19
RNG RINGCENTRAL INC-CLASS A +39
SABR SABRE CORP +10
SAP SAP SE-SPONSORED ADR -25
SKIL SKILLSOFT CORP -6
SPSC SPS COMMERCE INC -6
SPT SPROUT SOCIAL INC - CLASS A -13
SSNC SS&C TECHNOLOGIES HOLDINGS +9
TEAM ATLASSIAN CORP-CL A +44
TOST TOAST INC-CLASS A +14
TTAN SERVICETITAN INC-A +29
TWLO TWILIO INC - A +150
TYL TYLER TECHNOLOGIES INC -20
UPLD — —
VEEV VEEVA SYSTEMS INC-CLASS A +44
VERX VERTEX INC - CLASS A +8
WAY WAYSTAR HOLDING CORP -6
WDAY WORKDAY INC-CLASS A -21
WEAV WEAVE COMMUNICATIONS INC +7
WIX Wix.com Ltd. -83
WK WORKIVA INC -10
YEXT YEXT INC -25
ZETA ZETA GLOBAL HOLDINGS CORP-A +21
ZM ZOOM COMMUNICATIONS INC +52

Theme members v1.0 (2026-07), quarterly maintenance

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.