Index Performance
-27.07%
LENNY
-1.57%
SPY
-15.67%
SKYY
Overview
Description
The Land & Expand Leaders Index (LENNY) targets business-to-business (B2B) software as a service (SaaS) companies that have best-in-class go-to-market models as represented by annual Net Dollar Retention (or Net Revenue Rates) rates of 120% and higher.
- TickerLENNY
- Inception Date06/01/2022
- WeightingCustom
- # of holdings25
What's inside?
Holdings
All holdings as of March 11, 2026
CSV download
| CrowdStrike Holdings, Inc. (CRWD) | 13.12% | N/A | $107.43B | 21.71% | 74.67% | 22.08 |
| Snowflake, Inc. (SNOW) | 11.83% | N/A | $60.72B | 29.16% | 66.67% | 13.61 |
| Doximity, Inc. (DOCS) | 11.36% | N/A | $4.82B | 9.76% | 89.89% | 12.70 |
| JFrog Ltd. (FROG) | 7.94% | N/A | $4.92B | 24.12% | 76.15% | 12.34 |
| Toast, Inc. (TOST) | 7.19% | N/A | $17.97B | 24.05% | 25.76% | 3.18 |
| Datadog, Inc. (DDOG) | 6.96% | N/A | $43.14B | 27.68% | 79.93% | 13.49 |
| Cloudflare, Inc. (NET) | 5.63% | N/A | $67.69B | 29.85% | 74.51% | 31.41 |
| Confluent, Inc. (CFLT) | 5.19% | N/A | $11.01B | 21.08% | 74.26% | 8.09 |
| SentinelOne, Inc. (S) | 4.34% | N/A | $4.75B | 22.91% | 73.79% | 5.54 |
| CS Disco, Inc. (LAW) | 3.70% | N/A | $296.38M | 8.29% | 74.86% | 2.37 |
| Twilio, Inc. (TWLO) | 3.45% | N/A | $19.01B | 13.66% | 48.02% | 4.21 |
| nCino, Inc. (NCNO) | 2.58% | N/A | $1.93B | 9.63% | 58.27% | 5.60 |
| GitLab, Inc. (GTLB) | 2.47% | N/A | $4.22B | 25.81% | 87.38% | N/A |
| Bill Holdings, Inc. (BILL) | 2.26% | N/A | $4.47B | 14.37% | 74.78% | 3.22 |
| Zscaler, Inc. (ZS) | 1.71% | N/A | $26.04B | 25.91% | 76.01% | 10.09 |
| Okta, Inc. (OKTA) | 1.69% | N/A | $14.12B | 11.84% | 77.36% | 4.36 |
| MongoDB, Inc. (MDB) | 1.38% | N/A | $21.48B | 22.79% | 71.72% | 11.29 |
| UiPath, Inc. (PATH) | 1.30% | N/A | $6.18B | 15.92% | 83.00% | 4.66 |
| Amplitude, Inc. (AMPL) | 1.19% | N/A | $1.05B | 14.68% | 73.87% | 3.92 |
| Elastic NV (ESTC) | 1.16% | N/A | $5.49B | 17.74% | 76.34% | 3.78 |
| monday.com Ltd. (MNDY) | 0.78% | N/A | $3.98B | 26.75% | 89.20% | 5.14 |
| Sprinklr, Inc. (CXM) | 0.78% | N/A | $1.47B | 9.16% | 66.41% | 1.80 |
| Braze, Inc. (BRZE) | 0.74% | N/A | $2.34B | 25.51% | 67.18% | 4.02 |
| Asana, Inc. (ASAN) | 0.70% | N/A | $1.88B | 9.25% | 88.89% | 2.78 |
| PagerDuty, Inc. (PD) | 0.58% | N/A | $712.19M | 4.71% | 85.50% | 2.86 |
Market data by FactSet
