LENNY
Index Performance
-8.27%
LENNY
-1.41%
SP500
-5.92%
EMCLOUD
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.
Full methodology- TickerLENNY
- Inception Date06/01/2022
- WeightingCustom
- # of holdings30
What's inside?
Holdings
All holdings as of September 22, 2023
CSV download
| Doximity, Inc. (DOCS) | 9.52% | 171% | $2.496B | 19.67% | 87.87% | 14.57x |
| Snowflake, Inc. (SNOW) | 9.37% | 165% | $49.356B | 35.55% | 65.93% | 22.40x |
| CS Disco, Inc. (LAW) | 5.23% | 146% | $0.395B | 1.68% | 73.63% | 2.40x |
| CrowdStrike Holdings, Inc. (CRWD) | 4.99% | 134% | $36.750B | 36.71% | 74.93% | 13.93x |
| JFrog Ltd. (FROG) | 4.89% | 130% | $2.699B | 24.13% | 77.55% | 7.67x |
| nCino, Inc. (NCNO) | 4.87% | 133% | $3.568B | 17.67% | 55.43% | 8.09x |
| SentinelOne, Inc. (S) | 4.78% | 134% | $3.826B | 45.77% | 70.11% | 7.97x |
| Datadog, Inc. (DDOG) | 4.77% | 130% | $26.545B | 25.44% | 79.97% | 16.02x |
| Toast, Inc. (TOST) | 4.70% | 135% | $7.646B | 44.89% | 21.27% | 3.31x |
| Gitlab, Inc. (GTLB) | 4.68% | 130% | $4.684B | 38.14% | 89.50% | 13.31x |
| HashiCorp, Inc. (HCP) | 4.66% | 134% | $2.516B | 25.81% | 79.52% | 8.25x |
| Bill Holdings, Inc. (BILL) | 4.65% | 131% | $10.683B | 47.83% | 76.86% | 10.96x |
| Confluent, Inc. (CFLT) | 4.64% | 130% | $6.232B | 35.78% | 69.48% | 14.30x |
| Splunk, Inc. (SPLK) | 2.04% | 127% | $24.447B | 14.00% | 76.25% | 5.11x |
| Alteryx, Inc. (AYX) | 1.78% | 121% | $2.314B | 4.08% | 82.45% | 4.21x |
| Amplitude, Inc. (AMPL) | 1.78% | 123% | $0.988B | 16.58% | 74.65% | 3.82x |
| Elastic NV (ESTC) | 1.72% | 125% | $7.830B | 17.46% | 73.21% | 5.52x |
| Zscaler, Inc. (ZS) | 1.65% | 125% | $22.327B | 43.06% | 77.42% | 13.97x |
| Braze, Inc. (BRZE) | 1.64% | 126% | $3.020B | 33.64% | 69.18% | 9.77x |
| WalkMe Ltd. (WKME) | 1.63% | 120% | $0.724B | 10.37% | 82.48% | 2.38x |
| monday.com Ltd. (MNDY) | 1.63% | 120% | $7.495B | 42.00% | 88.89% | 11.74x |
| Sprinklr, Inc. (CXM) | 1.63% | 125% | $1.960B | 18.48% | 75.62% | 5.02x |
| Okta, Inc. (OKTA) | 1.62% | 122% | $12.647B | 23.06% | 73.20% | 5.80x |
| PagerDuty, Inc. (PD) | 1.62% | 124% | $2.109B | 19.24% | 81.57% | 5.41x |
| Twilio, Inc. (TWLO) | 1.60% | 122% | $10.738B | 10.01% | 46.97% | 2.27x |
| Asana, Inc. (ASAN) | 1.59% | 120% | $2.299B | 20.43% | 90.01% | 8.35x |
| Smartsheet, Inc. (SMAR) | 1.59% | 129% | $5.326B | 26.19% | 80.03% | 6.28x |
| UiPath, Inc. (PATH) | 1.57% | 126% | $7.889B | 18.61% | 82.76% | 7.32x |
| MongoDB, Inc. (MDB) | 1.57% | 120% | $23.955B | 39.56% | 74.60% | 19.73x |
| Cloudflare, Inc. (NET) | 1.56% | 124% | $16.899B | 31.54% | 75.62% | 19.16x |
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