LENNY
Index Performance
-0.17%
LENNY
+7.14%
SKYY
+3.94%
SPY
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 holdings27
What's inside?
Holdings
All holdings as of September 13, 2024
CSV download
| Doximity, Inc. (DOCS) | 17.25% | N/A | $4.92B | 16.79% | 89.30% | 9.80 |
| CrowdStrike Holdings, Inc. (CRWD) | 7.24% | N/A | $60.30B | 31.74% | 75.27% | 15.66 |
| Snowflake, Inc. (SNOW) | 6.76% | N/A | $38.10B | 28.90% | 65.47% | 12.68 |
| HashiCorp, Inc. (HCP) | 6.35% | N/A | $5.31B | 15.28% | 81.71% | 8.77 |
| SentinelOne, Inc. (S) | 6.32% | N/A | $6.60B | 33.14% | 74.52% | 8.85 |
| Toast, Inc. (TOST) | 6.13% | N/A | $12.07B | 26.99% | 23.03% | 3.18 |
| Datadog, Inc. (DDOG) | 5.43% | N/A | $33.99B | 26.66% | 80.83% | 18.49 |
| Gitlab, Inc. (GTLB) | 5.28% | N/A | $7.44B | 30.81% | 88.30% | 11.25 |
| JFrog Ltd. (FROG) | 4.85% | N/A | $3.09B | 22.42% | 78.42% | 9.04 |
| nCino, Inc. (NCNO) | 4.28% | N/A | $3.40B | 12.94% | 56.25% | 7.43 |
| CS Disco, Inc. (LAW) | 4.15% | N/A | $332.50M | 5.04% | 74.20% | 1.65 |
| Confluent, Inc. (CFLT) | 3.03% | N/A | $4.92B | 24.14% | 72.36% | 9.95 |
| monday.com Ltd. (MNDY) | 2.44% | N/A | $12.75B | 34.40% | 89.94% | 13.42 |
| Bill Holdings, Inc. (BILL) | 2.39% | N/A | $5.54B | 21.89% | 77.29% | 3.73 |
| Smartsheet, Inc. (SMAR) | 1.97% | N/A | $7.26B | 17.33% | 81.96% | 5.86 |
| Cloudflare, Inc. (NET) | 1.95% | N/A | $23.87B | 29.99% | 77.80% | 18.88 |
| Zscaler, Inc. (ZS) | 1.72% | N/A | $25.93B | 34.07% | 77.87% | 11.84 |
| Elastic NV (ESTC) | 1.52% | N/A | $7.73B | 18.27% | 73.59% | 8.07 |
| Twilio, Inc. (TWLO) | 1.51% | N/A | $9.55B | 4.31% | 50.19% | 1.82 |
| Okta, Inc. (OKTA) | 1.39% | N/A | $12.03B | 16.19% | 76.01% | 6.22 |
| MongoDB, Inc. (MDB) | 1.28% | N/A | $21.43B | 12.82% | 73.15% | 9.63 |
| Amplitude, Inc. (AMPL) | 1.24% | N/A | $799.20M | 8.16% | 73.36% | 2.71 |
| PagerDuty, Inc. (PD) | 1.21% | N/A | $1.66B | 7.73% | 82.68% | 4.09 |
| Braze, Inc. (BRZE) | 1.21% | N/A | $2.90B | 26.40% | 70.16% | 7.56 |
| UiPath, Inc. (PATH) | 1.13% | N/A | $5.85B | 10.07% | 80.01% | 3.80 |
| Asana, Inc. (ASAN) | 1.08% | N/A | $1.73B | 10.31% | 88.85% | 4.49 |
| Sprinklr, Inc. (CXM) | 0.87% | N/A | $1.09B | 10.50% | 72.58% | 2.92 |
Market data by FactSet
