Index Performance
-8.63%
LENNY
-15.64%
SKYY
-6.94%
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 holdings25
What's inside?
Holdings
All holdings as of March 17, 2025
CSV download
| Doximity, Inc. (DOCS) | 23.51% | N/A | $11.71B | 24.63% | 91.59% | 18.11 |
| CrowdStrike Holdings, Inc. (CRWD) | 8.84% | N/A | $90.43B | 29.39% | 74.82% | 23.76 |
| Snowflake, Inc. (SNOW) | 8.42% | N/A | $51.62B | 29.21% | 65.87% | 16.12 |
| Toast, Inc. (TOST) | 7.13% | N/A | $20.03B | 28.33% | 23.81% | 4.06 |
| JFrog Ltd. (FROG) | 5.32% | N/A | $3.88B | 22.47% | 76.30% | 6.34 |
| SentinelOne, Inc. (S) | 4.73% | N/A | $6.08B | 32.25% | 73.21% | N/A |
| Datadog, Inc. (DDOG) | 4.64% | N/A | $35.64B | 26.12% | 80.76% | 18.22 |
| Gitlab, Inc. (GTLB) | 4.52% | N/A | $8.35B | 30.93% | 88.79% | N/A |
| nCino, Inc. (NCNO) | 3.83% | N/A | $3.32B | 13.82% | 58.41% | 8.21 |
| Confluent, Inc. (CFLT) | 3.75% | N/A | $9.09B | 24.03% | 73.25% | 8.51 |
| CS Disco, Inc. (LAW) | 3.12% | N/A | $269.91M | 4.89% | 74.17% | 1.25 |
| Cloudflare, Inc. (NET) | 2.51% | N/A | $40.04B | 28.76% | 77.32% | 21.78 |
| Twilio, Inc. (TWLO) | 2.23% | N/A | $15.33B | 7.32% | 50.00% | 3.74 |
| monday.com Ltd. (MNDY) | 2.23% | N/A | $13.25B | 33.21% | 89.33% | 11.30 |
| Bill Holdings, Inc. (BILL) | 2.08% | N/A | $4.75B | 13.83% | 78.39% | 6.00 |
| Okta, Inc. (OKTA) | 1.98% | N/A | $20.08B | 15.33% | 76.32% | 5.73 |
| Zscaler, Inc. (ZS) | 1.84% | N/A | $31.35B | 23.41% | 77.09% | N/A |
| Elastic NV (ESTC) | 1.71% | N/A | $9.95B | 16.50% | 74.57% | N/A |
| Amplitude, Inc. (AMPL) | 1.52% | N/A | $1.55B | 8.32% | 74.30% | 3.58 |
| Braze, Inc. (BRZE) | 1.16% | N/A | $3.74B | 22.67% | 69.81% | 4.99 |
| PagerDuty, Inc. (PD) | 1.16% | N/A | $1.63B | 8.54% | 82.96% | 3.45 |
| Asana, Inc. (ASAN) | 1.13% | N/A | $3.22B | 10.94% | 89.34% | 6.48 |
| UiPath, Inc. (PATH) | 0.93% | N/A | $5.92B | 9.30% | 82.82% | 4.48 |
| Sprinklr, Inc. (CXM) | 0.92% | N/A | $2.20B | 8.74% | 72.11% | 2.53 |
| MongoDB, Inc. (MDB) | 0.81% | N/A | $14.38B | 19.22% | 73.16% | 9.01 |
Market data by FactSet
