Index Performance
+25.34%
LENNY
+3.57%
SPY
+22.50%
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 holdings24
What's inside?
Holdings
All holdings as of October 22, 2026
CSV download
| CrowdStrike Holdings, Inc. (CRWD) | 16.69% | N/A | $243.64B | 25.83% | 74.58% | 36.16 |
| Snowflake, Inc. (SNOW) | 12.57% | N/A | $110.77B | 35.09% | 66.06% | 18.92 |
| JFrog Ltd. (FROG) | 10.66% | N/A | $11.58B | 28.73% | 77.56% | 17.10 |
| Doximity, Inc. (DOCS) | 9.43% | N/A | $6.00B | 7.34% | 82.13% | 5.01 |
| Datadog, Inc. (DDOG) | 8.47% | N/A | $92.55B | 35.64% | 78.56% | 23.42 |
| Toast, Inc. (TOST) | 5.04% | N/A | $19.42B | 23.10% | 27.04% | 2.16 |
| Cloudflare, Inc. (NET) | 4.71% | N/A | $108.11B | 35.87% | 71.76% | 34.34 |
| SentinelOne, Inc. (S) | 4.24% | N/A | $7.83B | 20.56% | 72.07% | 5.32 |
| Twilio, Inc. (TWLO) | 4.10% | N/A | $38.95B | 22.03% | 48.07% | 5.63 |
| GitLab, Inc. (GTLB) | 3.77% | N/A | $9.09B | 21.31% | 84.06% | 4.37 |
| CS Disco, Inc. (LAW) | 2.63% | N/A | $320.05M | 13.23% | 74.43% | 0.89 |
| Okta, Inc. (OKTA) | 2.57% | N/A | $35.20B | 10.58% | 79.63% | 7.53 |
| nCino, Inc. (NCNO) | 2.46% | N/A | $2.47B | 8.19% | 59.76% | 3.56 |
| Bill Holdings, Inc. (BILL) | 1.82% | N/A | $4.32B | 13.03% | 76.87% | 2.08 |
| Amplitude, Inc. (AMPL) | 1.67% | N/A | $2.13B | 21.16% | 68.20% | 2.29 |
| Zscaler, Inc. (ZS) | 1.61% | N/A | $38.77B | 25.42% | 76.38% | 6.74 |
| Elastic NV (ESTC) | 1.35% | N/A | $10.41B | 15.13% | 74.50% | 3.34 |
| Braze, Inc. (BRZE) | 1.17% | N/A | $5.21B | 26.16% | 66.83% | 2.95 |
| MongoDB, Inc. (MDB) | 1.15% | N/A | $29.18B | 30.50% | 73.83% | 9.10 |
| PagerDuty, Inc. (PD) | 0.92% | N/A | $1.36B | 0.83% | 83.90% | 1.61 |
| UiPath, Inc. (PATH) | 0.91% | N/A | $7.26B | 13.42% | 79.65% | 3.18 |
| Asana, Inc. (ASAN) | 0.76% | N/A | $2.63B | 9.90% | 85.99% | 2.22 |
| monday.com Ltd. (MNDY) | 0.72% | N/A | $4.52B | 21.94% | 88.30% | 1.74 |
| Sprinklr, Inc. (CXM) | 0.57% | N/A | $1.55B | 0.80% | 65.12% | 1.26 |
Market data by FactSet