LENNY
Index Performance
-1.50%
LENNY
+1.75%
SKYY
+7.28%
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 holdings28
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Doximity, Inc. (DOCS) | 11.99% | N/A | $3.51B | 13.45% | 89.34% | 10.07 |
| Snowflake, Inc. (SNOW) | 7.26% | N/A | $43.39B | 32.89% | 65.71% | 16.11 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.92% | N/A | $58.68B | 32.99% | 75.47% | 21.41 |
| JFrog Ltd. (FROG) | 6.57% | N/A | $4.14B | 25.67% | 79.09% | 11.27 |
| SentinelOne, Inc. (S) | 6.19% | N/A | $6.62B | 39.70% | 73.10% | 8.49 |
| HashiCorp, Inc. (HCP) | 6.09% | N/A | $5.12B | 16.38% | 81.12% | 8.56 |
| Toast, Inc. (TOST) | 5.79% | N/A | $11.32B | 31.26% | 23.16% | 3.05 |
| Datadog, Inc. (DDOG) | 5.66% | N/A | $37.11B | 26.89% | 81.95% | 18.68 |
| Gitlab, Inc. (GTLB) | 4.97% | N/A | $7.09B | 33.35% | 88.90% | 11.71 |
| nCino, Inc. (NCNO) | 4.66% | N/A | $3.72B | 12.68% | 57.21% | 6.79 |
| CS Disco, Inc. (LAW) | 4.35% | N/A | $358.06M | 7.37% | 75.11% | 2.55 |
| Confluent, Inc. (CFLT) | 3.56% | N/A | $6.11B | 24.63% | 71.83% | 10.73 |
| WalkMe Ltd. (WKME) | 2.48% | N/A | $1.30B | 4.07% | 85.60% | 1.95 |
| Bill Holdings, Inc. (BILL) | 2.27% | N/A | $5.61B | 18.52% | 78.37% | 5.56 |
| monday.com Ltd. (MNDY) | 2.20% | N/A | $11.75B | 33.69% | 89.19% | 13.49 |
| Elastic NV (ESTC) | 2.17% | N/A | $11.56B | 18.55% | 73.79% | 8.00 |
| Cloudflare, Inc. (NET) | 1.87% | N/A | $23.50B | 30.47% | 77.54% | 23.46 |
| Smartsheet, Inc. (SMAR) | 1.76% | N/A | $6.52B | 19.60% | 81.63% | 4.57 |
| Zscaler, Inc. (ZS) | 1.76% | N/A | $27.51B | 32.09% | 78.47% | 12.63 |
| Okta, Inc. (OKTA) | 1.68% | N/A | $14.99B | 19.11% | 76.01% | 6.14 |
| Twilio, Inc. (TWLO) | 1.43% | N/A | $9.83B | 4.02% | 50.69% | 2.01 |
| Braze, Inc. (BRZE) | 1.40% | N/A | $3.22B | 33.09% | 67.11% | 7.56 |
| PagerDuty, Inc. (PD) | 1.36% | N/A | $2.00B | 7.68% | 82.60% | 3.96 |
| Asana, Inc. (ASAN) | 1.29% | N/A | $2.15B | 13.15% | 89.68% | 4.65 |
| Amplitude, Inc. (AMPL) | 1.17% | N/A | $754.66M | 9.25% | 73.93% | 3.56 |
| MongoDB, Inc. (MDB) | 1.07% | N/A | $18.80B | 22.34% | 72.17% | 14.62 |
| UiPath, Inc. (PATH) | 1.06% | N/A | $5.98B | 15.72% | 83.31% | 6.61 |
| Sprinklr, Inc. (CXM) | 1.02% | N/A | $1.43B | 13.03% | 73.88% | 3.66 |
Market data by FactSet
