Index Performance
+35.78%
LENNY
+3.36%
SPY
+24.24%
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 August 21, 2026
CSV download
| CrowdStrike Holdings, Inc. (CRWD) | 14.95% | N/A | $195.45B | 25.57% | 75.30% | 21.83 |
| Snowflake, Inc. (SNOW) | 14.80% | N/A | $115.34B | 33.48% | 65.51% | 9.33 |
| JFrog Ltd. (FROG) | 11.61% | N/A | $11.36B | 28.73% | 77.56% | 17.10 |
| Datadog, Inc. (DDOG) | 8.59% | N/A | $84.61B | 35.64% | 78.56% | 23.42 |
| Doximity, Inc. (DOCS) | 7.88% | N/A | $4.51B | 7.34% | 82.13% | 5.01 |
| Toast, Inc. (TOST) | 6.14% | N/A | $21.29B | 23.10% | 27.04% | 2.16 |
| Cloudflare, Inc. (NET) | 5.06% | N/A | $104.38B | 35.87% | 71.76% | 34.34 |
| SentinelOne, Inc. (S) | 4.44% | N/A | $7.26B | 20.80% | 71.82% | 3.91 |
| Twilio, Inc. (TWLO) | 4.05% | N/A | $34.60B | 22.03% | 48.07% | 5.63 |
| GitLab, Inc. (GTLB) | 3.20% | N/A | $7.04B | 23.15% | 85.81% | 2.44 |
| CS Disco, Inc. (LAW) | 2.53% | N/A | $277.21M | 13.23% | 74.43% | 0.89 |
| nCino, Inc. (NCNO) | 2.42% | N/A | $2.26B | 10.60% | 60.45% | 3.53 |
| Okta, Inc. (OKTA) | 1.92% | N/A | $23.49B | 11.19% | 77.78% | 3.64 |
| Bill Holdings, Inc. (BILL) | 1.90% | N/A | $4.08B | 13.03% | 76.87% | 2.08 |
| MongoDB, Inc. (MDB) | 1.51% | N/A | $34.65B | 25.25% | 72.16% | 6.95 |
| Amplitude, Inc. (AMPL) | 1.45% | N/A | $1.66B | 21.16% | 68.20% | 2.29 |
| Zscaler, Inc. (ZS) | 1.37% | N/A | $29.39B | 25.43% | 76.88% | 6.09 |
| Elastic NV (ESTC) | 1.31% | N/A | $8.93B | 17.26% | 76.07% | 2.41 |
| UiPath, Inc. (PATH) | 1.19% | N/A | $8.49B | 17.32% | 81.13% | 2.52 |
| Braze, Inc. (BRZE) | 0.88% | N/A | $3.50B | 30.20% | 64.78% | 2.71 |
| PagerDuty, Inc. (PD) | 0.73% | N/A | $950.15M | 0.97% | 84.55% | 1.03 |
| Asana, Inc. (ASAN) | 0.70% | N/A | $2.21B | 9.52% | 87.61% | 1.64 |
| Sprinklr, Inc. (CXM) | 0.70% | N/A | $1.73B | 6.80% | 65.17% | 0.91 |
| monday.com Ltd. (MNDY) | 0.68% | N/A | $3.84B | 21.94% | 88.30% | 1.74 |
Market data by FactSet