Index Performance
-25.14%
LENNY
-3.74%
SPY
-12.48%
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 April 6, 2026
CSV download
| CrowdStrike Holdings, Inc. (CRWD) | 12.73% | N/A | $101.09B | 21.71% | 74.81% | 22.08 |
| Doximity, Inc. (DOCS) | 11.77% | N/A | $4.26B | 9.76% | 89.89% | 12.70 |
| Snowflake, Inc. (SNOW) | 10.89% | N/A | $51.64B | 29.16% | 66.12% | 13.61 |
| JFrog Ltd. (FROG) | 10.20% | N/A | $5.90B | 24.12% | 76.15% | 12.34 |
| Toast, Inc. (TOST) | 7.43% | N/A | $15.91B | 24.05% | 25.76% | 3.18 |
| Datadog, Inc. (DDOG) | 6.97% | N/A | $41.10B | 27.68% | 79.93% | 13.49 |
| Cloudflare, Inc. (NET) | 5.99% | N/A | $74.54B | 29.85% | 74.51% | 31.41 |
| SentinelOne, Inc. (S) | 4.64% | N/A | $4.60B | 21.89% | 73.18% | 3.97 |
| Twilio, Inc. (TWLO) | 3.88% | N/A | $19.93B | 13.66% | 48.02% | 4.21 |
| CS Disco, Inc. (LAW) | 3.67% | N/A | $238.75M | 8.29% | 74.86% | 2.37 |
| nCino, Inc. (NCNO) | 3.34% | N/A | $1.99B | 10.01% | 57.42% | 4.45 |
| GitLab, Inc. (GTLB) | 2.86% | N/A | $3.87B | 25.81% | 87.38% | 4.84 |
| Bill Holdings, Inc. (BILL) | 2.51% | N/A | $3.81B | 14.37% | 74.78% | 3.22 |
| Okta, Inc. (OKTA) | 1.88% | N/A | $14.25B | 11.84% | 77.36% | 4.46 |
| Zscaler, Inc. (ZS) | 1.72% | N/A | $22.43B | 25.91% | 76.01% | 10.09 |
| MongoDB, Inc. (MDB) | 1.47% | N/A | $20.50B | 22.79% | 71.75% | 11.30 |
| UiPath, Inc. (PATH) | 1.33% | N/A | $5.84B | 12.65% | 82.98% | 3.40 |
| Elastic NV (ESTC) | 1.26% | N/A | $5.23B | 17.74% | 76.34% | 3.78 |
| Amplitude, Inc. (AMPL) | 1.22% | N/A | $912.02M | 14.68% | 73.87% | 3.92 |
| Braze, Inc. (BRZE) | 1.08% | N/A | $2.62B | 24.40% | 67.15% | 2.60 |
| Sprinklr, Inc. (CXM) | 0.95% | N/A | $1.52B | 7.64% | 67.40% | 1.39 |
| monday.com Ltd. (MNDY) | 0.83% | N/A | $3.46B | 26.75% | 88.39% | 5.14 |
| Asana, Inc. (ASAN) | 0.75% | N/A | $1.48B | 9.25% | 89.03% | 2.84 |
| PagerDuty, Inc. (PD) | 0.64% | N/A | $560.01M | 5.36% | 84.95% | 1.92 |
Market data by FactSet
