Index Performance
+46.90%
LENNY
+13.86%
SPY
+20.59%
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 July 2, 2026
CSV download
| CrowdStrike Holdings, Inc. (CRWD) | 16.83% | N/A | $197.52B | 25.57% | 75.30% | 21.83 |
| JFrog Ltd. (FROG) | 13.31% | N/A | $11.48B | 25.79% | 77.87% | 8.72 |
| Snowflake, Inc. (SNOW) | 12.88% | N/A | $90.17B | 33.48% | 65.51% | 9.33 |
| Datadog, Inc. (DDOG) | 10.58% | N/A | $92.68B | 32.15% | 79.18% | 10.78 |
| Doximity, Inc. (DOCS) | 7.57% | N/A | $4.00B | 13.05% | 89.09% | 6.05 |
| Toast, Inc. (TOST) | 5.38% | N/A | $16.72B | 21.91% | 27.42% | 2.20 |
| Cloudflare, Inc. (NET) | 4.66% | N/A | $86.09B | 33.54% | 71.21% | 30.97 |
| Twilio, Inc. (TWLO) | 4.19% | N/A | $31.77B | 20.00% | 48.12% | 3.50 |
| SentinelOne, Inc. (S) | 4.09% | N/A | $6.00B | 20.80% | 71.82% | 3.91 |
| GitLab, Inc. (GTLB) | 2.74% | N/A | $5.42B | 23.15% | 85.81% | 2.44 |
| CS Disco, Inc. (LAW) | 2.56% | N/A | $248.84M | 14.27% | 74.22% | 0.90 |
| nCino, Inc. (NCNO) | 2.32% | N/A | $1.94B | 10.60% | 60.45% | 3.53 |
| Okta, Inc. (OKTA) | 2.24% | N/A | $24.58B | 11.19% | 77.78% | 3.64 |
| Bill Holdings, Inc. (BILL) | 1.79% | N/A | $4.03B | 13.50% | 77.59% | 2.45 |
| MongoDB, Inc. (MDB) | 1.39% | N/A | $28.54B | 25.25% | 72.16% | 6.95 |
| Zscaler, Inc. (ZS) | 1.23% | N/A | $23.82B | 25.43% | 76.88% | 6.09 |
| Amplitude, Inc. (AMPL) | 1.07% | N/A | $1.17B | 16.93% | 72.97% | 2.07 |
| Elastic NV (ESTC) | 0.98% | N/A | $6.03B | 17.26% | 76.07% | 2.41 |
| UiPath, Inc. (PATH) | 0.95% | N/A | $6.07B | 17.32% | 81.13% | 2.52 |
| Braze, Inc. (BRZE) | 0.75% | N/A | $2.68B | 30.20% | 64.78% | 2.71 |
| PagerDuty, Inc. (PD) | 0.66% | N/A | $769.68M | 0.97% | 84.55% | 1.03 |
| monday.com Ltd. (MNDY) | 0.66% | N/A | $4.08B | 24.45% | 89.15% | 1.80 |
| Asana, Inc. (ASAN) | 0.60% | N/A | $1.69B | 9.52% | 87.61% | 1.64 |
| Sprinklr, Inc. (CXM) | 0.57% | N/A | $1.27B | 6.80% | 65.17% | 0.91 |
Market data by FactSet