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The Land & Expand Leaders Index

$LENNY
Index overview
11.90%
3 months
  • TickerLENNY
  • Inception Date06/01/2022
  • WeightingCustom
  • Number of holdings31
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

Performance

The Land & Expand Leaders Index
LENNY
12.34%
SP500
1.15%
EMCLOUD
1.00%

Quick stats

What's inside?
Top 10 holdings
Company% of Index
1Snowflake, Inc. (SNOW)9.70%
2Doximity, Inc. (DOCS)7.92%
3Confluent, Inc. (CFLT)5.77%
4SentinelOne, Inc. (S)5.64%
5Bill Holdings, Inc. (BILL)5.60%
6Datadog, Inc. (DDOG)5.50%
7JFrog Ltd. (FROG)5.28%
8CS Disco, Inc. (LAW)5.17%
9Toast, Inc. (TOST)4.88%
10nCino, Inc. (NCNO)4.81%

Holdings

All holdings as of May 31, 2023
CSV download
Snowflake, Inc. (SNOW)9.70%165%$53.742B47.64%64.88%19.55x
Doximity, Inc. (DOCS)7.92%171%$5.887B18.49%87.67%14.47x
Confluent, Inc. (CFLT)5.77%130%$9.400B38.18%66.70%9.92x
SentinelOne, Inc. (S)5.64%134%$6.389B92.11%68.46%8.72x
Bill Holdings, Inc. (BILL)5.60%131%$11.007B63.29%76.35%8.10x
Datadog, Inc. (DDOG)5.50%130%$30.538B32.69%79.22%12.28x
JFrog Ltd. (FROG)5.28%130%$2.482B25.31%76.59%5.31x
CS Disco, Inc. (LAW)5.17%146%$0.493B-3.88%75.02%1.62x
Toast, Inc. (TOST)4.88%135%$11.084B53.08%21.25%2.80x
nCino, Inc. (NCNO)4.81%133%$3.075B45.66%55.21%7.83x
CrowdStrike Holdings, Inc. (CRWD)4.79%134%$37.973B47.88%72.35%10.26x
HashiCorp, Inc. (HCP)4.59%134%$6.524B40.68%81.13%10.10x
Gitlab, Inc. (GTLB)3.98%130%$5.586B57.99%88.36%15.40x
MongoDB, Inc. (MDB)1.78%120%$20.576B35.58%75.11%11.13x
monday.com Ltd. (MNDY)1.76%120%$8.602B49.55%89.51%10.44x
Elastic NV (ESTC)1.76%125%$7.027B22.60%66.40%5.22x
Zscaler, Inc. (ZS)1.71%125%$19.661B51.66%77.30%12.80x
Cloudflare, Inc. (NET)1.69%124%$22.955B36.77%75.73%19.20x
Sprinklr, Inc. (CXM)1.69%125%$3.690B21.87%76.17%3.31x
Splunk, Inc. (SPLK)1.48%127%$16.442B11.49%71.79%4.24x
Twilio, Inc. (TWLO)1.47%122%$12.805B14.99%46.75%2.45x
Asana, Inc. (ASAN)1.46%120%$5.174B34.20%90.25%5.60x
Okta, Inc. (OKTA)1.44%122%$14.757B33.15%72.75%6.23x
WalkMe Ltd. (WKME)1.43%120%$0.875B15.91%81.50%2.77x
Smartsheet, Inc. (SMAR)1.42%129%$6.571B34.91%78.94%6.90x
Braze, Inc. (BRZE)1.41%126%$3.178B40.10%66.13%7.35x
UiPath, Inc. (PATH)1.39%126%$10.028B18.17%84.68%5.56x
Qualtrics International, Inc. (XM)1.36%120%$10.964B22.08%62.09%6.63x
PagerDuty, Inc. (PD)1.13%124%$2.506B28.60%76.81%6.78x
Amplitude, Inc. (AMPL)1.07%123%$1.126B25.27%71.14%4.64x
Alteryx, Inc. (AYX)0.90%121%$2.743B26.05%84.67%5.23x
Market data by Xignite

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