Index Performance
-2.70%
LENNY
+1.14%
SKYY
+7.46%
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 | $3.52B | 13.45% | 89.34% | 10.07 |
Snowflake, Inc. (SNOW) | 7.26% | N/A | $43.19B | 32.89% | 65.71% | 16.11 |
CrowdStrike Holdings, Inc. (CRWD) | 6.92% | N/A | $59.14B | 32.99% | 75.47% | 21.41 |
JFrog Ltd. (FROG) | 6.57% | N/A | $4.28B | 25.67% | 79.09% | 11.27 |
SentinelOne, Inc. (S) | 6.19% | N/A | $6.60B | 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 | $11.63B | 31.26% | 23.16% | 3.05 |
Datadog, Inc. (DDOG) | 5.66% | N/A | $36.49B | 26.89% | 81.95% | 18.68 |
Gitlab, Inc. (GTLB) | 4.97% | N/A | $7.08B | 33.35% | 88.90% | 11.71 |
nCino, Inc. (NCNO) | 4.66% | N/A | $3.86B | 12.68% | 57.21% | 6.79 |
CS Disco, Inc. (LAW) | 4.35% | N/A | $368.25M | 7.37% | 75.11% | 2.55 |
Confluent, Inc. (CFLT) | 3.56% | N/A | $6.13B | 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 | $11.85B | 33.69% | 89.19% | 13.49 |
Elastic NV (ESTC) | 2.17% | N/A | $11.46B | 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 | $6.70B | 19.60% | 81.63% | 4.57 |
Zscaler, Inc. (ZS) | 1.76% | N/A | $27.41B | 32.09% | 78.47% | 12.63 |
Okta, Inc. (OKTA) | 1.68% | N/A | $15.05B | 19.11% | 76.01% | 6.14 |
Twilio, Inc. (TWLO) | 1.43% | N/A | $10.07B | 4.02% | 50.69% | 2.01 |
Braze, Inc. (BRZE) | 1.40% | N/A | $3.32B | 33.09% | 67.11% | 7.56 |
PagerDuty, Inc. (PD) | 1.36% | N/A | $2.01B | 7.68% | 82.60% | 3.96 |
Asana, Inc. (ASAN) | 1.29% | N/A | $2.19B | 13.15% | 89.68% | 4.65 |
Amplitude, Inc. (AMPL) | 1.17% | N/A | $775.89M | 9.25% | 73.93% | 3.56 |
MongoDB, Inc. (MDB) | 1.07% | N/A | $18.59B | 22.34% | 72.17% | 14.62 |
UiPath, Inc. (PATH) | 1.06% | N/A | $6.06B | 15.72% | 83.31% | 6.61 |
Sprinklr, Inc. (CXM) | 1.02% | N/A | $1.47B | 13.03% | 73.88% | 3.66 |
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