LENNY
Index Performance
+14.96%
LENNY
+14.95%
SKYY
+2.96%
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 holdings27
What's inside?
Holdings
All holdings as of January 17, 2025
CSV download
| Doximity, Inc. (DOCS) | 18.78% | N/A | $10.03B | 20.44% | 90.01% | 15.36 |
| Snowflake, Inc. (SNOW) | 8.09% | N/A | $56.38B | 28.32% | 64.66% | 10.70 |
| CrowdStrike Holdings, Inc. (CRWD) | 7.95% | N/A | $87.93B | 28.52% | 74.65% | 18.57 |
| Toast, Inc. (TOST) | 7.06% | N/A | $21.52B | 26.45% | 24.67% | 3.32 |
| Datadog, Inc. (DDOG) | 5.48% | N/A | $47.02B | 26.02% | 80.01% | 15.35 |
| HashiCorp, Inc. (HCP) | 5.13% | N/A | $7.02B | 18.66% | 82.82% | 8.47 |
| SentinelOne, Inc. (S) | 4.95% | N/A | $7.18B | 28.31% | 74.72% | 9.70 |
| Gitlab, Inc. (GTLB) | 4.86% | N/A | $10.23B | 30.99% | 88.71% | 11.42 |
| JFrog Ltd. (FROG) | 4.52% | N/A | $3.65B | 23.04% | 73.82% | 6.75 |
| nCino, Inc. (NCNO) | 3.85% | N/A | $3.85B | 13.82% | 58.41% | 8.21 |
| Bill Holdings, Inc. (BILL) | 3.26% | N/A | $9.20B | 17.53% | 78.34% | 3.73 |
| Confluent, Inc. (CFLT) | 3.20% | N/A | $8.76B | 24.99% | 74.66% | 6.40 |
| CS Disco, Inc. (LAW) | 2.92% | N/A | $295.35M | 3.79% | 73.14% | 1.62 |
| Cloudflare, Inc. (NET) | 2.32% | N/A | $40.21B | 28.15% | 77.69% | 17.38 |
| Twilio, Inc. (TWLO) | 2.27% | N/A | $17.17B | 9.67% | 50.00% | 2.03 |
| monday.com Ltd. (MNDY) | 1.84% | N/A | $12.07B | 32.67% | 89.65% | 13.93 |
| Smartsheet, Inc. (SMAR) | 1.70% | N/A | $7.90B | 16.65% | 81.27% | 6.77 |
| Elastic NV (ESTC) | 1.61% | N/A | $10.40B | 17.63% | 74.50% | 5.58 |
| Zscaler, Inc. (ZS) | 1.51% | N/A | $28.78B | 26.42% | 77.34% | 11.36 |
| Asana, Inc. (ASAN) | 1.37% | N/A | $4.42B | 10.44% | 89.23% | 3.62 |
| Okta, Inc. (OKTA) | 1.31% | N/A | $14.96B | 13.87% | 76.39% | 4.33 |
| Amplitude, Inc. (AMPL) | 1.22% | N/A | $1.39B | 6.48% | 75.02% | 2.73 |
| Braze, Inc. (BRZE) | 1.21% | N/A | $4.56B | 22.67% | 69.81% | 4.99 |
| PagerDuty, Inc. (PD) | 0.99% | N/A | $1.65B | 9.41% | 82.96% | 3.47 |
| UiPath, Inc. (PATH) | 0.94% | N/A | $7.16B | 8.82% | 81.92% | 3.77 |
| MongoDB, Inc. (MDB) | 0.89% | N/A | $18.85B | 22.28% | 74.40% | 9.87 |
| Sprinklr, Inc. (CXM) | 0.75% | N/A | $2.18B | 7.71% | 71.18% | 1.93 |
Market data by FactSet
