Index Performance
+25.38%
LENNY
+11.67%
SPY
+19.96%
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 June 12, 2026
CSV download
| CrowdStrike Holdings, Inc. (CRWD) | 16.75% | N/A | $173.82B | 25.57% | 75.30% | 21.83 |
| Snowflake, Inc. (SNOW) | 13.04% | N/A | $80.68B | 33.48% | 65.51% | 9.33 |
| JFrog Ltd. (FROG) | 12.35% | N/A | $9.42B | 25.79% | 77.87% | 8.72 |
| Datadog, Inc. (DDOG) | 10.57% | N/A | $81.84B | 32.15% | 79.18% | 10.78 |
| Doximity, Inc. (DOCS) | 7.86% | N/A | $3.66B | 13.05% | 89.09% | 6.05 |
| Toast, Inc. (TOST) | 5.24% | N/A | $14.40B | 21.91% | 27.42% | 2.20 |
| Cloudflare, Inc. (NET) | 4.97% | N/A | $81.14B | 33.54% | 71.21% | 30.97 |
| Twilio, Inc. (TWLO) | 4.62% | N/A | $30.97B | 20.00% | 48.12% | 3.50 |
| SentinelOne, Inc. (S) | 3.92% | N/A | $5.09B | 20.80% | 71.82% | 3.91 |
| GitLab, Inc. (GTLB) | 2.69% | N/A | $4.69B | 23.15% | 85.81% | 2.44 |
| CS Disco, Inc. (LAW) | 2.68% | N/A | $229.60M | 14.27% | 74.22% | 0.90 |
| nCino, Inc. (NCNO) | 2.26% | N/A | $1.68B | 10.60% | 60.45% | 3.53 |
| Okta, Inc. (OKTA) | 2.08% | N/A | $20.21B | 11.19% | 77.78% | 3.64 |
| Bill Holdings, Inc. (BILL) | 1.66% | N/A | $3.30B | 13.50% | 77.59% | 2.45 |
| MongoDB, Inc. (MDB) | 1.52% | N/A | $27.57B | 25.25% | 72.16% | 6.95 |
| Zscaler, Inc. (ZS) | 1.23% | N/A | $20.94B | 25.43% | 76.88% | 6.09 |
| Elastic NV (ESTC) | 1.16% | N/A | $6.27B | 17.26% | 76.07% | 2.41 |
| UiPath, Inc. (PATH) | 0.97% | N/A | $5.47B | 17.32% | 81.13% | 2.52 |
| Amplitude, Inc. (AMPL) | 0.94% | N/A | $914.09M | 16.93% | 72.97% | 2.07 |
| Braze, Inc. (BRZE) | 0.78% | N/A | $2.44B | 30.20% | 64.78% | 2.71 |
| monday.com Ltd. (MNDY) | 0.73% | N/A | $3.97B | 24.45% | 89.15% | 1.80 |
| Asana, Inc. (ASAN) | 0.68% | N/A | $1.70B | 9.52% | 87.61% | 1.64 |
| PagerDuty, Inc. (PD) | 0.67% | N/A | $691.02M | 0.97% | 84.55% | 1.03 |
| Sprinklr, Inc. (CXM) | 0.64% | N/A | $1.25B | 6.80% | 65.17% | 0.91 |
Market data by FactSet
