Index Performance
+31.71%
LENNY
+33.95%
SKYY
+22.49%
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 holdings25
What's inside?
Holdings
All holdings as of July 18, 2025
CSV download
| Doximity, Inc. (DOCS) | 20.14% | N/A | $11.27B | 19.98% | 90.20% | 18.89 |
| Snowflake, Inc. (SNOW) | 10.39% | N/A | $72.37B | 25.75% | 65.50% | 13.50 |
| CrowdStrike Holdings, Inc. (CRWD) | 10.26% | N/A | $118.63B | 19.80% | 73.80% | 24.84 |
| Toast, Inc. (TOST) | 8.47% | N/A | $26.91B | 24.37% | 25.88% | 3.55 |
| JFrog Ltd. (FROG) | 5.83% | N/A | $4.84B | 22.03% | 74.34% | 6.83 |
| Datadog, Inc. (DDOG) | 5.75% | N/A | $50.08B | 24.59% | 79.28% | 11.80 |
| SentinelOne, Inc. (S) | 4.01% | N/A | $5.99B | 22.90% | 75.32% | 6.15 |
| Cloudflare, Inc. (NET) | 3.79% | N/A | $68.40B | 26.54% | 75.88% | 21.76 |
| nCino, Inc. (NCNO) | 3.63% | N/A | $3.55B | 12.53% | 56.44% | 5.13 |
| Gitlab, Inc. (GTLB) | 3.51% | N/A | $7.50B | 26.79% | 88.33% | 8.22 |
| Confluent, Inc. (CFLT) | 3.12% | N/A | $8.64B | 24.80% | 74.46% | 6.94 |
| Twilio, Inc. (TWLO) | 2.59% | N/A | $20.00B | 11.98% | 48.62% | 3.16 |
| CS Disco, Inc. (LAW) | 2.55% | N/A | $249.31M | 3.04% | 74.07% | 0.94 |
| Zscaler, Inc. (ZS) | 2.33% | N/A | $44.95B | 22.57% | 77.01% | 13.06 |
| monday.com Ltd. (MNDY) | 2.18% | N/A | $14.82B | 30.12% | 89.79% | 11.02 |
| Bill Holdings, Inc. (BILL) | 1.82% | N/A | $4.72B | 10.89% | 78.17% | 2.95 |
| Okta, Inc. (OKTA) | 1.45% | N/A | $16.71B | 11.51% | 77.47% | 7.30 |
| Amplitude, Inc. (AMPL) | 1.43% | N/A | $1.65B | 10.09% | 74.58% | 3.64 |
| Elastic NV (ESTC) | 1.38% | N/A | $9.16B | 17.04% | 74.39% | 5.48 |
| Asana, Inc. (ASAN) | 1.08% | N/A | $3.53B | 8.59% | 89.73% | 4.85 |
| UiPath, Inc. (PATH) | 0.96% | N/A | $6.74B | 6.42% | 82.09% | 3.50 |
| Sprinklr, Inc. (CXM) | 0.85% | N/A | $2.33B | 4.87% | 69.52% | 1.80 |
| PagerDuty, Inc. (PD) | 0.83% | N/A | $1.35B | 7.77% | 83.99% | 2.73 |
| MongoDB, Inc. (MDB) | 0.82% | N/A | $18.08B | 21.85% | 70.65% | 5.50 |
| Braze, Inc. (BRZE) | 0.82% | N/A | $3.21B | 19.64% | 68.62% | 4.52 |
Market data by FactSet
