LENNY
Index Performance
-6.63%
LENNY
+1.50%
SKYY
+4.77%
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 April 24, 2024
CSV download
| Doximity, Inc. (DOCS) | 10.07% | N/A | $2.92B | 17.37% | 90.99% | 10.52 |
| Snowflake, Inc. (SNOW) | 8.63% | N/A | $51.80B | 35.86% | 66.40% | 21.60 |
| CrowdStrike Holdings, Inc. (CRWD) | 7.95% | N/A | $68.27B | 36.33% | 75.17% | 22.46 |
| JFrog Ltd. (FROG) | 6.55% | N/A | $4.23B | 24.94% | 77.47% | 8.73 |
| Datadog, Inc. (DDOG) | 6.01% | N/A | $38.87B | 27.06% | 80.70% | 19.19 |
| SentinelOne, Inc. (S) | 5.73% | N/A | $5.93B | 47.13% | 69.85% | 11.17 |
| HashiCorp, Inc. (HCP) | 5.63% | N/A | $3.97B | 22.54% | 81.36% | 5.10 |
| CS Disco, Inc. (LAW) | 5.25% | N/A | $457.35M | 2.15% | 74.69% | 2.22 |
| Gitlab, Inc. (GTLB) | 5.19% | N/A | $7.37B | 36.66% | 89.77% | 17.21 |
| Toast, Inc. (TOST) | 5.15% | N/A | $10.41B | 41.52% | 21.35% | 2.24 |
| nCino, Inc. (NCNO) | 4.15% | N/A | $3.45B | 16.71% | 54.34% | 7.37 |
| Confluent, Inc. (CFLT) | 4.06% | N/A | $6.52B | 32.60% | 70.41% | 8.04 |
| Bill Holdings, Inc. (BILL) | 2.60% | N/A | $6.46B | 22.50% | 77.05% | 6.62 |
| Cloudflare, Inc. (NET) | 2.08% | N/A | $26.16B | 32.97% | 76.32% | 21.24 |
| Elastic NV (ESTC) | 1.98% | N/A | $10.45B | 19.45% | 74.19% | 9.74 |
| monday.com Ltd. (MNDY) | 1.71% | N/A | $9.16B | 40.59% | 88.95% | 11.00 |
| Zscaler, Inc. (ZS) | 1.70% | N/A | $26.59B | 35.45% | 77.55% | 17.87 |
| UiPath, Inc. (PATH) | 1.67% | N/A | $9.59B | 23.57% | 84.81% | 8.52 |
| Okta, Inc. (OKTA) | 1.66% | N/A | $15.01B | 21.80% | 74.33% | 5.58 |
| MongoDB, Inc. (MDB) | 1.54% | N/A | $26.90B | 31.07% | 74.15% | 16.49 |
| Twilio, Inc. (TWLO) | 1.47% | N/A | $10.82B | 8.56% | 47.25% | 2.67 |
| WalkMe Ltd. (WKME) | 1.40% | N/A | $729.05M | 8.96% | 83.64% | 2.65 |
| Smartsheet, Inc. (SMAR) | 1.38% | N/A | $5.27B | 24.96% | 80.55% | 5.71 |
| Braze, Inc. (BRZE) | 1.34% | N/A | $3.05B | 32.74% | 68.73% | 10.41 |
| PagerDuty, Inc. (PD) | 1.33% | N/A | $1.93B | 16.16% | 77.19% | 4.84 |
| Amplitude, Inc. (AMPL) | 1.31% | N/A | $876.12M | 16.05% | 73.97% | 4.25 |
| Asana, Inc. (ASAN) | 1.25% | N/A | $2.09B | 19.24% | 90.20% | 5.51 |
| Sprinklr, Inc. (CXM) | 1.22% | N/A | $1.81B | 18.47% | 75.48% | 4.03 |
Market data by FactSet
