Index Performance
-18.28%
LENNY
-17.02%
SKYY
-6.42%
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 May 9, 2025
CSV download
| Doximity, Inc. (DOCS) | 21.96% | N/A | $11.11B | 24.63% | 91.59% | 18.11 |
| CrowdStrike Holdings, Inc. (CRWD) | 9.81% | N/A | $102.26B | 29.39% | 74.92% | 23.76 |
| Snowflake, Inc. (SNOW) | 9.24% | N/A | $58.18B | 29.21% | 65.40% | 16.12 |
| Toast, Inc. (TOST) | 8.23% | N/A | $23.60B | 24.37% | 25.88% | 3.55 |
| JFrog Ltd. (FROG) | 5.96% | N/A | $4.47B | 22.03% | 74.36% | 6.83 |
| Datadog, Inc. (DDOG) | 4.74% | N/A | $37.26B | 24.59% | 79.28% | 11.80 |
| SentinelOne, Inc. (S) | 4.72% | N/A | $6.31B | 32.25% | 73.21% | 8.32 |
| Gitlab, Inc. (GTLB) | 4.21% | N/A | $8.12B | 30.93% | 88.79% | 14.14 |
| nCino, Inc. (NCNO) | 3.16% | N/A | $2.77B | 13.45% | 57.03% | 7.47 |
| Cloudflare, Inc. (NET) | 2.82% | N/A | $45.96B | 26.54% | 75.88% | 21.76 |
| Confluent, Inc. (CFLT) | 2.81% | N/A | $7.03B | 24.80% | 74.46% | 6.94 |
| CS Disco, Inc. (LAW) | 2.75% | N/A | $242.62M | 3.04% | 74.07% | 0.94 |
| Twilio, Inc. (TWLO) | 2.32% | N/A | $16.14B | 11.98% | 48.62% | 3.16 |
| monday.com Ltd. (MNDY) | 2.30% | N/A | $14.13B | 33.21% | 88.68% | 11.30 |
| Zscaler, Inc. (ZS) | 2.08% | N/A | $36.06B | 23.41% | 77.09% | N/A |
| Okta, Inc. (OKTA) | 2.01% | N/A | $20.74B | 15.33% | 76.32% | 5.73 |
| Bill Holdings, Inc. (BILL) | 1.97% | N/A | $4.56B | 10.89% | 78.17% | 2.95 |
| Elastic NV (ESTC) | 1.51% | N/A | $8.93B | 16.50% | 74.57% | 7.71 |
| Asana, Inc. (ASAN) | 1.38% | N/A | $4.08B | 10.94% | 89.34% | 6.49 |
| Amplitude, Inc. (AMPL) | 1.33% | N/A | $1.39B | 10.09% | 74.58% | 3.64 |
| Braze, Inc. (BRZE) | 1.06% | N/A | $3.52B | 25.78% | 69.13% | 7.20 |
| UiPath, Inc. (PATH) | 1.06% | N/A | $6.89B | 9.30% | 82.82% | 4.48 |
| PagerDuty, Inc. (PD) | 1.00% | N/A | $1.45B | 8.54% | 82.39% | 3.45 |
| Sprinklr, Inc. (CXM) | 0.85% | N/A | $2.08B | 8.74% | 72.10% | 2.53 |
| MongoDB, Inc. (MDB) | 0.73% | N/A | $14.50B | 19.22% | 73.16% | 9.03 |
Market data by FactSet
