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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	% of Portfolio	Status
2501	GH Gruner Harry	$0	-$279M	–	Closed
2502	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$1.85M	–	Closed
2503	HCM Highside Capital Management Dallas, Texas	$0	-$15.3M	–	Closed
2504	HIS Horizon Investment Services Hammond, Indiana	$0	-$288K	–	Closed
2505	ICM Ionic Capital Management New York	$0	-$2.4M	–	Closed
2506	IAM Iridian Asset Management Westport, Connecticut	$0	-$243K	–	Closed
2507	Jericho Capital Asset Management New York	$0	-$15.9M	–	Closed
2508	KCM Karsch Capital Management New York	$0	-$105M	–	Closed
2509	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$16M	–	Closed
2510	LSC Lyon Street Capital Sausalito, California	$0	-$2.8M	–	Closed
2511	MIA Mainstream Investment Advisers New Albany, Indiana	$0	-$1.31M	–	Closed
2512	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$1.59M	–	Closed
2513	MG Meditor Group Hamilton, Bermuda	$0	-$4.78M	–	Closed
2514	MRM Michael R. Murphy	$0	-$2.66M	–	Closed
2515	NCIM New Century Investment Management Southfield, Michigan	$0	-$1.68M	–	Closed
2516	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$0	-$6.31M	–	Closed
2517	NRCM Northern Right Capital Management Darien, Connecticut	$0	-$179K	–	Closed
2518	NRC North Run Capital Boston, Massachusetts	$0	-$49.5M	–	Closed
2519	NI Nuance Investments Kansas City, Missouri	$0	-$503K	–	Closed
2520	OAMG Odey Asset Management Group London, United Kingdom	$0	-$432K	–	Closed
2521	OCM Orleans Capital Management Mandeville, Louisiana	$0	-$1.48M	–	Closed
2522	PIP Palisades Investment Partners Santa Monica, California	$0	-$487K	–	Closed
2523	PC Passport Capital San Francisco, California	$0	-$26.1M	–	Closed
2524	PCM Portolan Capital Management Boston, Massachusetts	$0	-$247K	–	Closed
2525	PTC Provident Trust Company Waukesha, Wisconsin	$0	-$87.5M	–	Closed