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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	Theme Stocks	% of Portfolio	Status
2701	ACMI Amida Capital Management II New York	$0	-$67K	0	–	Closed
2702	ACM Axial Capital Management New York	$0	-$7.1M	0	–	Closed
2703	BC Balestra Capital New York	$0	-$36.4M	0	–	Closed
2704	BPV Battery Partners VIII Boston, Massachusetts	$0	-$47.9M	0	–	Closed
2705	Baupost Group Boston, Massachusetts	$0	-$79.2M	0	–	Closed
2706	BC Brahman Capital New York	$0	-$62.6M	0	–	Closed
2707	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$0	-$229K	0	–	Closed
2708	CCM Cai Capital Management New York	$0	-$564K	0	–	Closed
2709	CCP Centaur Capital Partners Southlake, Texas	$0	-$2.02M	0	–	Closed
2710	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$0	-$4.82M	0	–	Closed
2711	CTC (Chicago Trading Company) Chicago, Illinois	$0	-$1.34M	0	–	Closed
2712	CP Cumberland Partners Toronto, Ontario, Canada	$0	-$14.9M	0	–	Closed
2713	CCM Cutler Capital Management Worcester, Massachusetts	$0	-$318K	0	–	Closed
2714	DCM Decade Capital Management New York	$0	-$6.35M	0	–	Closed
2715	EWP Edmunds White Partners Richmond, Virginia	$0	-$2.42M	0	–	Closed
2716	ECM EII Capital Management New York	$0	-$2.17M	0	–	Closed
2717	Elliott Management New York	$0	-$65.9M	0	–	Closed
2718	ERM Elm Ridge Management Briarcliff Manor, New York	$0	-$13.1M	0	–	Closed
2719	Flow Traders U.S. New York	$0	-$8.17M	1	0%	Reduced
2720	FAM Futuris Asset Management Stockholm, Sweden	$0	-$11.4M	0	–	Closed
2721	GX Greylock XI Cambridge, Massachusetts	$0	-$277M	0	–	Closed
2722	HP Harbourvest Partners Boston, Massachusetts	$0	-$91K	0	–	Closed
2723	HCM Hayman Capital Management Dallas, Texas	$0	-$49.9M	0	–	Closed
2724	Hershey Trust Company Hershey, Pennsylvania	$0	-$770K	0	–	Closed
2725	Iconiq Capital San Francisco, California	$0	-$260K	0	–	Closed