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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
251
AKRE Capital Management
AKRE Capital Management
Virginia
$474M +$32.6M 3 9.56% Increased
252
VFA
Virtus Fund Advisers
Connecticut
$474M -$18.6M 17 4.23% Reduced
253
HCM
Highfields Capital Management
Massachusetts
$474M +$130M 2 4.13% Increased
254
Polar Capital
Polar Capital
United Kingdom
$473M +$40.5M 23 8.93% Increased
255
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$467M +$11.8M 19 7.05% Increased
256
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$466M -$15.1M 32 4.4% Reduced
257
Sterling Capital Management
Sterling Capital Management
North Carolina
$466M -$4.79M 31 4.25% Reduced
258
Nuveen
Nuveen
North Carolina
$462M -$84.5M 39 2.83% Reduced
259
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$459M -$1.33M 22 9.3% Reduced
260
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$455M +$20.6M 4 2.87% Increased
261
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$452M -$4.46M 35 3.82% Reduced
262
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$448M +$23M 36 4.35% Increased
263
Comerica Bank
Comerica Bank
Texas
$448M -$9.37M 50 3.87% Reduced
264
Westwood Holdings Group
Westwood Holdings Group
Texas
$447M -$16.6M 10 3.97% Reduced
265
PointState Capital
PointState Capital
New York
$447M +$292M 4 9.2% Increased
266
Numeric Investors
Numeric Investors
Massachusetts
$445M +$36.9M 30 3.97% Increased
267
Envestnet Asset Management
Envestnet Asset Management
Illinois
$444M +$11M 67 1.77% Increased
268
Davis Selected Advisers
Davis Selected Advisers
Arizona
$443M -$20.2M 3 1.95% Reduced
269
CCMH
Cornerstone Capital Management Holdings
New York
$441M -$631K 27 3.55% Reduced
270
Wasatch Advisors
Wasatch Advisors
Utah
$439M -$4.39M 16 6.72% Reduced
271
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$436M +$2.18M 3 9.17% Increased
272
KCM
Kensico Capital Management
Connecticut
$432M +$29.3M 2 8.69% Increased
273
FTCM
Fir Tree Capital Management
New York
$426M -$3.01M 4 17.45% Reduced
274
PIMC
Praesidium Investment Management Company
New York
$422M -$11.1M 4 36.83% Reduced
275
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$417M +$2.04M 25 9.59% Increased