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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
2751	SIM Sadoff Investment Management Milwaukee, Wisconsin	$0	-$586K	–	Closed
2752	SCM Scout Capital Management New York	$0	-$66.3M	–	Closed
2753	SCM SkyTop Capital Management Rutherford, New Jersey	$0	-$6.09M	–	Closed
2754	SR Sloane Robinson London, United Kingdom	$0	-$207K	–	Closed
2755	SCM Snow Capital Management Sewickley, Pennsylvania	$0	-$11.7M	–	Closed
2756	SOAMC Spirit of America Management Corp Syosset, New York	$0	-$3M	–	Closed
2757	Starboard Value New York	$0	-$6.46M	–	Closed
2758	STIA Stone Toro Investment Advisers Princeton, New Jersey	$0	-$369K	–	Closed
2759	T Tahithromos New York	$0	-$2.61M	–	Closed
2760	TCM Tamarack Capital Management Carlsbad, California	$0	-$2.9M	–	Closed
2761	TAS TIFF Advisory Services Radnor, Pennsylvania	$0	-$4.58M	–	Closed
2762	TCM Tybourne Capital Management Hong Kong	$0	-$47.5M	–	Closed
2763	UAM UAS Asset Management New York	$0	-$1.2M	–	Closed
2764	VF Virtu Financial New York	$0	-$856K	–	Closed
2765	YU Yale University New Haven, Connecticut	$0	-$9.53M	–	Closed
2766	ZAM Zenit Asset Management Stockholm, Sweden	$0	-$29.9M	–	Closed
2767	ZIM ZPR Investment Management Orange City, Florida	$0	-$4.07M	–	Closed