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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
2951	DP DW Partners New York	$0	-$13.4M	–	Closed
2952	EP Elkhorn Partners Omaha, Nebraska	$0	-$44K	–	Closed
2953	EA Euclid Advisors Hartford, Connecticut	$0	-$324M	–	Closed
2954	FAG Financial Advisory Group Houston, Texas	$0	-$211K	–	Closed
2955	FBFS First Business Financial Services Madison, Wisconsin	$0	-$341K	–	Closed
2956	FIG Fortress Investment Group New York	$0	-$15.2M	–	Closed
2957	FCM Freshford Capital Management Rye Brook, New York	$0	-$18M	–	Closed
2958	GCM Glaxis Capital Management Sarasota, Florida	$0	-$2.23M	–	Closed
2959	GA Greenhaven Associates Purchase, New York	$0	-$333K	–	Closed
2960	GC Greenlight Capital New York	$0	-$60.8M	–	Closed
2961	GC Gruss & Co West Palm Beach, Florida	$0	-$776K	–	Closed
2962	Hershey Trust Company Hershey, Pennsylvania	$0	-$277K	–	Closed
2963	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$9.07M	–	Closed
2964	Hudson Bay Capital Management Stamford, Connecticut	$0	-$2.06M	–	Closed
2965	IUAM Itau USA Asset Management New York	$0	-$282K	–	Closed
2966	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$13.9M	–	Closed
2967	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$9K	–	Closed
2968	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$0	-$1.07M	–	Closed
2969	KA Kerrisdale Advisers Miami, Florida	$0	-$17.3M	–	Closed
2970	KAM Knightsbridge Asset Management Newport Beach, California	$0	-$10.2M	–	Closed
2971	KCM KSA Capital Management Morristown, New Jersey	$0	-$943K	–	Closed
2972	LC Lakeshore Capital Birmingham, Alabama	$0	-$3.23M	–	Closed
2973	LCP Lamond Capital Partners San Francisco, California	$0	-$10M	–	Closed
2974	LA Linden Advisors New York	$0	-$435K	–	Closed
2975	Locust Wood Capital Advisers New York	$0	-$33.4M	–	Closed