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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
2951
Horizon Investments
Horizon Investments
North Carolina
$0 -$217K 0 – Closed
2952
IHM
Iguana Healthcare Management
New York
$0 -$977K 0 – Closed
2953
IP
Interval Partners
New York
$0 -$782K 0 – Closed
2954
JCP
Jabre Capital Partners
Switzerland
$0 -$1.81M 0 – Closed
2955
JC
JBF Capital
Colorado
$0 -$3.75M 0 – Closed
2956
JC
Jetstream Capital
Tennessee
$0 -$410K 0 – Closed
2957
KA
Kerrisdale Advisers
Florida
$0 -$3.26M 0 – Closed
2958
LCM
Leonard Capital Management
Florida
$0 -$14.3M 0 – Closed
2959
LA
Linden Advisors
New York
$0 -$985K 0 – Closed
2960
MSP
Madison Street Partners
Colorado
$0 -$475K 0 – Closed
2961
MCM
Maltese Capital Management
New York
$0 -$2.01M 0 – Closed
2962
MAM
Marquette Asset Management
Minnesota
$0 -$202K 0 – Closed
2963
NC
Nevsky Capital
United Kingdom
$0 -$53.4M 0 – Closed
2964
NVCHI
New Vernon Capital Holdings II
New Jersey
$0 -$532K 0 – Closed
2965
NMC
Nine Masts Capital
Hong Kong
$0 -$2.99M 0 – Closed
2966
OAM
Orinda Asset Management
California
$0 -$142K 0 – Closed
2967
OP
Osmium Partners
California
$0 -$3.27M 0 – Closed
2968
PCM
Pennant Capital Management
New Jersey
$0 -$159M 0 – Closed
2969
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0 -$7.29M 0 – Closed
2970
PCM
Princeton Capital Management
New Jersey
$0 -$2.89M 0 – Closed
2971
RCM
Ratan Capital Management
Florida
$0 -$12.5M 0 – Closed
2972
RIG
Raveneur Investment Group
New York
$0 -$7.98M 0 – Closed
2973
RiverFront Investment Group
RiverFront Investment Group
Virginia
$0 -$24.2M 0 – Closed
2974
RAM
Roumell Asset Management
Maryland
$0 -$3.63M 0 – Closed
2975
R
RQSI
Bahamas
$0 -$1.28M 0 – Closed
117 118
119
120 121