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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
3051	BI BlueSpruce Investments Chicago, Illinois	$0	-$7.09M	–	Closed
3052	BL Bolton LP Greenwich, Connecticut	$0	-$663K	–	Closed
3053	BS Bow Street New York	$0	-$7.55M	–	Closed
3054	BC Brahman Capital New York	$0	-$122M	–	Closed
3055	BWA Brave Warrior Advisors New York	$0	-$278M	–	Closed
3056	BPM Bronson Point Management Fairfield, Connecticut	$0	-$4.55M	–	Closed
3057	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$3.86M	–	Closed
3058	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$4.05M	–	Closed
3059	CIM Cambria Investment Management Manhattan Beach, California	$0	-$65K	–	Closed
3060	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$2.68M	–	Closed
3061	CCM Concourse Capital Management Atlanta, Georgia	$0	-$1M	–	Closed
3062	CCP Cryder Capital Partners London, United Kingdom	$0	-$14M	–	Closed
3063	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$0	-$658K	–	Closed
3064	Davidson Kempner Capital Management New York	$0	-$2.27M	–	Closed
3065	DRS Deane Retirement Strategies New Orleans, Louisiana	$0	-$1.66M	–	Closed
3066	DAM Deltec Asset Management New York	$0	-$1.22M	–	Closed
3067	DCC Dow Chemical Company Midland, Michigan	$0	-$7.02M	–	Closed
3068	ECM EII Capital Management New York	$0	-$2.23M	–	Closed
3069	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$0	-$1.41M	–	Closed
3070	EP Elkhorn Partners Omaha, Nebraska	$0	-$217K	–	Closed
3071	ESG Emerging Sovereign Group New York	$0	-$50.8M	–	Closed
3072	EGM Espalier Global Management New York	$0	-$9.75M	–	Closed
3073	FA Financial Advantage Columbia, Maryland	$0	-$149K	–	Closed
3074	FBFS First Business Financial Services Madison, Wisconsin	$0	-$494K	–	Closed
3075	FRM Fore Research & Management New York	$0	-$6.72M	–	Closed