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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
3051
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$0 -$592K 0 – Closed
3052
HPA
Hilltop Park Associates
New York
$0 -$489K 0 – Closed
3053
HCM
Hitchwood Capital Management
New York
$0 -$200M 0 – Closed
3054
JC
JBF Capital
Colorado
$0 -$11.3M 0 – Closed
3055
Jefferies Financial Group
Jefferies Financial Group
New York
$0 -$2.15M 0 – Closed
3056
JCM
JS Capital Management
New York
$0 -$2.76M 0 – Closed
3057
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$0 -$24.2M 0 – Closed
3058
LM
Luminus Management
Texas
$0 -$1.49M 0 – Closed
3059
LSC
Lyon Street Capital
California
$0 -$2.78M 0 – Closed
3060
MFM
Marianas Fund Management
New York
$0 -$24.3M 0 – Closed
3061
MC
Mitra Capital
Massachusetts
$0 -$3.45M 0 – Closed
3062
MFT
Moisand Fitzgerald Tamayo
Florida
$0 -$251K 0 – Closed
3063
MHAM
Monroe Hall Asset Management
New York
$0 -$17.8M 0 – Closed
3064
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$0 -$4.01M 0 – Closed
3065
NCM
Nebula Capital Management
Connecticut
$0 -$3.2M 0 – Closed
3066
OMC
Oasis Management Company
Cayman Islands
$0 -$4.97M 0 – Closed
3067
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$0 -$636K 0 – Closed
3068
OC
Oppenheimer & Close
New York
$0 -$7.75M 0 – Closed
3069
OIMU
Orbis Investment Management (US)
California
$0 -$2.22M 0 – Closed
3070
OL
Orbitronix LP
California
$0 -$1.89M 0 – Closed
3071
OP
Osmium Partners
California
$0 -$82K 0 – Closed
3072
PAM
PartnerRe Asset Management
Connecticut
$0 -$6.97M 0 – Closed
3073
PWPCM
Perella Weinberg Partners Capital Management
New York
$0 -$1.16M 0 – Closed
3074
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0 -$6.02M 0 – Closed
3075
PIMJS
PKO Investment Management Joint-Stock
Poland
$0 -$1.61M 0 – Closed