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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	CCA Covey Capital Advisors Atlanta, Georgia	$0	-$205K	–	Closed
3052	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$216K	–	Closed
3053	CLA Cranberry Lake Advisors Houston, Texas	$0	-$965K	–	Closed
3054	DRS Deane Retirement Strategies New Orleans, Louisiana	$0	-$1.49M	–	Closed
3055	DVC Deer VII & Co Larchmont, New York	$0	-$28.9M	–	Closed
3056	FFS Founders Financial Securities Towson, Maryland	$0	-$3.82M	–	Closed
3057	FFM Fullerton Fund Management Singapore	$0	-$511K	–	Closed
3058	GE General Electric Evendale, Ohio	$0	-$574M	–	Closed
3059	GPC Glacier Peak Capital Bellevue, Washington	$0	-$1.52M	–	Closed
3060	HP Harbourvest Partners Boston, Massachusetts	$0	-$2.85M	–	Closed
3061	Hillhouse Investment Management Grand Cayman, Cayman Islands	$0	-$9.02M	–	Closed
3062	HP Holowesko Partners Nassau, Bahamas	$0	-$31.3M	–	Closed
3063	HH HWG Holdings Houston, Texas	$0	-$237K	–	Closed
3064	JP Jana Partners New York	$0	-$353M	–	Closed
3065	KCP Keane Capital Partners Charlotte, North Carolina	$0	-$566K	–	Closed
3066	KCM Kempner Capital Management Galveston, Texas	$0	-$6.23M	–	Closed
3067	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$6.2M	–	Closed
3068	LIM Lorem Ipsum Management New York	$0	-$2.19M	–	Closed
3069	MP Manifold Partners San Francisco, California	$0	-$685K	–	Closed
3070	MIMC Matrix IX Management Company Cambridge, Massachusetts	$0	-$15.8M	–	Closed
3071	MVUM Matrix VIII US Management Cambridge, Massachusetts	$0	-$33.1M	–	Closed
3072	MVM McClain Value Management New Canaan, Connecticut	$0	-$266K	–	Closed
3073	MC MIG Capital Newport Beach, California	$0	-$18.5M	–	Closed
3074	Miracle Mile Advisors Los Angeles, California	$0	-$435K	–	Closed
3075	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0	-$9.23M	–	Closed