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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
3076
FIG
Fortress Investment Group
New York
$0 -$282K 0 – Closed
3077
FIG
Fusion Investment Group
Pennsylvania
$0 -$65K 0 – Closed
3078
GL
Globe Life
Texas
$0 -$10.1M 0 – Closed
3079
GIG
Goodnow Investment Group
Connecticut
$0 -$82K 0 – Closed
3080
Graham Capital Management
Graham Capital Management
Connecticut
$0 -$735K 0 – Closed
3081
Hamlin Capital Management
Hamlin Capital Management
New York
$0 -$30.2M 0 – Closed
3082
HM
Harvest Management
New York
$0 -$243K 0 – Closed
3083
HIP
Hengistbury Investment Partners
United Kingdom
$0 -$30.6M 0 – Closed
3084
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$0 -$1.56M 0 – Closed
3085
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0 -$13M 0 – Closed
3086
IRS
Invictus RG (Singapore)
Singapore
$0 -$3.61M 0 – Closed
3087
KCM
Keane Capital Management
North Carolina
$0 -$1.71M 0 – Closed
3088
KCA
KR Capital Advisors
New York
$0 -$2.83M 0 – Closed
3089
LFR
Lehman Financial Resources
Pennsylvania
$0 -$328K 0 – Closed
3090
LCM
LionEye Capital Management
New York
$0 -$37.5M 0 – Closed
3091
LYV
Live Your Vision
Pennsylvania
$0 -$154K 0 – Closed
3092
LFM
Lumina Fund Management
New York
$0 -$725K 0 – Closed
3093
LCG
Luxor Capital Group
New York
$0 -$14.2M 0 – Closed
3094
MAS
Madden Advisory Services
Florida
$0 -$57K 0 – Closed
3095
MSU
Maple Securities USA
New Jersey
$0 -$7.47M 0 – Closed
3096
MCM
Marcato Capital Management
California
$0 -$247M 0 – Closed
3097
NPGCU
Napier Park Global Capital (US)
New York
$0 -$1.71M 0 – Closed
3098
NMC
NEA Management Company
Maryland
$0 -$5.53M 0 – Closed
3099
NCM
Newland Capital Management
New York
$0 -$1.75M 0 – Closed
3100
New York Life Investment Management
New York Life Investment Management
New York
$0 -$1.37M 0 – Closed