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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
3101	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$28.3M	–	Closed
3102	NRC North Run Capital Boston, Massachusetts	$0	-$32.5M	–	Closed
3103	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$0	-$14.1M	–	Closed
3104	OCM Oskie Capital Management New York	$0	-$5.91M	–	Closed
3105	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$0	-$1.09M	–	Closed
3106	Pentwater Capital Management Naples, Florida	$0	-$7.62M	–	Closed
3107	POA Pergamon Offshore Advisors New York	$0	-$4.11M	–	Closed
3108	PBT Pictet Bank & Trust Nassau, Bahamas	$0	-$939K	–	Closed
3109	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$943K	–	Closed
3110	PCM Price Capital Management Lafayette, Louisiana	$0	-$6.63M	–	Closed
3111	PCM Proxima Capital Management New York	$0	-$6.94M	–	Closed
3112	QC QCM Cayman Houston, Texas	$0	-$268K	–	Closed
3113	RWM Rezny Wealth Management Fort Myers, Florida	$0	-$2K	–	Closed
3114	RCMC RK Capital Management (Colorado) Denver, Colorado	$0	-$7.1M	–	Closed
3115	RSCM Rock Springs Capital Management Baltimore, Maryland	$0	-$4.2M	–	Closed
3116	RTS Round Table Services Westfield, New Jersey	$0	-$324K	–	Closed
3117	RCG Ruggie Capital Group Tavares, Florida	$0	-$13K	–	Closed
3118	SCM Segantii Capital Management Hong Kong	$0	-$41.2M	–	Closed
3119	SCI Seneca Capital Investments New York	$0	-$9.35M	–	Closed
3120	SRFM Shannon River Fund Management New York	$0	-$17.5M	–	Closed
3121	Starboard Value New York	$0	-$1.43M	–	Closed
3122	SCM Stonerise Capital Management San Francisco, California	$0	-$14.4M	–	Closed
3123	TAM Taylor Asset Management Toronto, Ontario, Canada	$0	-$453K	–	Closed
3124	TCM TCS Capital Management New York	$0	-$1.53M	–	Closed
3125	TM Tikvah Management Charlotte, North Carolina	$0	-$13M	–	Closed