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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
3201	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$0	-$203K	–	Closed
3202	DFO Duquesne Family Office New York	$0	-$72.1M	–	Closed
3203	Element Capital Management New York	$0	-$440K	–	Closed
3204	Empyrean Capital Partners Los Angeles, California	$0	-$10.5M	–	Closed
3205	ECM Endurant Capital Management San Mateo, California	$0	-$769K	–	Closed
3206	EC Engaged Capital Newport Beach, California	$0	-$7.11M	–	Closed
3207	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$1.16M	–	Closed
3208	EGM Espalier Global Management New York	$0	-$28.3M	–	Closed
3209	FAM Foundation Asset Management White Plains, New York	$0	-$2.01M	–	Closed
3210	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$0	-$52.4M	–	Closed
3211	GL Globe Life Mckinney, Texas	$0	-$8.8M	–	Closed
3212	HS Horan Securities Cincinnati, United States	$0	-$104K	–	Closed
3213	ICM ISZO Capital Management New York	$0	-$978K	–	Closed
3214	JCG JHL Capital Group Chicago, Illinois	$0	-$740K	–	Closed
3215	JFA Johanson Financial Advisors Campbell, California	$0	-$7.64M	–	Closed
3216	JSAM J. Safra Asset Management New York	$0	-$193K	–	Closed
3217	KA Kerrisdale Advisers Miami, Florida	$0	-$9.6M	–	Closed
3218	KP Kiltearn Partners Edinburgh, United Kingdom	$0	-$41.1M	–	Closed
3219	LLC Latimer Light Capital New York	$0	-$18.2M	–	Closed
3220	LA Linden Advisors New York	$0	-$5.55M	–	Closed
3221	Locust Wood Capital Advisers New York	$0	-$7M	–	Closed
3222	LA Lucus Advisors New York	$0	-$2.37M	–	Closed
3223	Magnetar Financial Evanston, Illinois	$0	-$35.4M	–	Closed
3224	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$9.16M	–	Closed
3225	MCL MIK Capital LLC New York	$0	-$69.2M	–	Closed