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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
301
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
$1.62B -$285M 3 14.25% Reduced
302
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.61B -$80.4M 49 9.66% Reduced
303
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$1.59B +$30.3M 4 15.39% Increased
304
NMO
Newlands Management Operations
Texas
$1.58B +$920K 6 11.44% Increased
305
DF Dent & Co
DF Dent & Co
Maryland
$1.58B +$37M 26 19.17% Increased
306
Saturna Capital
Saturna Capital
Washington
$1.54B -$85.4K 15 20.16% Reduced
307
MIM
Meridiem Investment Management
United Kingdom
$1.54B +$128M 8 27.34% Increased
308
SCGE Management
SCGE Management
California
$1.53B -$237M 3 33.25% Reduced
309
OCBV
Ownership Capital B.V.
Netherlands
$1.53B -$485M 10 48.76% Reduced
310
Nissay Asset Management
Nissay Asset Management
Japan
$1.51B -$38.8M 49 9.59% Reduced
311
Axiom Investors
Axiom Investors
Connecticut
$1.51B -$101M 12 13.29% Reduced
312
DSM Capital Partners
DSM Capital Partners
Florida
$1.51B +$39M 20 23.07% Increased
313
ValueAct Holdings
ValueAct Holdings
California
$1.51B +$392M 2 34.52% Increased
314
Wellcome Trust
Wellcome Trust
United Kingdom
$1.51B +$34.8M 4 18.34% Increased
315
Xponance
Xponance
Pennsylvania
$1.5B +$2.21M 87 14.49% Increased
316
Boston Trust Walden
Boston Trust Walden
Massachusetts
$1.5B -$1.3M 26 10.42% Reduced
317
Pzena Investment Management
Pzena Investment Management
New York
$1.5B -$51.2M 4 4.83% Reduced
318
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.5B -$1.22B 54 4.76% Reduced
319
Osaic Holdings
Osaic Holdings
Arizona
$1.49B -$58.9M 174 3.36% Reduced
320
RC
RGM Capital
Florida
$1.48B -$350M 12 64.07% Reduced
321
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.46B -$550M 59 3.43% Reduced
322
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.46B -$9.58M 103 6.45% Reduced
323
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$1.45B -$26.8M 2 18.05% Reduced
324
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$1.45B +$405M 9 19.86% Increased
325
Soroban Capital Partners
Soroban Capital Partners
New York
$1.45B +$54.7M 1 20.06% Increased