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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
3251
SM
Seminole Management
New York
$0 -$6.12M 0 – Closed
3252
SCM
SG Capital Management
Illinois
$0 -$3.71M 0 – Closed
3253
SC
Shellback Capital
Massachusetts
$0 -$2.5M 0 – Closed
3254
SCM
Sirios Capital Management
Massachusetts
$0 -$57M 0 – Closed
3255
SI
Sprott Inc
Ontario, Canada
$0 -$18.5M 0 – Closed
3256
SPWA
SteelBridge Private Wealth Advisors
Florida
$0 -$783K 0 – Closed
3257
SG
StepStone Group
California
$0 -$180K 0 – Closed
3258
SSCM
Summit Street Capital Management
New York
$0 -$763K 0 – Closed
3259
SM
Sunriver Management
Connecticut
$0 -$33.5M 0 – Closed
3260
TCM
Tetrem Capital Management
Manitoba, Canada
$0 -$83.3M 0 – Closed
3261
TC
TFS Capital
Pennsylvania
$0 -$5.09M 0 – Closed
3262
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
$0 -$1.38B 0 – Closed
3263
TWA
Tillar-Wenstrup Advisors
Ohio
$0 -$2.03M 0 – Closed
3264
TH
Timber Hill
Connecticut
$0 -$1.36M 0 – Closed
3265
TGA
Trilogy Global Advisors
Florida
$0 -$49.3M 0 – Closed
3266
TCM
TVR Capital Management
Connecticut
$0 -$4.86M 0 – Closed
3267
UWPG
Ullmann Wealth Partners Group
Florida
$0 -$552K 0 – Closed
3268
UFM
Ursa Fund Management
California
$0 -$2.06M 0 – Closed
3269
WC
Walthausen & Co
New York
$0 -$2.59M 0 – Closed
3270
ZP
Zimmer Partners
New York
$0 -$2.69M 0 – Closed