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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
3576
CFC
Coyle Financial Counsel
Illinois
$0 -$1.82M 0 – Closed
3577
CA
Cynosure Advisors
Utah
$0 -$6.8M 0 – Closed
3578
DRS
Deane Retirement Strategies
Louisiana
$0 -$7K 0 – Closed
3579
DFIG
Dragon Financial & Investment Group
California
$0 -$340K 0 – Closed
3580
ES
Equitec Specialists
Illinois
$0 -$338K 0 – Closed
3581
FFH
Fairfax Financial Holdings
Ontario, Canada
$0 -$37.1M 0 – Closed
3582
First Command Advisory Services
First Command Advisory Services
Texas
$0 -$50K 0 – Closed
3583
FM
Fondren Management
Texas
$0 -$2.08M 0 – Closed
3584
GC
Gillson Capital
Illinois
$0 -$13.2M 0 – Closed
3585
HP
Harvey Partners
New York
$0 -$27K 0 – Closed
3586
HJMC
Hellman Jordan Management Company
Massachusetts
$0 -$722K 0 – Closed
3587
HCIA
Hochman Cole Investment Advisors
Illinois
$0 -$210K 0 – Closed
3588
IIM
Ivory Investment Management
New York
$0 -$8.14M 0 – Closed
3589
JCM
Jafra Capital Management
New York
$0 -$21.1M 0 – Closed
3590
KLI
Kelman-Lazarov Inc
Tennessee
$0 -$244K 0 – Closed
3591
KSCM
Key Square Capital Management
Connecticut
$0 -$24.8M 0 – Closed
3592
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$0 -$57.9M 0 – Closed
3593
LCM
Lafitte Capital Management
Texas
$0 -$364K 0 – Closed
3594
LA
Linden Advisors
New York
$0 -$7.99M 0 – Closed
3595
LPC
Long Pond Capital
New York
$0 -$26.9M 0 – Closed
3596
LCM
Lucas Capital Management
New Jersey
$0 -$941K 0 – Closed
3597
MFP
Michael F. Price
$0 -$2.08M 0 – Closed
3598
MAP
Milestone Advisory Partners
North Carolina
$0 -$251K 0 – Closed
3599
MTCM
Mint Tower Capital Management
Netherlands
$0 -$287K 0 – Closed
3600
NMC
NEA Management Company
Maryland
$0 -$7.45M 0 – Closed