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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
3601	NAM Needelman Asset Management Ladera Ranch, California	$0	-$4.51M	–	Closed
3602	New Mountain Vantage Advisers New York	$0	-$19.3M	–	Closed
3603	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$0	-$3.69M	–	Closed
3604	PCM Peak Capital Management Greenwood Village, Colorado	$0	-$241K	–	Closed
3605	PCM Pennant Capital Management Summit, New Jersey	$0	-$5.91M	–	Closed
3606	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$0	-$25M	–	Closed
3607	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$103K	–	Closed
3608	PRHC P.R. Herzig & Co Roslyn Heights, New York	$0	-$2.89M	–	Closed
3609	QCMA Quad Capital Management Advisors New York	$0	-$341K	–	Closed
3610	RC Rivulet Capital Summit, New Jersey	$0	-$30.5M	–	Closed
3611	Rothschild & Co Wealth Management (UK) London, United Kingdom	$0	-$143K	–	Closed
3612	ROIC Route One Investment Company San Francisco, California	$0	-$77.9M	–	Closed
3613	SC Salzman & Co Pittsford, New York	$0	-$4.91M	–	Closed
3614	SM Saya Management New York	$0	-$27.8M	–	Closed
3615	SI SCP Investment Orinda, California	$0	-$2.72M	–	Closed
3616	Sessa Capital New York	$0	-$2.79M	–	Closed
3617	SCPM Social Capital PEP Management Palo Alto, California	$0	-$13.3M	–	Closed
3618	SCC Spring Creek Capital Wichita, Kansas	$0	-$24.8M	–	Closed
3619	Starboard Value New York	$0	-$218K	–	Closed
3620	SG StepStone Group La Jolla, California	$0	-$186K	–	Closed
3621	SSM Sutton Square Management New York	$0	-$8.38M	–	Closed
3622	TH Timber Hill Greenwich, Connecticut	$0	-$821K	–	Closed
3623	TC Toews Corporation Northfield, New Jersey	$0	-$1.71M	–	Closed
3624	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$0	-$356K	–	Closed
3625	WIC Water Island Capital New York	$0	-$5.54M	–	Closed