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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
3901
RCM
Rivernorth Capital Management
Florida
$0 -$811K 0 – Closed
3902
RCIM
Russell Clark Investment Management
United Kingdom
$0 -$2.97M 0 – Closed
3903
SAM
Scopus Asset Management
New York
$0 -$27.8M 0 – Closed
3904
SII
Silchester International Investors
United Kingdom
$0 -$6.14M 0 – Closed
3905
SR
Sloane Robinson
United Kingdom
$0 -$488K 0 – Closed
3906
SIM
Stelliam Investment Management
New York
$0 -$33.7M 0 – Closed
3907
SHCM
Stone House Capital Management
Florida
$0 -$11.1M 0 – Closed
3908
SA
Sunesis Advisors
Kansas
$0 -$204K 0 – Closed
3909
TA
Tamarack Advisers
California
$0 -$1.58M 0 – Closed
3910
Tenor Capital Management
Tenor Capital Management
New York
$0 -$3.38M 0 – Closed
3911
TAM
Third Avenue Management
New York
$0 -$6.38M 0 – Closed
3912
TBC
Three Bays Capital
Massachusetts
$0 -$41.8M 0 – Closed
3913
TG
TLP Group
Illinois
$0 -$1M 0 – Closed
3914
TCP
Tourbillon Capital Partners
New York
$0 -$34.4M 0 – Closed
3915
TC
TradeLink Capital
Illinois
$0 -$361K 0 – Closed
3916
TAM
Trust Asset Management
Texas
$0 -$62K 0 – Closed
3917
TODC
Trustees of Dartmouth College
New Hampshire
$0 -$9K 0 – Closed
3918
TI
TTP Investments
California
$0 -$4.28M 0 – Closed
3919
UFM
Ursa Fund Management
California
$0 -$1.57B 0 – Closed
3920
VDBMI
Van Den Berg Management I
Texas
$0 -$6.71M 0 – Closed
3921
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$0 -$631K 0 – Closed
3922
WB
Wilks Brothers
Texas
$0 -$499K 0 – Closed
3923
WA
Wilshire Advisors
California
$0 -$75K 0 – Closed
3924
WA
WP Advisors
California
$0 -$583K 0 – Closed
3925
YCM
Yakira Capital Management
Connecticut
$0 -$21.6M 0 – Closed