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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
4251	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$0	-$374K	–	Closed
4252	JA JVL Associates Wyoming, Michigan	$0	-$343K	–	Closed
4253	KAH Kathryn A. Hall	$0	-$1.3M	–	Closed
4254	KC KCL Capital New York	$0	-$35M	–	Closed
4255	KIM Kestrel Investment Management San Mateo, California	$0	-$2.33M	–	Closed
4256	LCM Lomas Capital Management New York	$0	-$1.65M	–	Closed
4257	MP Mangrove Partners Greenwich, Connecticut	$0	-$4.95M	–	Closed
4258	Michael & Susan Dell Foundation New York	$0	-$2.89M	–	Closed
4259	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$0	-$423K	–	Closed
4260	NIS National Investment Services Milwaukee, Wisconsin	$0	-$1.03M	–	Closed
4261	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$0	-$2.19M	–	Closed
4262	PIM Partner Investment Management San Francisco, California	$0	-$4.66M	–	Closed
4263	PS Portfolio Solutions Royal Oak, Michigan	$0	-$203K	–	Closed
4264	QC QCM Cayman Houston, Texas	$0	-$1.25M	–	Closed
4265	QCMA Quad Capital Management Advisors New York	$0	-$801K	–	Closed
4266	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$849K	–	Closed
4267	RAM RWC Asset Management London, United Kingdom	$0	-$2.59M	–	Closed
4268	SI Sensato Investors San Francisco, California	$0	-$22.3M	–	Closed
4269	SC Shellback Capital Boston, Massachusetts	$0	-$15.8M	–	Closed
4270	SNN Shen Neil Nanpeng	$0	-$650K	–	Closed
4271	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$0	-$9.32M	–	Closed
4272	Soroban Capital Partners New York	$0	-$154M	–	Closed
4273	SCS Syquant Capital SAS Paris, France	$0	-$5.74M	–	Closed
4274	TI Telemetry Investments New York	$0	-$451K	–	Closed
4275	TA Thor Advisors New York	$0	-$5.4M	–	Closed