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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
4301
BHG
Blue Harbour Group
Connecticut
$0 -$75.8M 0 – Closed
4302
BFP
Briaud Financial Planning
Texas
$0 -$226K 0 – Closed
4303
BPM
Bronson Point Management
Connecticut
$0 -$1.95M 0 – Closed
4304
CIG
Cairn Investment Group
Washington
$0 -$243K 0 – Closed
4305
CGM
Capital Growth Management
Massachusetts
$0 -$22.2M 0 – Closed
4306
CCFM
Clear Creek Financial Management
Washington
$0 -$7.04M 0 – Closed
4307
CCM
Clearfield Capital Management
New York
$0 -$15.3M 0 – Closed
4308
CCM
Cloverdale Capital Management
Texas
$0 -$7.83M 0 – Closed
4309
C
Consulta
United Kingdom
$0 -$117M 0 – Closed
4310
CCI
Credit Capital Investments
New Jersey
$0 -$483K 0 – Closed
4311
CWS
Cypress Wealth Services
California
$0 -$8.86M 0 – Closed
4312
DK
Darrell & King
Virginia
$0 -$29.6M 0 – Closed
4313
DRS
Deane Retirement Strategies
Louisiana
$0 -$2.57M 0 – Closed
4314
Deerfield Management
Deerfield Management
New York
$0 -$123M 0 – Closed
4315
DI
DRH Investments
California
$0 -$28.6M 0 – Closed
4316
FM
Fondren Management
Texas
$0 -$249K 0 – Closed
4317
GCM
Glaxis Capital Management
Florida
$0 -$12.7M 0 – Closed
4318
HFA
High Falls Advisors
New York
$0 -$1.87M 0 – Closed
4319
II
Ibex Investors
Colorado
$0 -$7.23M 0 – Closed
4320
ICM
III Capital Management
Florida
$0 -$7.1M 0 – Closed
4321
IR
Invictus RG
Bermuda
$0 -$1.28M 0 – Closed
4322
JCA
Jade Capital Advisors
New Jersey
$0 -$9.22M 0 – Closed
4323
LFA
Legend Financial Advisors
Pennsylvania
$0 -$739K 0 – Closed
4324
LGP
Leonard Green & Partners
California
$0 -$8.14M 0 – Closed
4325
MCM
Maltese Capital Management
New York
$0 -$1.36M 0 – Closed