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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
4326	Optiver US Chicago, Illinois	$0	-$25.2M	–	Closed
4327	Orbis Allan Gray Hamilton, Bermuda	$0	-$1M	–	Closed
4328	OCAM Owl Creek Asset Management New York	$0	-$55.8M	–	Closed
4329	PP PagnatoKarp Partners Reston, Virginia	$0	-$6.72M	–	Closed
4330	PIP Permian Investment Partners Dallas, Texas	$0	-$90.8M	–	Closed
4331	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$360M	–	Closed
4332	PL Portland Ltd Grand Cayman, Cayman Islands	$0	-$4.92M	–	Closed
4333	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$0	-$424K	–	Closed
4334	RC Rivulet Capital Summit, New Jersey	$0	-$6.37M	–	Closed
4335	SM Sabby Management Miami Beach, Florida	$0	-$73K	–	Closed
4336	SCM Scopia Capital Management New York	$0	-$184M	–	Closed
4337	SC US (TTGP) Menlo Park, California	$0	-$80.8M	–	Closed
4338	SHCM Shelter Haven Capital Management Summit, New Jersey	$0	-$47.7M	–	Closed
4339	SCM SkyTop Capital Management Rutherford, New Jersey	$0	-$10.3M	–	Closed
4340	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$0	-$67.3M	–	Closed
4341	SAM Steinberg Asset Management New York	$0	-$452K	–	Closed
4342	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$898K	–	Closed
4343	SCS Syquant Capital SAS Paris, France	$0	-$238K	–	Closed
4344	TC Toews Corporation Northfield, New Jersey	$0	-$6.75M	–	Closed
4345	VM Valinor Management New York	$0	-$219M	–	Closed
4346	VU Vanderbilt University Nashville, Tennessee	$0	-$677K	–	Closed
4347	VCS Vaughan & Co Securities Ridgewood, New Jersey	$0	-$217K	–	Closed
4348	WC Walthausen & Co Malta, New York	$0	-$4.68M	–	Closed
4349	Whitebox Advisors Minneapolis, Minnesota	$0	-$217K	–	Closed
4350	WMRU William Marsh Rice University Houston, Texas	$0	-$571K	–	Closed