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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
4326
MWP
Moller Wealth Partners
$0 -$247K 0 – Closed
4327
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$0 -$25.4M 0 – Closed
4328
NSGL
No Street GP LP
California
$0 -$9.25M 0 – Closed
4329
NIT
NumerixS Investment Technologies
British Columbia, Canada
$0 -$19.4M 0 – Closed
4330
OCA
Otter Creek Advisors
Florida
$0 -$2.45M 0 – Closed
4331
PPWM
PFG Private Wealth Management
Florida
$0 -$393K 0 – Closed
4332
PC
Plaisance Capital
Colorado
$0 -$2.66M 0 – Closed
4333
PGDP
Pragma Gestao de Patrimonio
Brazil
$0 -$783K 0 – Closed
4334
RA
Raffles Associates
New York
$0 -$356K 0 – Closed
4335
RIA
Regal Investment Advisors
Michigan
$0 -$20.5M 0 – Closed
4336
RPAM
Rhenman & Partners Asset Management
Sweden
$0 -$192K 0 – Closed
4337
Sachem Head Capital Management
Sachem Head Capital Management
New York
$0 -$90.9M 0 – Closed
4338
SM
Scoggin Management
New York
$0 -$4.92M 0 – Closed
4339
SI
SCP Investment
California
$0 -$10.9M 0 – Closed
4340
SCP
Seafarer Capital Partners
California
$0 -$1.46M 0 – Closed
4341
SAM
Sectoral Asset Management
Quebec, Canada
$0 -$16.4M 0 – Closed
4342
SCM
Segantii Capital Management
Hong Kong
$0 -$9.44M 0 – Closed
4343
SCM
SKBA Capital Management
California
$0 -$661K 0 – Closed
4344
SoftBank Group
SoftBank Group
Japan
$0 -$802M 0 – Closed
4345
SWM
Southern Wealth Management
Texas
$0 -$575K 0 – Closed
4346
SCC
Spring Creek Capital
Kansas
$0 -$3.02M 0 – Closed
4347
SMFS
Squar Milner Financial Services
California
$0 -$13.7M 0 – Closed
4348
SRAM
Stone Ridge Asset Management
New York
$0 -$25.1M 0 – Closed
4349
SIS
Susquehanna International Securities
Ireland
$0 -$5.84M 0 – Closed
4350
TA
TCG Advisors
Texas
$0 -$4.55M 0 – Closed