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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
4951
PAM
PVG Asset Management
Colorado
$0 -$381K 0 – Closed
4952
RA
Ramius Advisors
New York
$0 -$247K 0 – Closed
4953
RG
Redmile Group
California
$0 -$15K 0 – Closed
4954
RC
Roubaix Capital
Colorado
$0 -$2.11M 0 – Closed
4955
SRCM
Sage Rock Capital Management
New York
$0 -$5.4M 0 – Closed
4956
SAM
Sandbar Asset Management
United Kingdom
$0 -$3.49M 0 – Closed
4957
SM
SB Management
United Arab Emirates
$0 -$1.42B 0 – Closed
4958
SAM
Serengeti Asset Management
New York
$0 -$700K 0 – Closed
4959
SP
Solel Partners
Massachusetts
$0 -$7.5M 0 – Closed
4960
SC
Soundwatch Capital
Connecticut
$0 -$656K 0 – Closed
4961
SCIM
Spring Creek Investment Management
Pennsylvania
$0 -$4.13M 0 – Closed
4962
SMM
Stadion Money Management
Georgia
$0 -$1.27M 0 – Closed
4963
SRA
Summit Rock Advisors
New York
$0 -$447K 0 – Closed
4964
TA
Tamarack Advisers
California
$0 -$347K 0 – Closed
4965
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$0 -$6.02M 1 0% Reduced
4966
TM
Titan Managers
Arizona
$0 -$249K 0 – Closed
4967
TC
Toews Corporation
New Jersey
$0 -$6.59M 0 – Closed
4968
TC
TradeLink Capital
Illinois
$0 -$797K 0 – Closed
4969
VCM
V3 Capital Management
Texas
$0 -$4M 0 – Closed
4970
VIA
Vantis Investment Advisers
Florida
$0 -$2.78M 0 – Closed
4971
VCM
Vector Capital Management
California
$0 -$7.38M 0 – Closed
4972
WFO
Wealthgate Family Office
Colorado
$0 -$1.24M 0 – Closed
4973
WA
WESPAC Advisors
California
$0 -$1.28M 0 – Closed
4974
WSC
White Square Capital
United Kingdom
$0 -$1.94M 0 – Closed
4975
YCM
Yiheng Capital Management
California
$0 -$14.8M 0 – Closed