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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
5501
AACA
American Assets Capital Advisers
California
$0 -$145K 0 – Closed
5502
AM
Anqa Management
New York
$0 -$3.9M 0 – Closed
5503
AG
Appleton Group
Wisconsin
$0 -$270K 0 – Closed
5504
ACM
Arrow Capital Management
New York
$0 -$4.67M 0 – Closed
5505
ACP
Atalan Capital Partners
New York
$0 -$133M 0 – Closed
5506
AP
Atlas Principals
North Carolina
$0 -$209K 0 – Closed
5507
BCM
Barometer Capital Management
Ontario, Canada
$0 -$6.88M 0 – Closed
5508
BCM
Basswood Capital Management
New York
$0 -$1.06M 0 – Closed
5509
BGC
Blue Grotto Capital
Georgia
$0 -$27.9M 0 – Closed
5510
B
BP
United Kingdom
$0 -$2.27M 0 – Closed
5511
BU
Brown University
Rhode Island
$0 -$1.2M 0 – Closed
5512
Capricorn Investment Group
Capricorn Investment Group
California
$0 -$111K 0 – Closed
5513
CI
Centerstone Investors
New York
$0 -$8.22M 0 – Closed
5514
CWA
Choice Wealth Advisors
Maine
$0 -$4.18M 0 – Closed
5515
CM
Cohanzick Management
New York
$0 -$221K 0 – Closed
5516
CLCM
Crawford Lake Capital Management
New Jersey
$0 -$4.28M 0 – Closed
5517
CCA
Cruiser Capital Advisors
Connecticut
$0 -$288K 0 – Closed
5518
DFC
DBK Financial Counsel
Ohio
$0 -$211K 0 – Closed
5519
DFAM
Deep Field Asset Management
California
$0 -$2.75M 0 – Closed
5520
DG
Discerene Group
Connecticut
$0 -$12.2M 0 – Closed
5521
EP
Equius Partners
California
$0 -$1.49M 0 – Closed
5522
First Command Advisory Services
First Command Advisory Services
Texas
$0 -$9.34K 2 0% Reduced
5523
FCM
FJ Capital Management
Virginia
$0 -$342K 0 – Closed
5524
FF
Ford Foundation
New York
$0 -$2.85M 0 – Closed
5525
FRM
Foundation Resource Management
Arkansas
$0 -$205K 0 – Closed
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