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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
5551
HGWM
Harvest Group Wealth Management
Massachusetts
$12K +$4.22K 8 0.01% Increased
5552
QC
Qalhat Capital
British Virgin Islands
$12K +$12.3K 1 0.01% New
5553
EC
Elequin Capital
New York
$6K +$7.21K 4 0% New
5554
CI
Cordant Inc
Oregon
$4K -$83.5K 1 0% Reduced
5555
LPC
Lion Point Capital
New York
$3K $0 1 0% Maintained
5556
TFA
Transamerica Financial Advisors
Florida
$2K -$226 2 0.05% Reduced
5557
MGB
Mass General Brigham
Massachusetts
$1K +$881K 1 0% New
5558
1M
13D Management
New York
$0 -$6.96M 0 – Closed
5559
6C
6elm Capital
New York
$0 -$7.32M 0 – Closed
5560
AXA
Accel XI Associates
California
$0 -$21.2M 0 – Closed
5561
Advent Capital Management
Advent Capital Management
New York
$0 -$412K 0 – Closed
5562
Aequim Alternative Investments
Aequim Alternative Investments
California
$0 -$12.1M 0 – Closed
5563
AAA
Affinity Asset Advisors
New York
$0 -$1.37M 0 – Closed
5564
AOG
Alpha Omega Group
Virginia
$0 -$954K 0 – Closed
5565
ACM
Alua Capital Management
New York
$0 -$16.6M 0 – Closed
5566
ACI
AMP Capital Investors
Australia
$0 -$1.74B 0 – Closed
5567
AA
Armor Advisors
New York
$0 -$4.05M 0 – Closed
5568
ACM
Arosa Capital Management
Florida
$0 -$3.88M 0 – Closed
5569
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$0 -$22.7M 0 – Closed
5570
AC
Athanor Capital
New York
$0 -$31.2M 0 – Closed
5571
ACM
Axel Capital Management
New York
$0 -$1.67M 0 – Closed
5572
BCG
Barington Capital Group
New York
$0 -$786K 0 – Closed
5573
BOS
Bingham Osborn & Scarborough
California
$0 -$9.54M 0 – Closed
5574
BRCA
Birch Run Capital Advisors
Texas
$0 -$9.68M 0 – Closed
5575
BWLSA
Blue Water Life Science Advisors
California
$0 -$1.4M 0 – Closed