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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	EL EQ LLC Bellevue, Washington	$0	-$223K	0	–	Closed
5552	FA FC Advisory West Chester, Pennsylvania	$0	-$217K	0	–	Closed
5553	FPOC Financial Planners of Cleveland Mayfield Heights, Ohio	$0	-$617K	0	–	Closed
5554	First Command Advisory Services Fort Worth, Texas	$0	+$21.1K	2	0%	New
5555	Flow Traders U.S. New York	$0	-$263K	0	–	Closed
5556	FWM Fortress Wealth Management Culver City, California	$0	-$433K	0	–	Closed
5557	FFIM Founders Fund IV Management San Francisco, California	$0	-$1.21M	0	–	Closed
5558	FI Fractal Investments Glastonbury, Connecticut	$0	-$679K	0	–	Closed
5559	FFA Freedman Financial Associates Peabody, Massachusetts	$0	-$3.15M	0	–	Closed
5560	FEM Fulcrum Equity Management Plano, Texas	$0	-$380K	0	–	Closed
5561	Fund Evaluation Group Cincinnati, Ohio	$0	-$207K	0	–	Closed
5562	G Gainplan Bloomfield Hills, Michigan	$0	-$1M	0	–	Closed
5563	GL Gemsstock Ltd London, United Kingdom	$0	-$33.6M	0	–	Closed
5564	GIP General Industrial Partners London, United Kingdom	$0	-$7.27M	0	–	Closed
5565	GG GenWealth Group Maplewood, New Jersey	$0	-$218K	0	–	Closed
5566	GAM Goldentree Asset Management New York	$0	-$11.6M	0	–	Closed
5567	HCM HGI Capital Management New York	$0	-$2.42M	0	–	Closed
5568	HAM HHR Asset Management Berkeley Heights, New Jersey	$0	-$234M	0	–	Closed
5569	IRF IBM Retirement Fund Armonk, New York	$0	-$72M	0	–	Closed
5570	IWP Insight Wealth Partners Plano, Texas	$0	-$1.43M	0	–	Closed
5571	IVMX Institutional Venture Management XIII Menlo Park, California	$0	-$40.6M	0	–	Closed
5572	ICMH Integrity Capital Management (HK) Central, Hong Kong	$0	-$95K	0	–	Closed
5573	IVM InterWest Venture Management San Francisco, California	$0	-$141M	0	–	Closed
5574	JPC Jabodon PT Co Reno, Nevada	$0	-$15.6M	0	–	Closed
5575	JHA Jackson Hill Advisors Houston, Texas	$0	-$10.4M	0	–	Closed