← All themes

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
5751
IMA
Investment Management Associates
Colorado
$0 -$12.1M 0 – Closed
5752
IM
Islet Management
New York
$0 -$480K 0 – Closed
5753
JCP
Jennifer C. Price
$0 -$211K 0 – Closed
5754
JGGDR
JGP Global Gestao de Recursos
Brazil
$0 -$5.95M 0 – Closed
5755
JRCM
Jones Road Capital Management
New York
$0 -$3.29M 0 – Closed
5756
KM
Kalos Management
Georgia
$0 -$326K 0 – Closed
5757
KC
KCL Capital
New York
$0 -$104M 0 – Closed
5758
KAM
Kraft Asset Management
Tennessee
$0 -$233K 0 – Closed
5759
LM
Luminus Management
Texas
$0 -$1.74M 0 – Closed
5760
LCM
Lynwood Capital Management
Ontario, Canada
$0 -$3.06M 0 – Closed
5761
MSL
Mackay Shields LLC
New York
$0 -$59.1M 0 – Closed
5762
MGB
Mass General Brigham
Massachusetts
$0 -$12.2M 0 – Closed
5763
MVP
Medina Value Partners
California
$0 -$8.54M 0 – Closed
5764
MC
Meteora Capital
Florida
$0 -$185K 0 – Closed
5765
NFGH
Nan Fung Group Holdings
Hong Kong
$0 -$353K 0 – Closed
5766
NWM
NEIRG Wealth Management
Massachusetts
$0 -$14.8M 0 – Closed
5767
NTIMCH
New Thinking Investment Management Company (HK)
Hong Kong
$0 -$869K 0 – Closed
5768
NC
Nitorum Capital
New York
$0 -$2.96M 0 – Closed
5769
OGC
One68 Global Capital
New York
$0 -$1.13M 0 – Closed
5770
OM
OpenView Management
Massachusetts
$0 -$80.2M 0 – Closed
5771
OCM
Orchard Capital Management
Illinois
$0 -$273K 0 – Closed
5772
ONPI
Owls Nest Partners IA
Pennsylvania
$0 -$825K 0 – Closed
5773
PCU
Palliser Capital (UK)
United Kingdom
$0 -$18.2M 0 – Closed
5774
PIP
PB Investment Partners
California
$0 -$466K 0 – Closed
5775
Peconic Partners
Peconic Partners
New York
$0 -$1.98M 0 – Closed