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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	% of Portfolio	Status
6126	ACM Alethea Capital Management Mercer Island, Washington	$0	-$498K	–	Closed
6127	Alpha Wave Global New York	$0	-$25.1M	–	Closed
6128	AIG American International Group New York	$0	-$1.98B	–	Closed
6129	AIA Arrow Investment Advisors Laurel, Maryland	$0	-$328K	–	Closed
6130	ACM Atalaya Capital Management New York	$0	-$25K	–	Closed
6131	ACM Ategra Capital Management Vienna, Virginia	$0	-$6.03M	–	Closed
6132	BFC Banc Funds Company Chicago, Illinois	$0	-$808K	–	Closed
6133	BM Belfer Management New York	$0	-$332K	–	Closed
6134	BRA Bender Robert & Associates Pasadena, California	$0	-$32.3M	–	Closed
6135	Berkshire Hathaway Omaha, Nebraska	$0	-$990M	–	Closed
6136	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$3.46M	–	Closed
6137	BCM Bluefin Capital Management New York	$0	-$663K	–	Closed
6138	BHCM Boulder Hill Capital Management New York	$0	-$27.8M	–	Closed
6139	BRIM Broad Run Investment Management Arlington, Virginia	$0	-$6.74M	–	Closed
6140	CGI Calixto Global Investors Coral Gables, Florida	$0	-$19.9M	–	Closed
6141	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$0	-$18.5M	–	Closed
6142	Charles Schwab Investment Advisory San Francisco, California	$0	-$2.93M	–	Closed
6143	CF CNA Financial Chicago, Illinois	$0	-$6.28M	–	Closed
6144	CFO Colony Family Offices Charlotte, North Carolina	$0	-$281K	–	Closed
6145	CCM Crabel Capital Management Los Angeles, California	$0	-$801K	–	Closed
6146	CFM Crawford Fund Management Boston, Massachusetts	$0	-$14.4K	–	Closed
6147	CAM Crestone Asset Management Boulder, Colorado	$0	-$5.64M	–	Closed
6148	DC Dendur Capital New York	$0	-$19.9M	–	Closed
6149	D Dentgroup Baton Rouge, Louisiana	$0	-$267K	–	Closed
6150	DCP Diameter Capital Partners New York	$0	-$2.83M	–	Closed