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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
6126	EPM Equitec Proprietary Markets Chicago, Illinois	$49.1K	-$1.29M	1	0.04%	Reduced
6127	LPC Lion Point Capital New York	$43K	$0	1	0.1%	Maintained
6128	HCM Heights Capital Management San Francisco, California	$35.9K	+$40K	1	0.03%	New
6129	ACM ADAR1 Capital Management Austin, Texas	$27.1K	$0	1	0%	Maintained
6130	RCMC RK Capital Management (Colorado) Denver, Colorado	$13.7K	-$28.1M	1	4.24%	Reduced
6131	SM Sabby Management Miami Beach, Florida	$7.2K	+$9.13K	1	0%	New
6132	FW Fairway Wealth Independence, Ohio	$3.86K	-$442K	2	0%	Reduced
6133	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3.29K	-$3.97K	1	0%	Reduced
6134	FIG Fortress Investment Group New York	$1.61K	$0	1	0%	Maintained
6135	WGS Washington Growth Strategies Washington, District of Columbia	$210	+$5.93K	1	0.01%	New
6136	1C 1623 Capital Alexandria, Virginia	$0	-$49.3M	0	–	Closed
6137	3C 325 Capital New York	$0	-$11M	0	–	Closed
6138	AFG AFS Financial Group Bethesda, Maryland	$0	-$203K	0	–	Closed
6139	ASM AI-Squared Management Hong Kong	$0	-$1.59M	0	–	Closed
6140	AG Alibaba Group Causeway Bay, Hong Kong	$0	-$2.43M	0	–	Closed
6141	AOG Alpha Omega Group Reston, Virginia	$0	-$303K	0	–	Closed
6142	AIM Anatole Investment Management Central, Hong Kong	$0	-$75.4M	0	–	Closed
6143	AA Ancient Art Austin, Texas	$0	-$6.61M	0	–	Closed
6144	ACL APEIRON Capital Ltd Hong Kong	$0	-$10.8M	0	–	Closed
6145	ACA Apis Capital Advisors New York	$0	-$7.29M	0	–	Closed
6146	AG Artal Group Luxembourg	$0	-$23.2M	0	–	Closed
6147	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$0	-$4.02M	0	–	Closed
6148	AMC Atlas Merchant Capital New York	$0	-$7.01K	0	–	Closed
6149	APM Avidity Partners Management Dallas, Texas	$0	-$4.59M	0	–	Closed
6150	AC AWH Capital Dallas, Texas	$0	-$248K	0	–	Closed