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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
6801
OCM
Ogborne Capital Management
California
$0 -$7.97M 0 – Closed
6802
OFCM
One Fin Capital Management
California
$0 -$16.9M 0 – Closed
6803
OCM
Ovata Capital Management
Hong Kong
$0 -$1.43M 0 – Closed
6804
Peconic Partners
Peconic Partners
New York
$0 -$8.84M 0 – Closed
6805
PE
Platinum Equity
California
$0 -$12.1M 0 – Closed
6806
PL
Polianta Ltd
Jersey
$0 -$1.17M 0 – Closed
6807
PSC
Portman Square Capital
United Kingdom
$0 -$1.34M 0 – Closed
6808
RA
Raffles Associates
New York
$0 -$152K 0 – Closed
6809
RM
Redpoint Management
California
$0 -$57.4M 0 – Closed
6810
RR
Robotti Robert
$0 -$221K 0 – Closed
6811
RWIA
Roger Wittlin Investment Advisory
California
$0 -$357K 0 – Closed
6812
RM
Rudius Management
New York
$0 -$34.4M 0 – Closed
6813
SM
Sabby Management
Florida
$0 -$7.2K 0 – Closed
6814
SC
Sasco Capital
Connecticut
$0 -$25.2M 0 – Closed
6815
SCA
Sassicaia Capital Advisers
New York
$0 -$2.18M 0 – Closed
6816
SBLIC
Security Benefit Life Insurance Company
Kansas
$0 -$697K 0 – Closed
6817
SFPM
Sensible Financial Planning & Management
Massachusetts
$0 -$319K 0 – Closed
6818
SEC
Seven Eight Capital
New York
$0 -$58.1M 0 – Closed
6819
SFS
Shaker Financial Services
Virginia
$0 -$207K 0 – Closed
6820
SVCF
Silicon Valley Community Foundation
California
$0 -$5.11M 0 – Closed
6821
Simplify Asset Management
Simplify Asset Management
Nevada
$0 -$943K 0 – Closed
6822
SSM
Sound Shore Management
Connecticut
$0 -$72.3M 0 – Closed
6823
SMC
Spider Management Company
Virginia
$0 -$1.24M 0 – Closed
6824
SC
Stephenson & Company
California
$0 -$229K 0 – Closed
6825
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$0 -$46.2M 0 – Closed