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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
7251	OCM Olstein Capital Management Purchase, New York	$0	-$32.4M	–	Closed
7252	OMG One Madison Group New York	$0	-$16.6M	–	Closed
7253	PP Paloma Partners Greenwich, Connecticut	$0	-$9.23M	–	Closed
7254	PAIA Park Avenue Institutional Advisers New York	$0	-$385K	–	Closed
7255	PWC Pathfinder Wealth Consulting Wilmington, North Carolina	$0	-$8.67M	–	Closed
7256	PXPO Peak XV Partners Operations Trianon, Mauritius	$0	-$110M	–	Closed
7257	PCP Perbak Capital Partners London, United Kingdom	$0	-$15.4M	–	Closed
7258	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$0	-$104K	–	Closed
7259	PP Prosperity Planning Kansas City, Missouri	$0	-$457K	–	Closed
7260	PL Protective Life Birmingham, Alabama	$0	-$216K	–	Closed
7261	RFPS Reality Financial Planning Services Sarasota, Florida	$0	-$221K	–	Closed
7262	RWMG Redwood Wealth Management Group Medford, New Jersey	$0	-$16.2M	–	Closed
7263	Regents of the University of California Oakland, California	$0	-$49.1M	–	Closed
7264	RFS Retirement Financial Solutions Knoxville, Tennessee	$0	-$299K	–	Closed
7265	RCM Rivernorth Capital Management West Palm Beach, Florida	$0	-$261K	–	Closed
7266	RCP Roan Capital Partners Johnson City, Tennessee	$0	-$354K	–	Closed
7267	RTW Investments New York	$0	-$39.3M	–	Closed
7268	RIM Rush Island Management New York	$0	-$19.5M	–	Closed
7269	Sachem Head Capital Management New York	$0	-$34.5M	–	Closed
7270	SC Sagefield Capital Dallas, Texas	$0	-$30.6M	–	Closed
7271	Samlyn Capital New York	$0	-$93.6M	–	Closed
7272	SGCM Sand Grove Capital Management London, United Kingdom	$0	-$22M	–	Closed
7273	SCA Sassicaia Capital Advisers Jericho, New York	$0	-$1.19M	–	Closed
7274	SCM SG Capital Management Chicago, Illinois	$0	-$19.9M	–	Closed
7275	SCM Simcoe Capital Management New York	$0	-$28.2M	–	Closed