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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
7301	TCCM Two Creeks Capital Management New York	$0	-$58.7M	–	Closed
7302	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$0	-$1.55M	–	Closed
7303	UOWF University of Wisconsin Foundation Madison, Wisconsin	$0	-$9.57M	–	Closed
7304	VAM Vazirani Asset Management New York	$0	-$2.62M	–	Closed
7305	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$8.88M	–	Closed
7306	VF Vestment Financial Chanhassen, Minnesota	$0	-$213K	–	Closed
7307	VEPM Vista Equity Partners Management San Francisco, California	$0	-$27.6M	–	Closed
7308	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$10.4M	–	Closed
7309	WP Warburg Pincus New York	$0	-$23.1M	–	Closed
7310	WA Watchtower Advisors Old Greenwich, Connecticut	$0	-$3.48M	–	Closed
7311	WFA Wells Financial Advisors Framingham, Massachusetts	$0	-$14.1K	–	Closed
7312	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$78.2M	–	Closed
7313	WSL Western Standard LLC Los Angeles, California	$0	-$2.38M	–	Closed
7314	WUW Wheels Up Wealth Benicia, California	$0	-$280K	–	Closed
7315	WWP Wise Wealth Partners Phoenix, Arizona	$0	-$823K	–	Closed
7316	WCM Woodson Capital Management Greenwich, Connecticut	$0	-$10.7M	–	Closed