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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
7326
Vista Equity Partners Management
Vista Equity Partners Management
California
$0 -$27.6M 0 – Closed
7327
VCM
Vivaldi Capital Management
Illinois
$0 -$10.4M 0 – Closed
7328
Warburg Pincus
Warburg Pincus
New York
$0 -$23.1M 0 – Closed
7329
Watchtower Advisors
Watchtower Advisors
Connecticut
$0 -$3.48M 0 – Closed
7330
Wells Financial Advisors
Wells Financial Advisors
Massachusetts
$0 -$14.1K 0 – Closed
7331
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$0 -$78.2M 0 – Closed
7332
Western Standard LLC
Western Standard LLC
California
$0 -$2.38M 0 – Closed
7333
Wheels Up Wealth
Wheels Up Wealth
California
$0 -$280K 0 – Closed
7334
Wise Wealth Partners
Wise Wealth Partners
Arizona
$0 -$823K 0 – Closed
7335
WCM
Woodson Capital Management
Connecticut
$0 -$10.7M 0 – Closed