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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
151
CCM
Criterion Capital Management
California
$984M +$3.38M 6 30.84% Increased
152
VVP
Vulcan Value Partners
Alabama
$966M -$228M 2 8.98% Reduced
153
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$959M -$72.3M 21 4.04% Reduced
154
Millennium Management
Millennium Management
New York
$955M -$75.6M 69 2.01% Reduced
155
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$945M -$7.51M 56 5.79% Reduced
156
Parnassus Investments
Parnassus Investments
California
$928M +$41.2M 7 6.22% Increased
157
Panagora Asset Management
Panagora Asset Management
Massachusetts
$922M +$5.58M 51 4.54% Increased
158
Carmignac Gestion
Carmignac Gestion
France
$918M +$147M 2 10.11% Increased
159
BRC
Blue Ridge Capital
New York
$902M +$77.7M 3 10.04% Increased
160
Swedbank
Swedbank
Sweden
$880M -$111M 4 6.92% Reduced
161
Sanders Capital
Sanders Capital
Florida
$879M +$15.9M 2 8.05% Increased
162
Alkeon Capital Management
Alkeon Capital Management
New York
$873M +$242M 6 17.71% Increased
163
Polen Capital Management
Polen Capital Management
Florida
$867M +$83M 3 13.41% Increased
164
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$853M -$31.1M 33 5.01% Reduced
165
LSV Asset Management
LSV Asset Management
Illinois
$852M -$125M 9 1.85% Reduced
166
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$850M -$80.4M 3 4.83% Reduced
167
Raymond James & Associates
Raymond James & Associates
Florida
$848M +$70.7M 52 3.04% Increased
168
William Blair & Company
William Blair & Company
Illinois
$846M -$38.1M 48 7.94% Reduced
169
Credit Agricole
Credit Agricole
France
$839M +$76.1M 36 3.93% Increased
170
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$830M -$301M 34 3.84% Reduced
171
Institutional Capital
Institutional Capital
Illinois
$827M +$95.9M 2 7.16% Increased
172
EPCM
Eton Park Capital Management
New York
$821M -$43M 3 12.93% Reduced
173
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$808M +$353K 18 6.32% Increased
174
abrdn Investment Management
abrdn Investment Management
United Kingdom
$805M -$11.6M 5 3.41% Reduced
175
Pzena Investment Management
Pzena Investment Management
New York
$800M -$161M 2 4.94% Reduced