Vista Equity Partners Management LLC

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Vista Equity Partners Management LLC ✚
CRD #	156973
SEC #	801-73726
CIK #	0001569532
AUM	106.02 B (2026-03-31)
Employees	643 (25% Investors, 1% Brokers)
Phone	415-765-6500
Address	Four Embarcadero Center San Francisco, CA 94111
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Navan Inc	0.0
	Klarna Group PLC	0.0

Holdings by Sector ($B)

Type	Form D Funds	Date	AUM
PE	VEEF III Co-Invest 1-A LP	[2026-03-31]	13.3 M
	Filed 2024-12-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	VEEF III Co-Invest 2-A LP	[2026-03-31]	8.3 M
	Filed 2025-01-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	VEEF III Co-Invest 3-A LP	[2026-03-31]	11.0 M
	Filed 2025-10-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	VEPF VIII Co-Invest 6-A LP	[2026-03-31]	227.3 M
	Filed 2025-01-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	VEPF VIII Co-Invest 7-A LP	[2026-03-31]	172.9 M
	Filed 2025-09-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	VFF V Co-Invest 3-A LP	[2026-03-31]	57.1 M
	Filed 2025-09-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Vista Equity Endeavor Fund III-A LP	[2026-03-31]	285.4 M
	Filed 2025-02-13 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Vista Equity Endeavor Fund III-B SCSP	[2026-03-31]	200.6 M
	Filed 2025-02-13 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Vista Equity Endeavor Fund III LP	[2026-03-31]	131.4 M
	Filed 2025-02-13 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE	Vista Equity Partners Hubble LP	[2026-03-31]	6,235.2 M
	Filed 2025-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	128	106.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	128	106.0
By Discretionary
Discretionary	120	104.7
Non-Discretionary	8	1.3
Total	128	106.0
By Non-United States Persons
Non-United States Persons		56.6
United States Persons		49.4
Total	128	106.0

Limited Partners	2011 - 2026
Alaska Permanent Fund Corporation
Baltimore County Fire and Police Employees' Retirement System
California Public Employees' Retirement System
California State Teachers' Retirement System
Houston Police Officers' Pension System
Illinois Municipal Retirement Fund
Kansas Public Employees Retirement System
Los Angeles Department of Water and Power Employees' Retirement Plan
Maryland State Retirement and Pension System
Massachusetts Pension Reserves Investment Management
Missouri Public School Retirement System
New Jersey Division of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
North Carolina Retirement Services
Ohio Police & Firefighters
Orange County Employee Retirement System
Oregon Public Employees Retirement Fund
Pennsylvania State Employees' Retirement System
Sixth Swedish National Pension Fund
State of Michigan Retirement System
State Teachers Retirement System of Ohio
Teachers' Retirement Security for Illinois Educators
Teachers' Retirement System of the City of New York
The University of Texas/Texas A&M Investment Company

Form D Directors	Role	# Filings	# Firms
Robert Smith	Director, Executive Officer	294	8
Brian Sheth	Executive Officer	114	4
David Flannery	Executive Officer	20	4
John Warnken-Brill	Executive Officer	103	3
Lauren Dillard	Executive Officer, Promoter	58	3
David Breach	Executive Officer	57	3
Gwen Reinke	Executive Officer	49	3
Vep Group LLC	Promoter	43	3
Curtis Buser	Director	24	3
Vista Equity Partners Management LLC	Executive Officer, Promoter	20	3
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001569532]
3	[0001569532]
4	[0001569532]

Firm Profile (Form ADV)
Discretionary AUM	$7.8B
Serves	Institutional
Fund Types	Hedge Fund, Private Equity
LEI	54930058AYGCXPRJ5G30

Related People Network
165 people file Form D offerings alongside this firm's people, tied to 4 other firms through shared filers.

Form 3/4/5 Subject	2011 - 2026
Smith Robert F
Vista Equity Partners Fund VI LP
VEP Group LLC
VEPF VI GP Ltd
Vista Equity Partners Management LLC
Vista Equity Partners Fund VI-A LP
VEPF VI FAF LP
Integral AD Science Holding Corp
Vista Equity Partners Fund VI GP LP
VEPF Management LP
View All

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Integral AD Science Holding Corp IAS Common Stock, $0.001 par value	2025-12-23	Other	65,010,001	$10.30	669,603,010
Powerschool Holdings Inc PWSC Common Units · derivative	2024-10-01	Conversion	17,862,279
Powerschool Holdings Inc PWSC Class B Common Stock	2024-10-01	Disposed to issuer	19,791,780	$0.00
Powerschool Holdings Inc PWSC Class A Common Stock	2024-10-01	Disposed to issuer	52,067,959
Powerschool Holdings Inc PWSC Class B Common Stock	2024-10-01	Disposed to issuer	17,862,279
Powerschool Holdings Inc PWSC Class A Common Stock	2024-10-01	Conversion	17,862,279
Powerschool Holdings Inc PWSC Common Units · derivative	2024-10-01	Disposed to issuer	19,791,780
Integral AD Science Holding Corp IAS Common Stock, $0.001 par value	2024-01-04	Sell	1,650,000	$14.00	23,100,000
Integral AD Science Holding Corp IAS Common Stock, $0.001 par value	2023-12-07	Sell	11,000,000	$14.00	154,000,000
Cvent Holding Corp CVT Common Stock	2023-06-15	Other	397,745,049	$8.50	3,380,832,916
Integral AD Science Holding Corp IAS Common Stock, $0.001 par value	2023-06-15	Sell	5,220,000	$18.13	94,638,600
Integral AD Science Holding Corp IAS Common Stock, $0.001 par value	2023-05-12	Sell	11,500,000	$15.00	172,500,000
Powerschool Holdings Inc PWSC Class A Common Stock	2023-03-03	Sell	4,340,534	$20.16	87,505,165
Powerschool Holdings Inc PWSC Common Units · derivative	2023-03-03	Conversion	2,274,413
Powerschool Holdings Inc PWSC Class B Common Stock	2023-03-03	Disposed to issuer	2,274,413
Powerschool Holdings Inc PWSC Class A Common Stock	2023-03-03	Conversion	2,274,413

Comparable Firms	State	AUM
Silver Lake Technology Management LLC ✚	CA	117.70 B
Tudor Investment Corporation ✚	CT	106.84 B
Sixth Street Advisers LLC ✚	TX	101.61 B
Ares Capital Management LLC ✚	CA	97.62 B
Blue Owl GPSC Advisors LLC ✚	NY	94.65 B
Coatue Management LLC ✚	NY	92.71 B
Cerberus Capital Management LP ✚	NY	92.50 B
Insight Venture Management LLC ✚	NY	92.18 B
Wellington Alternative Investments LLC ✚	MA	92.17 B
Aegon USA Investment Management LLC ✚	IA	88.80 B

Vista Equity Partners Management LLC

Assets, Funds, Holdings