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)
Fees
Minimum
Phone415-765-6500
AddressFour Embarcadero Center
San Francisco, CA 94111
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
1108866442202010201520212027
Sector Form 13F Holdings Value ($B)
Navan Inc 0.0
Klarna Group PLC 0.0
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
151296302011201620212027
Type Form D Funds Date Sold 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
PE Vista Equity Partners Meadowbrook LP 2026-03-31 44.5 M
HF Vistaone LP [2026-03-31] 635.2 M 1,351.1 M
Filed 2025-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $1,500,000 · Revenue Decline to Disclose
HF Vistaone Lux Feeder SICAV Sa 2026-03-31 357.3 M
PE VEPF VIII Co-Invest 4-A LP [2025-03-31] 369.4 M
Filed 2024-01-11 (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 5-A LP [2025-03-31] 428.0 M
Filed 2024-11-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 4-C LP [2025-03-31] 140.3 M
Filed 2024-11-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF V-B SCSP 2025-03-31 406.9 M
PE VFF V Co-Invest 1-A LP [2025-03-31] 76.5 M
Filed 2024-05-08 (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 2-A LP [2025-03-31] 47.2 M
Filed 2024-08-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2024-1 LP [2025-03-31] 77.1 M
Filed 2024-11-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2024-2 LP [2025-03-31] 133.2 M
Filed 2024-11-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund VIII-B SCSP 2025-03-31 453.9 M
PE Vista Equity Partners Fund VIII Equity LP 2025-03-31 222.1 M
PE Vista Foundation Fund V-A LP [2025-03-31] 790.0 M
Filed 2024-11-08 (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 Foundation Fund V LP [2025-03-31] 2,018.3 M
Filed 2024-11-08 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE VEEF II Co-Invest 4-A LP [2024-03-30] 27.6 M
Filed 2023-07-27 (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 2-A LP [2024-03-30] 560.3 M
Filed 2023-01-31 (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 3-A LP [2024-03-30] 691.6 M
Filed 2023-03-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 7-A LP [2024-03-30] 11.6 M
Filed 2023-11-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2022-4 LP [2024-03-30] 150.1 M
Filed 2023-03-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2023-1 LP [2024-03-30] 108.7 M
Filed 2023-10-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2023-4 LP [2024-03-30] 121.3 M
Filed 2023-10-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Prosvasi 2023 LP [2024-03-30] 263.3 M
Filed 2023-06-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEEF II Co-Invest 1-A LP [2023-03-31] 44.4 M
Filed 2021-12-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEEF II Co-Invest 2-A LP [2023-03-31] 66.4 M
Filed 2021-12-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEEF II Co-Invest 3-A LP [2023-03-31] 17.2 M
Filed 2022-05-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VII Co-Invest 5-A LP [2023-03-31] 147.4 M
Filed 2022-03-29 (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 1-A LP [2023-03-31] 823.1 M
Filed 2022-10-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 4-A LP [2023-03-31] 48.2 M
Filed 2022-05-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 5-A LP [2023-03-31] 5.0 M
Filed 2022-07-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 6-A LP [2023-03-31] 29.6 M
Filed 2022-11-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2022-2 LP [2023-03-31] 122.0 M
Filed 2022-11-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2022-5 LP [2023-03-31] 124.6 M
Filed 2022-12-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund VIII-A LP [2023-03-31] 13.21 B
Filed 2022-02-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund VIII LP [2023-03-31] 10.39 B
Filed 2022-02-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VI Co-Invest 3-A LP [2022-03-31] 156.6 M
Filed 2021-11-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VII Co-Invest 1 LP [2022-03-31] 65.5 M
Filed 2021-02-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VII Co-Invest 2-A LP [2022-03-31]
Filed 2021-03-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VII Co-Invest 2-C LP [2022-03-31]
Filed 2021-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VII Co-Invest 2 LP [2022-03-31] 0.2 M
Filed 2021-03-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VII Co-Invest 3-A LP [2022-03-31]
Filed 2021-09-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VII Co-Invest 4-A LP [2022-03-31] 7.5 M
Filed 2021-11-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPP Co-Invest 1-A LP [2022-03-31] 644.0 M
Filed 2021-09-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF III Co-Invest 2-B LP [2022-03-31] 16.1 M
Filed 2021-04-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 1-B LP [2022-03-31] 21.7 M
Filed 2021-02-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 1 LP [2022-03-31] 46.7 M
Filed 2021-02-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 2-A LP [2022-03-31] 13.0 M
Filed 2021-05-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 2 LP [2022-03-31] 2.4 M
Filed 2021-04-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV Co-Invest 3-A LP [2022-03-31] 100.2 M
Filed 2021-05-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF IV FAF LP 2022-03-31 73.9 M
PE Vista Co-Invest Fund 2021-2 LP [2022-03-31] 99.8 M
Filed 2021-05-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Perennial Equity LP 2022-03-31 110.3 M
PE Vista Foundation Fund IV Equity LP 2022-03-31 169.0 M
PE Vista Platform Fund I LP 2022-03-31 788.7 M
HF Vista Public Strategies Endurance Fund LP [2022-03-31] 0.0 M
Filed 2021-12-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF VPS Co-Invest I-A LP [2022-03-31] 12.0 M 3.7 M
Filed 2021-12-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2020-2 LP [2021-03-31] 66.6 M
Filed 2020-11-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE Vista Foundation Fund IV-A LP [2021-03-31] 1,743.2 M
Filed 2020-02-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Foundation Fund IV LP [2021-03-31] 3,217.6 M
Filed 2020-02-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Vista Credit Partners - SD I LP [2020-08-28] 31.0 M
Filed 2020-06-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE VEPF VII FAF LP 2020-03-30 35.2 M
PE Vista Co-Invest Fund 2018-2 LP [2020-03-30] 766.0 M
Filed 2019-09-27 (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 II-A LP [2020-03-30] 154.6 M
Filed 2019-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Endeavor Fund II Equity LP 2020-03-30 79.1 M
PE Vista Equity Endeavor Fund II LP [2020-03-30] 1,187.1 M
Filed 2019-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund VII-B LP [2020-03-30] 202.7 M
Filed 2018-08-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund VII Equity LP 2020-03-30 570.9 M
PE Merritt VI Aggregator LLC [2019-03-29] 2,517.8 M
Filed 2018-03-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEEF I Co-Invest 1 LP [2019-03-29] 14.5 M
Filed 2018-11-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VI Co-Invest 2-A LP [2019-03-29]
Filed 2018-05-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF III Co-Invest 1 LP [2019-03-29]
Filed 2018-12-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2018-3 LP [2019-03-29] 114.3 M
Filed 2018-09-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE Vista Equity Partners Fund VII-A LP [2019-03-29] 11.37 B
Filed 2018-08-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund VII LP [2019-03-29] 10.30 B
Filed 2018-08-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund VII-Z LP [2019-03-29] 528.1 M
Filed 2018-08-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Perennial A LP [2019-03-29] 1,509.8 M 2,191.7 M
Filed 2019-11-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VI Co-Invest 1 LP [2018-03-29] 20.6 M
Filed 2017-10-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF VI Co-Invest 2 LP [2018-03-29] 0.1 M
Filed 2017-11-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2018-1 LP [2018-03-29] 246.1 M
Filed 2018-02-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2017-3 LP [2017-12-05] 296.1 M
Filed 2017-11-09 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Perennial LP [2017-12-05] 1,509.8 M 1,806.1 M
Filed 2019-11-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF IVX Co-Invest 1-A LP [2017-09-29] 373.6 M
Filed 2017-06-12 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Fund 2017-1 LP [2017-09-29] 133.6 M
Filed 2017-10-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Co-Invest Program International Feeder LP [2017-09-29]
Filed 2017-10-19 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Endeavor Fund I-A LP [2017-09-29] 152.6 M
Filed 2017-04-03 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Endeavor Fund I LP [2017-09-29] 575.8 M
Filed 2017-04-03 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF V Co-Invest 2-B LP 2017-03-30 49.0 M
PE VEPF V Co-Invest 2 LP 2017-03-30 59.4 M
PE VEPF VI FAF LP [2017-03-30] 70.9 M 89.4 M
Filed 2017-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VFF III FAF LP [2017-03-30] 67.0 M
Filed 2016-05-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Vista Credit Opportunities Intermediate Fund II-A LP [2017-03-30] 96.8 M
Filed 2017-03-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $25,417 · Revenue Decline to Disclose
PE Vista Equity Partners Fund VI-A LP [2017-03-30] 3,770.8 M 4,570.2 M
Filed 2017-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $38,125 · Revenue Decline to Disclose
PE Vista Equity Partners Fund VI LP [2017-03-30] 6,694.2 M 7,629.8 M
Filed 2017-03-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $288,250 · Revenue Decline to Disclose
PE Vista Foundation Fund III-A LP [2017-03-30] 697.5 M
Filed 2016-05-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Foundation Fund III LP [2017-03-30] 2,459.3 M
Filed 2016-05-18 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Vista Credit Opportunities Fund II-A LP [2017-03-01] 96.8 M 99.4 M
Filed 2017-03-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $25,417 · Revenue Decline to Disclose
PE VEPF V Co-Invest 1-B LP 2016-03-30 0.9 M
PE VEPF V Co-Invest 1 LP [2016-03-30] 0.8 M
Filed 2014-12-19 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF IV Co-Invest 2-A LP [2015-03-31] 98.5 M
Filed 2014-07-22 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF IV Co-Invest 2 LP [2015-03-31] 130.5 M
Filed 2014-07-22 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF V Co-Invest 1-A LP [2015-03-31]
Filed 2014-11-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE VEPF V FAF LP [2015-03-31] 38.0 M
Filed 2014-07-11 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Vista Credit Opportunities Fund I-6Y LP [2015-03-31] 50.3 M
Filed 2014-10-16 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Associates V LLC 2015-03-31 1.7 M
PE Vista Equity Partners Fund V-A LP [2015-03-31] 1,345.6 M
Filed 2014-03-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund V-B LP 2015-03-31 80.8 M
PE Vista Equity Partners Fund V Executive LP [2015-03-31] 7.7 M
Filed 2014-07-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund V LP [2015-03-31] 3,386.8 M
Filed 2014-03-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF Vista Public Strategies Fund LP [2015-03-31] 236.6 M 2.8 M
Filed 2019-04-01 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF VCOF I FAF LP [2014-03-28] 14.8 M
Filed 2014-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue $5,000,001 - $25,000,000
PE VFF II FAF LP [2014-03-28] 45.0 M
Filed 2013-05-15 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF Vista Credit Opportunities Fund I LP [2014-03-28] 119.0 M
Filed 2014-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE Vista Foundation Associates II LLC 2014-03-28 1.5 M
PE Vista Foundation Fund II-A LP [2014-03-28] 177.5 M
Filed 2013-05-15 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE Vista Foundation Fund II Executive LP [2014-03-28] 10.5 M
Filed 2013-10-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Foundation Fund II LP [2014-03-28] 757.4 M
Filed 2013-05-14 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
PE VEPF IV Co-Invest 1-A LP 2013-03-22 813.4 M
PE VEPF III FAF LP [2012-02-14] 1.7 M
PE VEPF IV FAF LP [2012-02-14] 54.5 M 41.9 M
Offered $3,300,000,000 · Filed 2012-11-30 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining $3,245,476,612 · Duration One year or less · Revenue Decline to Disclose
PE VFF I FAF LP [2012-02-14] 7.9 M
Filed 2011-01-05 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Fund II LP 2012-02-14 265.1 M
PE Vista Equity Partners Associates III LLC 2012-02-14
PE Vista Equity Partners Associates IV LLC 2012-02-14 2.7 M
PE Vista Equity Partners Fund III LP [2012-02-14] 105.0 M
PE Vista Equity Partners Fund III Parallel LP [2012-02-14] 9.8 M
PE Vista Equity Partners Fund IV LP [2012-02-14] 2,704.0 M 2,692.0 M
Offered $3,300,000,000 · Filed 2012-11-30 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $595,979,392 · Duration One year or less · Revenue Decline to Disclose
PE Vista Equity Partners Fund IV Parallel LP [2012-02-14] 666.5 M 560.5 M
Offered $666,499,303 · Filed 2012-08-31 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $10,000,000 · Duration One year or less · Revenue Decline to Disclose
PE Vista Foundation Associates I LLC 2012-02-14 0.0 M
PE Vista Foundation Fund I LP [2012-02-14] 276.1 M 34.2 M
Offered $400,000,000 · Filed 2011-01-05 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $100,000 · Remaining $123,915,659 · Duration More than one year · Commission $1,172,525 · Revenue Not Applicable
PE Vista Foundation Fund I Parallel LP [2012-02-14] 110.0 M 13.3 M
Offered $400,000,000 · Filed 2011-01-05 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $290,000,000 · Duration More than one year · Revenue Not Applicable
AUM Breakdown Accounts AUM ($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 Partners2011 - 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 2011 - 2026
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$7.8B
ServesInstitutional
Fund TypesHedge Fund, Private Equity
LEI54930058AYGCXPRJ5G30
Related People Network
165 people file Form D offerings alongside this firm's people, tied to 4 other firms through shared filers.
Form 3/4/5 Subject 2011 - 2026
Smith Robert F
Vista Equity Partners Fund VI LP
VEP Group LLC
VEPF VI GP Ltd
Vista Equity Partners Management LLC
Vista Equity Partners Fund VI-A LP
VEPF VI FAF LP
Integral AD Science Holding Corp
Vista Equity Partners Fund VI GP LP
VEPF Management LP
View All
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
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
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