VISTA EQUITY PARTNERS MANAGEMENT, LLC
SAN FRANCISCO CA
Investment Advisor
Hedge Fund
Vista Equity Partners Management is based out of San Francisco. Vista Equity Partners Management is a hedge fund with 109 clients and discretionary assets under management (AUM) of $99,840,609,738 (Form ADV from 2025-01-02). Their last reported 13F filing for Q3 2024 included $3,469,931,980 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Vista Equity Partners Management's largest holding is PowerSchool Holdings Inc with shares held of 71,118,123. Whalewisdom has at least 51 13F filings
Business Description
Vista seeks to retain consultants to reduce costs for portfolio companies and ultimately, the Funds. However, there's no guarantee that these consultants will actually save money or that they are the most qualified for the job. Vista aims to mitigate potential conflicts of interest by aligning consultant compensation with the interests of the Funds' Limited Partners.
Consultants may provide services related to identifying, acquiring, holding, improving, and disposing of portfolio companies, including operational aspects and "front office" functions like sourcing or investment-related activities. These services can range from high-level insights to extensive day-to-day roles, and may involve supporting the General Partner or portfolio companies in areas like management, supply chain, finance, human capital, IT, cybersecurity, and sustainability.
Investment Strategy
Vista's investment strategies are flexible and dynamic, allowing for adaptation to market conditions and opportunities. General Partners can pursue additional strategies beyond the initial plan, including investments outside of Vista's traditional industries and sectors. They can also adjust their investment process and techniques as deemed appropriate, ensuring alignment with the governing documents.
Vista prioritizes attractive returns for its funds, allocating investment opportunities based on factors outlined in the Allocation Policy. This policy can be amended without prior notice, and Vista reserves the right to allocate investments to itself or its affiliates, potentially bridging or warehousing opportunities for current or future funds. Growth-equity investments, involving non-control positions in portfolio companies, are permitted, offering potential for significant capital gains but also carrying higher business and financial risks.
Owners
- HICKEY, JAMES, PATRICK - SENIOR MANAGING DIRECTOR AND PERENNIAL FUND CO-HEAD, PERMANENT CAPITAL, MEMBER OF EXECUTIVE COMMITTEE
- REINKE, GWEN, GORHAM - SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
- FLANNERY, DAVID, J - SENIOR MANAGING DIRECTOR AND PRESIDENT OF VISTA CREDIT PARTNERS, MEMBER OF EXECUTIVE COMMITTEE
- SMITH, ROBERT, FREDERICK - CHAIRMAN AND CHIEF EXECUTIVE OFFICER, MEMBER OF EXECUTIVE COMMITTEE
- HUNG, BETTY, WENI - MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE
- MYERS, GREGORY, RIDGWAY - SENIOR MANAGING DIRECTOR AND HEAD OF CAPITAL & PARTNER SOLUTIONS, MEMBER OF EXECUTIVE COMMITTEE
- ARNOLD, RACHEL, NICOLE - SENIOR MANAGING DIRECTOR, CO-HEAD OF ENDEAVOR FUND, MEMBER OF EXECUTIVE COMMITTEE
- FOSNAUGH, MICHAEL, EUGENE - SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE
- SAROYA, MANEET - SENIOR MANAGING DIRECTOR AND FLAGSHIP FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE
- HIRSCH, JUSTIN, P - MANAGING DIRECTOR, HEAD OF STRATEGY, MEMBER OF EXECUTIVE COMMITTEE
- SCHWARTZ, ALAN, GREGORY - SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER
- LEMA, CHRISTINA, SILVIA - MANAGING DIRECTOR, GENERAL COUNSEL OF VISTA EQUITY PARTNERS MANAGEMENT, LLC
- BREACH, DAVID, ANDREW - PRESIDENT AND CHIEF OPERATING OFFICER, MEMBER OF EXECUTIVE COMMITTEE
- DILLARD, LAUREN, BENNETT - SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, MEMBER OF EXECUTIVE COMMITTEE
- Syed, Nadeem - SENIOR MANAGING DIRECTOR, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE
- Severson, Patrick - SENIOR MANAGING DIRECTOR, CO-HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE
- Taylor, Martin, Andrew - SENIOR MANAGING DIRECTOR, CO- HEAD OF FOUNDATION FUND, MEMBER OF EXECUTIVE COMMITTEE
- VHG CAPITAL, L.P. - MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC
- VEP GROUP, LLC - SENIOR MANAGING MEMBER OF VISTA EQUITY PARTNERS MANAGEMENT, LLC Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)

2024-09-30
Top Buys (13F)
Name | % Change |
---|

2024-09-30
Top Sells (13F)
Name | % Change |
---|---|
SNPS Synopsys Inc | 0.7% |
HUBS Hubspot Inc | 0.67% |
CYBR CyberArk Software Lt | 0.64% |
ANET Arista Networks Inc | 0.61% |
OKTA Okta Inc | 0.61% |

2024-09-30
13F Holdings Summary
Name | $ Change |
---|---|
PWSC PowerSchool Holdings | 46.75% |
JAMF Jamf Holding Corp | 22.68% |
IAS Integral Ad Science | 20.25% |
SMAR Smartsheet Inc | 10.32% |

2024-09-30
13F Activity
Market Value | $3.47b, Prior: $3.76b |
Inflows (Outflows) as % of Total MV | (-18.7823)% |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 30 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 88.24% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 13.5 quarters |
Time Held Top 10 | 10.75 quarters |
Time Held All | 13.5 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-09-30
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30