Investment adviser · CRD 156973

VISTA EQUITY PARTNERS MANAGEMENT, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Sep 4, 2026

Regulatory AUM: $106B
Client accounts: 128
Employees: 643
Advisory professionals: 159

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	128	$106,022,254,910	100.0%

Filing source

Form ADV 2128788 · Sep 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

VISTA EQUITY PARTNERS FUND VIII-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$13.2BGross asset value

Form D fundraising filings

VISTA EQUITY PARTNERS FUND VIII-A, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP AUSTIN, Texas, United States

Custodian GOLDMAN SACHS BANK USA NEW YORK, New York, United States Related to adviser: No

Custodian LIBERUM WEALTH ST PETER PORT, Guernsey Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source

Fund ID: 805-6802719409
Reported beneficial owners: 328
Minimum commitment: $10M
Form D file number: 021-434931

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VISTA EQUITY PARTNERS FUND VII-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$11.4BGross asset value

Form D fundraising filings

Vista Equity Partners Fund VII-A, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian COMPUTERSHARE CANTON, Massachusetts, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source

Fund ID: 805-5656308332
Reported beneficial owners: 290
Minimum commitment: $10M
Form D file number: 021-320421

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VISTA EQUITY PARTNERS FUND VIII, L.P.Private Equity Fund · Last reported Sep 4, 2026$10.4BGross asset value

Form D fundraising filings

VISTA EQUITY PARTNERS FUND VIII, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP AUSTIN, Texas, United States

Custodian GOLDMAN SACHS BANK USA NEW YORK, New York, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No

Custodian LIBERUM WEALTH ST PETER PORT, Guernsey Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source

Fund ID: 805-3708230616
Reported beneficial owners: 196
Minimum commitment: $10M
Form D file number: 021-434930

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VISTA EQUITY PARTNERS FUND VII, L.P.Private Equity Fund · Last reported Sep 4, 2026$10.3BGross asset value

Form D fundraising filings

Vista Equity Partners Fund VII, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIBANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian COMPUTERSHARE CANTON, Massachusetts, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source

Fund ID: 805-6805923904
Reported beneficial owners: 219
Minimum commitment: $10M
Form D file number: 021-320420

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VISTA EQUITY PARTNERS FUND VI, L.P.Private Equity Fund · Last reported Sep 4, 2026$7.63BGross asset value

Form D fundraising filings

Vista Equity Partners Fund VI, L.P.

Feeder funds

VISTA EQUITY PARTNERS FUND VI-DE, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Custodian EQUINITI TRUST COMPANY, LLC NEW YORK, New York, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source

Fund ID: 805-9932646137
Reported beneficial owners: 151
Minimum commitment: $10M
Form D file number: 021-259040
Form D file number: 021-259044

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VISTA EQUITY PARTNERS HUBBLE, L.P.Private Equity Fund · Last reported Sep 4, 2026$6.24BGross asset value

Form D fundraising filings

Vista Equity Partners Hubble, L.P.

Feeder funds

VISTA EQUITY PARTNERS HUBBLE FEEDER, L.P

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP AUSTIN, Texas, United States

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-4567316471
Reported beneficial owners: 140
Minimum commitment: $0
Form D file number: 021-538255
Form D file number: 021-538256

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VISTA EQUITY PARTNERS FUND VI-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$4.57BGross asset value

Form D fundraising filings

Vista Equity Partners Fund VI-A, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP GRAND CAYMAN, Cayman Islands

Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

Custodian EQUINITI TRUST COMPANY, LLC NEW YORK, New York, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK NEWARK, Delaware, United States Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source

Fund ID: 805-9279278458
Reported beneficial owners: 140
Minimum commitment: $10M
Form D file number: 021-259042

Form ADV 2128788 · Sep 4, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 4, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

FOUR EMBARCADERO CENTER, 20TH FLOOR
SAN FRANCISCO, CA, 94111, United States

CRD 156973

Filing source

Form ADV 2128788 · Sep 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.