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 V, L.P.Private Equity Fund · Last reported Sep 4, 2026$3.39BGross asset value

Form D fundraising filings

Vista Equity Partners Fund V, 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 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: 805-6152071964
Reported beneficial owners: 136
Minimum commitment: $10M
Form D file number: 021-214244

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 FOUNDATION FUND IV, L.P.Private Equity Fund · Last reported Sep 4, 2026$3.22BGross asset value

Form D fundraising filings

Vista Foundation Fund IV, 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 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: 805-2038839705
Reported beneficial owners: 150
Minimum commitment: $10M
Form D file number: 021-360999

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 IV, L.P.Private Equity Fund · Last reported Sep 4, 2026$2.69BGross asset value

Form D fundraising filings

Vista Equity Partners Fund IV, 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 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: 805-9151710638
Reported beneficial owners: 91
Minimum commitment: $10M
Form D file number: 021-163839

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 FOUNDATION FUND III, L.P.Private Equity Fund · Last reported Sep 4, 2026$2.46BGross asset value

Form D fundraising filings

Vista Foundation Fund III, 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 CITIBANK, NA NEW YORK, New York, United States Related to adviser: No

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

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: 805-9951651010
Reported beneficial owners: 76
Minimum commitment: $10M
Form D file number: 021-263439

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 PERENNIAL A, L.P.Private Equity Fund · Last reported Sep 4, 2026$2.19BGross asset value

Form D fundraising filings

VISTA EQUITY PARTNERS PERENNIAL 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 ERNST & YOUNG 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

Provider details

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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-4848079126
Reported beneficial owners: 10
Minimum commitment: $50M
Form D file number: 021-326286

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 FOUNDATION FUND V, L.P.Private Equity Fund · Last reported Sep 4, 2026$2.02BGross asset value

Form D fundraising filings

Vista Foundation Fund V, 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

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

Marketer ALLEN, ALLEN & PARTNERS PTY LTD SYDNEY, Austria Related to adviser: No

Marketer BJARNI GUDLAUGSSON KOPAVOGUR, Iceland Related to adviser: No

Marketer BNP PARIBAS PARIS, France Related to adviser: No

Marketer CAIS CAPITAL LLC NEW YORK, New York, United States Related to adviser: No

Marketer FUNDCO OY HELSINKI, Finland Related to adviser: No

Marketer ICAPITAL NETWORK TECHNOLOGY SOLUTIONS NEW YORK, New York, United States Related to adviser: No

Marketer MOONFARE HOWALD, Luxembourg Related to adviser: No

Marketer NB JAPAN TOKYO, Japan Related to adviser: No

Marketer NH INVESTMENT & SECURITIES SEOUL, Korea, South Related to adviser: No

Marketer ROYC G.P. S.A.R.L HOWALD, Luxembourg Related to adviser: No

Marketer THRIVE ALTERNATIVES PTE. LTD. SINGAPORE, Singapore Related to adviser: No

Marketer UNICORN STRATEGIC CAPITAL MIAMI, Florida, United States Related to adviser: No

Provider details

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

DELOITTE & TOUCHE LLP
PCAOB 34

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

Fund details & source

Fund ID: 805-6302137590
Reported beneficial owners: 39
Minimum commitment: $10M
Form D file number: 021-529050

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 PERENNIAL, L.P.Private Equity Fund · Last reported Sep 4, 2026$1.81BGross asset value

Form D fundraising filings

VISTA EQUITY PARTNERS PERENNIAL, 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 ERNST & YOUNG 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

Provider details

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

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-2276606128
Reported beneficial owners: 9
Minimum commitment: $50M
Form D file number: 021-326284

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.