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.

VEPF IVX CO-INVEST 1-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$374MGross asset value

Form D fundraising filings

VEPF IVX Co-Invest 1-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 JPMORGAN CHASE BANK NEWARK, Delaware, 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: 805-9145272527
Reported beneficial owners: 3
Minimum commitment: $0
Form D file number: 021-288501

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.

VEPF VIII CO-INVEST 4-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$369MGross asset value

Form D fundraising filings

VEPF VIII Co-Invest 4-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

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: 805-4152307802
Reported beneficial owners: 25
Minimum commitment: $0
Form D file number: 021-502201

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.

VISTAONE (LUX) FEEDER, SICAV SAHedge Fund · Last reported Sep 4, 2026$357MGross asset value

Fund administrator BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AUDIT, S.A R.L. HOWALD, Luxembourg

Custodian BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Marketer ALLFUNDS BANK, S.A.U. MADRID, Spain Related to adviser: No

Marketer ARK GROUP HOLDINGS (HONG KONG) LIMITED CAUSEWAY BAY, Hong Kong Related to adviser: No

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

Marketer DBS BANK LIMITED SINGAPORE, Singapore Related to adviser: No

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

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer MORGAN STANLEY NEW YORK, New York, United States Related to adviser: No

Marketer S64 VENTURES LIMITED LONDON, United Kingdom 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 AUDIT, S.A R.L.
PCAOB 34

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

MORGAN STANLEY
CRD 149777 · SEC 801-70103

Fund details & source

Fund ID: 805-1708551843
Reported beneficial owners: 275
Minimum commitment: $25K

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 CO-INVEST FUND 2017-3, L.P.Private Equity Fund · Last reported Sep 4, 2026$296MGross asset value

Form D fundraising filings

Vista Co-Invest Fund 2017-3, 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

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: 805-5001144816
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-298388

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 ENDEAVOR FUND III-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$285MGross asset value

Form D fundraising filings

Vista Equity Endeavor Fund III-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

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

Marketer ALLOCATE MANAGEMENT COMPANY, LLC MIAMI, Florida, United States Related to adviser: No

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

Marketer CITI PRIVATE ALTERNATIVES, LLC NEW YORK, New York, United States Related to adviser: No

Marketer ICAPITAL 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: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

ALLOCATE MANAGEMENT COMPANY, LLC
CRD 316814 · SEC 801-126667

CAIS CAPITAL LLC
CRD 154512 · SEC 8-68646

CITI PRIVATE ALTERNATIVES, LLC
CRD 153777 · SEC 8-69789

Fund details & source

Fund ID: 805-7242911385
Reported beneficial owners: 18
Minimum commitment: $10M
Form D file number: 021-538214

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 PROSVASI 2023, L.P.Private Equity Fund · Last reported Sep 4, 2026$263MGross asset value

Form D fundraising filings

Vista Prosvasi 2023, 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 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
PCAOB 34

Fund details & source

Fund ID: 805-1415916846
Reported beneficial owners: 4
Minimum commitment: $0
Form D file number: 021-484668

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 CO-INVEST FUND 2018-1, L.P.Private Equity Fund · Last reported Sep 4, 2026$246MGross asset value

Form D fundraising filings

Vista Co-Invest Fund 2018-1, 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

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: 805-8850198912
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-304637

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.