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 VIII CO-INVEST 6-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$227MGross asset value

Form D fundraising filings

VEPF VIII Co-Invest 6-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: 805-2983328867
Reported beneficial owners: 8
Minimum commitment: $0
Form D file number: 021-537025

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 EQUITY, L.P.Private Equity Fund · Last reported Sep 4, 2026$222MGross asset value

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: 805-3966182532
Reported beneficial owners: 165
Minimum commitment: $0

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-B, L.P.Private Equity Fund · Last reported Sep 4, 2026$203MGross asset value

Form D fundraising filings

Vista Equity Partners Fund VII-B, 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: 805-5199878976
Reported beneficial owners: 13
Minimum commitment: $10M
Form D file number: 021-320422

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-B, SCSPPrivate Equity Fund · Last reported Sep 4, 2026$201MGross asset value

Form D fundraising filings

Vista Equity Endeavor Fund III-B, SCSp

Fund administrator GEN II LUXEMBOURG SERVICES SARL HOWALD, Luxembourg Investor statements: No (provided to no investors) Related to adviser: No

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

Custodian GOLDMAN SACHS BANK USA 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 LENNERTZ & CO HAMBURG, Germany Related to adviser: No

Marketer ORION FINANCIAL PARTNERS OMAHA, Nebraska, 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

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

Fund details & source

Fund ID: 805-4973065106
Reported beneficial owners: 18
Minimum commitment: $10M
Form D file number: 021-538215

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 II-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$178MGross asset value

Form D fundraising filings

Vista Foundation Fund II-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 CITIBANK, N.A. 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

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: 805-8294569098
Reported beneficial owners: 25
Minimum commitment: $10M
Form D file number: 021-196494

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 7-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$173MGross asset value

Form D fundraising filings

VEPF VIII Co-Invest 7-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: 805-8310134339
Reported beneficial owners: 10
Minimum commitment: $0
Form D file number: 021-556963

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 EQUITY, L.P.Private Equity Fund · Last reported Sep 4, 2026$169MGross asset value

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: 805-2300057022
Reported beneficial owners: 63
Minimum commitment: $0

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.