VISTA EQUITY PARTNERS Overview

Vista Equity Partners Management Llc is an investment advisor that manages 15.8 BN dollars in regulatory AUM and has 106 employees, of which 56 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 216MM in positions, representing 1% of the manager's regulatory AUM.

VISTA EQUITY PARTNERS StockAlpha

+3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VISTA EQUITY PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BLOX 33.18% Tech 0.3% 0.82% 2 3%
CVLT 6.28% Tech -3.91% -0.12% 1 6%
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FEATURED IN
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VISTA EQUITY PARTNERS Founders and Key Employees

Name Title In Position Since
Robert F. Smith Chairman And Chief Executive Officer October-2010
Brian N. Sheth President October-2010
John R. Warnken-Brill Chief Financial Officer September-2006
James M. Ford President Of Credit And Public Equity February-2015
Christina S. Lema General Counsel February-2012
David A. Breach Chief Operating Officer And Chief Legal Officer April-2015
Gwen G. Reinke Chief Compliance Officer January-2015

VISTA EQUITY PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

VISTA EQUITY PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis and Investment Strategies

Equity Funds

Vista invests equity and (where permitted by Governing Documents) debt interests of private portfolio companies on behalf of the Equity Funds it manages. Vista invests in different structures
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such as leveraged buyouts and take-private transactions as well as recapitalizations, private investment in public equity, carve-outs and general buyouts. While Vista prefers to obtain control of its investments through majority ownership, it does invest in minority equity positions in growth companies. The unifying theme across Vista’s various investment structures is the ability to seek to influence the outcome of the investment through the application of its proprietary set of VSOPs.


Vista uses a proprietary process to evaluate potential investment opportunities, structure and execute transactions, ...
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VISTA EQUITY PARTNERS Portfolio Concentration

VISTA EQUITY PARTNERS Location

FOUR EMBARCADERO CENTER
20TH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94111

VISTA EQUITY PARTNERS Contact Information

Phone Number: 415-765-6500
Fax Number: 415-765-6666
Website:

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