Vista Equity Partners Management 13F annual report

Vista Equity Partners Management is an investment fund managing more than $4.41 trillion ran by Lauren Dillard. There are currently 32 companies in Mrs. Dillard’s portfolio. The largest investments include Integral Ad Science Hldng Co and Powerschool Holdings Inc, together worth $2.76 trillion.

Limited to 30 biggest holdings

$4.41 trillion Assets Under Management (AUM)

As of 7th August 2023, Vista Equity Partners Management’s top holding is 77,660,001 shares of Integral Ad Science Hldng Co currently worth over $1.4 trillion and making up 31.7% of the portfolio value.In addition, the fund holds 71,118,123 shares of Powerschool Holdings Inc worth $1.36 trillion. The third-largest holding is Jamf Hldg Corp worth $1.06 trillion and the next is HubSpot Inc worth $35.3 billion, with 66,427 shares owned.

Currently, Vista Equity Partners Management's portfolio is worth at least $4.41 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Vista Equity Partners Management

The Vista Equity Partners Management office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Lauren Dillard serves as the Chief Financial Officer at Vista Equity Partners Management.

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