AI Analysis · Q1 2026 · Q1 2026
1. Portfolio Overview
The SEC 13F filing for Vista Equity Partners Management, LLC reveals a highly concentrated portfolio with a total market value of approximately $1.19 billion as of September 30, 2025. This represents a significant increase in portfolio value of 22.3% compared to the previous quarter's value of $971.59 million. The portfolio is exceptionally narrow in scope, containing only three holdings. This lack of diversification indicates a high-conviction investment strategy wher...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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