Top Institutional Investors

VISTA EQUITY PARTNERS MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1569532 · latest 13F-HR filed 2026-05-15

Backtest portfolio

VISTA EQUITY PARTNERS MANAGEMENT, LLC manages $42.7M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NAVN (64.75%), KLAR (35.25%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$42.7M

Long-equity book

Holdings

2

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −1 / ↑0 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • KLARNA GROUP PLC-$18.2M -54.7%
  • NAVAN INC-$15.7M -36.3%
Show all 2 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • JAMF HLDG CORP$590.1M
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NAVAN INC NAVN 639193101 $27.6M 64.75% 2,086,120 SH
2 KLARNA GROUP PLC KLAR G5279N105 $15.0M 35.25% 1,148,592 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $42.7M 2 0001172661-26-002290
2025-12-31 2026-02-17 $666.7M 3 0001172661-26-001074
2025-09-30 2025-11-14 $1.19B 3 0001172661-25-005067