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VISTA EQUITY PARTNERS MANAGEMENT, LLC
CRD 156973File 801-73726
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$106.02B
Top 10% of cohort (national)
Discretionary AUM
$104.73B
Non-discretionary $1.29B
Clients
128
128 accounts
Employees
643
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 30, 2012
- Principal office
- FOUR EMBARCADERO CENTER, 20TH FLOOR, SAN FRANCISCO, CA, 94111
- Phone
- 415-765-6500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $106.02B
- Discretionary AUM
- $104.73B
- Non-discretionary AUM
- $1.29B
- Discretionary accounts
- 120
- Non-discretionary accounts
- 8
- Total accounts
- 128
- AUM per client
- $828.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 128 | $106.02B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.