Vista Equity Partners III 13F filings and top holdings and stakes (2024)

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Positions held by Vista Equity Partners III consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vista Equity Partners Management

Vista Equity Partners Management holds 29 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cvent Holding Corp Common Stock (CVT) 32.9 $2.1B 398M 5.40
Powerschool Holdings Com Cl A (PWSC) 26.7 $1.7B 75M 23.08
Jamf Hldg Corp (JAMF) 17.7 $1.2B 54M 21.30
Integral Ad Science Hldng (IAS) 12.7 $830M 94M 8.79
Knowbe4 Cl A (KNBE) 6.2 $407M 16M 24.78
Workday Cl A (WDAY) 0.3 $22M +14% 131k 167.33
Cyberark Software SHS (CYBR) 0.3 $21M -12% 161k 129.65
Lightspeed Commerce Sub Vtg Shs (LSPD) 0.3 $20M 1.4M 14.30
Check Point Software Tech Lt Ord (CHKP) 0.3 $18M NEW 143k 126.16
Palo Alto Networks (PANW) 0.3 $18M -32% 127k 139.54
Servicenow (NOW) 0.3 $17M -20% 44k 388.27
Tyler Technologies (TYL) 0.2 $16M 49k 322.41
Dynatrace Com New (DT) 0.2 $13M -18% 349k 38.30
Guidewire Software (GWRE) 0.2 $12M +104% 189k 62.56

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Microsoft Corporation (MSFT) 0.2 $12M -19% 49k 239.82
Smartsheet Com Cl A (SMAR) 0.2 $11M -45% 278k 39.36
Sentinelone Cl A (S) 0.1 $6.7M -71% 463k 14.59
Five9 (FIVN) 0.1 $6.0M -75% 89k 67.86
Hubspot (HUBS) 0.1 $6.0M -43% 21k 289.13
Warner Music Group Corp Com Cl A (WMG) 0.1 $6.0M -62% 172k 35.02
Tenable Hldgs (TENB) 0.1 $6.0M NEW 157k 38.15
Workiva Com Cl A (WK) 0.1 $5.9M NEW 70k 83.97
Paycom Software (PAYC) 0.1 $5.9M -54% 19k 310.31
Amazon (AMZN) 0.1 $5.2M -51% 62k 84.00
Datadog Cl A Com (DDOG) 0.1 $5.1M -64% 70k 73.50
Atlassian Corporation Cl A (TEAM) 0.1 $5.1M NEW 39k 128.68
Toast Cl A (TOST) 0.1 $4.9M -15% 273k 18.03
Marqeta Class A Com (MQ) 0.1 $3.7M 600k 6.11
Bill Com Holdings Ord (BILL) 0.0 $2.9M -80% 26k 108.96

Past Filings by Vista Equity Partners Management

SEC 13F filings are viewable for Vista Equity Partners Management going back to 2012

View all past filings

Download quarterly data for Vista Equity Partners III

This data is downloadable for data subscribers.* To download the data without a subscription, you can purchase 90-day access to a single fund (Vista Equity Partners III) for $24.00 USD (one time).

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Vista Equity Partners III 13F filings and top holdings and stakes (2024)

FAQs

What are Vista Equity Partners largest holdings? ›

Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Vista Equity Partners Management, Llc's top holdings are Cvent Holding Corp (US:CVT) , PowerSchool Holdings Inc Class A (US:PWSC) , Jamf Holding Corp (US:JAMF) , Integral Ad Science Holding Corp (US:IAS) , and KnowBe4, Inc.

Is Vista Equity Partners a good company? ›

Is Vista Equity Partners a good company to work for? Vista Equity Partners has an overall rating of 3.7 out of 5, based on over 67 reviews left anonymously by employees. 52% of employees would recommend working at Vista Equity Partners to a friend and 54% have a positive outlook for the business.

Which firm did Vista Equity Partners buy? ›

Duck Creek Technologies, an intelligent solutions provider defining the future of property, casualty and general insurance, announced the completion of its acquisition by Vista Equity Partners for $19.00 per share in an all-cash transaction valued at approximately $2.6 billion.

How many companies does Vista Equity Partners own? ›

Our private equity and permanent capital portfolio includes more than 80 enterprise software, data and technology-enabled companies that serve over 400 million users and employ more than 100,000 team members around the world.

How much does a VP at Vista Equity Partners make? ›

Vista Equity Partners pays vice presidents $76 an hour, on average.

How much does Vista Equity Partners pay partners? ›

The average salary for an Associate is $50,041 per year in United States, which is 67% lower than the average Vista Equity Partners salary of $152,227 per year for this job.

Does Vista Equity Partners pay well? ›

How Much Does Vista Equity Partners Pay In California? The average salary for a Vista Equity Partners employee in California is $79,590, ranging between $40,000 to $155,000 per year. This is higher than the national average salary for Vista Equity Partners employees of $75,982.

What happens when Vista equity buys your company? ›

Vista often keeps a company's headquarters in place and encourages it to expand in lower-cost markets. In a textbook Vista deal, operating margins at a company might be around 20% when Vista buys it. Once its “best practices” are implemented, 4-5 years later, profitability is at 50%.

Who owns Vista equity? ›

Founder, Chairman and CEO. Robert F. Smith is Vista's Founder, Chairman and CEO. He directs Vista's investment strategy and decisions, governance and investor relations.

What is Vista Equity Partners known for? ›

Vista Equity Partners is one of the largest American private equity firms focused on financing and forwarding software, data, and technology-enabled startup businesses. Vista has invested in hundreds of companies, including Misys, Ping Identity, and Marketo.

How much does Vista Equity Partners pay counsel? ›

The average Vista Equity Partners salary ranges from approximately $72,000 per year for Executive Assistant to $278,906 per year for Counsel. Average Vista Equity Partners hourly pay ranges from approximately $10.95 per hour for Receptionist to $17.32 per hour for Office Coordinator.

What is the average deal size for Vista Equity Partners? ›

The average startup value when the investment from Vista Equity Partners is 100-500 millions dollars.

What is the latest fund size for Vista equity? ›

Vista's latest flagship fund halfway to $20bn target.

Who is head of tax at Vista Equity Partners? ›

Colin Rakita - Senior Vice President, Head of Tax and General Partner Programs - Vista Equity Partners | LinkedIn.

Who are Vista Group competitors? ›

VistaCompetitors and Alternatives
  • Viewpoint Spectrum. Compare. Learn More.
  • SAP ERP. Compare.
  • CMiC Construction Platform. Compare. CMiC Resource Center.
  • Sage Intacct. Compare. Free Trial.
  • HCSS. Compare.
  • NetSuite ERP. Compare. Ask an Analyst.
  • Sage 300 Construction and Real Estate. Compare.
  • Sage 100 Contractor. Compare.

What is the highest salary for VP? ›

Vice President (VP) salary in India ranges between ₹ 22.0 Lakhs to ₹ 100.0 Lakhs with an average annual salary of ₹ 45.0 Lakhs. Salary estimates are based on 2k latest salaries received from Vice President (VP)s.

How much does a SVP make in private equity? ›

$458,685. How accurate does $458,685 look to you? Your input helps Glassdoor refine our pay estimates over time.

What is the highest salary for VP of finance? ›

$319,020
  • $273,629 /yr. Vice President of Finance.
  • $395,466 /yr. Senior Vice President of Finance.
  • $118,053 /yr. Executive Finance Manager.

How do equity partners get paid? ›

A partner's pay is connected to the firm's revenue as a part-owner of the company. Equity partners are paid in either a monthly or quarterly “draw” which is a distribution of the firm's profits over a certain period of time.

How much do private equity partners make in carry? ›

Carried interest can be very lucrative because the Partners at the PE firm might contribute only 1-5% of the fund's capital, but if it performs above the hurdle rate, they can claim 20% of the fund's profits. Of course, it can easily go the other way as well.

How much do top law firm equity partners get paid? ›

A 2022 survey of partners in “NLJ 350- and Global 100-size firms” found average compensation of $1.12 million, a 15% increase over the average in the prior survey conducted in 2020.

What is the highest salary in private equity? ›

Highest salary that a Private Equity Analyst can earn is ₹31.6 Lakhs per year (₹2.6L per month).

What is the highest salary of equity dealer? ›

Highest salary that a Equity Dealer can earn is ₹4.0 Lakhs per year (₹33.3k per month). How does Equity Dealer Salary in India change with experience? An Entry Level Equity Dealer with less than three years of experience earns an average salary of ₹2.7 Lakhs per year.

Is getting paid in equity good? ›

Offering equity compensation to employees can help a company reserve their funding for operations, starting initiatives and investing, and it can help reduce spending money on high salaries. This is especially common for startup companies that may be reliant on seed funding, and may not have a large cash flow.

How do investors get their money back from equity? ›

Dividends. One of the most straightforward ways for companies to pay back their investors is through dividends. A dividend is the distribution of some of a company's profits to its shareholders, either in the form of cash or additional stock.

Can you sell your equity back to a company? ›

If you're an individual investor you cannot buy shares of private stock, but you can sell them. In most cases, the easiest option is to sell your shares of stock back to the company that issued them. Otherwise, you can find a broker who will help you find a buyer and conduct this transaction.

Do equity investors get paid back? ›

Equity financing results in no debt that must be repaid. It's also an option if your business can't obtain a loan. It's seen as a lower risk financing option because investors seek a return on their investment rather than the repayment of a loan.

Who is the black billionaire Smith? ›

Robert Frederick Smith (born December 1, 1962) is an American billionaire businessman and philanthropist. He is the founder, chairman, and CEO of private equity firm Vista Equity Partners.

How big is Vista equity? ›

How big is Vista Equity Partners? Vista Equity Partners has more than $96 billion in assets under management, including a portfolio of over 80 enterprise software companies. Since its founding in 2000, Vista has expanded to include offices across the United States and more than 600 employees worldwide.

Who are Vista equity competitors? ›

Vista Equity Partners top competitors include: Thoma Bravo LLC, Hellman & Friedman LLC, Wingate Partners LLP, Silver Lake Management LLC What companies has Vista Equity Partners acquired?

What is the difference between private equity and public equity? ›

The term “private equity” denotes shares of owner‑ ship in companies that are not (or not yet) listed on a stock exchange. The term “public equity” refers to shares of companies that already trade on a stock exchange.

What are the core values of Vista Equity Partners? ›

Implement and drive a culture of excellence that values teamwork and collaboration; diversity, equity and inclusion; legal, compliance and ethical standards; and honors our opportunity to serve our stakeholders.

How many employees does Vista Equity Partners have? ›

Vista Equity Partners has 100 employees, and the revenue per employee ratio is $44,541,901. Vista Equity Partners peak revenue was $4.5B in 2022.

What is the highest paying partner law firm? ›

List of largest United States-based law firms by profits per partner
Rank by PPEPFirm2021/2022 PPEP
1Wachtell, Lipton, Rosen & Katz$8,400,000
2Kirkland & Ellis$7,388,000
3Davis Polk & Wardwell$7,010,000
4Sullivan & Cromwell$6,366,000
16 more rows

How much does a law firm partner earn in Phoenix? ›

How much does a Law Firm Partner make in Phoenix, AZ? The average Law Firm Partner salary in Phoenix, AZ is $225,683 as of May 01, 2023, but the salary range typically falls between $190,188 and $268,534.

What is the difference between counsel and non equity partner? ›

The biggest difference between a non-equity partner and an of counsel is that the former is someone who shows the ambition and drives to be an equity partner potentially. They generally have interpersonal skills, are willing to work very hard, and also have good legal skills. They are just not really quite there yet.

What is the minimum investment for Vista equity Fund? ›

The minimum commitment to the fund is $10 million, subject to GP discretion. It is expected to hold the final close early in the first quarter of next year. The fund will have a five-year investment period from final closing, and a five-year harvesting period, with one optional one-year extension at GP discretion.

How much is an equity partner buy in? ›

Buy-ins range from $100,000 to $150,000, with the average being $144,000. Only 18 out of 400 participating firms reported buy-ins in excess of $400,000.

How much should I allocate to private equity? ›

While the proportion of private equity in a portfolio very much depends on an investor's unique preferences, our findings suggest that up to 20% of an equity allocation is appropriate. Investors tend to include private equity in their portfolios to harvest liquidity premiums and enhance returns.

Which equity fund gives highest return? ›

Best Performing Equity Mutual Funds
Scheme NameExpense Ratio5Y Return (Annualized)
Quant Mid Cap Fund0.63%20.59% p.a.
Quant Flexi Cap Fund0.58%19.85% p.a.
PGIM India Midcap Opportunities Fund0.43%19.58% p.a.
Parag Parikh Flexi Cap Fund0.72%18.78% p.a.
6 more rows

What is the average size first VC fund? ›

The median size of US VC funds has grown 38.9% from last year to stand at $50 million in Q3 2022. While some of these vehicles began fundraising before the downturn, the numbers suggest that capital commitments have yet to dry up. As the saying goes, the bigger the better.

How many equity funds should I have? ›

The consensus is that a well-balanced portfolio with approximately 20 to 30 stocks diversifies away the maximum amount of unsystematic risk.

Who is the senior associate at Vista Equity Partners? ›

Kyle Henderson - Senior Associate - Vista Equity Partners | LinkedIn.

How many assets does Vista equity have? ›

With over $96 billion in assets under management and over 20 years of investing exclusively in enterprise software, we believe the transformative power of technology is the key to an even better future — a healthier planet, a smarter economy, a diverse and inclusive community, and a broader path to prosperity.

What is Robert Smith's net worth? ›

Who owns the Vista Group? ›

Vista began in 1996 when founder Murray Holdaway was asked by a global cinema company to produce ticketing software to enhance the cinema experience. The result was ground-breaking technology that we continue to focus and expand on across our group of businesses today.

Is Vista a SaaS company? ›

Vista Cloud combines decades of industry expertise, a commitment to constant innovation, and the benefits of SaaS. We want to empower cinema exhibitors to continuously provide the best cinema experience for their guests, now and in the future.

What are the largest private equity acquisitions? ›

The largest private equity deal of 2021 appears to be the bid of KKR & Co. Inc. for Italian telecommunications giant Telecom Italia SpA. The transaction value was estimated at 36.7 billion U.S. dollars.

What does Vista invest in? ›

Vista Equity Partners (Vista) is a leading global investment firm founded by Robert F. Smith. The firm invests exclusively in enterprise software, data and technology-enabled businesses and leverages private equity, permanent capital, credit and public equity investment strategies.

Who are the owners of Vista equity? ›

Robert F. Smith is the Founder, Chairman and CEO of Vista Equity Partners. He directs Vista's investment strategy and decisions, firm governance and investor relations.

What is the highest paying private equity fund? ›

Apollo Global Management: Apollo Global Management is frequently reputed to be the highest-paying firm on the street in terms of all-in compensation, paying their Associates upwards of $450k per year.

What is the biggest company buyout ever? ›

As of August 2022, the largest ever acquisition was the 1999 takeover of Mannesmann by Vodafone Airtouch plc at $183 billion ($297.7 billion adjusted for inflation).

What does Suze Orman recommend investing in? ›

Your investment portfolio should have a good mix of stocks and bonds and include low-cost index mutual funds or ETFs, Orman wrote in a blog post. Once you have the right mix, there's nothing you should do aside from contributing regularly and reviewing your portfolio annually.

How long does Vista equity hold companies? ›

They have some permanent equity vehicles where they can hold companies indefinitely as well.

What is the net worth of Vista? ›

Net Worth Summary

Vista had $95 billion of assets under management according to the firm's website in January 2023. Smith's stake in Vista is valued using the $7 billion valuation implied by Dyal Capital Partners' acquisition of a minority stake in Vista in July 2017.

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