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CIK: 0001569532
Total reported value
$23.2M
$23.2M
2 檔
183.5%
During the Q1 2026 filing period, Vista Equity Partners Management, LLC (CIK: 0001569532) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $23.2M across 2 reported positions.
In Q1 2026, Vista Equity Partners Management, LLC adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NAVN | Navan Inc-cl A | Stock-Other | 64.75% | -64.75% | EXIT | |
| 2 | KLAR | Klarna Group plc | Stock-Other | 35.25% | +64.75% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NAVN | Navan Inc-cl A | +58.3% | -17.82% | Trim |
| 2 | KLAR | Klarna Group plc | +30.3% | — | Unchanged |
| 3 | JAMF | Jamf Holding CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Vista Equity Partners Management, LLC reported a total U.S. public equity portfolio value of $23.2M across 2 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NAVN, KLAR) accounted for 183.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
JAMF
前期市值: $590.1M
During Q1 2026, Vista Equity Partners Management, LLC's top holdings by market value included NAVN (64.8%)、KLAR (35.3%). The largest single position, NAVN, represented 64.8% of total portfolio value.
In Q1 2026, Vista Equity Partners Management, LLC made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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