VISTA EQUITY PARTNERS MANAGEMENT, LLC

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Type
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Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
02/14/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$678.7 b % Position40.00 % $ Change-3.00 % # Shares65,010,001 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$637.3 b % Position38.00 % $ Change-19.00 % # Shares45,358,762 # Change0.00 %
Stock Ticker83200N103 Stock NameSMARTSHEET INC $ Position$362.3 b % Position22.00 % $ Change1.00 % # Shares6,466,672 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
11/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,622.2 b % Position47.00 % $ Change2.00 % # Shares71,118,123 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$787.0 b % Position23.00 % $ Change5.00 % # Shares45,358,762 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$702.8 b % Position20.00 % $ Change11.00 % # Shares65,010,001 # Change0.00 %
Stock Ticker83200N103 Stock NameSMARTSHEET INC $ Position$358.0 b % Position10.00 % $ Change26.00 % # Shares6,466,672 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 4 Submitted
10/03/2024

VEP Group, LLC

POWERSCHOOL HOLDINGS, INC.
Other

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleClass B Common Stock Transaction Date10/01/2024 Shares17,862,279 Price Shared Following19,791,780 OwshI
TitleClass A Common Stock Transaction Date10/01/2024 Shares17,862,279 Price Shared Following52,067,959 OwshI
TitleClass A Common Stock Transaction Date10/01/2024 Shares52,067,959 Price Shared Following0 OwshI
TitleClass B Common Stock Transaction Date10/01/2024 Shares19,791,780 Price$0.00 Shared Following0 OwshI

Derivatives

Title Conv. Ex. Price Transaction Date Sec. Title Shares Price Shared Fol. Owsh.
TitleCommon Units Conv. Ex. Price Transaction Date10/01/2024 Sec. TitleClass A Common Stock Shares17,862,279 Price Shared Fol.19,791,780 Owsh.See Footnotes
TitleCommon Units Conv. Ex. Price Transaction Date10/01/2024 Sec. TitleClass A Common Stock Shares19,791,780 Price Shared Fol.0 Owsh.See Footnotes
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type N-PX Submitted
08/30/2024
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
08/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,592.3 b % Position42.00 % $ Change5.00 % # Shares71,118,123 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$748.4 b % Position20.00 % $ Change-25.00 % # Shares45,358,762 # Change-16.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$631.9 b % Position17.00 % $ Change-3.00 % # Shares65,010,001 # Change0.00 %
Stock Ticker83200N103 Stock NameSMARTSHEET INC $ Position$285.1 b % Position8.00 % $ Change249.00 % # Shares6,466,672 # Change205.00 %
Stock Ticker871607107 Stock NameSYNOPSYS INC $ Position$26.5 b % Position1.00 % $ Change16.00 % # Shares44,549 # Change11.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
05/15/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,514.1 b % Position41.00 % $ Change-10.00 % # Shares71,118,123 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$996.7 b % Position27.00 % $ Change2.00 % # Shares54,315,284 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$648.1 b % Position17.00 % $ Change-32.00 % # Shares65,010,001 # Change-2.00 %
Stock Ticker83200N103 Stock NameSMARTSHEET INC $ Position$81.7 b % Position2.00 % $ Change370.00 % # Shares2,122,800 # Change484.00 %
Stock Ticker871607107 Stock NameSYNOPSYS INC $ Position$22.9 b % Position1.00 % $ Change141.00 % # Shares40,089 # Change117.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
02/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,675.5 b % Position41.00 % $ Change4.00 % # Shares71,118,123 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$980.9 b % Position24.00 % $ Change2.00 % # Shares54,315,284 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$959.2 b % Position23.00 % $ Change4.00 % # Shares66,660,001 # Change-14.00 %
Stock Ticker697435105 Stock NamePALO ALTO NETWORKS INC $ Position$25.4 b % Position1.00 % $ Change-10.00 % # Shares86,027 # Change-28.00 %
Stock Ticker98980G102 Stock NameZSCALER INC $ Position$25.8 b % Position1.00 % $ Change112.00 % # Shares116,411 # Change49.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 4 Submitted
01/04/2024

VEP Group, LLC

INTEGRAL AD SCIENCE HOLDING CORP.
Other

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock, $0.001 par value Transaction Date01/04/2024 Shares1,650,000 Price$14.00 Shared Following65,010,001 OwshI
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 4 Submitted
12/07/2023

VEP Group, LLC

INTEGRAL AD SCIENCE HOLDING CORP.
Other

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock, $0.001 par value Transaction Date12/07/2023 Shares11,000,000 Price$14.00 Shared Following66,660,001 OwshI
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
11/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,611.5 b % Position40.00 % $ Change18.00 % # Shares71,118,123 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$959.2 b % Position24.00 % $ Change-10.00 % # Shares54,315,284 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$923.4 b % Position23.00 % $ Change-34.00 % # Shares77,660,001 # Change0.00 %
Stock Ticker83200N103 Stock NameSMARTSHEET INC $ Position$21.0 b % Position1.00 % $ Change-25.00 % # Shares519,176 # Change-29.00 %
Stock Ticker874054109 Stock NameTAKE-TWO INTERACTIVE SOFTWAR $ Position$26.1 b % Position1.00 % $ Change-4.00 % # Shares185,787 # Change1.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
08/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$1,396.3 b % Position32.00 % $ Change4.00 % # Shares77,660,001 # Change-18.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,361.2 b % Position31.00 % $ Change-3.00 % # Shares71,118,123 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$1,060.2 b % Position24.00 % $ Change1.00 % # Shares54,315,285 # Change0.00 %
Stock Ticker53229C107 Stock NameLIGHTSPEED COMMERCE INC $ Position$23.0 b % Position1.00 % $ Change11.00 % # Shares1,361,872 # Change0.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$25.5 b % Position1.00 % $ Change26.00 % # Shares74,951 # Change7.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 4 Submitted
06/20/2023

VEP Group, LLC

INTEGRAL AD SCIENCE HOLDING CORP.
10% Owner

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock, $0.001 par value Transaction Date06/15/2023 Shares5,220,000 Price$18.13 Shared Following77,660,001 OwshI
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 4 Submitted
06/20/2023

VEP Group, LLC

CVENT HOLDING CORP.
10% Owner

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date06/15/2023 Shares397,745,049 Price$8.50 Shared Following0 OwshI
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
05/15/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$3,325.1 b % Position44.00 % $ Change55.00 % # Shares397,745,049 # Change0.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,409.6 b % Position19.00 % $ Change-19.00 % # Shares71,118,123 # Change-6.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$1,346.8 b % Position18.00 % $ Change62.00 % # Shares94,380,001 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$1,054.8 b % Position14.00 % $ Change-9.00 % # Shares54,315,284 # Change0.00 %
Stock Ticker53229C107 Stock NameLIGHTSPEED COMMERCE INC $ Position$20.7 b % Position0.00 % $ Change6.00 % # Shares1,361,872 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 4 Submitted
05/12/2023

VEP Group, LLC

INTEGRAL AD SCIENCE HOLDING CORP.
10% Owner

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock, $0.001 par value Transaction Date05/12/2023 Shares11,500,000 Price$15.00 Shared Following82,880,001 OwshI
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 4 Submitted
03/07/2023

VEP Group, LLC

POWERSCHOOL HOLDINGS, INC.
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleClass B Common Stock Transaction Date03/03/2023 Shares2,274,413 Price Shared Following37,654,059 OwshI
TitleClass A Common Stock Transaction Date03/03/2023 Shares2,274,413 Price Shared Following38,546,214 OwshI
TitleClass A Common Stock Transaction Date03/03/2023 Shares4,340,534 Price$20.16 Shared Following34,205,680 OwshI

Derivatives

Title Conv. Ex. Price Transaction Date Sec. Title Shares Price Shared Fol. Owsh.
TitleCommon Units Conv. Ex. Price Transaction Date03/03/2023 Sec. TitleClass A Common Stock Shares2,274,413 Price Shared Fol.37,654,059 Owsh.See Footnotes
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
02/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$2,147.8 b % Position33.00 % $ ChangeN / A # Shares397,745,049 # ChangeN / A
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1,740.6 b % Position27.00 % $ ChangeN / A # Shares75,413,862 # ChangeN / A
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$1,156.9 b % Position18.00 % $ ChangeN / A # Shares54,315,284 # ChangeN / A
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$829.6 b % Position13.00 % $ ChangeN / A # Shares94,380,001 # ChangeN / A
Stock Ticker49926T104 Stock NameKNOWBE4 INC $ Position$407.2 b % Position6.00 % $ ChangeN / A # Shares16,432,960 # ChangeN / A
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
11/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$2.1 b % Position33.51 % $ Change13.64 % # Shares397,745,049 # Change0.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1.3 b % Position20.20 % $ Change38.51 % # Shares75,413,862 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$1.2 b % Position19.31 % $ Change-10.54 % # Shares54,315,284 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$683.3 m % Position10.96 % $ Change-27.09 % # Shares94,380,001 # Change0.00 %
Stock Ticker49926T104 Stock NameKNOWBE4 INC $ Position$342.0 m % Position5.49 % $ Change33.23 % # Shares16,432,960 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
08/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$1.8 b % Position31.63 % $ Change-35.74 % # Shares397,745,049 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$1.3 b % Position23.16 % $ Change-28.84 % # Shares54,315,284 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$937.2 m % Position16.13 % $ Change-28.04 % # Shares94,380,001 # Change0.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$908.7 m % Position15.64 % $ Change-27.01 % # Shares75,413,862 # Change0.00 %
Stock Ticker49926T104 Stock NameKNOWBE4 INC $ Position$256.7 m % Position4.42 % $ Change-32.15 % # Shares16,432,960 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
05/16/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker23821D100 Stock NameDATTO HLDG CORP $ Position$3.0 b % Position26.48 % $ Change1.40 % # Shares113,753,615 # Change0.00 %
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$2.9 b % Position24.92 % $ Change-12.00 % # Shares397,745,049 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$1.9 b % Position16.47 % $ Change-8.42 % # Shares54,315,284 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$1.3 b % Position11.35 % $ Change-37.87 % # Shares94,380,001 # Change0.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1.2 b % Position10.85 % $ Change0.24 % # Shares75,413,862 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR/A Submitted
03/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$3.2 b % Position24.82 % $ ChangeN / A # Shares397,745,049 # ChangeN / A
Stock Ticker23821D100 Stock NameDATTO HLDG CORP $ Position$3.0 b % Position22.89 % $ Change10.25 % # Shares113,753,615 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$2.1 b % Position16.01 % $ Change7.66 % # Shares94,380,001 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$2.1 b % Position15.77 % $ Change-1.32 % # Shares54,315,284 # Change0.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1.2 b % Position9.48 % $ Change-33.08 % # Shares75,413,862 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR/A Submitted
02/16/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$3.2 b % Position24.14 % $ ChangeN / A # Shares397,745,049 # ChangeN / A
Stock Ticker23821D100 Stock NameDATTO HLDG CORP $ Position$3.0 b % Position22.27 % $ Change10.25 % # Shares113,753,615 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$2.1 b % Position15.57 % $ Change7.66 % # Shares94,380,001 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$2.1 b % Position15.34 % $ Change-1.32 % # Shares54,315,284 # Change0.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1.2 b % Position9.23 % $ Change-33.08 % # Shares75,413,862 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR Submitted
02/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker126677103 Stock NameCVENT HOLDING CORP $ Position$3.2 b % Position24.21 % $ ChangeN / A # Shares397,745,049 # ChangeN / A
Stock Ticker23821D100 Stock NameDATTO HLDG CORP $ Position$3.0 b % Position22.33 % $ Change10.25 % # Shares113,753,615 # Change0.00 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$2.1 b % Position15.62 % $ Change7.66 % # Shares94,380,001 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$2.1 b % Position15.38 % $ Change-1.32 % # Shares54,315,284 # Change0.00 %
Stock Ticker73939C106 Stock NamePOWERSCHOOL HOLDINGS INC $ Position$1.2 b % Position9.25 % $ Change-33.08 % # Shares75,413,862 # Change0.00 %
Adviser VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 3 Submitted
12/21/2021

SMITH ROBERT F

CVENT HOLDING CORP.
10% Owner

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock, $0.0001 par value Transaction DateN / A Shares Price Shared Following397,745,049 OwshI
Adviser HR/A - VISTA EQUITY PARTNERS MANAGEMENT, LLC Type 13F-HR/A Submitted
11/19/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker23821D100 Stock NameDATTO HLDG CORP $ Position$3.2 b % Position34.39 % $ Change21.52 % # Shares113,753,615 # Change0.00 %
Stock Ticker47074L105 Stock NameJAMF HLDG CORP $ Position$2.1 b % Position23.07 % $ Change-17.45 % # Shares63,270,508 # Change-13.14 %
Stock Ticker45828L108 Stock NameINTEGRAL AD SCIENCE HLDNG CO $ Position$1.9 b % Position21.09 % $ ChangeN / A # Shares94,380,000 # ChangeN / A
Stock Ticker72341T103 Stock NamePING IDENTITY HLDG CORP $ Position$612.2 m % Position6.65 % $ Change-27.45 % # Shares26,735,350 # Change-30.53 %
Stock Ticker49926T104 Stock NameKNOWBE4 INC $ Position$513.9 m % Position5.58 % $ ChangeN / A # Shares16,432,960 # ChangeN / A

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