VEPM

Vista Equity Partners Management Portfolio holdings

AUM $972M
1-Year Est. Return 26.02%
This Quarter Est. Return
1 Year Est. Return
-26.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$10.6M
3 +$8.98M
4
DXC icon
DXC Technology
DXC
+$8.25M
5
LAUR icon
Laureate Education
LAUR
+$8.16M

Top Sells

1 +$8.08M
2 +$6.67M
3 +$6.01M
4
HUBS icon
HubSpot
HUBS
+$5.2M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Sector Composition

1 Technology 45.89%
2 Communication Services 8.98%
3 Financials 7.37%
4 Industrials 4.52%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-60,000
27
-431,503
28
-380,000