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
$2.19B
AUM Growth
+$664M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$40.9M
2 +$33.6M
3 +$27.4M
4
PLAN
Anaplan, Inc.
PLAN
+$25.1M
5
MDLA
Medallia, Inc.
MDLA
+$23.3M

Top Sells

1 +$18.6M
2 +$17M
3 +$13.7M
4
SHOP icon
Shopify
SHOP
+$13M
5
NOW icon
ServiceNow
NOW
+$12.4M

Sector Composition

1 Technology 93.26%
2 Communication Services 3.22%
3 Industrials 1.21%
4 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.91M 0.32%
173,860
-326,160
27
$2.88M 0.13%
76,292
+26,292
28
$381K 0.02%
+10,000
29
-50,000
30
-761,490
31
-69,551