Fund Universe

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☆VISTA EQUITY PARTNERS MANAGEMENT, LLC

CIK 0001569532 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
23
Positions
1
Turnover
0.65
Top-10 wt
100%
Herfindahl
1.000
History (qtrs)
6
Excess Return
-96.2%

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Quarter
Activity this period
Security type

Holdings · 2 positions · portfolio value $23M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆KLAR funds › KLARNA GROUP PLC HOLD — 100.0% +64.8% 23.2 1,148,592 +0 0 -100.2%
☆NAVN funds › NAVAN INC EXIT Common Stock 0.0% -64.8% 0.0 0 -2,086,120 0 -92.3%

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 23 1 0.65 100% 1.000 0.000 — out
2026Q1 43 2 0.89 100% 0.544 0.000 — left
2025Q4 667 3 0.56 100% 0.790 0.138 — in
2025Q3 1,189 3 0.04 100% 0.477 0.952 — in
2025Q2 972 2 0.07 100% 0.506 0.939 — entered
2025Q1 1,075 2 0.00 100% 0.500 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status