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RIA / WealthPrivate fundprivate equity fund3(c)(7)

VISTA FOUNDATION FUND IV, L.P.

advised by VISTA EQUITY PARTNERS MANAGEMENT, LLC

Cayman Islands

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45f27f91-a43c-ce14-12af-227d3bbc2220

Data as of May 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 31, 2021 to May 8, 2024
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Vista Foundation Fund IV, L.P.

Private equity fund · cited, shared adv fund id

Allocatorsidentity

Vista Foundation Fund IV, L.P.

Vehicle with allocator commitments · cited, shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: VISTA EQUITY PARTNERS MANAGEMENT, LLCCRD 156973
Fund type: Private Equity Fund
Latest reported GAV: $3.1Bgross asset value on Schedule D 7.B(1), as of 2024-05-08; never fund size
Peak reported GAV: $3.3B
Beneficial owners: 150
Minimum investment: $10.0M
Owned by the adviser: 1800%
Owned by funds of funds: 1800%
Owned by non-US persons: 1200%
Clients solicited: no
Form D file number: 021-360999an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Cayman Islands
First reported: Mar 31, 2021
Last reported: May 8, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 16
Fund id: 805-2038839705

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
May 8, 2024	$3.1B	150	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Mar 30, 2024	$3.1B	150	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Feb 14, 2024	$3.3B	150	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Nov 29, 2023	$3.3B	150	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Aug 29, 2023	$3.3B	150	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
May 30, 2023	$3.3B	150	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Mar 31, 2023	$3.3B	150	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Feb 28, 2023	$3.0B	152	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Nov 30, 2022	$3.0B	152	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Aug 15, 2022	$3.0B	152	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Jun 30, 2022	$3.0B	152	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Mar 31, 2022	$3.0B	152	$10.0M	1800.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Dec 23, 2021	$2.8B	150	$10.0M	1500.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Nov 14, 2021	$2.8B	150	$10.0M	1500.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Sep 2, 2021	$2.8B	150	$10.0M	1500.0%	yes	VISTA FOUNDATION FUND IV, L.P.
Mar 31, 2021	$2.8B	150	$10.0M	1500.0%	yes	VISTA FOUNDATION FUND IV, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA	BANK OF AMERICA, N.A.	Charlotte	North Carolina	United States	no	n/a
CITIBANK, NA	CITIBANK, NA	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← VISTA EQUITY PARTNERS MANAGEMENT, LLCRegistered adviserPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45f27f91-a43c-ce14-12af-227d3bbc2220
First observed: Mar 31, 2021
Last observed: May 8, 2024 28 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VISTA FOUNDATION FUND IV, L.P.

advised by VISTA EQUITY PARTNERS MANAGEMENT, LLC

Cayman Islands

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:45f27f91-a43c-ce14-12af-227d3bbc2220

Data as of May 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

May 8, 2024

$3.1B

150

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Mar 30, 2024

$3.1B

150

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Feb 14, 2024

$3.3B

150

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Nov 29, 2023

$3.3B

150

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Aug 29, 2023

$3.3B

150

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

May 30, 2023

$3.3B

150

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Mar 31, 2023

$3.3B

150

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Feb 28, 2023

$3.0B

152

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Nov 30, 2022

$3.0B

152

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Aug 15, 2022

$3.0B

152

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Jun 30, 2022

$3.0B

152

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Mar 31, 2022

$3.0B

152

$10.0M

1800.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Dec 23, 2021

$2.8B

150

$10.0M

1500.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Nov 14, 2021

$2.8B

150

$10.0M

1500.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Sep 2, 2021

$2.8B

150

$10.0M

1500.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Mar 31, 2021

$2.8B

150

$10.0M

1500.0%

yes

VISTA FOUNDATION FUND IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

BANK OF AMERICA

BANK OF AMERICA, N.A.

Charlotte

North Carolina

United States

n/a

CITIBANK, NA

NEW YORK

New York

United States

n/a