2026 Q2 Portfolio Activity
In 2026 Q2, VISTA EQUITY PARTNERS MANAGEMENT, LLC maintained a portfolio of 2 distinct positions. Conversely, VISTA EQUITY PARTNERS MANAGEMENT, LLC completely exited their position in NAVAN INC.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
N/A (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
VISTA EQUITY PARTNERS MANAGEMENT, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 100.00% | 35.25% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
1,148,592 | $23,247,502 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
NAVN
NAVAN INC
|
Technology | 0.00% | 64.75% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-2,086,120 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-2 of 2 holdings