CIK 1197853
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| DEB, DIPANJAN, (NMN) | CHIEF EXECUTIVE OFFICER | 2015-03 | <5% ·◆ |
| EISNER, STEVEN, GLENN | GENERAL COUNSEL | 2017-01 | <5% ·◆ |
| EVERS, KATHERINE, ELIZABETH | CHIEF COMPLIANCE OFFICER | 2026-01 | <5% ·◆ |
| HERR, JOHN, WINSHIP | CHIEF FINANCIAL OFFICER | 2013-01 | <5% ·◆ |
| LUDWIG, THOMAS, LAWRENCE | CHIEF OPERATING OFFICER | 2010-01 | <5% ·◆ |
| FRANCISCO PARTNERS HOLDINGS, L.P.entity | LIMITED PARTNER | 2018-07 | 75%+ ·◆ |
| FRANCISCO PARTNERS MANAGEMENT GP, LLCentity |
| GENERAL PARTNER |
| 2012-01 |
| <5% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| BALL, BENJAMIN, HALES | PARTNER | 2018-03 | — not seen at a tracked firm |
| GARFINKEL, NEIL, MICHAEL | PARTNER | 2018-03 | — not seen at a tracked firm |
| GEESLIN, KEITH, BEWLEY | PARTNER | 2018-03 | — not seen at a tracked firm |
| GOLOB, DAVID, RICHARD | CHIEF INVESTMENT OFFICER · PARTNER | 2018-03 | — not seen at a tracked firm |
| KOWAL, ANDREW, JEFFREY | PARTNER | 2018-03 | — not seen at a tracked firm |
| PERLMAN, EZRA, BEN | CO-PRESIDENT · PARTNER | 2018-03 | — not seen at a tracked firm |
| SHAH, DEEP, (NMN) | CO-PRESIDENT · PARTNER | 2018-03 | — not seen at a tracked firm |
| BUPPERT, KRISTEN, LEIGH | CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL | 2016-09 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
