SUMMIT PARTNERS L P

BOSTON, MA · CIK 830588 · 13F filing filed 2023-04-20

SEC-registered investment adviser since 2005 · limited partnership

Assets managed$42.0bn
Staff218 · 118 in investment roles
Main clients (by assets)Private funds 100%
Private funds87 · $42.0bn gross assets
Websitesummitpartners.com
Form ADV · 2026-08-20SEC adviser record

Legal entitySUMMIT PARTNERS, L.P. (US)

Kindhedge funds, private equity, futures
Others nearbyBoston, MA, Menlo Park, CA, London, New York, NY
FamilySUMMIT PARTNERS L P · 3 related pages

As an employer

Offices in2 countries
Private fundsprivate equity 87

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Boston, MA (main office)United States	United States	about 57
Menlo Park, CAUnited States	United States	35
LondonUnited Kingdom	United Kingdom	25
New York, NYUnited States	United States	1

US visa salary filings

Filings FY2024–20264
Median salary offered$165,000
Middle half$157,500 – $180,000
Job titles3

Job title	Filings	Median	Range
Associate, Investment TeamBoston, MA	2	$155,000	$150,000 – $160,000
Vice President, Growth EquityBoston, MA	1	$210,000
Investment AssociateBoston, MA	1	$170,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Summit Partners LP.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.4bn reported value +12.9% vs Q4 2022

10positions

100.0%in top 10

0 new 2 added 4 reduced 0 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ENGAGESMART INC COMMON STOCK ESMT	ESMT	25,004,973	$481.3m34.79%	34.79%	Reduced -1.9m	-1,921,777 -7.1%
2	LIFESTANCE HEALTH GROUP INC COM LFST	LFST	45,734,703	$339.8m24.56%	24.56%	Reduced -1	-1 0.0%
3	SOLO BRANDS INC COM CL A COM CL A		44,034,960	$316.2m22.85%	22.85%	Reduced -1	-1 0.0%
4	JAMF HLDG CORP COM JAMF	JAMF	4,475,381	$86.9m6.28%	6.28%	Unchanged
5	A10 NETWORKS INC COM ATEN	ATEN	3,877,890	$60.1m4.34%	4.34%	Unchanged
6	CASA SYS INC COM COM		34,124,480	$43.3m3.13%	3.13%	Unchanged
7	A K A BRANDS HLDG CORP COM COM		71,069,608	$38.4m2.77%	2.77%	Added +1.3m	+1,345,189 1.9%
8	MARKFORGED HOLDING CORPORATI COM COM		14,527,328	$13.9m1.01%	1.01%	Unchanged
9	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	43,268	$3.1m0.22%	0.22%	Added +2.8k	+2,768 6.8%
10	8X8 INC NEW COM EGHT	EGHT	171,959	$717.1k0.05%	0.05%	Reduced -24	-24 -0.0%

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
KLAVIYO INC KVYO · 13G · filed 2025-11-13	KVYO	12.0%≈ $284.7m	-8.8 pts	13G	2025-11-13
LIFESTANCE HEALTH GROUP INC LFST · 13G · filed 2026-08-11	LFST	6.1%≈ $249.7m	-1.4 pts	13G	2026-08-11