13F HOLDINGS REPORT
Circumference Group LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000601
Total Value
$116.3M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RESOURCES CONNECTION INC | RGP | 1,060,000 | $9.0M | 7.78% |
| 2 | UPWORK INC | UPWK | 540,000 | $8.8M | 7.59% |
| 3 | GODADDY INC | GDDY | 30,000 | $5.9M | 5.09% |
| 4 | GODADDY INC | GDDY | 30,000 | $5.9M | 5.09% |
| 5 | ZUORA INC | 98983V106 | 565,000 | $5.6M | 4.82% |
| 6 | TERADATA CORP DEL | TDC | 175,000 | $5.5M | 4.69% |
| 7 | TWILIO INC | TWLO | 50,000 | $5.4M | 4.65% |
| 8 | ENDAVA PLC | DAVA | 169,000 | $5.2M | 4.49% |
| 9 | YEXT INC | YEXT | 807,800 | $5.1M | 4.42% |
| 10 | EXTREME NETWORKS | EXTR | 305,000 | $5.1M | 4.39% |
| 11 | COUCHBASE INC | 22207T101 | 310,000 | $4.8M | 4.16% |
| 12 | FIVE9 INC | FIVN | 115,000 | $4.7M | 4.02% |
| 13 | UIPATH INC | PATH | 365,000 | $4.6M | 3.99% |
| 14 | ZOOMINFO TECHNOLOGIES INC | GTM | 435,000 | $4.6M | 3.93% |
| 15 | INFORMATICA INC | 45674M101 | 170,000 | $4.4M | 3.79% |
| 16 | WIX COM LTD | WIX | 20,000 | $4.3M | 3.69% |
| 17 | VIMEO INC | 92719V100 | 525,000 | $3.4M | 2.89% |
| 18 | SPRINKLR INC | CXM | 360,000 | $3.0M | 2.62% |
| 19 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 275,000 | $2.8M | 2.45% |
| 20 | SECUREWORKS CORP | 81374A105 | 306,731 | $2.6M | 2.23% |
| 21 | ON24 INC | ONTF | 394,196 | $2.5M | 2.19% |
| 22 | TELUS INTL CDA INC | TU | 625,000 | $2.5M | 2.11% |
| 23 | KORN FERRY | KFY | 35,900 | $2.4M | 2.08% |
| 24 | SPRINKLR INC | CXM | 250,000 | $2.1M | 1.82% |
| 25 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 190,000 | $2.0M | 1.71% |
| 26 | AMPLITUDE INC | AMPL | 178,000 | $1.9M | 1.62% |
| 27 | RESOURCES CONNECTION INC | RGP | 120,100 | $1.0M | 0.88% |
| 28 | KALTURA INC | KLTR | 435,181 | $957,398 | 0.82% |