13F HOLDINGS REPORT
Circumference Group LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001266
Total Value
$81.6M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RESOURCES CONNECTION INC | RGP | 1,060,000 | $6.9M | 8.49% |
| 2 | TERADATA CORP DEL | TDC | 300,000 | $6.7M | 8.26% |
| 3 | UPWORK INC | UPWK | 475,000 | $6.2M | 7.60% |
| 4 | EXTREME NETWORKS | EXTR | 395,000 | $5.2M | 6.40% |
| 5 | COUCHBASE INC | 22207T101 | 321,801 | $5.1M | 6.21% |
| 6 | ENDAVA PLC | DAVA | 251,500 | $4.9M | 6.01% |
| 7 | TWILIO INC | TWLO | 50,000 | $4.9M | 6.00% |
| 8 | UIPATH INC | PATH | 450,000 | $4.6M | 5.68% |
| 9 | INFORMATICA INC | 45674M101 | 260,000 | $4.5M | 5.56% |
| 10 | YEXT INC | YEXT | 697,800 | $4.3M | 5.27% |
| 11 | ZOOMINFO TECHNOLOGIES INC | GTM | 385,000 | $3.9M | 4.72% |
| 12 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 370,000 | $3.1M | 3.84% |
| 13 | FIVE9 INC | FIVN | 115,000 | $3.1M | 3.83% |
| 14 | VIMEO INC | 92719V100 | 575,000 | $3.0M | 3.71% |
| 15 | SPRINKLR INC | CXM | 360,000 | $3.0M | 3.68% |
| 16 | KORN FERRY | KFY | 43,900 | $3.0M | 3.65% |
| 17 | ON24 INC | ONTF | 394,196 | $2.0M | 2.51% |
| 18 | TELUS INTL CDA INC | TU | 675,000 | $1.8M | 2.22% |
| 19 | AMPLITUDE INC | AMPL | 178,000 | $1.8M | 2.22% |
| 20 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 210,000 | $1.7M | 2.07% |
| 21 | SPRINKLR INC | CXM | 100,000 | $865,000 | 1.06% |
| 22 | KALTURA INC | KLTR | 435,181 | $818,140 | 1.00% |