13F HOLDINGS REPORT
Circumference Group LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002184
Total Value
$96.4M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TWILIO INC | TWLO | 67,000 | $8.3M | 8.64% |
| 2 | EXTREME NETWORKS | EXTR | 395,000 | $7.1M | 7.36% |
| 3 | RESOURCES CONNECTION INC | RGP | 1,289,243 | $6.9M | 7.18% |
| 4 | TERADATA CORP DEL | TDC | 310,000 | $6.9M | 7.18% |
| 5 | INFORMATICA INC | 45674M101 | 230,000 | $5.6M | 5.81% |
| 6 | UPWORK INC | UPWK | 410,000 | $5.5M | 5.72% |
| 7 | YEXT INC | YEXT | 647,800 | $5.5M | 5.71% |
| 8 | UIPATH INC | PATH | 400,000 | $5.1M | 5.31% |
| 9 | ENDAVA PLC | DAVA | 326,500 | $5.0M | 5.19% |
| 10 | COUCHBASE INC | 22207T101 | 201,801 | $4.9M | 5.10% |
| 11 | ZOOMINFO TECHNOLOGIES INC | GTM | 385,000 | $3.9M | 4.04% |
| 12 | SPRINKLR INC | CXM | 460,000 | $3.9M | 4.04% |
| 13 | ICON PLC | ICLR | 24,000 | $3.5M | 3.62% |
| 14 | KORN FERRY | KFY | 43,900 | $3.2M | 3.34% |
| 15 | FIVE9 INC | FIVN | 120,000 | $3.2M | 3.30% |
| 16 | VIMEO INC | 92719V100 | 725,000 | $2.9M | 3.04% |
| 17 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 350,000 | $2.9M | 3.02% |
| 18 | AMPLITUDE INC | AMPL | 218,000 | $2.7M | 2.80% |
| 19 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 275,000 | $2.7M | 2.79% |
| 20 | WIX COM LTD | WIX | 15,000 | $2.4M | 2.47% |
| 21 | ON24 INC | ONTF | 354,196 | $1.9M | 2.00% |
| 22 | TELUS INTL CDA INC | TU | 399,998 | $1.5M | 1.51% |
| 23 | KALTURA INC | KLTR | 400,000 | $804,000 | 0.83% |