13F HOLDINGS REPORT
Circumference Group LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003406
Total Value
$89.5M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UPWORK INC | UPWK | 375,000 | $7.0M | 7.78% |
| 2 | TWILIO INC | TWLO | 69,000 | $6.9M | 7.72% |
| 3 | RESOURCES CONNECTION INC | RGP | 1,289,243 | $6.5M | 7.28% |
| 4 | WIX COM LTD | WIX | 36,500 | $6.5M | 7.25% |
| 5 | EXTREME NETWORKS | EXTR | 270,000 | $5.6M | 6.23% |
| 6 | TERADATA CORP DEL | TDC | 245,000 | $5.3M | 5.89% |
| 7 | YEXT INC | YEXT | 597,800 | $5.1M | 5.69% |
| 8 | ICON PLC | ICLR | 28,000 | $4.9M | 5.48% |
| 9 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 450,000 | $4.6M | 5.11% |
| 10 | ZOOMINFO TECHNOLOGIES INC | GTM | 410,000 | $4.5M | 5.00% |
| 11 | KORN FERRY | KFY | 52,900 | $3.7M | 4.14% |
| 12 | SPRINKLR INC | CXM | 460,000 | $3.6M | 3.97% |
| 13 | UIPATH INC | PATH | 265,000 | $3.5M | 3.96% |
| 14 | CORE & MAIN INC | CNM | 50,000 | $2.7M | 3.01% |
| 15 | VIMEO INC | 92719V100 | 325,000 | $2.5M | 2.82% |
| 16 | FIVE9 INC | FIVN | 99,500 | $2.4M | 2.69% |
| 17 | AMPLITUDE INC | AMPL | 218,000 | $2.3M | 2.61% |
| 18 | ON24 INC | ONTF | 354,196 | $2.0M | 2.26% |
| 19 | ENDAVA PLC | DAVA | 196,500 | $1.8M | 2.00% |
| 20 | EPAM SYS INC | EPAM | 11,000 | $1.7M | 1.85% |
| 21 | ZOOMINFO TECHNOLOGIES INC | GTM | 150,000 | $1.6M | 1.83% |
| 22 | GLOBANT S A | GLOB | 28,000 | $1.6M | 1.80% |
| 23 | UIPATH INC | PATH | 100,000 | $1.3M | 1.50% |
| 24 | UIPATH INC | PATH | 100,000 | $1.3M | 1.50% |
| 25 | KALTURA INC | KLTR | 400,000 | $576,000 | 0.64% |