Circumference Group as of Dec. 31, 2024
Portfolio Holdings for Circumference Group
Circumference Group holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Godaddy Cl A (GDDY) | 10.2 | $12M | 60k | 197.37 | |
| Resources Connection (RGP) | 8.7 | $10M | 1.2M | 8.53 | |
| Upwork (UPWK) | 7.6 | $8.8M | 540k | 16.35 | |
| Zuora Com Cl A | 4.8 | $5.6M | 565k | 9.92 | |
| Teradata Corporation (TDC) | 4.7 | $5.5M | 175k | 31.15 | |
| Twilio Cl A (TWLO) | 4.6 | $5.4M | 50k | 108.08 | |
| Endava Ads (DAVA) | 4.5 | $5.2M | 169k | 30.90 | |
| Sprinklr Cl A (CXM) | 4.4 | $5.2M | 610k | 8.45 | |
| Yext (YEXT) | 4.4 | $5.1M | 808k | 6.36 | |
| Extreme Networks (EXTR) | 4.4 | $5.1M | 305k | 16.74 | |
| Couchbase | 4.2 | $4.8M | 310k | 15.59 | |
| Five9 (FIVN) | 4.0 | $4.7M | 115k | 40.64 | |
| Uipath Cl A (PATH) | 4.0 | $4.6M | 365k | 12.71 | |
| Zoominfo Technologies Common Stock (GTM) | 3.9 | $4.6M | 435k | 10.51 | |
| Informatica Com Cl A (INFA) | 3.8 | $4.4M | 170k | 25.93 | |
| Wix SHS (WIX) | 3.7 | $4.3M | 20k | 214.55 | |
| Vimeo Common Stock (VMEO) | 2.9 | $3.4M | 525k | 6.40 | |
| Avidxchange Holdings (AVDX) | 2.4 | $2.8M | 275k | 10.34 | |
| Secureworks Corp Cl A (SCWX) | 2.2 | $2.6M | 307k | 8.46 | |
| On24 (ONTF) | 2.2 | $2.5M | 394k | 6.46 | |
| Telus Intl Cda Sub Vtg Shs (TIXT) | 2.1 | $2.5M | 625k | 3.92 | |
| Korn Ferry Com New (KFY) | 2.1 | $2.4M | 36k | 67.45 | |
| Integral Ad Science Hldng (IAS) | 1.7 | $2.0M | 190k | 10.44 | |
| Amplitude Com Cl A (AMPL) | 1.6 | $1.9M | 178k | 10.55 | |
| Kaltura (KLTR) | 0.8 | $957k | 435k | 2.20 |
