Circumference Group as of March 31, 2025
Portfolio Holdings for Circumference Group
Circumference Group holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Resources Connection (RGP) | 8.5 | $6.9M | 1.1M | 6.54 | |
| Teradata Corporation (TDC) | 8.3 | $6.7M | 300k | 22.48 | |
| Upwork (UPWK) | 7.6 | $6.2M | 475k | 13.05 | |
| Extreme Networks (EXTR) | 6.4 | $5.2M | 395k | 13.23 | |
| Couchbase | 6.2 | $5.1M | 322k | 15.75 | |
| Endava Ads (DAVA) | 6.0 | $4.9M | 252k | 19.51 | |
| Twilio Cl A (TWLO) | 6.0 | $4.9M | 50k | 97.91 | |
| Uipath Cl A (PATH) | 5.7 | $4.6M | 450k | 10.30 | |
| Informatica Com Cl A (INFA) | 5.6 | $4.5M | 260k | 17.45 | |
| Yext (YEXT) | 5.3 | $4.3M | 698k | 6.16 | |
| Zoominfo Technologies Common Stock (GTM) | 4.7 | $3.9M | 385k | 10.00 | |
| Sprinklr Cl A (CXM) | 4.7 | $3.8M | 460k | 8.35 | |
| Avidxchange Holdings (AVDX) | 3.8 | $3.1M | 370k | 8.48 | |
| Five9 (FIVN) | 3.8 | $3.1M | 115k | 27.15 | |
| Vimeo Common Stock (VMEO) | 3.7 | $3.0M | 575k | 5.26 | |
| Korn Ferry Com New (KFY) | 3.6 | $3.0M | 44k | 67.83 | |
| On24 (ONTF) | 2.5 | $2.0M | 394k | 5.20 | |
| Telus Intl Cda Sub Vtg Shs (TIXT) | 2.2 | $1.8M | 675k | 2.69 | |
| Amplitude Com Cl A (AMPL) | 2.2 | $1.8M | 178k | 10.19 | |
| Integral Ad Science Hldng (IAS) | 2.1 | $1.7M | 210k | 8.06 | |
| Kaltura (KLTR) | 1.0 | $818k | 435k | 1.88 |
