Circumference Group as of June 30, 2025
Portfolio Holdings for Circumference Group
Circumference Group holds 23 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 8.6 | $8.3M | 67k | 124.36 | |
| Extreme Networks (EXTR) | 7.4 | $7.1M | 395k | 17.95 | |
| Resources Connection (RGP) | 7.2 | $6.9M | 1.3M | 5.37 | |
| Teradata Corporation (TDC) | 7.2 | $6.9M | 310k | 22.31 | |
| Informatica Com Cl A (INFA) | 5.8 | $5.6M | 230k | 24.35 | |
| Upwork (UPWK) | 5.7 | $5.5M | 410k | 13.44 | |
| Yext (YEXT) | 5.7 | $5.5M | 648k | 8.50 | |
| Uipath Cl A (PATH) | 5.3 | $5.1M | 400k | 12.80 | |
| Endava Ads (DAVA) | 5.2 | $5.0M | 327k | 15.32 | |
| Couchbase | 5.1 | $4.9M | 202k | 24.38 | |
| Zoominfo Technologies Common Stock (GTM) | 4.0 | $3.9M | 385k | 10.12 | |
| Sprinklr Cl A (CXM) | 4.0 | $3.9M | 460k | 8.46 | |
| Icon SHS (ICLR) | 3.6 | $3.5M | 24k | 145.45 | |
| Korn Ferry Com New (KFY) | 3.3 | $3.2M | 44k | 73.33 | |
| Five9 (FIVN) | 3.3 | $3.2M | 120k | 26.48 | |
| Vimeo Common Stock (VMEO) | 3.0 | $2.9M | 725k | 4.04 | |
| Integral Ad Science Hldng (IAS) | 3.0 | $2.9M | 350k | 8.31 | |
| Amplitude Com Cl A (AMPL) | 2.8 | $2.7M | 218k | 12.40 | |
| Avidxchange Holdings (AVDX) | 2.8 | $2.7M | 275k | 9.79 | |
| Wix SHS (WIX) | 2.5 | $2.4M | 15k | 158.46 | |
| On24 (ONTF) | 2.0 | $1.9M | 354k | 5.43 | |
| Telus Intl Cda Sub Vtg Shs (TIXT) | 1.5 | $1.5M | 400k | 3.63 | |
| Kaltura (KLTR) | 0.8 | $804k | 400k | 2.01 |
