Circumference Group as of Sept. 30, 2025
Portfolio Holdings for Circumference Group
Circumference Group holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Upwork (UPWK) | 7.8 | $7.0M | 375k | 18.57 | |
| Twilio Cl A (TWLO) | 7.7 | $6.9M | 69k | 100.09 | |
| Resources Connection (RGP) | 7.3 | $6.5M | 1.3M | 5.05 | |
| Wix SHS (WIX) | 7.2 | $6.5M | 37k | 177.63 | |
| Extreme Networks (EXTR) | 6.2 | $5.6M | 270k | 20.65 | |
| Teradata Corporation (TDC) | 5.9 | $5.3M | 245k | 21.51 | |
| Yext (YEXT) | 5.7 | $5.1M | 598k | 8.52 | |
| Icon SHS (ICLR) | 5.5 | $4.9M | 28k | 175.00 | |
| Integral Ad Science Hldng (IAS) | 5.1 | $4.6M | 450k | 10.17 | |
| Zoominfo Technologies Common Stock (GTM) | 5.0 | $4.5M | 410k | 10.91 | |
| Korn Ferry Com New (KFY) | 4.1 | $3.7M | 53k | 69.98 | |
| Sprinklr Cl A (CXM) | 4.0 | $3.6M | 460k | 7.72 | |
| Uipath Cl A (PATH) | 4.0 | $3.5M | 265k | 13.38 | |
| Core & Main Cl A (CNM) | 3.0 | $2.7M | 50k | 53.83 | |
| Uipath Call Call Option | 3.0 | $2.7M | 200k | 13.38 | |
| Vimeo Common Stock (VMEO) | 2.8 | $2.5M | 325k | 7.75 | |
| Five9 (FIVN) | 2.7 | $2.4M | 100k | 24.20 | |
| Amplitude Com Cl A (AMPL) | 2.6 | $2.3M | 218k | 10.72 | |
| On24 (ONTF) | 2.3 | $2.0M | 354k | 5.72 | |
| Endava Ads (DAVA) | 2.0 | $1.8M | 197k | 9.10 | |
| Epam Systems (EPAM) | 1.9 | $1.7M | 11k | 150.79 | |
| Zoominfo Technologies Call Call Option | 1.8 | $1.6M | 150k | 10.91 | |
| Globant S A (GLOB) | 1.8 | $1.6M | 28k | 57.38 | |
| Kaltura (KLTR) | 0.6 | $576k | 400k | 1.44 |
