Circumference Group LLC Top Holdings and 13F Report (2025) About Circumference Group LLCInvestment ActivityCircumference Group LLC has $116.27 million in total holdings as of December 31, 2024.Circumference Group LLC owns shares of 25 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 15.42% of the portfolio was purchased this quarter.About 8.88% of the portfolio was sold this quarter.This quarter, Circumference Group LLC has purchased 26 new stocks and bought additional shares in 9 stocks.Circumference Group LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings GoDaddy $11,842,100Resources Connection $10,066,253Upwork $8,829,000Zuora $5,604,800Teradata $5,451,250 Largest New Holdings this Quarter INFORMATICA INC $4,408,100 Holding Largest Purchases this Quarter GoDaddy 30,000 shares (about $5.92M)INFORMATICA INC 170,000 shares (about $4.41M)Resources Connection 365,100 shares (about $3.11M)Couchbase 80,000 shares (about $1.25M)UiPath 75,000 shares (about $953.25K) Largest Sales this Quarter Extreme Networks 155,000 shares (about $2.59M)SecureWorks 276,147 shares (about $2.34M)Sprinklr 225,000 shares (about $1.90M)Teradata 35,000 shares (about $1.09M)Yext 125,000 shares (about $795K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCircumference Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGDDYGoDaddy$11,842,100$5,921,050 ▲100.0%60,00010.2%Computer and TechnologyRGPResources Connection$10,066,253$3,114,303 ▲44.8%1,180,1008.7%Business ServicesUPWKUpwork$8,829,0000.0%540,0007.6%Computer and TechnologyZUOZuora$5,604,8000.0%565,0004.8%Computer and TechnologyTDCTeradata$5,451,250$1,090,250 ▼-16.7%175,0004.7%Computer and TechnologyTWLOTwilio$5,404,0000.0%50,0004.6%Computer and TechnologyDAVAEndava$5,222,100$587,100 ▲12.7%169,0004.5%Computer and TechnologyCXMSprinklr$5,154,500$1,901,250 ▼-26.9%610,0004.4%Business ServicesYEXTYext$5,137,608$795,000 ▼-13.4%807,8004.4%Business ServicesEXTRExtreme Networks$5,105,700$2,594,700 ▼-33.7%305,0004.4%Computer and TechnologyBASECouchbase$4,832,900$1,247,200 ▲34.8%310,0004.2%Computer and TechnologyFIVNFive9$4,673,6000.0%115,0004.0%Computer and TechnologyPATHUiPath$4,639,150$953,250 ▲25.9%365,0004.0%Business ServicesZIZoomInfo Technologies$4,571,850$735,700 ▲19.2%435,0003.9%Computer and TechnologyINFORMATICA INC$4,408,100$4,408,100 ▲New Holding170,0003.8%COM CL AWIXWix.com$4,291,0000.0%20,0003.7%Computer and TechnologyVMEOVimeo$3,360,0000.0%525,0002.9%Business ServicesAVDXAvidXchange$2,843,5000.0%275,0002.4%Computer and TechnologySCWXSecureWorks$2,594,944$2,336,203 ▼-47.4%306,7312.2%Computer and TechnologyONTFON24$2,546,506$348,840 ▲15.9%394,1962.2%Computer and TechnologyTIXTTELUS International (Cda)$2,450,000$196,000 ▲8.7%625,0002.1%Business ServicesKFYKorn Ferry$2,421,4550.0%35,9002.1%Business ServicesIASIntegral Ad Science$1,983,600$417,600 ▲26.7%190,0001.7%Business ServicesAMPLAmplitude$1,877,9000.0%178,0001.6%Business ServicesKLTRKaltura$957,398$523,446 ▼-35.3%435,1810.8%Computer and TechnologyEBEventbrite$0$644,703 ▼-100.0%00.0%Computer and TechnologyBIGCBigCommerce$0$438,750 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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