Scalar Gauge Management, LLC Top Holdings and 13F Report (2025) About Scalar Gauge Management, LLCInvestment ActivityScalar Gauge Management, LLC has $216.65 million in total holdings as of December 31, 2024.Scalar Gauge Management, LLC owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 38.71% of the portfolio was purchased this quarter.About 36.81% of the portfolio was sold this quarter.This quarter, Scalar Gauge Management, LLC has purchased 25 new stocks and bought additional shares in 12 stocks.Scalar Gauge Management, LLC sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings BlackLine $21,438,619Five9 $17,496,170Axon Enterprise $16,284,368Motorola Solutions $16,272,345Clearwater Analytics $16,154,185 Largest New Holdings this Quarter Vertex $11,788,750 HoldingAvePoint $9,984,852 HoldingNorwegian Cruise Line $7,728,160 HoldingPagerDuty $5,992,932 HoldingCarGurus $4,019,400 Holding Largest Purchases this Quarter BlackLine 287,841 shares (about $17.49M)Vertex 220,970 shares (about $11.79M)AvePoint 604,776 shares (about $9.98M)Norwegian Cruise Line 300,356 shares (about $7.73M)PagerDuty 328,200 shares (about $5.99M) Largest Sales this Quarter Zuora 4,993,098 shares (about $49.53M)N-able 567,333 shares (about $5.30M)Enfusion 428,513 shares (about $4.41M)Five9 31,775 shares (about $1.29M)SecureWorks 145,668 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScalar Gauge Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLBlackLine$21,438,619$17,489,219 ▲442.8%352,8419.9%Computer and TechnologyFIVNFive9$17,496,170$1,291,336 ▼-6.9%430,5168.1%Computer and TechnologyAXONAxon Enterprise$16,284,368$4,992,288 ▲44.2%27,4007.5%AerospaceMSIMotorola Solutions$16,272,345$3,653,466 ▲29.0%35,2047.5%Computer and TechnologyCWANClearwater Analytics$16,154,185$550,758 ▲3.5%586,9987.5%Computer and TechnologySMWBSimilarweb$15,810,574$3,568,785 ▲29.2%1,115,7787.3%Computer and TechnologyZUOZuora$14,795,690$49,531,532 ▼-77.0%1,491,5016.8%Computer and TechnologyVERXVertex$11,788,750$11,788,750 ▲New Holding220,9705.4%Computer and TechnologyAVPTAvePoint$9,984,852$9,984,852 ▲New Holding604,7764.6%Computer and TechnologyNRGNRG Energy$9,815,936$1,425,476 ▲17.0%108,8004.5%UtilitiesCLBTCellebrite DI$8,457,692$1,469,555 ▲21.0%383,9173.9%Business ServicesSWISolarWinds$7,907,582$1,068,750 ▲15.6%554,9183.6%Computer and TechnologyNCLHNorwegian Cruise Line$7,728,160$7,728,160 ▲New Holding300,3563.6%Consumer DiscretionaryWMTWalmart$6,234,150$2,710,500 ▲76.9%69,0002.9%Retail/WholesalePDPagerDuty$5,992,932$5,992,932 ▲New Holding328,2002.8%Computer and TechnologyCTASCintas$4,202,100$730,800 ▼-14.8%23,0001.9%Business ServicesCARGCarGurus$4,019,400$4,019,400 ▲New Holding110,0001.9%Auto/Tires/TrucksCGNTCognyte Software$3,892,777$86,500 ▲2.3%450,0321.8%Computer and TechnologyNABLN-able$3,841,822$5,298,890 ▼-58.0%411,3301.8%Business ServicesTWLOTwilio$3,674,720$3,674,720 ▲New Holding34,0001.7%Computer and TechnologyALKTAlkami Technology$2,693,119$352,128 ▲15.0%73,4221.2%Computer and TechnologyGBGlobal Blue Group$2,353,781$351,129 ▲17.5%339,6511.1%Business ServicesOneStream Inc$2,023,408$2,023,408 ▲New Holding70,9470.9%CL ASCWXSecureWorks$1,880,979$1,232,351 ▼-39.6%222,3380.9%Computer and TechnologyACAArcosa$773,920$773,920 ▲New Holding8,0000.4%ConstructionBLZEBackblaze$702,775$1,108,565 ▼-61.2%116,7400.3%Computer and TechnologyENFNEnfusion$257,500$4,413,684 ▼-94.5%25,0000.1%Computer and TechnologyGWREGuidewire Software$168,580$168,580 ▲New Holding1,0000.1%Computer and TechnologyOKTAOkta$0$5,203,800 ▼-100.0%00.0%Computer and TechnologySMARSmartsheet$0$3,598,400 ▼-100.0%00.0%Computer and TechnologyAPPNAppian$0$2,492,220 ▼-100.0%00.0%Computer and TechnologyVRNSVaronis Systems$0$2,260,000 ▼-100.0%00.0%Computer and TechnologyAZZAZZ$0$1,900,030 ▼-100.0%00.0%Industrial ProductsTAYDTaylor Devices$0$681,108 ▼-100.0%00.0%Industrial ProductsShowing 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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