Circumference Group LLC
- SEC CIK
- 0001742372
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only.
- Positions
- 29
- No filing for Q3 2023
- Portfolio value
- $89.9M
- No filing for Q3 2023
Circumference Group LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WIXWix.com Ltd. | SHS | 73,000 | $8.98M | 10.0% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 68,000 | $7.22M | 8.0% | – | – | History |
| BHEBenchmark Electronics Inc | COM | 237,254 | $6.56M | 7.3% | – | – | History |
| ZUOZuora Inc | COM CL A | 680,000 | $6.39M | 7.1% | – | – | History |
| RGPResources Connection, Inc. | COM | 450,000 | $6.38M | 7.1% | – | – | History |
| JNPRJuniper Networks Inc | COM | 197,000 | $5.81M | 6.5% | – | – | History |
| BASECouchbase, Inc. | COM | 200,000 | $4.50M | 5.0% | – | – | History |
| SCWXSecureWorks Corp | CL A | 580,878 | $4.29M | 4.8% | – | – | History |
| UPWKUpwork, Inc | COM | 275,000 | $4.09M | 4.6% | – | – | History |
| CXMSprinklr, Inc. | CL A | 336,000 | $4.05M | 4.5% | – | – | History |
| DXCDXC Technology Co | Stock | 165,000 | $3.77M | 4.2% | – | – | History |
| TDCTeradata Corp | Stock | 80,000 | $3.48M | 3.9% | – | – | History |
| CVLTCommvault Systems Inc | COM | 35,605 | $2.84M | 3.2% | – | – | History |
| YEXTYext, Inc. | COM | 425,000 | $2.50M | 2.8% | – | – | History |
| EVBGEverbridge, Inc. | COM | 100,000 | $2.43M | 2.7% | – | – | History |
| ONTFON24 Inc. | COM | 292,196 | $2.30M | 2.6% | – | – | History |
| VMEOVimeo, Inc. | COMMON STOCK | 578,270 | $2.27M | 2.5% | – | – | History |
| KFYKorn Ferry | COM NEW | 35,900 | $2.13M | 2.4% | – | – | History |
| OMCLOmnicell, Inc. | COM | 50,000 | $1.88M | 2.1% | – | – | History |
| TWLOTwilio Inc | CL A | 20,000 | $1.52M | 1.7% | – | – | History |
| AVDXAvidXchange Holdings, Inc. | COM | 105,000 | $1.30M | 1.4% | – | – | History |
| KLTRKaltura Inc | COM | 660,181 | $1.29M | 1.4% | – | – | History |
| Walkme LtdM97628107 | ORD SHS | 91,559 | $976.9K | 1.1% | – | – | – |
| PATHUiPath, Inc. | Stock | 30,000 | $745.2K | 0.8% | – | – | History |
| SMWBSimilarweb Ltd. | SHS | 136,000 | $724.9K | 0.8% | – | – | History |
| ADTHAdTheorent Holding Company, Inc. | COM | 355,850 | $516.0K | 0.6% | – | – | History |
| LAWCS Disco, Inc. | COM | 60,000 | $455.4K | 0.5% | – | – | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 45,000 | $437.9K | 0.5% | – | – | History |
| IBEXIBEX Ltd | SHS NEW | 412,517 | $21.7K | <0.1% | – | – | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.