Circumference Group LLC
- SEC CIK
- 0001742372
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 23
- +2 vs. Q1 2025
- Portfolio value
- $96.4M
- +$15.6M (+19.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KLTRKaltura Inc | COM | 400,000 | $804.0K | 0.8% | −35,181−8.1% | Reduced | History |
| Telus Intl Cda Inc87975H100 | SUB VTG SHS | 399,998 | $1.45M | 1.5% | −275,002−40.7% | Reduced | – |
| ONTFON24 Inc. | COM | 354,196 | $1.92M | 2.0% | −40,000−10.1% | Reduced | History |
| WIXWix.com Ltd. | SHS | 15,000 | $2.38M | 2.5% | +15,000 | New | History |
| AVDXAvidXchange Holdings, Inc. | COM | 275,000 | $2.69M | 2.8% | −95,000−25.7% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 218,000 | $2.70M | 2.8% | +40,000+22.5% | Added | History |
| IASIntegral Ad Science Holding Corp. | COM | 350,000 | $2.91M | 3.0% | +140,000+66.7% | Added | History |
| VMEOVimeo, Inc. | COMMON STOCK | 725,000 | $2.93M | 3.0% | +150,000+26.1% | Added | History |
| FIVNFive9, Inc. | COM | 120,000 | $3.18M | 3.3% | +5,000+4.3% | Added | History |
| KFYKorn Ferry | COM NEW | 43,900 | $3.22M | 3.3% | 00.0% | Unchanged | History |
| ICLRIcon PLC | COM | 24,000 | $3.49M | 3.6% | +24,000 | New | History |
| CXMSprinklr, Inc. | CL A | 460,000 | $3.89M | 4.0% | +100,000+27.8% | Added | History |
| GTMZoomInfo Technologies Inc. | Stock | 385,000 | $3.90M | 4.0% | 00.0% | Unchanged | History |
| BASECouchbase, Inc. | COM | 201,801 | $4.92M | 5.1% | −120,000−37.3% | Reduced | History |
| DAVAEndava plc | ADS | 326,500 | $5.00M | 5.2% | +75,000+29.8% | Added | History |
| PATHUiPath, Inc. | Stock | 400,000 | $5.12M | 5.3% | −50,000−11.1% | Reduced | History |
| YEXTYext, Inc. | COM | 647,800 | $5.51M | 5.7% | −50,000−7.2% | Reduced | History |
| UPWKUpwork, Inc | COM | 410,000 | $5.51M | 5.7% | −65,000−13.7% | Reduced | History |
| INFAInformatica Inc. | COM CL A | 230,000 | $5.60M | 5.8% | −30,000−11.5% | Reduced | History |
| TDCTeradata Corp | Stock | 310,000 | $6.92M | 7.2% | +10,000+3.3% | Added | History |
| RGPResources Connection, Inc. | COM | 1,289,243 | $6.92M | 7.2% | +229,243+21.6% | Added | History |
| EXTRExtreme Networks Inc | COM | 395,000 | $7.09M | 7.4% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 67,000 | $8.33M | 8.6% | +17,000+34.0% | Added | History |