The Analysis of Circumference Group LLC's Holdings


Currently, Circumference Group LLC holds 22 types of securities in its portfolio with a total value $85.2M. In the most recent quarter, they have increased their positions in WIX (+21.5K shares, valued at $3.8M), CNM (+50.0K shares, valued at $2.7M), EPAM (+11.0K shares, valued at $1.7M); decreased their positions in VMEO (-400.0K shares, valued at $3.1M), EXTR (-125.0K shares, valued at $2.6M), PATH (-135.0K shares, valued at $1.8M); initiated new positions in CNM (+50.0K shares, valued at $2.7M), EPAM (+11.0K shares, valued at $1.7M), GLOB (+28.0K shares, valued at $1.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
UPWK UPWORK INC375.0K shares-8.54%2025-09-302025-11-14history
TWLO TWILIO INC69.0K shares2.99%2025-09-302025-11-14history
RGP RESOURCES CONNECTION INC1.3M shares0.00%2025-09-302025-11-14history
WIX WIX COM LTD36.5K shares143.33%2025-09-302025-11-14history
EXTR EXTREME NETWORKS270.0K shares-31.65%2025-09-302025-11-14history
TDC TERADATA CORP DEL245.0K shares-20.97%2025-09-302025-11-14history
YEXT YEXT INC597.8K shares-7.72%2025-09-302025-11-14history
ICLR ICON PLC28.0K shares16.67%2025-09-302025-11-14history
Sponsored
IAS INTEGRAL AD SCIENCE HLDNG CO450.0K shares28.57%2025-09-302025-11-14history
GTM ZOOMINFO TECHNOLOGIES INC410.0K shares6.49%2025-09-302025-11-14history
KFY KORN FERRY52.9K shares20.50%2025-09-302025-11-14history
CXM SPRINKLR INC460.0K shares0.00%2025-09-302025-11-14history
PATH UIPATH INC265.0K shares-33.75%2025-09-302025-11-14history
CNM CORE & MAIN INC50.0K sharesnew addition2025-09-302025-11-14history
VMEO VIMEO INC325.0K shares-55.17%2025-09-302025-11-14history
FIVN FIVE9 INC99.5K shares-17.08%2025-09-302025-11-14history
Sponsored
AMPL AMPLITUDE INC218.0K shares0.00%2025-09-302025-11-14history
ONTF ON24 INC354.2K shares0.00%2025-09-302025-11-14history
DAVA ENDAVA PLC196.5K shares-39.82%2025-09-302025-11-14history
EPAM EPAM SYS INC11.0K sharesnew addition2025-09-302025-11-14history
GLOB GLOBANT S A28.0K sharesnew addition2025-09-302025-11-14history
KLTR KALTURA INC400.0K shares0.00%2025-09-302025-11-14history

Call Option Holdings
UIPATH INC Call CallUIPATH INC200.0K sharesnew addition2025-09-302025-11-14history
ZOOMINFO TECHNOLOGIES INC Call CallZOOMINFO TECHNOLOGIES INC150.0K sharesnew addition2025-09-302025-11-14history

Put Option Holdings
No put option holdings data available