Filed: 11/14/2025ACC: 0001420506-25-003406
📋 What this filing means
CIRCUMFERENCE GROUP LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $89.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$89.47M
Total AUM (reported)
6.58M
Total Shares
Allocation by class
COM$42.26M47.2%
CL A$16.69M18.7%
SHS$11.38M12.7%
COMMON STOCK$6.99M7.8%
CALL$4.31M4.8%
COM NEW$3.70M4.1%
COM CL A$2.34M2.6%
Portfolio Concentration
Top 3$20.38M22.8%
4–10$36.37M40.7%
11–25$32.72M36.6%
Top 3 weight
22.8%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 6.58M
Sole
Full voting authority
6.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
UPWORK INC
SOLEShares375K
TypeSH
Market value$6.96M
7.78%
Sole
375K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares69K
TypeSH
Market value$6.91M
7.72%
Sole
69K
Shared
0.00
None
0.00
RESOURCES CONNECTION INC
SOLEShares1.29M
TypeSH
Market value$6.51M
7.28%
Sole
1.29M
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares36.50K
TypeSH
Market value$6.48M
7.25%
Sole
36.50K
Shared
0.00
None
0.00
EXTREME NETWORKS
SOLEShares270K
TypeSH
Market value$5.58M
6.23%
Sole
270K
Shared
0.00
None
0.00
TERADATA CORP DEL
SOLEShares245K
TypeSH
Market value$5.27M
5.89%
Sole
245K
Shared
0.00
None
0.00
YEXT INC
SOLEShares597.80K
TypeSH
Market value$5.09M
5.69%
Sole
597.80K
Shared
0.00
None
0.00
ICON PLC
SOLEShares28K
TypeSH
Market value$4.90M
5.48%
Sole
28K
Shared
0.00
None
0.00
INTEGRAL AD SCIENCE HLDNG CO
SOLEShares450K
TypeSH
Market value$4.58M
5.11%
Sole
450K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares410K
TypeSH
Market value$4.47M
5.00%
Sole
410K
Shared
0.00
None
0.00
KORN FERRY
SOLEShares52.90K
TypeSH
Market value$3.70M
4.14%
Sole
52.90K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares460K
TypeSH
Market value$3.55M
3.97%
Sole
460K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares265K
TypeSH
Market value$3.55M
3.96%
Sole
265K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares50K
TypeSH
Market value$2.69M
3.01%
Sole
50K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares200K
TypeSH
Market value$2.68M
2.99%
Sole
200K
Shared
0.00
None
0.00
VIMEO INC
SOLEShares325K
TypeSH
Market value$2.52M
2.82%
Sole
325K
Shared
0.00
None
0.00
FIVE9 INC
SOLEShares99.50K
TypeSH
Market value$2.41M
2.69%
Sole
99.50K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares218K
TypeSH
Market value$2.34M
2.61%
Sole
218K
Shared
0.00
None
0.00
ON24 INC
SOLEShares354.20K
TypeSH
Market value$2.03M
2.26%
Sole
354.20K
Shared
0.00
None
0.00
ENDAVA PLC
SOLEShares196.50K
TypeSH
Market value$1.79M
2.00%
Sole
196.50K
Shared
0.00
None
0.00
EPAM SYS INC
SOLEShares11K
TypeSH
Market value$1.66M
1.85%
Sole
11K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares150K
TypeSH
Market value$1.64M
1.83%
Sole
150K
Shared
0.00
None
0.00
GLOBANT S A
SOLEShares28K
TypeSH
Market value$1.61M
1.80%
Sole
28K
Shared
0.00
None
0.00
KALTURA INC
SOLEShares400K
TypeSH
Market value$576.0K
0.64%
Sole
400K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UPWORK INCSOLE | COM | 375K | SH | $6.96M 7.78% | 375K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 69K | SH | $6.91M 7.72% | 69K | 0.00 | 0.00 |
RESOURCES CONNECTION INCSOLE | COM | 1.29M | SH | $6.51M 7.28% | 1.29M | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 36.50K | SH | $6.48M 7.25% | 36.50K | 0.00 | 0.00 |
EXTREME NETWORKSSOLE | COM | 270K | SH | $5.58M 6.23% | 270K | 0.00 | 0.00 |
TERADATA CORP DELSOLE | COM | 245K | SH | $5.27M 5.89% | 245K | 0.00 | 0.00 |
YEXT INCSOLE | COM | 597.80K | SH | $5.09M 5.69% | 597.80K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 28K | SH | $4.90M 5.48% | 28K | 0.00 | 0.00 |
INTEGRAL AD SCIENCE HLDNG COSOLE | COM | 450K | SH | $4.58M 5.11% | 450K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 410K | SH | $4.47M 5.00% | 410K | 0.00 | 0.00 |
KORN FERRYSOLE | COM NEW | 52.90K | SH | $3.70M 4.14% | 52.90K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 460K | SH | $3.55M 3.97% | 460K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 265K | SH | $3.55M 3.96% | 265K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 50K | SH | $2.69M 3.01% | 50K | 0.00 | 0.00 |
UIPATH INCSOLE | CALL | 200K | SH | $2.68M 2.99% | 200K | 0.00 | 0.00 |
VIMEO INCSOLE | COMMON STOCK | 325K | SH | $2.52M 2.82% | 325K | 0.00 | 0.00 |
FIVE9 INCSOLE | COM | 99.50K | SH | $2.41M 2.69% | 99.50K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 218K | SH | $2.34M 2.61% | 218K | 0.00 | 0.00 |
ON24 INCSOLE | COM | 354.20K | SH | $2.03M 2.26% | 354.20K | 0.00 | 0.00 |
ENDAVA PLCSOLE | ADS | 196.50K | SH | $1.79M 2.00% | 196.50K | 0.00 | 0.00 |
EPAM SYS INCSOLE | COM | 11K | SH | $1.66M 1.85% | 11K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | CALL | 150K | SH | $1.64M 1.83% | 150K | 0.00 | 0.00 |
GLOBANT S ASOLE | COM | 28K | SH | $1.61M 1.80% | 28K | 0.00 | 0.00 |
KALTURA INCSOLE | COM | 400K | SH | $576.0K 0.64% | 400K | 0.00 | 0.00 |