HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 JUNIPER NETWORKS INC |
$8,756 | ||
| JNPR | 197,000 | +197,000 | $5,808 |
| Call | 100,000 | +100,000 | $2,948 |
 IBEX LTD |
412,517 | +412,517 | $7,842 |
| IBEX | 412,517 | +412,517 | $7,842 |
| BENCHMARK ELECTRS INC |
237,254 | +237,254 | $6,558 |
| BHE | 237,254 | +237,254 | $6,558 |
| ZUORA INC |
680,000 | +680,000 | $6,392 |
| ZUO | 680,000 | +680,000 | $6,392 |
| RESOURCES CONNECTION INC |
450,000 | +450,000 | $6,376 |
| RGP | 450,000 | +450,000 | $6,376 |
| WIX COM LTD |
$5,289 | ||
| WIX | 73,000 | +73,000 | $8,980 |
| Put | 30,000 | +30,000 | $3,691 |
| COUCHBASE INC |
200,000 | +200,000 | $4,504 |
| BASE | 200,000 | +200,000 | $4,504 |
| SECUREWORKS CORP |
$4,501 | ||
| SCWX | 580,878 | +580,878 | $4,287 |
| Call | 29,000 | +29,000 | $214 |
| UPWORK INC |
275,000 | +275,000 | $4,089 |
| UPWK | 275,000 | +275,000 | $4,089 |
| SPRINKLR INC |
336,000 | +336,000 | $4,045 |
| CXM | 336,000 | +336,000 | $4,045 |
| DXC TECHNOLOGY CO |
165,000 | +165,000 | $3,774 |
| DXC | 165,000 | +165,000 | $3,774 |
| TERADATA CORP DEL |
80,000 | +80,000 | $3,481 |
| TDC | 80,000 | +80,000 | $3,481 |
| COMMVAULT SYS INC |
35,605 | +35,605 | $2,843 |
| CVLT | 35,605 | +35,605 | $2,843 |
| YEXT INC |
425,000 | +425,000 | $2,503 |
| YEXT | 425,000 | +425,000 | $2,503 |
| EVERBRIDGE INC |
100,000 | +100,000 | $2,431 |
| EVBG | 100,000 | +100,000 | $2,431 |
| ON24 INC |
292,196 | +292,196 | $2,303 |
| ONTF | 292,196 | +292,196 | $2,303 |
| VIMEO INC |
578,270 | +578,270 | $2,267 |
| VMEO | 578,270 | +578,270 | $2,267 |
| KORN FERRY |
35,900 | +35,900 | $2,131 |
| KFY | 35,900 | +35,900 | $2,131 |
| OMNICELL COM |
50,000 | +50,000 | $1,882 |
| OMCL | 50,000 | +50,000 | $1,882 |
| TWILIO INC |
20,000 | +20,000 | $1,517 |
| TWLO | 20,000 | +20,000 | $1,517 |
| AVIDXCHANGE HOLDINGS INC |
105,000 | +105,000 | $1,301 |
| AVDX | 105,000 | +105,000 | $1,301 |
| KALTURA INC |
660,181 | +660,181 | $1,287 |
| KLTR | 660,181 | +660,181 | $1,287 |
| WALKME LTD |
91,559 | +91,559 | $977 |
| WKME | 91,559 | +91,559 | $977 |
| UIPATH INC |
30,000 | +30,000 | $745 |
| PATH | 30,000 | +30,000 | $745 |
| SIMILARWEB LTD |
136,000 | +136,000 | $725 |
| SMWB | 136,000 | +136,000 | $725 |
| ADTHEORENT HOLDING COMPANY |
355,850 | +355,850 | $516 |
| ADTH | 355,850 | +355,850 | $516 |
| CS DISCO INC |
60,000 | +60,000 | $455 |
| LAW | 60,000 | +60,000 | $455 |
| BIGCOMMERCE HLDGS INC |
45,000 | +45,000 | $438 |
| BIGC | 45,000 | +45,000 | $438 |
See Full List: All Stocks Held By Circumference Group LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Circumference Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $121,515 At 09/30/2023: $0 Circumference Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Circumference Group LLC 13F filings. Link to 13F filings: SEC filings |
