Circumference Group LLC Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Circumference Group LLCInvestment ActivityCircumference Group LLC has $106.56 million in total holdings as of March 31, 2024.Circumference Group LLC owns shares of 29 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 25.92% of the portfolio was purchased this quarter.About 39.66% of the portfolio was sold this quarter.This quarter, Circumference Group LLC has purchased 29 new stocks and bought additional shares in 11 stocks.Circumference Group LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Teradata $9,893,200Juniper Networks $9,685,420Resources Connection $8,619,800Zuora $6,201,600Sprinklr $5,779,170 Largest New Holdings this Quarter Extreme Networks $3,808,200 HoldingEventbrite $2,192,000 Holding Largest Purchases this Quarter Teradata 180,000 shares (about $6.85M)Extreme Networks 330,000 shares (about $3.81M)Resources Connection 205,000 shares (about $2.70M)Yext 372,800 shares (about $2.25M)DXC Technology 105,000 shares (about $2.23M) Largest Sales this Quarter GoDaddy 188,000 shares (about $22.31M)Wix.com 76,000 shares (about $10.45M)Benchmark Electronics 120,000 shares (about $3.60M)Couchbase 60,000 shares (about $1.58M)Juniper Networks 40,000 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCircumference Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTDCTeradata$9,893,200$6,849,138 ▲225.0%260,0009.3%Computer and TechnologyJNPRJuniper Networks$9,685,420$1,507,458 ▼-13.5%257,0009.1%Computer and TechnologyRGPResources Connection$8,619,800$2,697,800 ▲45.6%655,0008.1%Business ServicesZUOZuora$6,201,6000.0%680,0005.8%Computer and TechnologyCXMSprinklr$5,779,170$1,656,450 ▲40.2%471,0005.4%Business ServicesDXCDXC Technology$5,726,700$2,227,050 ▲63.6%270,0005.4%Computer and TechnologyYEXTYext$4,810,734$2,247,984 ▲87.7%797,8004.5%Business ServicesGDDYGoDaddy$4,747,200$22,311,840 ▼-82.5%40,0004.5%Computer and TechnologyUPWKUpwork$4,658,800$1,287,300 ▲38.2%380,0004.4%Computer and TechnologySCWXSecureWorks$3,916,940$181,440 ▼-4.4%582,8783.7%Computer and TechnologyEVBGEverbridge$3,831,300$348,300 ▲10.0%110,0003.6%Computer and TechnologyEXTRExtreme Networks$3,808,200$3,808,200 ▲New Holding330,0003.6%Computer and TechnologyWIXWix.com$3,711,960$10,448,480 ▼-73.8%27,0003.5%Computer and TechnologyBASECouchbase$3,683,400$1,578,600 ▼-30.0%140,0003.5%Computer and TechnologyBHEBenchmark Electronics$3,518,793$3,601,200 ▼-50.6%117,2543.3%Computer and TechnologyCVLTCommvault Systems$3,104,265$507,150 ▼-14.0%30,6052.9%Computer and TechnologyONTFON24$2,764,579$678,300 ▲32.5%387,1962.6%Computer and TechnologyOMCLOmnicell$2,659,930$1,198,430 ▲82.0%91,0002.5%MedicalWKMEWalkMe$2,609,747$1,822,340 ▲231.4%303,4592.4%Computer and TechnologyVMEOVimeo$2,365,1240.0%578,2702.2%Business ServicesKFYKorn Ferry$2,360,7840.0%35,9002.2%Business ServicesEBEventbrite$2,192,000$2,192,000 ▲New Holding400,0002.1%Computer and TechnologyTWLOTwilio$1,834,500$611,500 ▲50.0%30,0001.7%Computer and TechnologySMWBSimilarweb$985,149$238,851 ▼-19.5%109,4610.9%Computer and TechnologyKLTRKaltura$891,2440.0%660,1810.8%Computer and TechnologyADTHAdTheorent$811,649$330,630 ▼-28.9%252,8500.8%Business ServicesAVDXAvidXchange$591,750$789,000 ▼-57.1%45,0000.6%Computer and TechnologyLAWCS Disco$487,8000.0%60,0000.5%Computer and TechnologyBIGCBigCommerce$310,0500.0%45,0000.3%Retail/WholesalePATHUiPath$0$745,200 ▼-100.0%00.0%Business ServicesIBEXIBEX$0$21,700 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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