Scalar Gauge Management, LLC Top Holdings and 13F Report (2025) About Scalar Gauge Management, LLCInvestment ActivityScalar Gauge Management, LLC has $164.03 million in total holdings as of March 31, 2025.Scalar Gauge Management, LLC owns shares of 28 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 32.99% of the portfolio was purchased this quarter.About 50.13% of the portfolio was sold this quarter.This quarter, Scalar Gauge Management, LLC has purchased 28 new stocks and bought additional shares in 7 stocks.Scalar Gauge Management, LLC sold shares of 10 stocks and completely divested from 10 stocks this quarter.Largest Holdings BlackLine $27,495,491Clearwater Analytics $17,784,346Five9 $15,689,740Similarweb $10,033,156PagerDuty $10,015,614 Largest New Holdings this Quarter 743315103 - Progressive $7,358,260 Holding78463M107 - SPS Commerce $6,113,013 Holding47215P106 - JD.com $3,906,400 Holding45674M101 - Informatica Inc $3,354,832 Holding68287N100 - OneSpan $3,276,844 Holding Largest Purchases this Quarter BlackLine 215,013 shares (about $10.41M)Progressive 26,000 shares (about $7.36M)SPS Commerce 46,056 shares (about $6.11M)PagerDuty 220,000 shares (about $4.02M)Five9 147,375 shares (about $4.00M) Largest Sales this Quarter NRG Energy 49,200 shares (about $4.70M)AvePoint 303,992 shares (about $4.39M)Cintas 13,000 shares (about $2.67M)SolarWinds 142,240 shares (about $2.62M)N-able 325,835 shares (about $2.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScalar Gauge Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLBlackLine$27,495,491$10,410,930 ▲60.9%567,85416.8%Computer and TechnologyCWANClearwater Analytics$17,784,346$2,052,800 ▲13.0%663,59510.8%Computer and TechnologyFIVNFive9$15,689,740$4,001,231 ▲34.2%577,8919.6%Computer and TechnologySMWBSimilarweb$10,033,156$805,672 ▲8.7%1,213,1996.1%Computer and TechnologyPDPagerDuty$10,015,614$4,019,400 ▲67.0%548,2006.1%Computer and TechnologySWISolarWinds$7,605,656$2,621,483 ▼-25.6%412,6784.6%Computer and TechnologyPGRProgressive$7,358,260$7,358,260 ▲New Holding26,0004.5%FinanceCLBTCellebrite DI$6,980,033$479,474 ▼-6.4%359,2404.3%Business ServicesVERXVertex$6,391,216$1,344,944 ▼-17.4%182,5543.9%Computer and TechnologySPSCSPS Commerce$6,113,013$6,113,013 ▲New Holding46,0563.7%Business ServicesNRGNRG Energy$5,689,416$4,696,632 ▼-45.2%59,6003.5%UtilitiesNCLHNorwegian Cruise Line$5,675,790$18,960 ▼-0.3%299,3563.5%Consumer DiscretionaryAVPTAvePoint$4,343,321$4,389,645 ▼-50.3%300,7842.6%Computer and TechnologyTWLOTwilio$4,308,040$979,100 ▲29.4%44,0002.6%Computer and TechnologyJDJD.com$3,906,400$3,906,400 ▲New Holding95,0002.4%Retail/WholesaleCGNTCognyte Software$3,588,250$78,000 ▲2.2%460,0322.2%Computer and TechnologyInformatica Inc$3,354,832$3,354,832 ▲New Holding192,2542.0%COM CL AOSPNOneSpan$3,276,844$3,276,844 ▲New Holding214,8752.0%Computer and TechnologyProShares VIX Short Term Futures ETF$2,513,000$2,513,000 ▲New Holding50,0001.5%VIX SHT TERM FUTCTASCintas$2,055,300$2,671,890 ▼-56.5%10,0001.3%Business ServicesALKTAlkami Technology$1,927,3270.0%73,4221.2%Computer and TechnologyHPEHewlett Packard Enterprise$1,851,600$1,851,600 ▲New Holding120,0001.1%Computer and TechnologyGBGlobal Blue Group$1,653,431$846,400 ▼-33.9%224,6511.0%Business ServicesFRSHFreshworks$1,622,650$1,622,650 ▲New Holding115,0001.0%Computer and TechnologyJAMFJamf$1,134,834$1,134,834 ▲New Holding93,4020.7%Business ServicesInvesco QQQ TR$640,000$640,000 ▲New Holding4000.4%PUTNABLN-able$606,160$2,310,172 ▼-79.2%85,4950.4%Business ServicesBLZEBackblaze$418,954$144,900 ▼-25.7%86,7400.3%Computer and TechnologyAXONAxon Enterprise$0$16,284,368 ▼-100.0%00.0%AerospaceMSIMotorola Solutions$0$16,272,345 ▼-100.0%00.0%Computer and TechnologyZUOZuora$0$14,795,690 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$6,234,150 ▼-100.0%00.0%Retail/WholesaleCARGCarGurus$0$4,019,400 ▼-100.0%00.0%Auto/Tires/TrucksOneStream Inc$0$2,023,408 ▼-100.0%00.0%CL ASCWXSecureWorks$0$1,880,979 ▼-100.0%00.0%Computer and TechnologyACAArcosa$0$773,920 ▼-100.0%00.0%ConstructionENFNEnfusion$0$257,500 ▼-100.0%00.0%Computer and TechnologyGWREGuidewire Software$0$168,580 ▼-100.0%00.0%Computer and TechnologyShowing 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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