SCHEDULE 13G/A: Divisar Capital Management and Steven Baughman Report Over 5% Passive Stake in Vimeo, Inc.

Divisar Capital Management LLC and its CEO, Steven Baughman, have reported a passive beneficial ownership of 5.4% in Vimeo, Inc., totaling 8,420,025 shares of common stock.

Summary

• Divisar Capital Management LLC and Steven Baughman, its CEO, collectively hold beneficial ownership of 8,420,025 shares of Vimeo, Inc. Common Stock.
• This ownership represents 5.4% of Vimeo, Inc.'s outstanding common stock, based on 155,344,770 shares as of May 1, 2025.
• Divisar Partners QP, L.P., one of the funds managed by Divisar Capital Management LLC, holds 7,813,588 shares, representing 5.0% of the class.
• All reporting persons, including Divisar Partners QP, L.P., Divisar Capital Management LLC, and Steven Baughman, possess shared voting and shared dispositive power over their respective reported shares.
• Divisar Partners QP, L.P. expressly disclaims beneficial ownership over the securities reported.
• The securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of Vimeo, Inc., other than activities solely in connection with a nomination under Rule 14a-11.

Sentiment

Score: 7

Explanation: The filing indicates a significant passive investment by an institutional firm, which is generally viewed as a positive signal of confidence in the company, without suggesting any immediate activist intent.

Positives

• A significant institutional investor, Divisar Capital Management LLC, has taken a substantial passive stake in Vimeo, Inc., indicating potential confidence in the company's long-term prospects.
• The investment firm's CEO, Steven Baughman, is directly associated with the beneficial ownership, aligning leadership with the investment.

Future Outlook

No forward-looking statements or guidance regarding Vimeo, Inc.'s financial performance or strategic direction are provided in this ownership disclosure.

Management Comments

• Divisar Partners QP, L.P. expressly disclaims beneficial ownership over any of the securities reported in this statement, and the filing of this statement shall not be construed as an admission that Divisar Partners QP, L.P. is the beneficial owner of any of the securities reported herein.
• The securities referred to were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 240.14a-11.

Industry Context

The filing reflects a routine disclosure of a significant passive investment by an institutional asset manager in a publicly traded technology company, a common occurrence in the capital markets.

Stakeholder Impact

• Shareholders may view the significant institutional investment as a positive indicator of the company's value and potential, potentially leading to increased investor confidence.

Next Steps

• Continued monitoring of Vimeo, Inc.'s performance by Divisar Capital Management LLC.
• Future Schedule 13G amendments will be filed if there are material changes to the beneficial ownership stake.

Key Dates

Recommendation

Keywords

Vimeo, Divisar Capital Management, Steven Baughman, Beneficial Ownership, Common Stock, SEC Filing, Schedule 13G, Institutional Investment, Passive Stake