SCHEDULE: Divisar Entities Disclose Vimeo Stake in Amended 13G

Sentiment:

Beneficial Ownership Disclosure


Divisar Partners QP, L.P., Divisar Capital Management LLC, and Steven Baughman have filed an amended Schedule 13G disclosing their beneficial ownership in Vimeo, Inc. common stock.

Summary

  • Divisar Partners QP, L.P. beneficially owns 1,151,505 shares of Vimeo, Inc. common stock, representing 0.7% of the class.
  • Divisar Capital Management LLC beneficially owns 1,239,652 shares of Vimeo, Inc. common stock, representing 0.8% of the class.
  • Steven Baughman, as CEO of Divisar Capital Management LLC, beneficially owns 1,239,652 shares of Vimeo, Inc. common stock, representing 0.8% of the class.
  • All reported shares are held with shared voting and shared dispositive power among the reporting persons.
  • The percentages of class are based on 157,950,354 shares of Common Stock outstanding as of October 23, 2025, as reported by Vimeo in its Form 10-Q filed on October 28, 2025.
  • This filing is an Amendment No. 3 to a previous Schedule 13G statement.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership, indicating a neutral sentiment. The ownership percentages are not substantial enough to suggest strong positive or negative implications for the issuer.

Positives

  • The filing indicates continued investment by Divisar Capital Management and its affiliates in Vimeo, Inc.

Negatives

  • The beneficial ownership percentages (0.7% and 0.8%) are relatively small and do not represent a significant controlling stake.

Risks

  • Divisar Partners QP, L.P. expressly disclaims beneficial ownership over the reported securities, stating the filing should not be construed as an admission of beneficial ownership.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Vimeo's future performance or operations.

Management Comments

  • Steven Baughman, CEO of Divisar Capital Management, LLC, certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Vimeo, Inc.

Industry Context

This filing is a routine disclosure of institutional ownership, common in the investment management industry, and does not provide specific insights into broader industry trends for video software or content platforms. It reflects an investment firm's position in a publicly traded company.

Stakeholder Impact

  • Shareholders: Provides transparency regarding institutional ownership, though the reported stakes are not large enough to significantly impact shareholder voting power or control.

Key Dates

DateDescription
2025-09-30Date of event which requires filing of this statement
2025-10-23Date as of which 157,950,354 shares of Common Stock were outstanding, as represented by Vimeo in its Form 10-Q
2025-10-28Date Vimeo filed its Form 10-Q with the SEC
2025-11-14Date of signing for Divisar Partners QP, L.P., Divisar Capital Management LLC, and Steven Baughman

Keywords

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

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