Circumference Group LLC
- SEC CIK
- 0001742372
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 13
- −7 vs. Q4 2025
- Portfolio value
- $44.6M
- −$45.0M (−50.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXTRExtreme Networks Inc | COM | 355,100 | $5.35M | 12.0% | +85,100+31.5% | Added | History |
| RGPResources Connection, Inc. | COM | 1,389,243 | $5.18M | 11.6% | 00.0% | Unchanged | History |
| CNMCore & Main, Inc. | CL A | 100,000 | $4.94M | 11.1% | +10,000+11.1% | Added | History |
| PATHUiPath, Inc. | Stock | 425,000 | $4.72M | 10.6% | +40,000+10.4% | Added | History |
| WIXWix.com Ltd. | SHS | 50,000 | $4.50M | 10.1% | +10,000+25.0% | Added | History |
| CXMSprinklr, Inc. | CL A | 609,800 | $3.66M | 8.2% | +49,800+8.9% | Added | History |
| UPWKUpwork, Inc | COM | 300,000 | $3.29M | 7.4% | −85,000−22.1% | Reduced | History |
| ICLRIcon PLC | COM | 29,000 | $3.21M | 7.2% | +1,000+3.6% | Added | History |
| TWLOTwilio Inc | CL A | 25,000 | $3.15M | 7.0% | −40,000−61.5% | Reduced | History |
| GTMZoomInfo Technologies Inc. | Stock | 350,000 | $2.09M | 4.7% | −105,000−23.1% | Reduced | History |
| GLOBGlobant S.A. | COM | 42,000 | $1.94M | 4.3% | 00.0% | Unchanged | History |
| AMPLAmplitude, Inc. | Stock | 238,000 | $1.62M | 3.6% | 00.0% | Unchanged | History |
| RPDRapid7, Inc. | COM | 178,543 | $983.8K | 2.2% | −71,457−28.6% | Reduced | History |
Sold out since Q4 2025 (7)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| TDCTeradata Corp | Stock | 175,000 | $5.33M | 5.9% | History |
| YEXTYext, Inc. | COM | 542,800 | $4.37M | 4.9% | History |
| KFYKorn Ferry | COM NEW | 55,900 | $3.69M | 4.1% | History |
| AVTRAvantor, Inc. | COM | 305,000 | $3.50M | 3.9% | History |
| EPAMEPAM Systems, Inc. | COM | 12,000 | $2.46M | 2.7% | History |
| ONTFON24 Inc. | COM | 279,151 | $2.22M | 2.5% | History |
| FIVNFive9, Inc. | COM | 60,000 | $1.20M | 1.3% | History |