Circumference Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$44.6M
Q ending 2026-03-31
Prior quarter
$92.8M
Q ending 2025-12-31
Change
-51.9% QoQ · -45.3% YoY
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Extreme Networks Inc | EXTR | Shares | $5.4M | 355K |
| Resources Connection Inc | RGP | Shares | $5.2M | 1.4M |
| Core & Main Inc | CNM | Shares | $4.9M | 100K |
| Uipath Inc | PATH | Shares | $4.7M | 425K |
| Wix Com Ltd | Shares | $4.5M | 50K | |
| Sprinklr Inc | CXM | Shares | $3.7M | 610K |
| Upwork Inc | UPWK | Shares | $3.3M | 300K |
| Icon Plc | Shares | $3.2M | 29K | |
| Twilio Inc | TWLO | Shares | $3.1M | 25K |
| Zoominfo Technologies Inc | GTM | Shares | $2.1M | 350K |
| Globant S A | Shares | $1.9M | 42K | |
| Amplitude Inc | AMPL | Shares | $1.6M | 238K |
| Rapid7 Inc | RPD | Shares | $984K | 179K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.