Circumference Group
Latest statistics and disclosures from Circumference Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TWLO, UPWK, RGP, TDC, PATH, and represent 39.91% of Circumference Group's stock portfolio.
- Added to shares of these 10 stocks: RPD, AVTR, CNM, PATH, YEXT, GLOB, CXM, RGP, GTM, WIX.
- Started 2 new stock positions in AVTR, RPD.
- Reduced shares in these 10 stocks: IAS, Uipath, VMEO, DAVA, Zoominfo Technologies, FIVN, TDC, ONTF, KLTR, TWLO.
- Sold out of its positions in DAVA, IAS, KLTR, Uipath, VMEO, Zoominfo Technologies.
- Circumference Group was a net buyer of stock by $4.1k.
- Circumference Group has $93M in assets under management (AUM), dropping by 3.71%.
- Central Index Key (CIK): 0001742372
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Portfolio Holdings for Circumference Group
Circumference Group holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 10.0 | $9.2M | -5% | 65k | 142.24 |
|
| Upwork (UPWK) | 8.2 | $7.6M | +2% | 385k | 19.82 |
|
| Resources Connection (RGP) | 7.5 | $7.0M | +7% | 1.4M | 5.04 |
|
| Teradata Corporation (TDC) | 7.4 | $6.8M | -8% | 225k | 30.44 |
|
| Uipath Cl A (PATH) | 6.8 | $6.3M | +45% | 385k | 16.39 |
|
| Yext (YEXT) | 6.4 | $6.0M | +23% | 741k | 8.06 |
|
| Icon SHS (ICLR) | 5.5 | $5.1M | 28k | 182.22 |
|
|
| Core & Main Cl A (CNM) | 5.0 | $4.7M | +80% | 90k | 51.97 |
|
| Zoominfo Technologies Common Stock (GTM) | 5.0 | $4.6M | +10% | 455k | 10.17 |
|
| Extreme Networks (EXTR) | 4.8 | $4.5M | 270k | 16.65 |
|
|
| Sprinklr Cl A (CXM) | 4.7 | $4.4M | +21% | 560k | 7.78 |
|
| Wix SHS (WIX) | 4.5 | $4.2M | +9% | 40k | 103.89 |
|
| Rapid7 (RPD) | 4.1 | $3.8M | NEW | 250k | 15.20 |
|
| Korn Ferry Com New (KFY) | 4.0 | $3.7M | +5% | 56k | 66.02 |
|
| Avantor (AVTR) | 3.8 | $3.5M | NEW | 305k | 11.46 |
|
| Amplitude Com Cl A (AMPL) | 3.0 | $2.8M | +9% | 238k | 11.58 |
|
| Globant S A (GLOB) | 3.0 | $2.7M | +50% | 42k | 65.37 |
|
| Epam Systems (EPAM) | 2.6 | $2.5M | +9% | 12k | 204.88 |
|
| On24 (ONTF) | 2.4 | $2.2M | -21% | 279k | 7.96 |
|
| Five9 (FIVN) | 1.3 | $1.2M | -39% | 60k | 20.05 |
|
Past Filings by Circumference Group
SEC 13F filings are viewable for Circumference Group going back to 2024
- Circumference Group 2025 Q4 filed Feb. 17, 2026
- Circumference Group 2025 Q3 filed Nov. 14, 2025
- Circumference Group 2025 Q2 filed Aug. 14, 2025
- Circumference Group 2025 Q1 filed May 15, 2025
- Circumference Group 2024 Q4 filed Feb. 14, 2025
- Circumference Group 2024 Q3 filed Nov. 14, 2024
- Circumference Group 2024 Q2 filed Aug. 13, 2024