Circumference Group

Latest statistics and disclosures from Circumference Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are EXTR, ICLR, RGP, CNM, TWLO, and represent 60.91% of Circumference Group's stock portfolio.
  • Added to shares of these 3 stocks: AZTA, ICLR, UPWK.
  • Started 1 new stock position in AZTA.
  • Reduced shares in these 5 stocks: EXTR, GTM, TWLO, PATH, WIX.
  • Sold out of its position in GTM.
  • Circumference Group was a net seller of stock by $-5.5M.
  • Circumference Group has $46M in assets under management (AUM), dropping by 3.17%.
  • Central Index Key (CIK): 0001742372

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Portfolio Holdings for Circumference Group

Circumference Group holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Extreme Networks (EXTR) 15.8 $7.3M -36% 225k 32.37
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Icon Pub SHS (ICLR) 12.8 $5.9M +17% 34k 173.71
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Resources Connection (RGP) 12.8 $5.9M 1.4M 4.25
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Core & Main Cl A (CNM) 10.5 $4.8M 100k 48.25
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Twilio Cl A (TWLO) 9.0 $4.1M -20% 20k 206.33
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Uipath Cl A (PATH) 8.3 $3.8M -17% 350k 10.87
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Upwork (UPWK) 6.9 $3.2M +27% 382k 8.36
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Sprinklr Cl A (CXM) 6.8 $3.1M 610k 5.16
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Amplitude Com Cl A (AMPL) 4.0 $1.8M 238k 7.65
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Brooks Automation (AZTA) 3.9 $1.8M NEW 70k 25.52
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Wix SHS (WIX) 3.4 $1.6M -30% 35k 45.37
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Rapid7 (RPD) 3.1 $1.4M 179k 8.10
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Globant S A (GLOB) 2.6 $1.2M 42k 28.94
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Past Filings by Circumference Group

SEC 13F filings are viewable for Circumference Group going back to 2024