Circumference Group

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

  • Top 5 stock holdings are EXTR, RGP, CNM, PATH, WIX, and represent 55.33% of Circumference Group's stock portfolio.
  • Added to shares of these 6 stocks: EXTR, WIX, CNM, PATH, CXM, ICLR.
  • Reduced shares in these 10 stocks: TDC (-$6.8M), YEXT (-$6.0M), TWLO (-$5.0M), KFY, AVTR, , On24, FIVN, UPWK, GTM.
  • Sold out of its positions in AVTR, EPAM, FIVN, KFY, On24, TDC, YEXT.
  • Circumference Group was a net seller of stock by $-29M.
  • Circumference Group has $45M in assets under management (AUM), dropping by -51.90%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Extreme Networks (EXTR) 12.0 $5.4M +31% 355k 15.08
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Resources Connection (RGP) 11.6 $5.2M 1.4M 3.73
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Core & Main Cl A (CNM) 11.1 $4.9M +11% 100k 49.40
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Uipath Cl A (PATH) 10.6 $4.7M +10% 425k 11.10
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Wix SHS (WIX) 10.1 $4.5M +25% 50k 90.07
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Sprinklr Cl A (CXM) 8.2 $3.7M +8% 610k 6.00
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Upwork (UPWK) 7.4 $3.3M -22% 300k 10.96
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Icon SHS (ICLR) 7.2 $3.2M +3% 29k 110.66
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Twilio Cl A (TWLO) 7.0 $3.1M -61% 25k 125.82
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Zoominfo Technologies Common Stock (GTM) 4.7 $2.1M -23% 350k 5.98
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Globant S A (GLOB) 4.3 $1.9M 42k 46.11
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Amplitude Com Cl A (AMPL) 3.6 $1.6M 238k 6.82
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Rapid7 (RPD) 2.2 $984k -28% 179k 5.51
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Past Filings by Circumference Group

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