Circumference Group as of Dec. 31, 2025
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 | 65k | 142.24 | |
| Upwork (UPWK) | 8.2 | $7.6M | 385k | 19.82 | |
| Resources Connection (RGP) | 7.5 | $7.0M | 1.4M | 5.04 | |
| Teradata Corporation (TDC) | 7.4 | $6.8M | 225k | 30.44 | |
| Uipath Cl A (PATH) | 6.8 | $6.3M | 385k | 16.39 | |
| Yext (YEXT) | 6.4 | $6.0M | 741k | 8.06 | |
| Icon SHS (ICLR) | 5.5 | $5.1M | 28k | 182.22 | |
| Core & Main Cl A (CNM) | 5.0 | $4.7M | 90k | 51.97 | |
| Zoominfo Technologies Common Stock (GTM) | 5.0 | $4.6M | 455k | 10.17 | |
| Extreme Networks (EXTR) | 4.8 | $4.5M | 270k | 16.65 | |
| Sprinklr Cl A (CXM) | 4.7 | $4.4M | 560k | 7.78 | |
| Wix SHS (WIX) | 4.5 | $4.2M | 40k | 103.89 | |
| Rapid7 (RPD) | 4.1 | $3.8M | 250k | 15.20 | |
| Korn Ferry Com New (KFY) | 4.0 | $3.7M | 56k | 66.02 | |
| Avantor (AVTR) | 3.8 | $3.5M | 305k | 11.46 | |
| Amplitude Com Cl A (AMPL) | 3.0 | $2.8M | 238k | 11.58 | |
| Globant S A (GLOB) | 3.0 | $2.7M | 42k | 65.37 | |
| Epam Systems (EPAM) | 2.6 | $2.5M | 12k | 204.88 | |
| On24 (ONTF) | 2.4 | $2.2M | 279k | 7.96 | |
| Five9 (FIVN) | 1.3 | $1.2M | 60k | 20.05 |
