Circumference Group as of March 31, 2026
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 | 355k | 15.08 | |
| Resources Connection (RGP) | 11.6 | $5.2M | 1.4M | 3.73 | |
| Core & Main Cl A (CNM) | 11.1 | $4.9M | 100k | 49.40 | |
| Uipath Cl A (PATH) | 10.6 | $4.7M | 425k | 11.10 | |
| Wix SHS (WIX) | 10.1 | $4.5M | 50k | 90.07 | |
| Sprinklr Cl A (CXM) | 8.2 | $3.7M | 610k | 6.00 | |
| Upwork (UPWK) | 7.4 | $3.3M | 300k | 10.96 | |
| Icon SHS (ICLR) | 7.2 | $3.2M | 29k | 110.66 | |
| Twilio Cl A (TWLO) | 7.0 | $3.1M | 25k | 125.82 | |
| Zoominfo Technologies Common Stock (GTM) | 4.7 | $2.1M | 350k | 5.98 | |
| Globant S A (GLOB) | 4.3 | $1.9M | 42k | 46.11 | |
| Amplitude Com Cl A (AMPL) | 3.6 | $1.6M | 238k | 6.82 | |
| Rapid7 (RPD) | 2.2 | $984k | 179k | 5.51 |
