Circumference Group as of June 30, 2026
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 | 225k | 32.37 | |
| Icon Pub SHS (ICLR) | 12.8 | $5.9M | 34k | 173.71 | |
| Resources Connection (RGP) | 12.8 | $5.9M | 1.4M | 4.25 | |
| Core & Main Cl A (CNM) | 10.5 | $4.8M | 100k | 48.25 | |
| Twilio Cl A (TWLO) | 9.0 | $4.1M | 20k | 206.33 | |
| Uipath Cl A (PATH) | 8.3 | $3.8M | 350k | 10.87 | |
| Upwork (UPWK) | 6.9 | $3.2M | 382k | 8.36 | |
| Sprinklr Cl A (CXM) | 6.8 | $3.1M | 610k | 5.16 | |
| Amplitude Com Cl A (AMPL) | 4.0 | $1.8M | 238k | 7.65 | |
| Brooks Automation (AZTA) | 3.9 | $1.8M | 70k | 25.52 | |
| Wix SHS (WIX) | 3.4 | $1.6M | 35k | 45.37 | |
| Rapid7 (RPD) | 3.1 | $1.4M | 179k | 8.10 | |
| Globant S A (GLOB) | 2.6 | $1.2M | 42k | 28.94 |
