Circumference Group Llc Portfolio Stock Holdings
Circumference Group Llc disclosed 13 stock positions valued at approximately $44.6 million in its latest SEC 13F filing. The largest holdings include EXTREME NETWORKS INC, RESOURCES CONNECTION INC, and CORE & MAIN INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $44.6M
Holdings by Sector
Circumference Group Llc Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| EXTREME NETWORKS INC | EXTR | Technology | 12.00% | 355,100 | +85,100 | +31.52% | $5,354,908 |
| RESOURCES CONNECTION INC | RGP | Industrials | 11.61% | 1,389,243 | - | - | $5,181,876 |
| CORE & MAIN INC | CNM | Industrials | 11.07% | 100,000 | +10,000 | +11.11% | $4,940,000 |
| UIPATH INC | PATH | Technology | 10.57% | 425,000 | +40,000 | +10.39% | $4,717,500 |
| WIX COM LTD | WIX | Other | 10.09% | 50,000 | +10,000 | +25.00% | $4,503,500 |
| SPRINKLR INC | CXM | Technology | 8.20% | 609,800 | +49,800 | +8.89% | $3,658,800 |
| UPWORK INC | UPWK | Communication Services | 7.37% | 300,000 | -85,000 | -22.08% | $3,288,000 |
| ICON PLC | ICLR | Other | 7.19% | 29,000 | +1,000 | +3.57% | $3,209,140 |
| TWILIO INC | TWLO | Technology | 7.05% | 25,000 | -40,000 | -61.54% | $3,145,500 |
| ZOOMINFO TECHNOLOGIES INC | ZI | Technology | 4.69% | 350,000 | -105,000 | -23.08% | $2,093,000 |
| GLOBANT S A | L44385109 | Other | 4.34% | 42,000 | - | - | $1,936,620 |
| AMPLITUDE INC | AMPL | Technology | 3.64% | 238,000 | - | - | $1,623,160 |
| RAPID7 INC | RPD | Technology | 2.20% | 178,543 | -71,457 | -28.58% | $983,772 |