Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Circumference Group LLC (CIK 1742372) reported $46.0M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EXTR ($7.3M, 15.82%), ICLR ($5.9M, 12.83%), RGP ($5.9M, 12.82%), CNM ($4.8M, 10.48%), TWLO ($4.1M, 8.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EXTR | EXTREME NETWORKS INC | $7.3M | 15.82% | 225,100 | Trimmed |
| 2 | ICLR | ICON PUB LTD CO | $5.9M | 12.83% | 34,000 | Added |
| 3 | RGP | RESOURCES CONNECTION INC | $5.9M | 12.82% | 1.4M | Hold |
| 4 | CNM | CORE & MAIN INC | $4.8M | 10.48% | 100,000 | Hold |
| 5 | TWLO | TWILIO INC | $4.1M | 8.96% | 20,000 | Trimmed |
| 6 | PATH | UIPATH INC | $3.8M | 8.26% | 350,000 | Trimmed |
| 7 | UPWK | UPWORK INC | $3.2M | 6.93% | 382,000 | Added |
| 8 | CXM | SPRINKLR INC | $3.1M | 6.83% | 609,800 | Hold |
| 9 | AMPL | AMPLITUDE INC | $1.8M | 3.95% | 238,000 | Hold |
| 10 | AZTA | AZENTA INC | $1.8M | 3.88% | 70,000 | New |
| 11 | WIX | WIX COM LTD | $1.6M | 3.45% | 35,000 | Trimmed |
| 12 | RPD | RAPID7 INC | $1.4M | 3.14% | 178,543 | Hold |
| 13 | GLOB | GLOBANT S A | $1.2M | 2.64% | 42,000 | Hold |
| 14 | GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30