Circumference Group LLC 13F Holdings
CIK 0001742372 · Little Rock, AR
As of Sep 30, 2025, Circumference Group LLC reported 24 positions worth $89.5M in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| UPWORK INC | UPWK | Industrials | 375,000 | $7.0M | 7.78% |
| TWILIO INC | TWLO | Communication Services | 69,000 | $6.9M | 7.72% |
| RESOURCES CONNECTION INC | RGP | Industrials | 1,289,243 | $6.5M | 7.28% |
| WIXCOM LTD | WIX | Technology | 36,500 | $6.5M | 7.25% |
| EXTREME NETWORKS INC | EXTR | Technology | 270,000 | $5.6M | 6.23% |
| TERADATA CORP | TDC | Technology | 245,000 | $5.3M | 5.89% |
| YEXT INC | YEXT | Technology | 597,800 | $5.1M | 5.69% |
| ICON PLC | ICLR | Healthcare | 28,000 | $4.9M | 5.48% |
| INTEGRAL AD SCIENCE HOLDING CORP | IAS | Communication Services | 450,000 | $4.6M | 5.11% |
| ZOOMINFO TECHNOLOGIES INC | GTM | Technology | 410,000 | $4.5M | 5.00% |
| KORN FERRY | KFY | Industrials | 52,900 | $3.7M | 4.14% |
| SPRINKLR INC | CXM | Technology | 460,000 | $3.6M | 3.97% |
| UIPATH INC | PATH | Technology | 265,000 | $3.5M | 3.96% |
| CORE & MAIN INC | CNM | Industrials | 50,000 | $2.7M | 3.01% |
| UIPATH INC | — | — | 200,000 | $2.7M | 2.99% |
| VIMEO INC | VMEO | Technology | 325,000 | $2.5M | 2.82% |
| FIVE9 INC | FIVN | Technology | 99,500 | $2.4M | 2.69% |
| AMPLITUDE INC | AMPL | Technology | 218,000 | $2.3M | 2.61% |
| ON24 INC | ONTF | Technology | 354,196 | $2.0M | 2.26% |
| ENDAVA PLC | DAVA | Technology | 196,500 |