Circumference Group LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Circumference Group LLC disclosed 13 US equity positions worth $44.6m in its Q1 2026 13F filing. The largest position was EXTR at 12.0% of the reported book, followed by RGP and CNM.
What did Circumference Group LLC own in Q1 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EXTR EXTREME NETWORKS INC | Technology | 12.0% | $5.4m | 355,100 | – | |
| 2 | RGP RESOURCES CONNECTION INC | Industrials | 11.6% | $5.2m | 1,389,243 | – | |
| 3 | CNM CORE & MAIN INC | Industrials | 11.1% | $4.9m | 100,000 | – | |
| 4 | PATH UIPATH INC | Technology | 10.6% | $4.7m | 425,000 | – | |
| 5 | WIX WIX COM LTD | Technology | 10.1% | $4.5m | 50,000 | – | |
| 6 | CXM SPRINKLR INC | Technology | 8.2% | $3.7m | 609,800 | – | |
| 7 | UPWK UPWORK INC | Communication Services | 7.4% | $3.3m | 300,000 | – | |
| 8 | ICLR ICON PLC | Healthcare | 7.2% | $3.2m | 29,000 | – | |
| 9 | TWLO TWILIO INC | Technology | 7.0% | $3.1m | 25,000 | – | |
| 10 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 4.7% | $2.1m | 350,000 | – | |
| 11 | GLOB GLOBANT S A | Technology | 4.3% | $1.9m | 42,000 | – | |
| 12 | AMPL AMPLITUDE INC | Technology | 3.6% | $1.6m | 238,000 | – | |
| 13 | RPD RAPID7 INC | Technology | 2.2% | $983.8k | 178,543 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.