Circumference Group
$46M 13F equity value
14 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Circumference Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EXTR | EXTREME NETWORKS INC | 225,100 | $7M | 15.8% |
| ICLR | ICON PUB LTD CO | 34,000 | $6M | 12.8% |
| RGP | RESOURCES CONNECTION INC | 1,389,243 | $6M | 12.8% |
| CNM | CORE & MAIN INC | 100,000 | $5M | 10.5% |
| TWLO | TWILIO INC | 20,000 | $4M | 9.0% |
| PATH | UIPATH INC | 350,000 | $4M | 8.3% |
| UPWK | UPWORK INC | 382,000 | $3M | 6.9% |
| CXM | SPRINKLR INC | 609,800 | $3M | 6.8% |
| AMPL | AMPLITUDE INC | 238,000 | $2M | 4.0% |
| AZTA | AZENTA INC | 70,000 | $2M | 3.9% |
Track Circumference Group's 13F portfolio: $46M in reported holdings, 14 positions. Top holdings and quarterly changes on SentiSense.
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