Circumference Group LLC
13 holdingsFiling period: 2026-03-31Current AUM: $52.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EXTR | EXTREME NETWORKS INC | 355.1K | $5.4M | $10.7M | 20.27% | +85.1K | 2026-03-31 |
| 2 | RGP | RESOURCES CONNECTION INC | 1.39M | $5.2M | $6.1M | 11.50% | -- | 2026-03-31 |
| 3 | CNM | CORE & MAIN INC | 100.0K | $4.9M | $4.4M | 8.33% | +10.0K | 2026-03-31 |
| 4 | PATH | UIPATH INC | 425.0K | $4.7M | $5.4M | 10.27% | +40.0K | 2026-03-31 |
| 5 | — | WIX COM LTD | 50.0K | $4.5M | $4.5M | 8.53% | +10.0K | 2026-03-31 |
| 6 | CXM | SPRINKLR INC | 609.8K | $3.7M | $3.9M | 7.35% | +49.8K | 2026-03-31 |
| 7 | UPWK | UPWORK INC | 300.0K | $3.3M | $2.7M | 5.21% | -85,000 | 2026-03-31 |
| 8 | — | ICON PLC | 29.0K | $3.2M | $3.2M | 6.08% | +1.0K | 2026-03-31 |
| 9 | TWLO | TWILIO INC | 25.0K | $3.1M | $4.9M | 9.35% | -40,000 | 2026-03-31 |
| 10 | GTM | ZOOMINFO TECHNOLOGIES INC | 350.0K | $2.1M | $1.2M | 2.19% | -105,000 | 2026-03-31 |
| 11 | — | GLOBANT S A | 42.0K | $1.9M | $1.9M | 3.67% | -- | 2026-03-31 |
| 12 | AMPL | AMPLITUDE INC | 238.0K | $1.6M | $2.1M | 4.00% | -- | 2026-03-31 |
| 13 | RPD | RAPID7 INC | 178.5K | $983K | $1.7M | 3.26% | -71,457 | 2026-03-31 |
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