Institutional Manager · CIK 0001742372
Circumference Group LLC
Little Rock, AR · File #028-23798
Latest AUM
$92.8M
Positions
22
Top-10 Concentration
63.4%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202522 pos · $92.8M
- 13F HOLDINGS REPORTQ/E Sep 202525 pos · $89.5M
- 13F HOLDINGS REPORTQ/E Jun 202523 pos · $96.4M
- 13F HOLDINGS REPORTQ/E Mar 202522 pos · $81.6M
- 13F HOLDINGS REPORTQ/E Dec 202428 pos · $116.3M
- 13F HOLDINGS REPORTQ/E Sep 202427 pos · $96.5M
- 13F HOLDINGS REPORTQ/E Jun 202426 pos · $94.8M
- 13F HOLDINGS REPORTQ/E Mar 202432 pos · $106.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TWILIO INC | TWLO | 65,000 | $9.2M | 9.96% |
| 2 | UPWORK INC | UPWK | 385,000 | $7.6M | 8.22% |
| 3 | RESOURCES CONNECTION INC | RGP | 1,389,243 | $7.0M | 7.55% |
| 4 | UIPATH INC | PATH | 385,000 | $6.3M | 6.80% |
| 5 | TERADATA CORP DEL | TDC | 175,000 | $5.3M | 5.74% |
| 6 | ICON PLC | ICLR | 28,000 | $5.1M | 5.50% |
| 7 | CORE & MAIN INC | CNM | 90,000 | $4.7M | 5.04% |
| 8 | ZOOMINFO TECHNOLOGIES INC | GTM | 455,000 | $4.6M | 4.99% |
| 9 | EXTREME NETWORKS | EXTR | 270,000 | $4.5M | 4.84% |
| 10 | YEXT INC | YEXT | 542,800 | $4.4M | 4.71% |
| 11 | SPRINKLR INC | CXM | 560,000 | $4.4M | 4.70% |
| 12 | WIX COM LTD | WIX | 40,000 | $4.2M | 4.48% |
| 13 | RAPID7 INC | RPD | 250,000 | $3.8M | 4.10% |
| 14 | KORN FERRY | KFY | 55,900 | $3.7M | 3.98% |
| 15 | AVANTOR INC | AVTR | 305,000 | $3.5M | 3.77% |
| 16 | AMPLITUDE INC | AMPL | 238,000 | $2.8M | 2.97% |
| 17 | GLOBANT S A | GLOB | 42,000 | $2.7M | 2.96% |
| 18 | EPAM SYS INC | EPAM | 12,000 | $2.5M | 2.65% |
| 19 | ON24 INC | ONTF | 279,151 | $2.2M | 2.39% |
| 20 | YEXT INC | YEXT | 197,800 | $1.6M | 1.72% |