Investor
Circumference Group LLC
CIK 0001742372 · filed 2026-05-15 · SEC filing
13F book
$44.6M
Positions
13
0 new · 7 sold
Largest name
12.0%
Extreme Networks Inc · EXTR
Est. mark
−$16.3M
Price effect on 13 names still held. Flow −$28.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Extreme Networks Inc | EXTR | 355.1K | $5.35M | 12.0% | −$423.9K | Added$859.4K |
| Resources Connection, Inc. | RGP | 1.39M | $5.18M | 11.6% | −$1.82M | Held |
| Core & Main, Inc. | CNM | 100K | $4.94M | 11.1% | −$231.3K | Added$262.7K |
| UiPath, Inc. | PATH | 425K | $4.72M | 10.6% | −$2.04M | Added−$1.59M |
| Wix.com Ltd. | WIX | 50K | $4.5M | 10.1% | −$552.8K | Added$347.9K |
| Sprinklr, Inc. | CXM | 609.8K | $3.66M | 8.2% | −$996.8K | Added−$698K |
| Upwork, Inc | UPWK | 300K | $3.29M | 7.4% | −$2.66M | Cut−$4.34M |
| Icon Plc | ICLR | 29K | $3.21M | 7.2% | −$2M | Added−$1.89M |
| Twilio Inc | TWLO | 25K | $3.15M | 7.0% | −$410.5K | Cut−$6.1M |
| ZoomInfo Technologies Inc. | GTM | 350K | $2.09M | 4.7% | −$1.47M | Cut−$2.53M |
| Globant S.A. | GLOB | 42K | $1.94M | 4.3% | −$808.9K | Held |
| Amplitude, Inc. | AMPL | 238K | $1.62M | 3.6% | −$1.13M | Held |
| Rapid7, Inc. | RPD | 178.5K | $983.8K | 2.2% | −$1.73M | Cut−$2.82M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.