Investor
Circumference Group LLC
CIK 0001742372 · filed 2026-02-17 · SEC filing
13F book
$92.8M
Positions
20
Largest name
10.0%
Twilio Inc · TWLO
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Twilio Inc | TWLO | 65K | $9.25M | 10.0% | — | Held |
| Upwork, Inc | UPWK | 385K | $7.63M | 8.2% | — | Held |
| Resources Connection, Inc. | RGP | 1.39M | $7M | 7.5% | — | Held |
| UiPath, Inc. | PATH | 385K | $6.31M | 6.8% | — | Held |
| Teradata Corp Del | — | 175K | $5.33M | 5.7% | — | Held |
| Icon Plc | ICLR | 28K | $5.1M | 5.5% | — | Held |
| Core & Main, Inc. | CNM | 90K | $4.68M | 5.0% | — | Held |
| ZoomInfo Technologies Inc. | GTM | 455K | $4.63M | 5.0% | — | Held |
| Extreme Networks Inc | EXTR | 270K | $4.5M | 4.8% | — | Held |
| Yext, Inc. | YEXT | 542.8K | $4.37M | 4.7% | — | Held |
| Sprinklr, Inc. | CXM | 560K | $4.36M | 4.7% | — | Held |
| Wix.com Ltd. | WIX | 40K | $4.16M | 4.5% | — | Held |
| Rapid7, Inc. | RPD | 250K | $3.8M | 4.1% | — | Held |
| Korn Ferry | KFY | 55.9K | $3.69M | 4.0% | — | Held |
| Avantor, Inc. | AVTR | 305K | $3.5M | 3.8% | — | Held |
| Amplitude, Inc. | AMPL | 238K | $2.76M | 3.0% | — | Held |
| Globant S.A. | GLOB | 42K | $2.75M | 3.0% | — | Held |
| Epam Sys Inc | — | 12K | $2.46M | 2.6% | — | Held |
| On24 Inc | — | 279.2K | $2.22M | 2.4% | — | Held |
| Five9, Inc. | FIVN | 60K | $1.2M | 1.3% | — | Held |
Positions as of Q4 2025. 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.