Circumference Group LLC
An institutional investment manager in Little Rock, AR. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1742372.
- Reported value$46.0m
- Positions13
Holdings: 13 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$k | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Extreme Networks IncEXTR | COM | 30226D106 | 7,286 | 15.8% | 225,100 | Reduced−130,000 | |
| Icon Pub Ltd Co | SHS | G4705A100 | 5,906 | 12.8% | 34,000 | Added+5,000 | |
| Resources Connection IncRGP | COM | 76122Q105 | 5,904 | 12.8% | 1,389,243 | Unchanged | |
| Core & Main IncCNM | CL A | 21874C102 | 4,825 | 10.5% | 100,000 | Unchanged | |
| Twilio IncTWLO | CL A | 90138F102 | 4,127 | 9.0% | 20,000 | Reduced−5,000 | |
| Uipath IncPATH | CL A | 90364P105 | 3,805 | 8.3% | 350,000 | Reduced−75,000 | |
| Upwork IncUPWK | COM | 91688F104 | 3,194 | 6.9% | 382,000 | Added+82,000 | |
| Sprinklr IncCXM | CL A | 85208T107 | 3,147 | 6.8% | 609,800 | Unchanged | |
| Amplitude IncAMPL | COM CL A | 03213A104 | 1,821 | 4.0% | 238,000 | Unchanged | |
| Azenta IncAZTA | COM | 114340102 | 1,786 | 3.9% | 70,000 | New+70,000 | |
| WIX Com Ltd | SHS | M98068105 | 1,588 | 3.4% | 35,000 | Reduced−15,000 | |
| RAPID7 IncRPD | COM | 753422104 | 1,446 | 3.1% | 178,543 | Unchanged | |
| Globant S a | COM | L44385109 | 1,215 | 2.6% | 42,000 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Zoominfo Technologies IncGTM | COMMON STOCK | 98980F104 | 0.0 | 0.0% | 0 | Sold out−350,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001805 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.