# Circumference Group LLC: Form 13F holdings

An institutional investment manager in Little Rock, AR. SEC CIK 1742372.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $46.0m
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1742372/000142050626001805/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [EXTREME NETWORKS INC (EXTR)](/companies/extr.md) | COM | $7.3m | 15.8% | 225,100 |  | Reduced −130,000 |
| ICON PUB LTD CO | SHS | $5.9m | 12.8% | 34,000 |  | Added +5,000 |
| [RESOURCES CONNECTION INC (RGP)](/companies/rgp.md) | COM | $5.9m | 12.8% | 1,389,243 |  | Unchanged |
| [CORE & MAIN INC (CNM)](/companies/cnm.md) | CL A | $4.8m | 10.5% | 100,000 |  | Unchanged |
| [TWILIO INC (TWLO)](/companies/twlo.md) | CL A | $4.1m | 9.0% | 20,000 |  | Reduced −5,000 |
| [UIPATH INC (PATH)](/companies/path.md) | CL A | $3.8m | 8.3% | 350,000 |  | Reduced −75,000 |
| [UPWORK INC (UPWK)](/companies/upwk.md) | COM | $3.2m | 6.9% | 382,000 |  | Added +82,000 |
| [SPRINKLR INC (CXM)](/companies/cxm.md) | CL A | $3.1m | 6.8% | 609,800 |  | Unchanged |
| [AMPLITUDE INC (AMPL)](/companies/ampl.md) | COM CL A | $1.8m | 4.0% | 238,000 |  | Unchanged |
| [AZENTA INC (AZTA)](/companies/azta.md) | COM | $1.8m | 3.9% | 70,000 |  | New +70,000 |
| WIX COM LTD | SHS | $1.6m | 3.4% | 35,000 |  | Reduced −15,000 |
| [RAPID7 INC (RPD)](/companies/rpd.md) | COM | $1.4m | 3.1% | 178,543 |  | Unchanged |
| GLOBANT S A | COM | $1.2m | 2.6% | 42,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ZOOMINFO TECHNOLOGIES INC (GTM)](/companies/gtm.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −350,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001805. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.