DOSSIER · 13F-HR · Q2 2026

Circumference Group LLC

$46M in tracked AUM across 13 positions as of Q2 2026.

CG
CIK 0001742372 · last filed Jun 30, 2026
Total AUM
$46M
as of Q2 2026
Holdings
13
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Circumference Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EXTR
EXTREME NETWORKS INC
$7M225K15.8%
02
G4705A100
ICON PUB LTD CO
$6M34K12.8%
03
RGP
RESOURCES CONNECTION INC
$6M1.4M12.8%
04
CNM
CORE & MAIN INC
$5M100K10.5%
05
TWLO
TWILIO INC
$4M20K9.0%
06
PATH
UIPATH INC
$4M350K8.3%
07
UPWK
UPWORK INC
$3M382K6.9%
08
CXM
SPRINKLR INC
$3M610K6.8%
09
AMPL
AMPLITUDE INC
$2M238K4.0%
10
AZTA
AZENTA INC
$2M70K3.9%

Filing history

2026Q2Jun 30
$46M 3.2%
13 positionsView →
2026Q1Mar 31
$45M 51.9%
13 positionsView →
2025Q4Dec 31
$93M 12.1%
22 positionsView →
2025Q3Sep 30
$83M 14.1%
22 positionsView →
2025Q2Jun 30
$96M 29.0%
23 positionsLocked
2025Q1Mar 31
$75M 35.8%
19 positionsLocked
2024Q4Dec 31
$116M 20.4%
28 positionsLocked
2024Q3Sep 30
$97M 1.8%
27 positionsLocked
2024Q2Jun 30
$95M 11.0%
26 positionsLocked
2024Q1Mar 31
$107M 6.3%
32 positionsLocked
2023Q4Dec 31
$114M
36 positionsLocked