DOSSIER · 13F-HR · Q1 2026

Circumference Group LLC

$45M in tracked AUM across 13 positions as of Q1 2026.

CG
CIK 0001742372 · last filed Mar 31, 2026
Total AUM
$45M
as of Q1 2026
Holdings
13
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Circumference Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EXTR
EXTREME NETWORKS INC
$5M355K12.0%
02
RGP
RESOURCES CONNECTION INC
$5M1.4M11.6%
03
CNM
CORE & MAIN INC
$5M100K11.1%
04
PATH
UIPATH INC
$5M425K10.6%
05
M98068105
WIX COM LTD
$5M50K10.1%
06
CXM
SPRINKLR INC
$4M610K8.2%
07
UPWK
UPWORK INC
$3M300K7.4%
08
G4705A100
ICON PLC
$3M29K7.2%
09
TWLO
TWILIO INC
$3M25K7.0%
10
GTM
ZOOMINFO TECHNOLOGIES INC
$2M350K4.7%

Filing history

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