Institutions / Circumference Group LLC
Circumference Group LLC
CIK 1742372 · Institution · as of Dec 31, 2025
Portfolio value
$89.68M
Positions
20
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Twilio Inc | $9.25M | 10.3% |
| Upwork, Inc | $7.63M | 8.5% |
| Resources Connection, Inc. | $7.00M | 7.8% |
| UiPath, Inc. | $6.31M | 7.0% |
| Teradata Corp /De | $5.33M | 5.9% |
| ICON plc | $5.10M | 5.7% |
| Core & Main, Inc. | $4.68M | 5.2% |
| ZoomInfo Technologies Inc. | $4.63M | 5.2% |
| Extreme Networks Inc | $4.50M | 5.0% |
| Yext, Inc. | $4.37M | 4.9% |
| Sprinklr, Inc. | $4.36M | 4.9% |
| Wix.com Ltd. | $4.16M | 4.6% |
| Rapid7, Inc. | $3.80M | 4.2% |
| Korn Ferry | $3.69M | 4.1% |
| Avantor, Inc. | $3.50M | 3.9% |
| Amplitude, Inc. | $2.76M | 3.1% |
| Globant S.A. | $2.75M | 3.1% |
| EPAM Systems, Inc. | $2.46M | 2.7% |
| ON24, Inc. | $2.22M | 2.5% |
| Five9 Inc | $1.20M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.