Institutional
Circumference Group LLC
CIK 0001742372
$44.6M
Reported AUM
13
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Circumference Group LLC · Q1 2026
AI · grounded in 13F
Circumference Group LLC closed its position in TERADATA CORP DEL, reducing its exposure by $6.8M. The fund also exited positions in YEXT INC YEXT for $5.9M and KORN FERRY KFY for $3.6M. On the buy side, the fund increased its stake in EXTREME NETWORKS INC EXTR by 31.5% and WIX COM LTD by 25%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | EXTR | EXTREME NETWORKS INC | $5.4M | 12.00% | +85,100 | +31.5% |
| 2 | RGP | RESOURCES CONNECTION INC | $5.2M | 11.61% | — | HELD |
| 3 | CNM | CORE & MAIN INC | $4.9M | 11.07% | +10,000 | +11.1% |
| 4 | PATH | UIPATH INC | $4.7M | 10.57% | +40,000 | +10.4% |
| 5 | WIX | WIX COM LTD | $4.5M | 10.09% | +10,000 | +25.0% |
| 6 | CXM | SPRINKLR INC | $3.7M | 8.20% | +49,800 | +8.9% |
| 7 | UPWK | UPWORK INC | $3.3M | 7.37% | -85,000 | -22.1% |
| 8 | ICLR | ICON PLC | $3.2M | 7.19% | +1,000 | +3.6% |
| 9 | TWLO | TWILIO INC | $3.1M | 7.05% | -40,000 | -61.5% |
| 10 | GTM | ZOOMINFO TECHNOLOGIES INC | $2.1M | 4.69% | -105,000 | -23.1% |
| 11 | GLOB | GLOBANT S A | $1.9M | 4.34% | — | HELD |
| 12 | AMPL | AMPLITUDE INC | $1.6M | 3.64% | — | HELD |
| 13 | RPD | RAPID7 INC | $984K | 2.20% | -71,457 | -28.6% |
| 14 | TDC | TERADATA CORP DEL | — | — | -225,000 | EXITED |
| 15 | YEXT | YEXT INC | — | — | -740,600 | EXITED |
| 16 | KFY | KORN FERRY | — | — | -55,900 | EXITED |
| 17 | AVTR | AVANTOR INC | — | — | -305,000 | EXITED |
| 18 | EPAM | EPAM SYS INC | — | — | -12,000 | EXITED |
| 19 | ONTF | ON24 INC | — | — | -279,151 | EXITED |
| 20 | FIVN | FIVE9 INC | — | — | -60,000 | EXITED |
Source: SEC EDGAR · accession 0001420506-26-001158. 13F discloses long positions only — shorts, foreign equities, and options are excluded.