Circumference Group LLC
Net seller this quarter
$46M
13
-$4.42M
90.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EXTR | $7.29M | 15.82% | 0.17% | -36.6% | Q1 2024 |
 ICLR | $5.91M | 12.83% | 0.04% | +17.2% | Q2 2025 |
 RGP | $5.9M | 12.82% | 4.03% | Not reported | Q4 2023 |
 CNM | $4.83M | 10.48% | Not reported | Not reported | Q3 2025 |
 TWLO | $4.13M | 8.96% | 0.01% | -20.0% | Q4 2023 |
 PATH | $3.8M | 8.26% | Not reported | -17.7% | Q4 2023 |
 UPWK | $3.19M | 6.93% | 0.31% | +27.3% | Q4 2023 |
 CXM | $3.15M | 6.83% | 0.64% | Not reported | Q4 2023 |
 AMPL | $1.82M | 3.95% | Not reported | Not reported | Q3 2024 |
 AZTA | $1.79M | 3.88% | 0.16% | New | Q2 2026 |
 WIX | $1.59M | 3.45% | 0.06% | -30.0% | Q4 2023 |
 RPD | $1.45M | 3.14% | 0.27% | Not reported | Q4 2025 |
 GLOB | $1.22M | 2.64% | 0.10% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| EXTR | $5.35M | 12.00% | 0.27% | +31.5% | Q1 2024 |
| RGP | $5.18M | 11.61% | 4.05% | Not reported | Q4 2023 |
| CNM | $4.94M | 11.07% | Not reported | +11.1% | Q3 2025 |
| PATH | $4.72M | 10.57% | Not reported | +10.4% | Q4 2023 |
| WIX | $4.5M | 10.09% | 0.09% | +25.0% | Q4 2023 |
| CXM | $3.66M | 8.20% | 0.64% | +8.9% | Q4 2023 |
| UPWK | $3.29M | 7.37% | 0.24% | -22.1% | Q4 2023 |
| ICLR | $3.21M | 7.19% | 0.04% | +3.6% | Q2 2025 |
| TWLO | $3.15M | 7.05% | 0.02% | -61.5% | Q4 2023 |
 GTM | $2.09M | 4.69% | 0.12% | -23.1% | Q2 2024 |
| GLOB | $1.94M | 4.34% | 0.10% | Not reported | Q3 2025 |
| AMPL | $1.62M | 3.64% | Not reported | Not reported | Q3 2024 |
| RPD | $984K | 2.20% | 0.27% | -28.6% | Q4 2025 |
| Q4 2025 | |||||
| TWLO | $9.25M | 9.96% | 0.04% | -5.8% | Q4 2023 |
| UPWK | $7.63M | 8.22% | 0.29% | +2.7% | Q4 2023 |
| RGP | $7M | 7.55% | 4.15% | +7.8% | Q4 2023 |
| PATH | $6.31M | 6.80% | Not reported | +45.3% | Q4 2023 |
 TDC | $5.33M | 5.74% | 0.19% | -28.6% | Q4 2023 |
| ICLR | $5.1M | 5.50% | 0.04% | Not reported | Q2 2025 |
| CNM | $4.68M | 5.04% | Not reported | +80.0% | Q3 2025 |
| GTM | $4.63M | 4.99% | 0.15% | +11.0% | Q2 2024 |
| EXTR | $4.5M | 4.84% | 0.20% | Not reported | Q1 2024 |
 YEXT | $4.37M | 4.71% | 0.44% | -9.2% | Q4 2023 |
| CXM | $4.36M | 4.70% | 0.59% | +21.7% | Q4 2023 |
| WIX | $4.16M | 4.48% | 0.07% | +9.6% | Q4 2023 |
| RPD | $3.8M | 4.10% | 0.38% | New | Q4 2025 |
 KFY | $3.69M | 3.98% | 0.11% | +5.7% | Q4 2023 |
 AVTR | $3.5M | 3.77% | 0.04% | New | Q4 2025 |
| AMPL | $2.76M | 2.97% | Not reported | +9.2% | Q3 2024 |
| GLOB | $2.75M | 2.96% | 0.10% | +50.0% | Q3 2025 |
 EPAM | $2.46M | 2.65% | 0.02% | +9.1% | Q3 2025 |
| ONTF | $2.22M | 2.39% | 0.66% | -21.2% | Q4 2023 |
 FIVN | $1.2M | 1.30% | 0.08% | -39.7% | Q3 2024 |
| Q3 2025 | |||||
| UPWK | $6.96M | 7.78% | 0.29% | -8.5% | Q4 2023 |
| TWLO | $6.91M | 7.72% | 0.05% | +3.0% | Q4 2023 |
| RGP | $6.51M | 7.28% | 3.86% | Not reported | Q4 2023 |
| WIX | $6.48M | 7.25% | 0.07% | +143.3% | Q4 2023 |
| EXTR | $5.58M | 6.23% | 0.20% | -31.7% | Q1 2024 |
| TDC | $5.27M | 5.89% | 0.26% | -21.0% | Q4 2023 |
| YEXT | $5.09M | 5.69% | 0.49% | -7.7% | Q4 2023 |
| ICLR | $4.9M | 5.48% | 0.04% | +16.7% | Q2 2025 |
| IAS | $4.58M | 5.11% | 0.27% | +28.6% | Q2 2024 |
| GTM | $4.47M | 5.00% | 0.13% | +6.5% | Q2 2024 |
| KFY | $3.7M | 4.14% | 0.10% | +20.5% | Q4 2023 |
| CXM | $3.55M | 3.97% | 0.48% | Not reported | Q4 2023 |
| PATH | $3.55M | 3.96% | Not reported | -33.8% | Q4 2023 |
| CNM | $2.69M | 3.01% | Not reported | New | Q3 2025 |
| VMEO | $2.52M | 2.82% | Not reported | -55.2% | Q4 2023 |
| FIVN | $2.41M | 2.69% | 0.13% | -17.1% | Q3 2024 |
| AMPL | $2.34M | 2.61% | Not reported | Not reported | Q3 2024 |
| ONTF | $2.03M | 2.26% | 0.83% | Not reported | Q4 2023 |
 DAVA | $1.79M | 2.00% | 0.35% | -39.8% | Q2 2024 |
| EPAM | $1.66M | 1.85% | 0.02% | New | Q3 2025 |
| GLOB | $1.61M | 1.80% | 0.06% | New | Q3 2025 |
 KLTR | $576K | 0.64% | 0.26% | Not reported | Q4 2023 |