Circumference Group LLC

Little Rock, AR · CIK 1742372 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2018 · limited liability company

As an employer

$46.0m reported value +3.2% vs Q1 2026

13positions

90.8%in top 10

1 new 2 added 4 reduced 1 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EXTREME NETWORKS COM EXTR	EXTR	225,100	$7.3m15.82%	15.82%	Reduced -130.0k	-130,000 -36.6%
2	ICON PLC SHS ICLR	ICLR	34,000	$5.9m12.83%	12.83%	Added +5.0k	+5,000 17.2%
3	RESOURCES CONNECTION INC COM RGP	RGP	1,389,243	$5.9m12.82%	12.82%	Unchanged
4	CORE & MAIN INC CL A CNM	CNM	100,000	$4.8m10.48%	10.48%	Unchanged
5	TWILIO INC CL A TWLO	TWLO	20,000	$4.1m8.96%	8.96%	Reduced -5.0k	-5,000 -20.0%
6	UIPATH INC CL A PATH	PATH	350,000	$3.8m8.26%	8.26%	Reduced -75.0k	-75,000 -17.6%
7	UPWORK INC COM UPWK	UPWK	382,000	$3.2m6.93%	6.93%	Added +82.0k	+82,000 27.3%
8	SPRINKLR INC CL A CXM	CXM	609,800	$3.1m6.83%	6.83%	Unchanged
9	AMPLITUDE INC COM CL A AMPL	AMPL	238,000	$1.8m3.95%	3.95%	Unchanged
10	AZENTA INC COM AZTA	AZTA	70,000	$1.8m3.88%	3.88%	New
11	WIX COM LTD SHS WIX	WIX	35,000	$1.6m3.45%	3.45%	Reduced -15.0k	-15,000 -30.0%
12	RAPID7 INC COM RPD	RPD	178,543	$1.4m3.14%	3.14%	Unchanged
13	GLOBANT S A COM GLOB	GLOB	42,000	$1.2m2.64%	2.64%	Unchanged

Security	Ticker	Shares held before	Value then
ZOOMINFO TECHNOLOGIES INC GTM	GTM	350,000	$2.1m350.0k shares