13FBOX
Circumference Group LLC · 13F Holdings
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Circumference Group LLC

No.9582 Data as of 2026Q2
Latest AUM (Q2 2026)
$46.0M
QoQ Change Q1 2026
+$1.4M+3.2%
Holdings
13
New Buys
1
Adds
2
Reduces
4
Exits
1
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EEXTREME NETWORKS INCEXTR
15.82%12%$7.3M225,100$5.4M355,100-130,000-36.61%Reduce
ICON PUB LTD COICLR
12.83%7.19%$5.9M34,000$3.2M29,000+5,000+17.24%Add
RESOURCES CONNECTION INC COMRGP
12.82%11.61%$5.9M1.4M$5.2M1.4M00.00%Unchanged
CORE & MAIN INCCNM
10.48%11.07%$4.8M100,000$4.9M100,00000.00%Unchanged
TWILIO INCTWLO
8.96%7.05%$4.1M20,000$3.1M25,000-5,000-20.00%Reduce
UUIPATH INCPATH
8.26%10.57%$3.8M350,000$4.7M425,000-75,000-17.65%Reduce
UPWORK INCUPWK
6.93%7.37%$3.2M382,000$3.3M300,000+82,000+27.33%Add
SSPRINKLR INC CLASS ACXM
6.83%8.2%$3.1M609,800$3.7M609,80000.00%Unchanged
AAMPLITUDE INCAMPL
3.95%3.64%$1.8M238,000$1.6M238,00000.00%Unchanged
AAZENTA INCAZTA
3.88%$1.8M70,000$00+70,000New Buy
WWIX COM LTD SHSWIX
3.45%10.09%$1.6M35,000$4.5M50,000-15,000-30.00%Reduce
RRAPID7 INCRPD
3.14%2.2%$1.4M178,543$983,772178,54300.00%Unchanged
GGLOBANT S A COMGLOB
2.64%4.34%$1.2M42,000$1.9M42,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow