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Circumference Group LLC

Q1 2026 · Filed 2026-05-15
Market Value
$33.8B
+37578.5%
Holdings
20
-4
New Purchases
0
Added To
6
Closed
7
Reduced
4
Top 10 Concentration
100.0%
Turnover
35.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EXTR 15.85% 5.01% +10.84% $5.4B
CNM 14.62% 5.22% +9.40% $4.9B
RGP 15.34% 7.81% +7.53% $5.2B
PATH 13.96% 7.04% +6.93% $4.7B
CXM 10.83% 4.86% +5.97% $3.7B
GLOB 5.73% 3.06% +2.67% $1.9B
AMPL 4.80% 3.07% +1.73% $1.6B
UPWK 9.73% 8.51% +1.22% $3.3B
ZI 6.19% 5.16% +1.03% $2.1B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TWLO 0.01% 10.31% -10.30% $3M
TDC 0.00% 5.94% -5.94% $0
ICLR 0.01% 5.69% -5.68% $3M
YEXT 0.00% 4.88% -4.88% $0
WIX 0.01% 4.63% -4.62% $5M
KFY 0.00% 4.12% -4.12% $0
AVTR 0.00% 3.90% -3.90% $0
EPAM 0.00% 2.74% -2.74% $0
ONTF 0.00% 2.48% -2.48% $0
FIVN 0.00% 1.34% -1.34% $0
RPD 2.91% 4.24% -1.33% $984M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $3M 0.0%
Mid Cap 10 $17.1B 50.6%
Small Cap 8 $11.5B 34.0%
Micro Cap 1 $5.2B 15.3%

Portfolio Analytics

Avg Market Cap
$4.4B
Median Market Cap
$3.0B
Avg P/E
48.8
Median P/E
15.8
Avg Dividend Yield
0.00%
Avg Beta
1.05
# Stocks
20
# ETFs / Funds
0

Top Holdings (20 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EXTR 15.85% 355,100 $5.4B $15,080.00 $5.4B +85,100 +31.5%
2 RGP 15.34% 1,389,243 $5.2B $3,730.00 $5.2B
3 CNM 14.62% 100,000 $4.9B $49,400.00 $4.9B +10,000 +11.1%
4 PATH 13.96% 425,000 $4.7B $11,100.00 $4.7B +40,000 +10.4%
5 CXM 10.83% 609,800 $3.7B $6,000.00 $3.7B +49,800 +8.9%
6 UPWK 9.73% 300,000 $3.3B $10,960.00 $3.3B -85,000 -22.1%
7 ZI 6.19% 350,000 $2.1B $5,980.00 $2.1B -105,000 -23.1%
8 GLOB 5.73% 42,000 $1.9B $46,110.00 $1.9B
9 AMPL 4.80% 238,000 $1.6B $6,820.00 $1.6B
10 RPD 2.91% 178,543 $984M $5,510.00 $980M -71,457 -28.6%
11 WIX 0.01% 50,000 $5M $90.07 $348K +10,000 +25.0%
12 ICLR 0.01% 29,000 $3M $110.66 -$2M +1,000 +3.6%
13 TWLO 0.01% 25,000 $3M $125.82 -$6M -40,000 -61.5%
14 TDC —% -$5M -175,000 -100.0% SOLD
15 FIVN —% -$1M -60,000 -100.0% SOLD
16 AVTR —% -$3M -305,000 -100.0% SOLD
17 EPAM —% -$2M -12,000 -100.0% SOLD
18 YEXT —% -$4M -542,800 -100.0% SOLD
19 ONTF —% -$2M -279,151 -100.0% SOLD
20 KFY —% -$4M -55,900 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 2 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
TDC $0 SOLD
YEXT $0 SOLD

Sold Out Positions

SymbolValue% Port
AVTR —%
TDC —%
EPAM —%
KFY —%
YEXT —%
FIVN —%
ONTF —%
View SEC EDGAR Filings for Circumference Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms