Circumference Group LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Circumference Group LLC held in its portfolio 20 assets valued at $92,792,181 (i.e. $92.79M).

The most valuable assets in the portfolio included: TWILIO INC ($9.25M), UPWORK INC ($7.63M), and RESOURCES CONNECTION INC ($7.00M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Circumference Group LLC Portfolio

TWILIO INC

UPWORK INC

RESOURCES CONNECTION INC

TERADATA CORP DEL

UIPATH INC

YEXT INC

ICON PLC

CORE & MAIN INC

ZOOMINFO TECHNOLOGIES INC

EXTREME NETWORKS

Circumference Group LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TWILIO INC	65000	9245600	CL A
UPWORK INC	385000	7630700	COM
RESOURCES CONNECTION INC	1389243	7001785	COM
TERADATA CORP DEL	225000	6849000	COM
UIPATH INC	385000	6310150	CL A
YEXT INC	740600	5969236	COM
ICON PLC	28000	5102160	SHS
CORE & MAIN INC	90000	4677300	CL A
ZOOMINFO TECHNOLOGIES INC	455000	4627350	COMMON STOCK
EXTREME NETWORKS	270000	4495500	COM
SPRINKLR INC	560000	4356800	CL A
WIX COM LTD	40000	4155600	SHS
RAPID7 INC	250000	3800000	COM
KORN FERRY	55900	3690518	COM NEW
AVANTOR INC	305000	3495300	COM
AMPLITUDE INC	238000	2756040	COM CL A
GLOBANT S A	42000	2745540	COM
EPAM SYS INC	12000	2458560	COM
ON24 INC	279151	2222042	COM
FIVE9 INC	60000	1203000	COM