13F-HR filed by Circumference Group LLC
Circumference Group LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 22 holding rows worth $92,792,181.
- Accession
- 0001420506-26-000560
- Filer
- CIK 1742372
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 22 entries on the cover page, a total value of $92,792,181 stated on the cover page (in dollars after the unit check, H1), rows summing to $92,792,181 with VALUE read as dollars as filed, 13F file number 028-23798. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TWILIO INC CL A | 90138F102 | Stock | 65,000 | $9,245,600 | dollars as filed | |
| UPWORK INC | 91688F104 | COM | 385,000 | $7,630,700 | dollars as filed | |
| RESOURCES CONNECTION INC | 76122Q105 | COM | 1,389,243 | $7,001,785 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 385,000 | $6,310,150 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 175,000 | $5,327,000 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 28,000 | $5,102,160 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 90,000 | $4,677,300 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 455,000 | $4,627,350 | dollars as filed | |
| EXTREME NETWORKS INC | 30226D106 | COM | 270,000 | $4,495,500 | dollars as filed | |
| YEXT INC | 98585N106 | COM | 542,800 | $4,374,968 | dollars as filed | |
| SPRINKLR INC | 85208T107 | CL A | 560,000 | $4,356,800 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 40,000 | $4,155,600 | dollars as filed | |
| RAPID7 INC COM | 753422104 | Stock | 250,000 | $3,800,000 | dollars as filed | |
| KORN FERRY COM NEW | 500643200 | Stock | 55,900 | $3,690,518 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 305,000 | $3,495,300 | dollars as filed | |
| AMPLITUDE INC COM CL A | 03213A104 | Stock | 238,000 | $2,756,040 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 42,000 | $2,745,540 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 12,000 | $2,458,560 | dollars as filed | |
| ON24 INC | 68339B104 | COM | 279,151 | $2,222,042 | dollars as filed | |
| YEXT INC | 98585N106 | COM | 197,800 | $1,594,268 | dollars as filed | put |
| TERADATA CORP DEL | 88076W103 | COM | 50,000 | $1,522,000 | dollars as filed | put |
| FIVE9 INC | 338307101 | COM | 60,000 | $1,203,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000560 | this filing | 2026-02-17 | acceptance time not in the bulk data set |