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Circumference Group LLC

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13F filer, CIK 1742372, Little Rock, AR

Circumference Group LLC reported $46,049,826 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 90.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001805

Period
2026-06-30
Reported value
$46M
Holdings
13
Top 10 weight
90.77%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AZTAnew+70,000$1.79M
ICLRadded+5,000$869K
UPWKadded+82,000$686K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EXTRreduced-130,000-$4.21M
GTMexited-350,000-$2.09M
TWLOreduced-5,000-$1.03M
PATHreduced-75,000-$815K
WIXreduced-15,000-$681K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001805, largest first. % of portfolio is the value over $46,049,826, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,000 shares; 2024Q4: 305,000 shares; 2025Q1: 395,000 shares; 2025Q2: 395,000 shares; 2025Q3: 270,000 shares; 2025Q4: 270,000 shares; 2026Q1: 355,100 shares; 2026Q2: 225,100 shares 225,100$7.29M15.82%-130,000Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 29,000 shares; 2026Q2: 34,000 shares 34,000$5.91M12.83%+5,000Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815,000 shares; 2024Q4: 1,060,000 shares; 2025Q1: 1,060,000 shares; 2025Q2: 1,289,243 shares; 2025Q3: 1,289,243 shares; 2025Q4: 1,389,243 shares; 2026Q1: 1,389,243 shares; 2026Q2: 1,389,243 shares 1,389,243$5.9M12.82%0Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 90,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000$4.83M10.48%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 67,000 shares; 2025Q3: 69,000 shares; 2025Q4: 65,000 shares; 2026Q1: 25,000 shares; 2026Q2: 20,000 shares 20,000$4.13M8.96%-5,000Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,000 shares; 2024Q4: 365,000 shares; 2025Q1: 450,000 shares; 2025Q2: 400,000 shares; 2025Q3: 265,000 shares; 2025Q4: 385,000 shares; 2026Q1: 425,000 shares; 2026Q2: 350,000 shares 350,000$3.8M8.26%-75,000Timeline
UPWKUPWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,000 shares; 2024Q4: 540,000 shares; 2025Q1: 475,000 shares; 2025Q2: 410,000 shares; 2025Q3: 375,000 shares; 2025Q4: 385,000 shares; 2026Q1: 300,000 shares; 2026Q2: 382,000 shares 382,000$3.19M6.93%+82,000Timeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685,000 shares; 2024Q4: 360,000 shares; 2025Q1: 360,000 shares; 2025Q2: 460,000 shares; 2025Q3: 460,000 shares; 2025Q4: 560,000 shares; 2026Q1: 609,800 shares; 2026Q2: 609,800 shares 609,800$3.15M6.83%0Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,000 shares; 2024Q4: 178,000 shares; 2025Q1: 178,000 shares; 2025Q2: 218,000 shares; 2025Q3: 218,000 shares; 2025Q4: 238,000 shares; 2026Q1: 238,000 shares; 2026Q2: 238,000 shares 238,000$1.82M3.95%0Timeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,000 shares 70,000$1.79M3.88%newTimeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 36,500 shares; 2025Q4: 40,000 shares; 2026Q1: 50,000 shares; 2026Q2: 35,000 shares 35,000$1.59M3.45%-15,000Timeline
RPDRAPID7 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,000 shares; 2026Q1: 178,543 shares; 2026Q2: 178,543 shares 178,543$1.45M3.14%0Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: 42,000 shares; 2026Q1: 42,000 shares; 2026Q2: 42,000 shares 42,000$1.22M2.64%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GTMZOOMINFO TECHNOLOGIES INC350,000$2.09Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001805 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001420506-26-001805 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001420506-26-001158 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001420506-26-000560 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001420506-25-003406 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001420506-25-002184 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001420506-25-001266 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001420506-25-000601 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001420506-24-002546 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001420506-24-001412 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001420506-24-000870 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001420506-24-000319 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set