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Circumference Group LLC

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13F filer, CIK 1742372, Little Rock, AR

Circumference Group LLC reported $44,635,776 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 89.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001158

Period
2026-03-31
Reported value
$44.6M
Holdings
13
Top 10 weight
89.82%
New
0
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EXTRadded+85,100$1.28M
WIXadded+10,000$901K
CNMadded+10,000$494K
PATHadded+40,000$444K
CXMadded+49,800$299K

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
TDCexited-175,000-$5.33M
TWLOreduced-40,000-$5.03M
YEXTexited-542,800-$4.37M
KFYexited-55,900-$3.69M
AVTRexited-305,000-$3.5M

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001158, largest first. % of portfolio is the value over $44,635,776, 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; 2024Q2: restricted; 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 355,100$5.35M12%+85,100Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,389,243$5.18M11.61%0Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 90,000 shares; 2026Q1: 100,000 shares 100,000$4.94M11.07%+10,000Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 425,000$4.72M10.57%+40,000Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,000$4.5M10.09%+10,000Timeline
CXMSPRINKLR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 609,800$3.66M8.2%+49,800Timeline
UPWKUPWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 300,000$3.29M7.37%-85,000Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,000$3.21M7.19%+1,000Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,000$3.15M7.05%-40,000Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,000 shares; 2024Q4: 435,000 shares; 2025Q1: 385,000 shares; 2025Q2: 385,000 shares; 2025Q3: 410,000 shares; 2025Q4: 455,000 shares; 2026Q1: 350,000 shares 350,000$2.09M4.69%-105,000Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: 42,000 shares; 2026Q1: 42,000 shares 42,000$1.94M4.34%0Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 238,000$1.62M3.64%0Timeline
RPDRAPID7 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,000 shares; 2026Q1: 178,543 shares 178,543$984K2.2%-71,457Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TDCTERADATA CORP DEL175,000$5.33Mshares
YEXTYEXT INC542,800$4.37Mshares
KFYKORN FERRY55,900$3.69Mshares
AVTRAVANTOR INC305,000$3.5Mshares
EPAMEPAM SYS INC12,000$2.46Mshares
ONTFON24 INC279,151$2.22Mshares
YEXTYEXT INC197,800$1.59Mput
TDCTERADATA CORP DEL50,000$1.52Mput
FIVNFIVE9 INC60,000$1.2Mshares

How Q1 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 0001420506-26-001158 base2026-05-15acceptance time not in the bulk data set