Circumference Group LLC
Circumference Group LLC reported 13 positions worth $46.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: EXTR (15.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EXTR | SH | $7.3M | 15.82% | 225,100 | — | — | |
| ▸ 2 | ICLR | SH | $5.9M | 12.83% | 34,000 | — | — | |
| ▸ 3 | RGP | SH | $5.9M | 12.82% | 1,389,243 | — | — | |
| ▸ 4 | CNM | SH | $4.8M | 10.48% | 100,000 | — | — | |
| ▸ 5 | TWLO | SH | $4.1M | 8.96% | 20,000 | — | — | |
| ▸ 6 | PATH | SH | $3.8M | 8.26% | 350,000 | — | — | |
| ▸ 7 | UPWK | SH | $3.2M | 6.93% | 382,000 | — | — | |
| ▸ 8 | CXM | SH | $3.1M | 6.83% | 609,800 | — | — | |
| ▸ 9 | AMPL | SH | $1.8M | 3.95% | 238,000 | — | — | |
| ▸ 10 | AZTA | SH | $1.8M | 3.88% | 70,000 | — | — |
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Frequently Asked Questions
What stocks does Circumference Group LLC hold as of Q2 2026?
Circumference Group LLC reported 13 positions worth $46.0M in its Q2 2026 13F filing. Largest positions: EXTR (15.8%), ICLR (12.8%), RGP (12.8%), CNM (10.5%) and TWLO (9.0%).
What did Circumference Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Circumference Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.