Holdings
Circumference Group LLC
As of Jun 30, 2026, Circumference Group LLC reported 10 positions worth US$37.3M. Largest: Extreme Networks, Inc., Resources Connection, Inc. and Core & Main, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Extreme Networks, Inc. | 225K | US$7.29M | −130K | Jun 30, 2026 |
| Resources Connection, Inc. | 1.39M | US$5.9M | no change | Jun 30, 2026 |
| Core & Main, Inc. | 100K | US$4.83M | no change | Jun 30, 2026 |
| Twilio Inc. | 20,000 | US$4.13M | −5,000 | Jun 30, 2026 |
| Uipath, Inc. | 350K | US$3.8M | −75,000 | Jun 30, 2026 |
| Upwork Inc. | 382K | US$3.19M | +82,000 | Jun 30, 2026 |
| Sprinklr, Inc. | 610K | US$3.15M | no change | Jun 30, 2026 |
| Amplitude, Inc. | 238K | US$1.82M | no change | Jun 30, 2026 |
| Azenta, Inc. | 70,000 | US$1.79M | new | Jun 30, 2026 |
| Rapid7, Inc. | 179K | US$1.45M | no change | Jun 30, 2026 |