Institutional Fund
Circumference Group LLC
Little Rock, ARCIK 17423725 filings on record
Portfolio Value
$44.64M
Q1 2026
Holdings
13
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-50.2%
from $89.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Extreme Networks12.0%
- Resources Connection Inc11.6%
- Core & Main Inc11.1%
- Uipath Inc10.6%
- Wix Com Ltd10.1%
- Sprinklr Inc8.2%
- Other36.5%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Extreme Networks | 355.1K | $5.35M | 12.0% | +85.1K | Added |
| 2 | Resources Connection Inc | 1.39M | $5.18M | 11.6% | 0 | Held |
| 3 | Core & Main Inc | 100.0K | $4.94M | 11.1% | +10.0K | Added |
| 4 | Uipath Inc | 425.0K | $4.72M | 10.6% | +40.0K | Added |
| 5 | Wix Com Ltd | 50.0K | $4.50M | 10.1% | +10.0K | Added |
| 6 | Sprinklr Inc | 609.8K | $3.66M | 8.2% | +49.8K | Added |
| 7 | Upwork Inc | 300.0K | $3.29M | 7.4% | −85.0K | Reduced |
| 8 | Icon PLC | 29.0K | $3.21M | 7.2% | +1.0K | Added |
| 9 | Twilio Inc | 25.0K | $3.15M | 7.0% | −40.0K | Reduced |
| 10 | Zoominfo Technologies Inc | 350.0K | $2.09M | 4.7% | −105.0K | Reduced |
3 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio