The Analysis of Circumference Group LLC's Holdings
Currently, Circumference Group LLC holds 20 types of securities in its portfolio with a total value $89.7M. In the most recent quarter, they have increased their positions in RPD (+250.0K shares, valued at $3.8M), AVTR (+305.0K shares, valued at $3.5M), CNM (+40.0K shares, valued at $2.1M); decreased their positions in TDC (-70.0K shares, valued at $2.1M), FIVN (-39.5K shares, valued at $792.0K), ONTF (-75.0K shares, valued at $597.4K); initiated new positions in RPD (+250.0K shares, valued at $3.8M), AVTR (+305.0K shares, valued at $3.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TWLO TWILIO INC65.0K shares-5.80%2025-12-312026-02-17
UPWK UPWORK INC385.0K shares2.67%2025-12-312026-02-17 RGP RESOURCES CONNECTION INC1.4M shares7.76%2025-12-312026-02-17 PATH UIPATH INC385.0K shares45.28%2025-12-312026-02-17 TDC TERADATA CORP DEL175.0K shares-28.57%2025-12-312026-02-17 ICLR ICON PLC28.0K shares0.00%2025-12-312026-02-17 CNM CORE & MAIN INC90.0K shares80.00%2025-12-312026-02-17 GTM ZOOMINFO TECHNOLOGIES INC455.0K shares10.98%2025-12-312026-02-17 EXTR EXTREME NETWORKS270.0K shares0.00%2025-12-312026-02-17 YEXT YEXT INC542.8K shares-9.20%2025-12-312026-02-17 CXM SPRINKLR INC560.0K shares21.74%2025-12-312026-02-17 WIX WIX COM LTD40.0K shares9.59%2025-12-312026-02-17 RPD RAPID7 INC250.0K sharesnew addition2025-12-312026-02-17 KFY KORN FERRY55.9K shares5.67%2025-12-312026-02-17 AVTR AVANTOR INC305.0K sharesnew addition2025-12-312026-02-17 AMPL AMPLITUDE INC238.0K shares9.17%2025-12-312026-02-17 GLOB GLOBANT S A42.0K shares50.00%2025-12-312026-02-17 EPAM EPAM SYS INC12.0K shares9.09%2025-12-312026-02-17 ONTF ON24 INC279.2K shares-21.19%2025-12-312026-02-17 FIVN FIVE9 INC60.0K shares-39.70%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
YEXT Put PutYEXT INC197.8K sharesnew addition2025-12-312026-02-17 TDC Put PutTERADATA CORP DEL50.0K sharesnew addition2025-12-312026-02-17