Filed: 2/17/2026ACC: 0001420506-26-000560
📋 What this filing means
CIRCUMFERENCE GROUP LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $92.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$92.79M
Total AUM (reported)
5.87M
Total Shares
Allocation by class
COM$47.87M51.6%
CL A$24.59M26.5%
SHS$9.26M10.0%
COMMON STOCK$4.63M5.0%
COM NEW$3.69M4.0%
COM CL A$2.76M3.0%
Portfolio Concentration
Top 3$23.88M25.7%
4–10$38.03M41.0%
11–25$30.88M33.3%
Top 3 weight
25.7%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 5.87M
Sole
Full voting authority
5.87M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
TWILIO INC
SOLEShares65K
TypeSH
Market value$9.25M
9.96%
Sole
65K
Shared
0.00
None
0.00
UPWORK INC
SOLEShares385K
TypeSH
Market value$7.63M
8.22%
Sole
385K
Shared
0.00
None
0.00
RESOURCES CONNECTION INC
SOLEShares1.39M
TypeSH
Market value$7.00M
7.55%
Sole
1.39M
Shared
0.00
None
0.00
TERADATA CORP DEL
SOLEShares225K
TypeSH
Market value$6.85M
7.38%
Sole
225K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares385K
TypeSH
Market value$6.31M
6.80%
Sole
385K
Shared
0.00
None
0.00
YEXT INC
SOLEShares740.60K
TypeSH
Market value$5.97M
6.43%
Sole
740.60K
Shared
0.00
None
0.00
ICON PLC
SOLEShares28K
TypeSH
Market value$5.10M
5.50%
Sole
28K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares90K
TypeSH
Market value$4.68M
5.04%
Sole
90K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares455K
TypeSH
Market value$4.63M
4.99%
Sole
455K
Shared
0.00
None
0.00
EXTREME NETWORKS
SOLEShares270K
TypeSH
Market value$4.50M
4.84%
Sole
270K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares560K
TypeSH
Market value$4.36M
4.70%
Sole
560K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares40K
TypeSH
Market value$4.16M
4.48%
Sole
40K
Shared
0.00
None
0.00
RAPID7 INC
SOLEShares250K
TypeSH
Market value$3.80M
4.10%
Sole
250K
Shared
0.00
None
0.00
KORN FERRY
SOLEShares55.90K
TypeSH
Market value$3.69M
3.98%
Sole
55.90K
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares305K
TypeSH
Market value$3.50M
3.77%
Sole
305K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares238K
TypeSH
Market value$2.76M
2.97%
Sole
238K
Shared
0.00
None
0.00
GLOBANT S A
SOLEShares42K
TypeSH
Market value$2.75M
2.96%
Sole
42K
Shared
0.00
None
0.00
EPAM SYS INC
SOLEShares12K
TypeSH
Market value$2.46M
2.65%
Sole
12K
Shared
0.00
None
0.00
ON24 INC
SOLEShares279.15K
TypeSH
Market value$2.22M
2.39%
Sole
279.15K
Shared
0.00
None
0.00
FIVE9 INC
SOLEShares60K
TypeSH
Market value$1.20M
1.30%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TWILIO INCSOLE | CL A | 65K | SH | $9.25M 9.96% | 65K | 0.00 | 0.00 |
UPWORK INCSOLE | COM | 385K | SH | $7.63M 8.22% | 385K | 0.00 | 0.00 |
RESOURCES CONNECTION INCSOLE | COM | 1.39M | SH | $7.00M 7.55% | 1.39M | 0.00 | 0.00 |
TERADATA CORP DELSOLE | COM | 225K | SH | $6.85M 7.38% | 225K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 385K | SH | $6.31M 6.80% | 385K | 0.00 | 0.00 |
YEXT INCSOLE | COM | 740.60K | SH | $5.97M 6.43% | 740.60K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 28K | SH | $5.10M 5.50% | 28K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 90K | SH | $4.68M 5.04% | 90K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 455K | SH | $4.63M 4.99% | 455K | 0.00 | 0.00 |
EXTREME NETWORKSSOLE | COM | 270K | SH | $4.50M 4.84% | 270K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 560K | SH | $4.36M 4.70% | 560K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 40K | SH | $4.16M 4.48% | 40K | 0.00 | 0.00 |
RAPID7 INCSOLE | COM | 250K | SH | $3.80M 4.10% | 250K | 0.00 | 0.00 |
KORN FERRYSOLE | COM NEW | 55.90K | SH | $3.69M 3.98% | 55.90K | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 305K | SH | $3.50M 3.77% | 305K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 238K | SH | $2.76M 2.97% | 238K | 0.00 | 0.00 |
GLOBANT S ASOLE | COM | 42K | SH | $2.75M 2.96% | 42K | 0.00 | 0.00 |
EPAM SYS INCSOLE | COM | 12K | SH | $2.46M 2.65% | 12K | 0.00 | 0.00 |
ON24 INCSOLE | COM | 279.15K | SH | $2.22M 2.39% | 279.15K | 0.00 | 0.00 |
FIVE9 INCSOLE | COM | 60K | SH | $1.20M 1.30% | 60K | 0.00 | 0.00 |