In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Circumference Group LLC reported 29 stock positions worth $96.9 million . Its top holding was Resources Connection (RGP) at 8.9% of the portfolio, followed by Zuora Class A (ZUO, 6.4% ) and Teradata (TDC, 6.4% ). Compared with Q4 2023, it opened 2 new positions, sold out of 2, added to 12 and reduced 9. The biggest buy was a new position in Extreme Networks (EXTR) and the biggest sale Wix.com (WIX, shares −63% ).
Location Little Rock, AR
CIK 0001742372
Portfolio Value $96.9M (Q1 2024) Holdings 29 stocks · $96.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 RGP Resources Connection Inc. 655,000 $8.6M Add +45.6% ZUO Zuora Inc. Class A 680,000 $6.2M No change TDC Teradata Corp. 160,000 $6.2M Add +100.0% JNPR Juniper Networks Inc. 157,000 $5.8M Reduce -20.3% CXM Sprinklr Inc. Class A 471,000 $5.8M Add +40.2% YEXT Yext Inc. 797,800 $4.8M Add +87.7% GDDY GoDaddy Inc. Class A 40,000 $4.7M Reduce -41.2% UPWK Upwork Inc. 380,000 $4.7M Add +38.2% SCWX Secureworks Corp. Class A 582,878 $3.9M Add +0.3% EVBG Everbridge Inc. 110,000 $3.8M Add +10.0% EXTR Extreme Networks Inc. 330,000 $3.8M New WIX Wix.com Ltd. 27,000 $3.7M Reduce -63.0% BASE Couchbase Inc. 140,000 $3.7M Reduce -30.0% DXC DXC Technology Co. 170,000 $3.6M Add +3.0% BHE Benchmark Electronics Inc. 117,254 $3.5M Reduce -50.6% CVLT Commvault Systems Inc. 30,605 $3.1M Reduce -14.0% ONTF ON24 Inc. 387,196 $2.8M Add +32.5% OMCL Omnicell Inc. 91,000 $2.7M Add +82.0% WKME Walkme Ltd. 303,459 $2.6M Add +231.4% VMEO Vimeo Inc. 578,270 $2.4M No change KFY Korn Ferry 35,900 $2.4M No change EB Eventbrite Inc. Class A 400,000 $2.2M New TWLO Twilio Inc. Class A 30,000 $1.8M Add +50.0% SMWB Similarweb Ltd. 109,461 $985K Reduce -19.5% KLTR Kaltura Inc. 660,181 $891K No change ADTH Adtheorent Holdings Co. Inc. 252,850 $812K Reduce -28.9% AVDX Avidxchange Holdings Inc. 45,000 $592K Reduce -57.1% LAW CS Disco Inc. 60,000 $488K No change CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC 45,000 $310K No change
Options reported separately and not counted above: JNPR calls ($3.9M), TDC calls ($3.7M), DXC calls ($2.1M).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ WIX Wix.com Ltd. Reduce -63.0% 3.83% −6.16 BHE Benchmark Electronics Inc. Reduce -50.6% 3.63% −3.67 GDDY GoDaddy Inc. Class A Reduce -41.2% 4.90% −3.13 BASE Couchbase Inc. Reduce -30.0% 3.80% −1.21 AVDX Avidxchange Holdings Inc. Reduce -57.1% 0.61% −0.84 PATH Uipath Inc. Class A Sold out 0.00% −0.83 JNPR Juniper Networks Inc. Reduce -20.3% 6.01% −0.46 IBEX Ibex Ltd. Sold out 0.00% −0.02 CVLT Commvault Systems Inc. Reduce -14.0% 3.20% +0.04 SMWB Similarweb Ltd. Reduce -19.5% 1.02% +0.21 ADTH Adtheorent Holdings Co. Inc. Reduce -28.9% 0.84% +0.26
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ EXTR Extreme Networks Inc. New 3.93% +3.93 TDC Teradata Corp. Add +100.0% 6.39% +2.51 EB Eventbrite Inc. Class A New 2.26% +2.26 YEXT Yext Inc. Add +87.7% 4.97% +2.18 RGP Resources Connection Inc. Add +45.6% 8.90% +1.80 WKME Walkme Ltd. Add +231.4% 2.69% +1.61 CXM Sprinklr Inc. Class A Add +40.2% 5.97% +1.46 EVBG Everbridge Inc. Add +10.0% 3.96% +1.25 OMCL Omnicell Inc. Add +82.0% 2.75% +0.65 ONTF ON24 Inc. Add +32.5% 2.85% +0.29 UPWK Upwork Inc. Add +38.2% 4.81% +0.26 TWLO Twilio Inc. Class A Add +50.0% 1.89% +0.21 DXC DXC Technology Co. Add +3.0% 3.72% −0.48 SCWX Secureworks Corp. Class A Add +0.3% 4.04% −0.73
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ GDDY GoDaddy Inc. Class A put Sold out 160,000 $17.0Mbefore exit TDC Teradata Corp. call New 100,000 $3.7M WIX Wix.com Ltd. put Sold out 30,000 $3.7Mbefore exit DXC DXC Technology Co. call New 100,000 $2.1M SCWX Secureworks Corp. Class A call Sold out 29,000 $214Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 13 $46.0M EXTR, ICLR, RGP, CNM, TWLO Q1 2026 13 $44.6M EXTR, RGP, CNM, PATH, WIX Q4 2025 20 $89.7M TWLO, UPWK, RGP, PATH, TDC Q3 2025 22 $85.2M UPWK, TWLO, RGP, WIX, EXTR Q2 2025 23 $96.4M TWLO, EXTR, RGP, TDC, INFA Q1 2025 21 $80.8M RGP, TDC, UPWK, EXTR, BASE Q4 2024 25 $107.2M RGP, UPWK, GDDY, ZUO, TDC Q3 2024 26 $95.4M RGP, EXTR, YEXT, TDC, UPWK Q2 2024 25 $93.6M TDC, RGP, EXTR, ZUO, CXM Q1 2024 29 $96.9M RGP, ZUO, TDC, JNPR, CXM