In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Circumference Group LLC reported 25 stock positions worth $93.6 million . Its top holding was Teradata (TDC) at 8.7% of the portfolio, followed by Resources Connection (RGP, 8.3% ) and Extreme Networks (EXTR, 6.6% ). Compared with Q1 2024, it opened 5 new positions, sold out of 9, added to 10 and reduced 6. The biggest buy was a new position in Zoominfo Technologies (GTM) and the biggest sale an exit from Everbridge (EVBG).
Location Little Rock, AR
CIK 0001742372
Portfolio Value $93.6M (Q2 2024) Holdings 25 stocks · $93.6M 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 Q1 2024 TDC Teradata Corp. 235,000 $8.1M Add +46.9% RGP Resources Connection Inc. 700,000 $7.7M Add +6.9% EXTR Extreme Networks Inc. 460,000 $6.2M Add +39.4% ZUO Zuora Inc. Class A 565,000 $5.6M Reduce -16.9% CXM Sprinklr Inc. Class A 520,000 $5.0M Add +10.4% UPWK Upwork Inc. 465,000 $5.0M Add +22.4% YEXT Yext Inc. 932,800 $5.0M Add +16.9% WIX Wix.com Ltd. 27,000 $4.3M No change GDDY GoDaddy Inc. Class A 30,000 $4.2M Reduce -25.0% SCWX Secureworks Corp. Class A 582,878 $4.1M No change JNPR Juniper Networks Inc. 110,000 $4.0M Reduce -29.9% GTM Zoominfo Technologies Inc. 270,000 $3.4M New PATH Uipath Inc. Class A 240,000 $3.0M New SPT Sprout Social Inc. Class A 80,000 $2.9M New OMCL Omnicell Inc. 101,000 $2.7M Add +11.0% TWLO Twilio Inc. Class A 45,000 $2.6M Add +50.0% BASE Couchbase Inc. 140,000 $2.6M No change CVLT Commvault Systems Inc. 20,605 $2.5M Reduce -32.7% DAVA Endava PLC- Spon ADR 85,000 $2.5M New EB Eventbrite Inc. Class A 510,155 $2.5M Add +27.5% IAS Integral Ad Science Holding 250,000 $2.4M New KFY Korn Ferry 35,900 $2.4M No change ONTF ON24 Inc. 340,196 $2.0M Reduce -12.1% VMEO Vimeo Inc. 525,000 $2.0M Reduce -9.2% KLTR Kaltura Inc. 710,181 $852K Add +7.6%
Options reported separately and not counted above: GTM calls ($1.3M).
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ EVBG Everbridge Inc. Sold out 0.00% −3.96 DXC DXC Technology Co. Sold out 0.00% −3.72 BHE Benchmark Electronics Inc. Sold out 0.00% −3.63 WKME Walkme Ltd. Sold out 0.00% −2.69 JNPR Juniper Networks Inc. Reduce -29.9% 4.29% −1.72 SMWB Similarweb Ltd. Sold out 0.00% −1.02 ADTH Adtheorent Holdings Co. Inc. Sold out 0.00% −0.84 ONTF ON24 Inc. Reduce -12.1% 2.19% −0.67 AVDX Avidxchange Holdings Inc. Sold out 0.00% −0.61 CVLT Commvault Systems Inc. Reduce -32.7% 2.68% −0.53 LAW CS Disco Inc. Sold out 0.00% −0.50 GDDY GoDaddy Inc. Class A Reduce -25.0% 4.48% −0.42 ZUO Zuora Inc. Class A Reduce -16.9% 6.00% −0.41 VMEO Vimeo Inc. Reduce -9.2% 2.09% −0.35 CMRC Commerce.com Inc. Sold out 0.00% −0.32
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ GTM Zoominfo Technologies Inc. New 3.69% +3.69 PATH Uipath Inc. Class A New 3.25% +3.25 SPT Sprout Social Inc. Class A New 3.05% +3.05 EXTR Extreme Networks Inc. Add +39.4% 6.61% +2.68 DAVA Endava PLC- Spon ADR New 2.66% +2.66 IAS Integral Ad Science Holding New 2.60% +2.60 TDC Teradata Corp. Add +46.9% 8.68% +2.29 TWLO Twilio Inc. Class A Add +50.0% 2.73% +0.84 UPWK Upwork Inc. Add +22.4% 5.34% +0.53 EB Eventbrite Inc. Class A Add +27.5% 2.64% +0.38 YEXT Yext Inc. Add +16.9% 5.33% +0.37 OMCL Omnicell Inc. Add +11.0% 2.92% +0.18 KLTR Kaltura Inc. Add +7.6% 0.91% −0.01 CXM Sprinklr Inc. Class A Add +10.4% 5.35% −0.62 RGP Resources Connection Inc. Add +6.9% 8.26% −0.64
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ JNPR Juniper Networks Inc. call Sold out 100,000 $3.9Mbefore exit TDC Teradata Corp. call Sold out 100,000 $3.7Mbefore exit DXC DXC Technology Co. call Sold out 100,000 $2.1Mbefore exit GTM Zoominfo Technologies Inc. call New 100,000 $1.3M
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