In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Circumference Group LLC reported 26 stock positions worth $95.4 million . Its top holding was Resources Connection (RGP) at 8.3% of the portfolio, followed by Extreme Networks (EXTR, 7.2% ) and Yext (YEXT, 6.8% ). Compared with Q2 2024, it opened 5 new positions, sold out of 4, added to 8 and reduced 5. The biggest buy was a new position in FIVE9 (FIVN) and the biggest sale an exit from Juniper Networks (JNPR).
Location Little Rock, AR
CIK 0001742372
Portfolio Value $95.4M (Q3 2024) Holdings 26 stocks · $95.4M 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 Q2 2024 RGP Resources Connection Inc. 815,000 $7.9M Add +16.4% EXTR Extreme Networks Inc. 460,000 $6.9M No change YEXT Yext Inc. 932,800 $6.5M No change TDC Teradata Corp. 210,000 $6.4M Reduce -10.6% UPWK Upwork Inc. 540,000 $5.6M Add +16.1% CXM Sprinklr Inc. Class A 685,000 $5.3M Add +31.7% SCWX Secureworks Corp. Class A 582,878 $5.2M No change ZUO Zuora Inc. Class A 565,000 $4.9M No change GDDY GoDaddy Inc. Class A 30,000 $4.7M No change DAVA Endava PLC- Spon ADR 150,000 $3.8M Add +76.5% GTM Zoominfo Technologies Inc. 365,000 $3.8M Add +35.2% PATH Uipath Inc. Class A 290,000 $3.7M Add +20.8% BASE Couchbase Inc. 230,000 $3.7M Add +64.3% WIX Wix.com Ltd. 20,000 $3.3M Reduce -25.9% FIVN FIVE9 Inc. 115,000 $3.3M New TWLO Twilio Inc. Class A 50,000 $3.3M Add +11.1% KFY Korn Ferry 35,900 $2.7M No change VMEO Vimeo Inc. 525,000 $2.7M No change TIXT Telus International Cda Inc. 575,000 $2.2M New AVDX Avidxchange Holdings Inc. 275,000 $2.2M New ONTF ON24 Inc. 340,196 $2.1M No change IAS Integral Ad Science Holding 150,000 $1.6M Reduce -40.0% AMPL Amplitude Inc. Class A 178,000 $1.6M New KLTR Kaltura Inc. 673,111 $915K Reduce -5.2% EB Eventbrite Inc. Class A 236,155 $645K Reduce -53.7% CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC 75,000 $439K New
Options reported separately and not counted above: CXM calls ($1.2M).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ JNPR Juniper Networks Inc. Sold out 0.00% −4.29 SPT Sprout Social Inc. Class A Sold out 0.00% −3.05 OMCL Omnicell Inc. Sold out 0.00% −2.92 CVLT Commvault Systems Inc. Sold out 0.00% −2.68 TDC Teradata Corp. Reduce -10.6% 6.68% −2.00 EB Eventbrite Inc. Class A Reduce -53.7% 0.68% −1.96 WIX Wix.com Ltd. Reduce -25.9% 3.51% −1.08 IAS Integral Ad Science Holding Reduce -40.0% 1.70% −0.90 KLTR Kaltura Inc. Reduce -5.2% 0.96% +0.05
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ FIVN FIVE9 Inc. New 3.46% +3.46 TIXT Telus International Cda Inc. New 2.36% +2.36 AVDX Avidxchange Holdings Inc. New 2.34% +2.34 AMPL Amplitude Inc. Class A New 1.67% +1.67 DAVA Endava PLC- Spon ADR Add +76.5% 4.02% +1.36 BASE Couchbase Inc. Add +64.3% 3.89% +1.16 TWLO Twilio Inc. Class A Add +11.1% 3.42% +0.69 PATH Uipath Inc. Class A Add +20.8% 3.89% +0.64 UPWK Upwork Inc. Add +16.1% 5.92% +0.57 CMRC Commerce.com Inc. New 0.46% +0.46 GTM Zoominfo Technologies Inc. Add +35.2% 3.95% +0.26 CXM Sprinklr Inc. Class A Add +31.7% 5.55% +0.21 RGP Resources Connection Inc. Add +16.4% 8.29% +0.03
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ GTM Zoominfo Technologies Inc. call Sold out 100,000 $1.3Mbefore exit CXM Sprinklr Inc. Class A call New 150,000 $1.2M
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