StockDriftsStockDriftsTop 13 Circumference Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EXTR | EXTREME NETWORKS INC | 12% | 355.1K | $5.4M | +31.52%(+85.10K) | $14.62(+68.71%) | 2026-03-31 | |
| RGP | RESOURCES CONNECTION INC | 11.61% | 1.39M | $5.2M | +0.00%(+0) | $10.93(-59.75%) | 2026-03-31 | |
| CNM | CORE & MAIN INC | 11.07% | 100.0K | $4.9M | +11.11%(+10.00K) | $54.77(-14.61%) | 2026-03-31 | |
| PATH | UIPATH INC | 10.57% | 425.0K | $4.7M | +10.39%(+40.00K) | $15.07(-31.87%) | 2026-03-31 | |
| WIX | WIX COM LTD | 10.09% | 50.0K | $4.5M | +25.00%(+10.00K) | $133.73(-59.12%) | 2026-03-31 | |
| CXM | SPRINKLR INC | 8.2% | 609.8K | $3.7M | +8.89%(+49.80K) | $10.08(-49.28%) | 2026-03-31 | |
| UPWK | UPWORK INC | 7.37% | 300.0K | $3.3M | -22.08%(-85.00K) | $12.77(-36.03%) | 2026-03-31 | |
| ICLR | ICON PLC | 7.19% | 29.0K | $3.2M | +3.57%(+1.00K) | $161.43(-27.91%) | 2026-03-31 | |
| TWLO | TWILIO INC | 7.05% | 25.0K | $3.1M | -61.54%(-40.00K) | $77.42(+156.14%) | 2026-03-31 | |
| GTM | ZOOMINFO TECHNOLOGIES INC | 4.69% | 350.0K | $2.1M | -23.08%(-105.00K) | $12.73(-69.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.31% | -32.57% |
| Top 20 Holdings Unweighted | -10.70% | -28.78% |
Sign up free to track Circumference Group Llc, compare funds side by side, and get alerts the moment positions change.