Circumference Group LLC AMPL — AMPLITUDE INC

Ownership history in Circumference Group LLC  ·  6 quarters on record

AI Ownership Summary

Circumference Group LLC reported AMPLITUDE INC (AMPL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.97% in 2025 Q4. The latest visible filing shows AMPL at 2.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Circumference Group LLC's position in AMPLITUDE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMPL was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMPL stock page Circumference Group LLC fund profile Circumference Group LLC full holdings
How Circumference Group LLC held AMPL — position size vs. price
% of Fund (quarterly)    AMPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 238,000 +20,000 +9.2% 2.97% $2.8M 2026-02-14 (Est.) $6.34
2025 Q3 UNCHANGED — — — 218,000 — 0% 2.61% $2.3M 2025-11-14 $10.73
2025 Q2 ADDED — — — 218,000 +40,000 +22.5% 2.80% $2.7M 2025-08-14 $11.36
2025 Q1 UNCHANGED — — — 178,000 — 0% 2.22% $1.8M 2025-05-15 $12.14
2024 Q4 UNCHANGED — — — 178,000 — 0% 1.62% $1.9M 2025-02-14 $12.04
2024 Q3 INITIATED — — — 178,000 — — 1.65% $1.6M 2024-11-14 $10.07

🏢 Other funds also holding AMPL

As of 2026 Q1 — sorted by position size

Gagnon Advisors, LLC 3Y 7Y 3.19% GAGNON SECURITIES LLC 3Y 7Y 1.67% Y-Intercept (Hong Kong) Ltd 3Y 0.06% Inspire Investing, LLC 3Y 7Y 0.04% Madison Asset Management, LLC 3Y 0.03% Inscription Capital, LLC 3Y 0.02% BAILLIE GIFFORD & CO 3Y 7Y 0.02% CenterBook Partners LP 3Y 0.01% HARBOR CAPITAL ADVISORS, INC. 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About Circumference Group LLC and AMPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Circumference Group LLC reported owning AMPL?

Circumference Group LLC reported AMPL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AMPL position in Circumference Group LLC's portfolio?

The largest reported portfolio weight for AMPL was 2.97% in 2025 Q4.

What is the latest reported AMPL position on this page?

The most recent filing on this page is 2025 Q4, when Circumference Group LLC reported 238,000 shares, equal to 2.97% of portfolio, with an estimated market value of $2.8M.

What does the chart on this AMPL ownership page compare?

The chart compares Circumference Group LLC's quarterly AMPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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