Holders over time
- CRCL
- V
| Quarter | CRCL | V |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 55 holders, $62.2bn |
| Q4 2020 | none listed holders, n.a. | 52 holders, $67.1bn |
| Q1 2021 | none listed holders, n.a. | 58 holders, $64.5bn |
| Q2 2021 | none listed holders, n.a. | 52 holders, $69.3bn |
| Q3 2021 | none listed holders, n.a. | 56 holders, $63.6bn |
| Q4 2021 | none listed holders, n.a. | 47 holders, $58.0bn |
| Q1 2022 | none listed holders, n.a. | 59 holders, $61.8bn |
| Q2 2022 | none listed holders, n.a. | 57 holders, $55.2bn |
| Q3 2022 | none listed holders, n.a. | 57 holders, $50.7bn |
| Q4 2022 | none listed holders, n.a. | 54 holders, $59.4bn |
| Q1 2023 | none listed holders, n.a. | 55 holders, $64.0bn |
| Q2 2023 | none listed holders, n.a. | 54 holders, $65.2bn |
| Q3 2023 | none listed holders, n.a. | 55 holders, $61.5bn |
| Q4 2023 | none listed holders, n.a. | 48 holders, $68.6bn |
| Q1 2024 | none listed holders, n.a. | 50 holders, $73.1bn |
| Q2 2024 | none listed holders, n.a. | 45 holders, $69.5bn |
| Q3 2024 | none listed holders, n.a. | 47 holders, $70.5bn |
| Q4 2024 | none listed holders, n.a. | 48 holders, $77.6bn |
| Q1 2025 | none listed holders, n.a. | 43 holders, $83.5bn |
| Q2 2025 | 16 holders, $5.1bn | 45 holders, $83.4bn |
| Q3 2025 | 9 holders, $3.7bn | 48 holders, $82.8bn |
| Q4 2025 | 14 holders, $1.6bn | 49 holders, $86.0bn |
| Q1 2026 | 11 holders, $1.7bn | 49 holders, $73.3bn |
| Q2 2026 | 9 holders, $777m | 52 holders, $81.9bn |
Circle Internet Group Inc
- Holders
- 11
- Reported value
- $1.7bn
- Buyers
- 17
- Sellers
- 19
Breadth -2 among 91 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $73.3bn
- Buyers
- 31
- Sellers
- 27
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (5)
Artisan Partners LP, D. E. Shaw & Co., Marshall Wace LLP, Polen Capital Management LLC, Renaissance Technologies LLC
Only CRCL (6)
ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Jane Street Group LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC
Only V (44)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, and 19 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.