CRCL in the 13F filings
Circle Internet Group Inc · CUSIP 172573107
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 23 Jan 2026
- Managers listing it
- 33
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 8 listed it in both
- Shares listed
- 26,271,421
- combined, among listed positions
- Reported value
- $2.1bn
- combined, at the quarter end
Among the 92 comparable managers: 29 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,497,464.
Managers listing CRCL in Q4 2025
33 of 33 holders
What managers have written about CRCL
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Circle's 2025 IPO founder's letter from Jeremy Allaire · Circle Internet Group · 1 Apr 2025 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Renaissance Technologies LLCnew position · 2,067,446 shares now+2,067,446
- Marshall Wace LLPexisting position · 9,978,729 shares now+1,919,205
- Citadel Advisors LLCexisting position · 1,375,285 shares now+1,337,183
- Two Sigma Investments LPexisting position · 1,265,213 shares now+1,240,533
- ARK Investment Management LLCexisting position · 4,141,628 shares now+1,174,688
Reductions
- Fidelity (FMR LLC)existing position · 579,578 shares now-12,380,221
- Susquehanna International Group LLPexisting position · 1,239,141 shares now-1,908,941
- Soros Fund Management LLCexisting position · 51,707 shares now-150,758
- D. E. Shaw & Co.existing position · 24,040 shares now-9,159
New positions and exits
New (16)
Exited (4)
- Capital World Investorswas $42m
- Neuberger Berman Group LLCwas $2.1m
- Verition Fund Management LLCwas $1.7m
- Squarepoint Ops LLCwas $792k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2025 | 16 | $5.1bn | 16 | 0 |
| Q3 2025 | 9 | $3.7bn | 3 | 10 |
| Q4 2025 | 14 | $1.6bn | 29 | 8 |
| Q1 2026 | 11 | $1.7bn | 17 | 19 |
| Q2 2026 | 9 | $777m | 16 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CRCL and V →CRCL and AXP →CRCL and BAC →Choose a stock to compare with CRCL →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CRCL, latest filings →Back to the 13F Explorer →