CRCLNYSEFinance ServicesFiscal year ends December 31
Circle Internet Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$81.37−0.85 (-1.03%)
Close on Oct 19, 2026
- Market cap
- $21.86B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
52.2%
132M of 254M shares
Institutional holders
564
155 new, 122 sold out
Net institutional buying
14M
In Q2 2026
Insider trades, 12 months
0 buys · 301 sales
Net sold $319.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wide Palace Ltd | 20,947,536 | 10.10% | 13G (passive) | Jun 30, 2025 |
| General Catalyst Group Management Holdings GP, LLC | 20,120,769 | 9.70% | 13G (passive) | Jun 30, 2025 |
| Chuang Xi Capital Ltd | 18,581,540 | 8.60% | 13G (passive) amendment | Dec 31, 2025 |
| Jeremy Allaire | 18,494,820 | 8.14% | 13G (passive) | Jun 30, 2025 |
| IDG China Capital Fund GP III Associates Ltd. | 17,355,322 | 7.40% | 13G (passive) amendment | Jun 30, 2026 |
| Bandel L. Carano | 11,880,678 | 5.70% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CRCL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| IDG China Capital Fund III Associates L.P. | 8,902,014 | 3.51% | $557.53M | −101,660 | 98.85% |
| BlackRock, Inc. | 8,365,299 | 3.30% | $523.92M | +3,306,179 | 0.01% |
| Morgan Stanley | 8,315,961 | 3.28% | $520.83M | +3,334,224 | 0.03% |
| IDG-Accel China Capital II Associates L.P. | 6,974,093 | 2.75% | $436.79M | −22,018 | 100.00% |
| Vanguard Portfolio Management LLC | 5,878,678 | 2.32% | $368.18M | +389,442 | 0.02% |
| Vanguard Capital Management LLC | 4,959,806 | 1.95% | $310.63M | +352,799 | 0.01% |
| ARK Investment Management LLC | 4,558,162 | 1.80% | $285.48M | +48,680 | 1.85% |
| UBS Group AG | 4,146,314 | 1.63% | $259.68M | +1,866,907 | 0.03% |
| State Street Corp | 3,328,161 | 1.31% | $208.44M | +1,758,877 | 0.01% |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,185,726 | 1.25% | $199.52M | +267,962 | 0.11% |
| Southpoint Capital Advisors LP | 3,000,000 | 1.18% | $187.89M | −300,000 | 4.27% |
| Marshall Wace, Llp | 2,901,146 | 1.14% | $181.70M | −2,899,204 | 0.14% |
| Nikko Asset Management Americas, Inc. | 2,899,485 | 1.14% | $181.57M | −15,462 | 2.34% |
| Goldman Sachs Group Inc | 2,881,938 | 1.14% | $180.50M | +1,423,943 | 0.02% |
| JPMorgan Chase & Co | 2,656,085 | 1.05% | $201.76M | +1,286,934 | 0.01% |
| Clear Street Group Inc. | 2,237,306 | 0.88% | $140.12M | +301,291 | 0.35% |
| Norges Bank | 2,105,378 | 0.83% | $131.86M | New | 0.01% |
| Susquehanna International Group, Llp | 2,085,379 | 0.82% | $130.61M | +1,484,683 | 0.01% |
| Renaissance Technologies LLC | 2,033,035 | 0.80% | $127.33M | +241,689 | 0.18% |
| Geode Capital Management, LLC | 1,787,800 | 0.70% | $146.14M | +422,764 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 564 | 132M | 52.2% | 155 / 229 | 120 / 122 | 38M | 24M |
| Q1 2026 | 537 | 118M | 46.7% | 173 / 201 | 113 / 91 | 43M | 25M |
| Q4 2025 | 462 | 106M | 41.8% | 220 / 151 | 62 / 82 | 57M | 40M |
| Q3 2025 | 328 | 89M | 35.1% | 162 / 98 | 52 / 67 | 18M | 9M |
| Q2 2025 | 238 | 79M | 31.2% | 238 / 0 | 0 / 0 | 79M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CRCL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,013,876 | 1.58% | $251.39M | 0.01% | Jun 30, 2026 |
| ARK Innovation ETF | 3,467,418 | 1.37% | $217.10M | 3.90% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,900,275 | 1.14% | $181.64M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,671,762 | 0.66% | $104.70M | 0.22% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,042,774 | 0.41% | $117.83M | 0.07% | May 31, 2026 |
| ARK Next Generation Internet ETF | 923,960 | 0.36% | $57.85M | 3.60% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 734,415 | 0.29% | $46.00M | 0.08% | Jun 30, 2026 |
| Fidelity Mid Cap Index Fund | 682,152 | 0.27% | $42.71M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 659,043 | 0.26% | $41.28M | 0.04% | Jun 30, 2026 |
| Growth Portfolio | 599,963 | 0.24% | $37.58M | 1.05% | Jun 30, 2026 |
| Fidelity Growth Company Fund | 555,702 | 0.22% | $62.79M | 0.06% | May 31, 2026 |
| ARK Blockchain & Fintech Innovation ETF | 534,505 | 0.21% | $33.47M | 4.78% | Jul 31, 2026 |
| Morgan Stanley Discovery Portfolio | 504,154 | 0.20% | $31.58M | 2.52% | Jun 30, 2026 |
| BlackRock Capital Appreciation Fund, Inc. | 486,030 | 0.19% | $54.92M | 1.36% | May 29, 2026 |
| Artisan Developing World Fund | 473,124 | 0.19% | $29.63M | 1.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeremy Allaire | Chairman and CEO, Director | 16,531,633 | 6.51% | Sep 10, 2026 |
| Jeremy Fox-Geen | Chief Financial Officer | 308,889 | 0.12% | Sep 24, 2026 |
| Nikhil Chandhok | Chief Product & Tech. Officer | 722,480 | 0.28% | Sep 9, 2026 |
| Hossein Razzaghi | Chief Commercial Officer | 644,865 | 0.25% | Sep 3, 2026 |
| Heath Tarbert | President | 475,199 | 0.19% | Sep 3, 2026 |
| Tamara L. Schulz | Chief Accounting Officer | 96,473 | 0.04% | Sep 3, 2026 |
| Patrick Sean Neville | Director | 3,234,461 | 1.27% | Sep 25, 2026 |
| M. Michele Burns | Director | 327,226 | 0.13% | Aug 21, 2026 |
| Danita K. Ostling | Director | 4,608 | 0.00% | Aug 7, 2026 |
| Bradley Horowitz | Director | 27,773 | 0.01% | Jun 30, 2026 |
| Rajeev V. Date | Director | 152,328 | 0.06% | Jun 12, 2026 |
| Kirk James Koenigsbauer | Director | 5,484 | 0.00% | May 18, 2026 |
| Adam Selipsky | Director | 3,868 | 0.00% | May 18, 2026 |
| Craig W. Broderick | Director | 31,895 | 0.01% | May 18, 2026 |
| David J. Orfao | Director | – | – | Jun 4, 2025 |
| Quan Zhou | 10% owner | 32,564,207 | 12.83% | Aug 18, 2025 |
| Palace Ltd Wide | 10% owner | – | – | Aug 18, 2025 |
| China Capital GP II Associates Ltd. IDG-Accel | 10% owner | – | – | Aug 18, 2025 |
| Chi Sing Ho | 10% owner | 1,430,997 | 0.56% | Aug 18, 2025 |
| China Capital Fund GP III Associates Ltd. IDG | 10% owner | – | – | Aug 18, 2025 |
| Xi Capital Ltd Chuang | 10% owner | – | – | Aug 18, 2025 |
| General Catalyst Partners VI, L.P. | 10% owner | – | – | Jun 9, 2025 |
| General Catalyst GP VI, LLC | 10% owner | – | – | Jun 9, 2025 |
| General Catalyst Group VI, L.P. | – | 23,671,493 | 9.32% | Jun 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeremy Fox-Geen Chief Financial Officer | Sep 22, 2026 | Option exercise | +598 | $48.45 | $28.97K | 308,889 |
| Jeremy Fox-Geen Chief Financial Officer | Sep 22, 2026 | Option exercise | +2,155 | $32.95 | $71.01K | 311,044 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −297 | $96.50 | $28.66K | 61,533 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −36 | $100.34 | $3.61K | 60,314 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −184 | $99.40 | $18.29K | 60,350 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −595 | $98.50 | $58.61K | 60,534 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −404 | $97.68 | $39.46K | 61,129 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −297 | $96.50 | $28.66K | 61,533 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −36 | $100.34 | $3.61K | 60,314 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −185 | $99.40 | $18.39K | 60,350 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −596 | $98.50 | $58.71K | 60,535 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −403 | $97.68 | $39.37K | 61,131 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −296 | $96.50 | $28.56K | 61,534 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −35 | $100.34 | $3.51K | 60,318 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −185 | $99.40 | $18.39K | 60,353 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −596 | $98.50 | $58.71K | 60,538 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −404 | $97.68 | $39.46K | 61,134 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −296 | $96.50 | $28.56K | 61,538 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,326 | $100.34 | $133.05K | 333,760 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −6,843 | $99.40 | $680.19K | 335,086 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −22,073 | $98.50 | $2.17M | 341,929 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −14,967 | $97.68 | $1.46M | 364,002 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −404 | $97.68 | $39.46K | 61,129 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −595 | $98.50 | $58.61K | 60,534 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −184 | $99.40 | $18.29K | 60,350 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −10,991 | $96.50 | $1.06M | 378,969 |
| Jeremy Allaire Chairman and CEO, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −36 | $100.34 | $3.61K | 60,314 |
| Nikhil Chandhok Chief Product & Tech. Officer | Sep 8, 2026 | Sale(10b5-1 plan) | −26,666 | $100.40 | $2.68M | 722,480 |
| Nikhil Chandhok Chief Product & Tech. Officer | Sep 8, 2026 | Option exercise | +23,333 | $25.81 | $602.22K | 749,146 |
| Nikhil Chandhok Chief Product & Tech. Officer | Sep 4, 2026 | Option exercise | +15,496 | $25.81 | $399.95K | 725,813 |
| Hossein Razzaghi Chief Commercial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −7,458 | $87.87 | $655.33K | 644,865 |
| Tamara L. Schulz Chief Accounting Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −1,194 | $87.87 | $104.92K | 96,473 |
| Jeremy Fox-Geen Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −8,120 | $87.87 | $713.50K | 308,291 |
| Hossein Razzaghi Chief Commercial Officer | Sep 1, 2026 | Tax withholding | −6,987 | $95.55 | $667.61K | 652,323 |
| Nikhil Chandhok Chief Product & Tech. Officer | Sep 1, 2026 | Tax withholding | −7,603 | $95.55 | $726.47K | 710,317 |
| Jeremy Allaire Chairman and CEO, Director | Sep 1, 2026 | Tax withholding | −8,219 | $95.55 | $785.33K | 389,960 |
| Patrick Sean Neville Director | Sep 1, 2026 | Conversion | +50,000 | – | – | 52,018 |
| Patrick Sean Neville Director | Sep 1, 2026 | Sale(10b5-1 plan) | −50,000 | $92.09 | $4.60M | 2,018 |
| Tamara L. Schulz Chief Accounting Officer | Sep 1, 2026 | Tax withholding | −1,538 | $95.55 | $146.96K | 97,667 |
| Jeremy Fox-Geen Chief Financial Officer | Sep 1, 2026 | Option exercise | +15,000 | $10.11 | $151.65K | 338,837 |
| Jeremy Fox-Geen Chief Financial Officer | Sep 1, 2026 | Sale(10b5-1 plan) | −15,000 | $92.20 | $1.38M | 323,837 |
| Jeremy Fox-Geen Chief Financial Officer | Sep 1, 2026 | Tax withholding | −7,426 | $95.55 | $709.55K | 316,411 |
| Heath Tarbert President | Sep 1, 2026 | Tax withholding | −11,382 | $95.55 | $1.09M | 475,199 |
| Jeremy Fox-Geen Chief Financial Officer | Aug 21, 2026 | Sale(10b5-1 plan) | −45,000 | $90.00 | $4.05M | 323,837 |
| Jeremy Fox-Geen Chief Financial Officer | Aug 21, 2026 | Option exercise | +45,000 | $10.11 | $454.95K | 368,837 |
| M. Michele Burns Director | Aug 20, 2026 | Sale(10b5-1 plan) | −3,332 | $85.13 | $283.65K | 327,226 |
| Jeremy Fox-Geen Chief Financial Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −8,476 | $75.00 | $635.70K | 323,837 |
| Nikhil Chandhok Chief Product & Tech. Officer | Aug 10, 2026 | Sale(10b5-1 plan) | −26,666 | $67.15 | $1.79M | 717,920 |
| Nikhil Chandhok Chief Product & Tech. Officer | Aug 10, 2026 | Option exercise | +23,333 | $25.81 | $602.22K | 744,586 |
| Danita K. Ostling Director | Aug 6, 2026 | Sale | −20,000 | $61.65 | $1.23M | 4,608 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −352 | $62.94 | $22.15K | 62,053 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −154 | $60.14 | $9.26K | 63,192 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −223 | $63.66 | $14.20K | 61,830 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −352 | $62.94 | $22.15K | 62,053 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −525 | $61.76 | $32.42K | 62,405 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −262 | $61.05 | $16.00K | 62,930 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −154 | $60.14 | $9.26K | 63,192 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −224 | $63.66 | $14.26K | 61,830 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −352 | $62.94 | $22.15K | 62,054 |
| Jeremy Allaire Chairman and CEO, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −526 | $61.76 | $32.49K | 62,406 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Nikhil Chandhok Officer | Oct 8, 2026 | 26,668 | $2.12M | Oct 8, 2026 | Restricted Stock Vesting |
| Tamara L. Schulz Officer | Oct 2, 2026 | 1,194 | $102.42K | Oct 2, 2026 | Restricted Stock Vesting |
| Hossein Razzaghi Officer | Oct 2, 2026 | 1,830 | $156.98K | Oct 2, 2026 | Restricted Stock Vesting |
| Jeremy Fox-Geen Officer | Oct 2, 2026 | 4,238 | $363.54K | Oct 2, 2026 | Restricted Stock Vesting |
| Patrick Sean Neville Former Director | Oct 1, 2026 | 50,000 | $4.09M | Oct 1, 2026 | Stock Option Exercise |
| Michele Burns Martha Director | Sep 15, 2026 | 3,332 | $278.76K | Aug 20, 2026 | Acquired as compensation -- Restricted Stock Units |
| Michele Burns Martha Director | Sep 15, 2026 | 1,666 | $150.16K | Jun 3, 2026 | Acquired upon option exercise |
| Michele Burns Martha Director | Sep 15, 2026 | 10,000 | $1.20M | May 5, 2026 | Acquired upon option exercise |
| Michele Burns Martha Director | Sep 15, 2026 | 1,666 | $166.10K | May 4, 2026 | Acquired upon option exercise |
| Michele Burns Martha Director | Sep 15, 2026 | 1,666 | $153.52K | Apr 6, 2026 | Acquired upon option exercise |
| Michele Burns Martha Director | Sep 15, 2026 | 11,670 | $1.33M | Mar 12, 2026 | Acquired upon option exercise |
| Allaire Jeremy Officer, Director | Sep 8, 2026 | 177,701 | $18.13M | Sep 8, 2026 | Founder shares |
| Nikhil Chandhok Officer | Sep 8, 2026 | 26,666 | $2.68M | Sep 8, 2026 | Restricted Stock Vesting |
| Hossein Razzaghi Officer | Sep 2, 2026 | 7,458 | $655.33K | Sep 2, 2026 | Restricted Stock Vesting |
| Jeremy Fox-Geen Officer | Sep 2, 2026 | 8,120 | $713.50K | Sep 2, 2026 | Restricted Stock Vesting |