Circle8 Group Inc (CIRC) shareholders
Close on Nov 12, 2026Market cap $22.44MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Prateek Gattani Joint filing with IDC Technologies, Inc. (50.80%) | 26,723,729 | 53.40% | 13D (active) amendment | Jul 19, 2024 |
| SPP Credit Advisors, LLC Joint filing with Kumble Todd Charles (42.00%) | 26,358,926 | 42.00% | 13D (active) | Oct 31, 2024 |
| Guus Paul Wilhelm Franke | 12,516,070 | 16.66% | 13D (active) | Jan 23, 2026 |
| Jagid Jeffrey M | 8,221,025 | 13.80% | 13D (active) amendment | Jan 1, 2026 |
| Jeffrey Jagid | 7,221,025 | 11.60% | 13D (active) amendment | Aug 11, 2025 |
| Andrew Bressman | 7,003,971 | 11.90% | 13D (active) amendment | Jan 5, 2026 |
| Pequod Consulting LLC | 4,301,012 | 6.90% | 13D (active) | Nov 21, 2024 |
| Raymond Jones | 3,302,870 | 5.30% | 13D (active) | Nov 21, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CIRC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 852,036 | 0.74% | $783.87K | +333,195 | 0.00% |
| Lazard Asset Management LLC | 781,370 | 0.68% | $718.86K | New | 0.00% |
| Aqr Capital Management LLC | 635,791 | 0.56% | $584.93K | +590,408 | 0.00% |
| HighTower Advisors, LLC | 400,035 | 0.35% | $368.03K | −52 | 0.00% |
| Geode Capital Management, LLC | 373,191 | 0.33% | $343.55K | −99,933 | 0.00% |
| Jane Street Group, LLC | 312,953 | 0.27% | $287.92K | New | 0.00% |
| BlackRock, Inc. | 289,196 | 0.25% | $266.06K | −206,798 | 0.00% |
| Vanguard Fiduciary Trust Co | 189,466 | 0.17% | $174.31K | −3,230 | 0.00% |
| State Street Corp | 157,100 | 0.14% | $144.53K | +12,641 | 0.00% |
| Ieq Capital, LLC | 104,591 | 0.09% | $96.22K | New | 0.00% |
| XTX Topco Ltd | 89,845 | 0.08% | $82.66K | +78,835 | 0.00% |
| Northern Trust Corp | 71,617 | 0.06% | $65.89K | −37,149 | 0.00% |
| FMR LLC | 59,869 | 0.05% | $55.08K | +52,467 | 0.00% |
| Virtu Financial LLC | 58,290 | 0.05% | $54.00K | New | 0.00% |
| Abel Hall, LLC | 46,412 | 0.04% | $42.70K | New | 0.01% |
| Balyasny Asset Management L.P. | 43,737 | 0.04% | $40.24K | New | 0.00% |
| Point72 Asset Management, L.P. | 42,037 | 0.04% | $38.67K | New | 0.00% |
| JPMorgan Chase & Co | 37,655 | 0.03% | $43.30K | +34,352 | 0.00% |
| Targeted Financial Services LLC | 33,000 | 0.03% | $30.36K | New | 0.02% |
| Mariner, LLC | 31,843 | 0.03% | $29.30K | New | 0.00% |
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 | 48 | 5M | 4.1% | 18 / 20 | 9 / 20 | 3M | 1M |
| Q1 2026 | 53 | 3M | 2.4% | 19 / 19 | 10 / 4 | 1M | 0M |
| Q4 2025 | 39 | 2M | 1.5% | 4 / 9 | 19 / 6 | 0M | 0M |
| Q3 2025 | 41 | 2M | 1.5% | 16 / 13 | 7 / 1 | 1M | 0M |
| Q2 2025 | 26 | 1M | 1.0% | 21 / 5 | 0 / 3 | 1M | 0M |
| Q1 2025 | 8 | 1M | 0.5% | 8 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
49 funds held CIRC in Q1 2026, 72% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CIRC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 478,623 | 0.42% | $440.33K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 369,354 | 0.32% | $339.81K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 176,886 | 0.15% | $265.33K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 71,527 | 0.06% | $65.80K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 55,426 | 0.05% | $83.14K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 51,027 | 0.04% | $76.54K | 0.00% | May 31, 2026 |
| Lazard US Systematic Small Cap Equity ETF | 45,243 | 0.04% | $41.62K | 0.06% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 35,433 | 0.03% | $53.15K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 34,030 | 0.03% | $51.05K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 4,846 | 0.00% | $4.46K | 0.00% | Jun 30, 2026 |
| Small Cap Index Fund | 4,579 | 0.00% | $6.87K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 4,059 | 0.00% | $3.73K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Value Index Fund | 3,059 | 0.00% | $4.59K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Growth Index Fund | 2,936 | 0.00% | $4.40K | 0.00% | May 31, 2026 |
| Victory Extended Market Index Fund | 2,929 | 0.00% | $2.10K | 0.00% | Jul 31, 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 |
|---|---|---|---|---|
| Guus Paul Wilhelm Franke | CEO, Director | 11,387,928 | 9.95% | Oct 29, 2026 |
| Jeffrey M. Jagid | Chief Executive Officer, Director, 10% owner | 8,221,025 | 7.19% | Jan 5, 2026 |
| Kevin James Murphy | Chief Financial Officer | – | – | Feb 5, 2026 |
| Michael Tenore | General Counsel | 1,843,725 | 1.61% | Jan 7, 2026 |
| Matthew Evelt | Chief Operating Officer | – | – | Jan 7, 2026 |
| Christopher Broderick | Chief Financial Officer | 2,004,237 | 1.75% | Aug 15, 2025 |
| David Pfeffer | Director | 162,820 | 0.14% | Mar 16, 2026 |
| Andrew Bressman | 10% owner | 7,003,971 | 6.12% | Jan 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Guus Paul Wilhelm Franke CEO, Director | Oct 13, 2026 | Sale | −179,457 | $0.38 | $68.19K | 11,387,928 |
| Guus Paul Wilhelm Franke CEO, Director | Sep 21, 2026 | Sale | −579,902 | $0.42 | $243.56K | 11,567,385 |
| Guus Paul Wilhelm Franke CEO, Director | Sep 15, 2026 | Sale | −60,000 | $0.50 | $30.00K | 12,147,287 |
| Guus Paul Wilhelm Franke Chairman & CEO, Director | Jul 1, 2026 | Sale | −308,783 | $1.00 | $308.78K | 12,207,287 |
| David Pfeffer Director | Mar 12, 2026 | Option exercise | +161,290 | – | – | 162,820 |
| Michael Tenore General Counsel | Jan 7, 2026 | Option exercise | +1,202,901 | $1.33 | $1.60M | 1,843,725 |
| Andrew Bressman 10% owner | Jan 5, 2026 | Option exercise | +500,000 | $1.33 | $665.00K | 7,003,971 |
| Michael Tenore General Counsel | Jan 1, 2026 | Option exercise | +264,860 | $1.33 | $352.26K | 1,266,554 |
| Jeffrey M. Jagid Chief Executive Officer, Director, 10% owner | Jan 1, 2026 | Option exercise | +5,551,223 | $1.33 | $7.38M | 8,221,025 |
| Jeffrey M. Jagid Chief Executive Officer, Director | Aug 11, 2025 | Gift | −400,000 | – | – | 3,335,169 |
| Christopher Broderick Chief Financial Officer | Jan 7, 2025 | Buy | +577,171 | – | – | 2,004,237 |
| Michael Tenore General Counsel | Jan 7, 2025 | Buy | +577,171 | – | – | 1,001,634 |
| Christopher Broderick Chief Financial Officer | Jan 7, 2025 | Buy | +577,171 | – | – | 2,581,408 |
| Michael Tenore General Counsel | Jan 7, 2025 | Buy | +577,171 | – | – | 1,578,865 |
| Jeffrey M. Jagid Chief Executive Officer, Director | Jan 2, 2025 | Buy | +2,885,856 | – | – | 6,621,025 |
| Daniel Robert Jones Former CEO | Aug 30, 2024 | Buy | +1,465 | $5.90 | $8.64K | 63,600 |
| Daniel Robert Jones Former CEO | Aug 29, 2024 | Buy | +1,000 | $5.49 | $5.49K | 62,135 |
| Daniel Robert Jones Former CEO | Aug 15, 2024 | Buy | +400 | $6.00 | $2.40K | 61,135 |
| Daniel Robert Jones Former CEO | Aug 14, 2024 | Buy | +925 | $5.48 | $5.07K | 60,735 |
| Prateek Gattani Director, 10% owner | Jul 19, 2024 | Buy | +1,300,000 | – | – | 1,300,000 |
| Jeffrey M. Jagid Chief Executive Officer, Director | Jun 18, 2024 | Buy | +3,735,169 | $2.36 | $8.81M | 3,735,169 |
| Michael Tenore General Counsel & Secretary | Jun 18, 2024 | Buy | +1,001,694 | $2.36 | $2.36M | 1,001,694 |
| Christopher Broderick COO & CFO | Jun 18, 2024 | Buy | +2,004,237 | $2.36 | $4.73M | 2,004,237 |
| Robert Barry Machinist Director | Jun 18, 2024 | Buy | +728,814 | $2.36 | $1.72M | 728,814 |
| Jeffrey M. Jagid Chief Executive Officer, Director | Jan 2, 2024 | Buy | +2,885,856 | – | – | 3,735,169 |
| Douglas Patrick Miscoll Director | Dec 19, 2022 | Buy | +1,500 | $0.33 | $495 | 54,729 |
| Douglas Patrick Miscoll Director | Dec 19, 2022 | Buy | +1,500 | $0.33 | $495 | 103,736 |
| Douglas Patrick Miscoll Director | Dec 16, 2022 | Buy | +1,500 | $0.35 | $525 | 54,729 |
| Douglas Patrick Miscoll Director | Dec 16, 2022 | Buy | +1,500 | $0.35 | $525 | 103,736 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Dec 9, 2022 | Buy | +5,733 | $0.39 | $2.24K | 2,392,365 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Dec 9, 2022 | Buy | +5,733 | $0.39 | $2.24K | 2,565,733 |
| Douglas Patrick Miscoll Director | Sep 27, 2022 | Buy | +1,000 | $0.77 | $770 | 100,736 |
| Douglas Patrick Miscoll Director | Sep 26, 2022 | Buy | +850 | $0.75 | $638 | 100,736 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Sep 26, 2022 | Buy | +1,200 | $0.80 | $960 | 2,560,000 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Sep 26, 2022 | Buy | +3,800 | $0.79 | $3.00K | 2,560,000 |
| Douglas Patrick Miscoll Director | Sep 23, 2022 | Buy | +150 | $0.76 | $114 | 98,886 |
| Douglas Patrick Miscoll Director | Sep 22, 2022 | Buy | +1,000 | $0.79 | $790 | 98,886 |
| Douglas Patrick Miscoll Director | Sep 22, 2022 | Buy | +1,400 | $0.79 | $1.11K | 98,886 |
| Douglas Patrick Miscoll Director | Sep 2, 2022 | Buy | +1,000 | $0.88 | $880 | 96,316 |
| Douglas Patrick Miscoll Director | Sep 1, 2022 | Buy | +1,100 | $0.90 | $990 | 96,316 |
| Douglas Patrick Miscoll Director | Sep 1, 2022 | Buy | +2,687 | $0.89 | $2.39K | 96,316 |
| Douglas Patrick Miscoll Director | Aug 31, 2022 | Buy | +313 | $0.94 | $294 | 96,316 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Aug 26, 2022 | Buy | +6,876 | $0.99 | $6.81K | 2,555,000 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Aug 19, 2022 | Buy | +1,990 | $1.00 | $1.99K | 2,548,124 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Aug 18, 2022 | Buy | +1,000 | $1.02 | $1.02K | 2,551,144 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Aug 18, 2022 | Buy | +1,000 | $0.99 | $990 | 2,551,144 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Aug 18, 2022 | Buy | +3,010 | $0.99 | $2.98K | 2,551,144 |
| Patrice M. Milos Director | Aug 17, 2022 | Buy | +8,800 | $1.01 | $8.89K | 10,000 |
| Patrice M. Milos Director | Aug 17, 2022 | Buy | +1,200 | $1.00 | $1.20K | 10,000 |
| David Pfeffer Director | Aug 17, 2022 | Buy | +3,668 | $1.00 | $3.67K | 20,000 |
| David Pfeffer Director | Aug 17, 2022 | Buy | +16,332 | $1.01 | $16.50K | 20,000 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Aug 17, 2022 | Buy | +1 | $0.98 | $1 | 2,546,134 |
| Daniel Robert Jones Chief Executive Officer, Director, 10% owner | Aug 17, 2022 | Buy | +999 | $1.10 | $1.10K | 2,546,134 |
| David Pfeffer Director | Aug 17, 2022 | Buy | +3,668 | $1.00 | $3.67K | 36,216 |
| David Pfeffer Director | Aug 17, 2022 | Buy | +16,332 | $1.01 | $16.50K | 36,216 |
| Patrice M. Milos Director | Aug 17, 2022 | Buy | +1,200 | $1.00 | $1.20K | 37,027 |
| Patrice M. Milos Director | Aug 17, 2022 | Buy | +8,800 | $1.01 | $8.89K | 37,027 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Circle8's stock actually held short. Settlement fails (shares not delivered on time) peaked at 315,197 shares on Oct 7, 2026 over the last 90 days.
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