13FPulse
CR

CRCL CIRCLE INTERNET GROUP INC

2026Q2 · CUSIP 172573107 · Crypto & Digital Assets · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
554
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 536 → now 554
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

554 funds held CRCL at the end of 2026Q2, up 18 from the quarter before. That is stronger buying than 81.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.7B(YoY +63.9%). CRCL has had 4 buying rushes in its history, and the price moved +45.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector, tagged Crypto & Digital Assets.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q3: holders=330 2025Q4: holders=461 2026Q1: holders=536 2026Q2: holders=554 -131 -65.5 +0 +65.5 +131 297440582 25Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 5%
2025Q4 Top 5% +80.3%
2025Q3 Top 5% -19.2% +45.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
229
Change in large funds
+57
Total value they hold
$8.3B
Funds buying for the first time
153
Funds that sold out entirely
135
Price change that quarter
-20.4%
Funds holding puts (bearish)
43
Funds holding calls (bullish)
35

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.22
EPS YoY
-246.7%
Revenue (TTM)
$2.7B
Revenue YoY
+63.9%
Net margin
ROE
Debt ratio
95.7%
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.