CIRCLE INTERNET GROUP INC
556 institutions still hold CIRCLE INTERNET GROUP INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Circle Internet Group Inc. (CRCL, CUSIP 172573107) entered Q1 2026 with $12.8B of institutional 13F value across 514 holders — an institutional footprint that reflects the company's structural identity as the issuer of USDC (USD Coin), the second-largest U.S.-domiciled stablecoin by market capitalization, and a publicly listed vehicle whose revenue model (interest income on reserve assets, transaction fees, API and infrastructure licensing) converts cryptocurrency-market-size into regulated, audited, dollar-denominated cash flows. The defining Q1 signal: Jane Street Group added $953M in what is one of the largest single-quarter institutional additions in this cycle, a conviction move at a size that indicates Jane Street views USDC market-share expansion and Circle's regulated-entity structure as a durable, non-speculative revenue driver rather than a crypto-trade vehicle. Accel XI Associates (early-stage venture) reduced $351M consistent with lockup-expiry or venture-fund rotation into the listed era. For smart-money trackers, CRCL's Q1 profile is the canonical institutionalization-of-crypto-payments signal: Circle's regulated stablecoin infrastructure is attracting the same manager category (Jane Street, high-conviction systematic/quantamental) that previously treated crypto-exposure as a venture or thematic allocation rather than as a payments-adjacent financial infrastructure holding.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.