undamentalytics Newsletter

Circle Internet Group, Inc.: which funds bought and sold

Institutions that bought and sold Circle Internet Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 370 institutions that filed 13F reports for both quarters added to or opened positions in Circle Internet Group, and 242 cut or closed them. Together they added a net 10.5M shares, +8.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.0M shares (−18.6%); index fund managers were net buyers of 6.7M shares (+35.0%). 142 opened a new position and 122 sold out entirely.

Bought, Q2 2026 370 institutions, 142 of them new holders Sold, Q2 2026 242 institutions, 122 of them sold out
Net change, all compared +10.5M shares (+8.8%)
Net change, active managers −5.0M shares (−18.6%), 34 bought, 28 sold

Buyers versus sellers

institutions compared, 672
Active managers and hedge funds 34 bought · 28 sold · −5.0M
Index fund managers 10 bought · 1 sold · +6.7M
Other institutions 326 bought · 213 sold · +8.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley +3.3M +66.9% 8.3M $521M
Blackrock, Inc. Index funds +3.3M +65.4% 8.4M $524M
UBS Group AG +1.9M +81.9% 4.1M $260M
State Street Corp Index funds +1.8M +112.1% 3.3M $208M
Susquehanna International Group, LLP +1.5M +247.2% 2.1M $131M
Goldman Sachs Group Inc +1.4M +97.7% 2.9M $180M
Jpmorgan Chase & Co +1.3M +94.0% 2.7M $202M
Amundi +873K +885.9% 971K $60.8M
William Blair Investment Management, LLC Active manager +861K New position 861K $53.9M
BNP Paribas Financial Markets +696K +157.7% 1.1M $71.3M
Baillie Gifford & Co Active manager +626K +178.7% 977K $61.2M
Woodline Partners LP Hedge fund +603K New position 603K $37.8M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +572K +972.7% 630K $39.5M
Slate Path Capital LP Hedge fund +567K New position 567K $35.5M
Healthcare Of Ontario Pension Plan Trust Fund +556K New position 556K $34.8M
Imc-Chicago, LLC +551K New position 551K $34.5M
Mirae Asset Global Etfs Holdings Ltd. +469K +549.1% 554K $34.7M
Legal & General Group PLC +427K +291.7% 574K $35.9M
Geode Capital Management, LLC Index funds +423K +31.0% 1.8M $146M
Swiss National Bank +419K New position 419K $26.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −2.9M −50.0% 2.9M $182M
D. E. Shaw & Co., Inc. Hedge fund −2.7M −99.0% 28K $1.8M
Jane Street Group, LLC −1.9M −92.0% 169K $10.6M
SG Americas Securities, LLC −1.3M −90.5% 135K $8.4M
Anatole Investment Management Ltd −1.2M Sold out 0 —
Cloudalpha Capital Management Limited/Hong Kong −1.2M Sold out 0 —
Lord, Abbett & Co. LLC −985K Sold out 0 —
Yong Rong (HK) Asset Management Ltd −887K −77.0% 266K $16.6M
Quadrature Capital Ltd Hedge fund −846K −54.1% 717K $44.9M
Accel Xi Associates L.L.C. −792K −46.5% 910K $57M
HRT Financial LP −756K −90.9% 76K $4.7M
Canada Pension Plan Investment Board −651K Sold out 0 —
Citadel Advisors LLC Hedge fund −598K −68.9% 270K $16.9M
Frontier Capital Management Co LLC Active manager −543K −35.1% 1.0M $62.9M
Bank Of America Corp −525K −29.5% 1.3M $78.6M
FMR LLC Active manager −484K −32.6% 1000K $62.6M
Franchise Gp Ltd −443K −99.8% 870 $54,488
Toronto Dominion Bank −424K −94.2% 26K $1.6M
Nomura Holdings Inc −327K −68.7% 149K $9.3M
Southpoint Capital Advisors LP Hedge fund −300K −9.1% 3.0M $188M

New positions

largest by value
InstitutionSharesValue June 30, 2026
William Blair Investment Management, LLCActive manager 861K $53.9M
Woodline Partners LPHedge fund 603K $37.8M
Slate Path Capital LPHedge fund 567K $35.5M
Healthcare Of Ontario Pension Plan Trust Fund 556K $34.8M
Imc-Chicago, LLC 551K $34.5M
Swiss National Bank 419K $26.2M
Daiwa Securities Group Inc. 330K $20.7M
Optiver Holding B.V. 307K $19.3M
Walleye Trading LLC 264K $16.5M
Voloridge Investment Management, LLCHedge fund 173K $10.8M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
562
Ten largest holders
44.3%
of 13F-reported shares
Index fund managers
19.6%
of 13F-reported shares
Active managers and hedge funds
16.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 34 28 16 11 −5.0M −18.6%
Index fund managers 10 1 0 1 +6.7M +35.0%
Other institutions 326 213 126 110 +8.8M +12.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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