HolderBook

CIRCLE INTERNET GROUP INC (CRCL)

Institutional ownership reported to the SEC as of Q3 2026, across 6 quarters.

21
Reporting holders
$8.1M
Reported value
0.1%
Calls
0.0%
Puts
-554
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
NORTH POINT PORTFOLIO MANAGERS CORP/OH$5.1M61,7810.85%2qHELD
CoreCap Advisors, LLC$793.4K9,6560.02%6q+293.8%+$592.0K
Applied Capital LLC/FL$712.6K8,6720.28%5qHELD
Capital Advisors Wealth Management, LLC$337.8K4,1110.04%5q-31.2%-$153.0K
SAPIENT CAPITAL LLC$307.3K3,7400.00%4q-50.0%-$307.3K
AVAII WEALTH MANAGEMENT, LLC$267.1K3,2870.08%newNEW
Everhart Financial Group, Inc.$239.5K2,9150.01%newNEW
Farther Finance Advisors, LLC$178.8K2,1750.00%5q-2.1%-$3.8K
GAMMA Investing LLC$72.8K8860.00%5q+23.9%+$14.1K
Versant Capital Management, Inc$53.9K6560.00%5q+170.0%+$33.9K
GK Wealth Management LLC$41.9K4370.02%newNEW
Grove Bank & Trust$18.2K2210.00%3q-20.5%-$4.7K
Wealth Enhancement Trust Services, Inc.$17.3K2100.00%2q+10400.0%+$17.1K
Bullock Wealth Management Group$9.1K1100.00%3qHELD
MassMutual Private Wealth & Trust, FSB$6.4K780.00%3q+200.0%+$4.3K
GoalVest Advisory LLC$4.8K580.00%2qHELD
TOTH FINANCIAL ADVISORY CORP$3.7K450.00%newNEW
Retirement Wealth Solutions LLC$2.3K280.00%3q+133.3%+$1.3K
Marquette Asset Management, LLC$49460.00%newNEW
Davis Capital Management$16420.00%2q-97.4%-$6.2K
Planning Strategies Inc.$8210.00%newNEW
CX Institutional$151770.00%3q-88.3%
Polaris Financial Partners$6760.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1113G/AChuang Xi Capital Ltdwith 5 co-filers7.4%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-252026-09-25Directors or officers departed or appointedfiling
2026-09-082026-09-04Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-08Neville Patrick SeanDirectorSold1,034,396$85.7M ×3
2026-06-24Chandhok NikhilChief Product & Tech. OfficerSold489,737$35.4M ×6
2026-09-08Allaire JeremyChairman and CEOSold62,264$6.1M ×25
2026-10-05Allaire JeremyChairman and CEOSold62,264$5.2M ×20
2026-06-05Allaire JeremyChairman and CEOSold59,232$4.9M ×30
2026-06-09Neville Patrick SeanDirectorSold50,000$4.1M ×2
2026-08-21Fox-Geen JeremyChief Financial OfficerSold45,000$4.0M
2026-07-06Allaire JeremyChairman and CEOSold59,232$4.0M ×21
2026-08-05Allaire JeremyChairman and CEOSold62,264$3.9M ×25
2026-06-01Neville Patrick SeanDirectorSold35,000$3.8M ×4
2026-05-01Neville Patrick SeanDirectorSold35,000$3.2M ×2
2026-06-10Tarbert HeathPresidentSold39,240$3.2M ×6

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202621$8.1M99,0756650.1%
Q2 2026575$12.5B136,556,21514823211130.9%
Q1 2026548$16.7B118,695,86817119611832.3%
Q4 2025473$12.0B106,071,4071801496529.7%
Q3 2025350$16.9B89,295,831168985730.0%
Q2 2025258$18.9B79,340,8472670023.8%