CWM
FIG

Circle Wealth Management’s Figma FIG Stock Holding History

Circle Wealth Management’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,465
Closed -$727K – 281
2025
Q4 		$727K Buy
19,465
+12,218
+169% +$552K 0.01% 160
2025
Q3 		$376K Buy
+7,247
New +$498K 0.01% 185

Other funds holding FIG

GX
Greylock XIV Menlo Park, California $1.06B AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Circle Wealth Management's FIG Position: Q1 2026 in Review

Circle Wealth Management sold out of Figma (FIG) in Q1 2026, closing a stake of 19,465 shares — an estimated $727K sold.

Circle Wealth Management first reported a position in FIG in Q3 2025 and held it in 2 quarters. The position peaked at $727K in Q4 2025. 312 funds tracked by Wall St. Rank hold FIG as of Q1 2026.

  • Circle Wealth Management reported no remaining Figma position as of Q1 2026 after selling out during the quarter.
  • Circle Wealth Management sold 19,465 Figma shares in Q1 2026, an estimated $727K.
  • Circle Wealth Management first reported a position in Figma in Q3 2025 and held it in 2 quarters.
  • Circle Wealth Management's Figma position peaked at $727K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held Figma as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.