Hudson Bay Capital Management
CRCL

Hudson Bay Capital Management’s Circle Internet Group CRCL Stock Holding History

Hudson Bay Capital Management’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500,000
Closed -$39.6M – 1678
2025
Q4 		$39.6M Buy
500,000
+150,000
+43% +$15.5M 0.13% 143
2025
Q3 		$46.4M Buy
350,000
+320,000
+1,067% +$50.6M 0.15% 111
2025
Q2 		$5.44M Buy
+30,000
New +$4.89M 0.02% 528

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $868M AUM 24.3% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Hudson Bay Capital Management's CRCL Position: Q1 2026 in Review

Hudson Bay Capital Management sold out of Circle Internet Group (CRCL) in Q1 2026, closing a stake of 500,000 shares — an estimated $39.6M sold.

Hudson Bay Capital Management first reported a position in CRCL in Q2 2025 and held it in 3 quarters. The position peaked at $39.6M in Q4 2025. 534 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Hudson Bay Capital Management reported no remaining Circle Internet Group position as of Q1 2026 after selling out during the quarter.
  • Hudson Bay Capital Management sold 500,000 Circle Internet Group shares in Q1 2026, an estimated $39.6M.
  • Hudson Bay Capital Management first reported a position in Circle Internet Group in Q2 2025 and held it in 3 quarters.
  • Hudson Bay Capital Management's Circle Internet Group position peaked at $39.6M in Q4 2025.
  • 534 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.