IECM
CRCL

Intrinsic Edge Capital Management’s Circle Internet Group CRCL Stock Holding History

Intrinsic Edge 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
-135,500
Closed -$10.7M – 141
2025
Q4 		$10.7M Buy
135,500
+110,000
+431% +$11.4M 1.92% 16
2025
Q3 		$3.38M Buy
+25,500
New +$4.04M 0.47% 71

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Intrinsic Edge Capital Management's CRCL Position: Q1 2026 in Review

Intrinsic Edge Capital Management sold out of Circle Internet Group (CRCL) in Q1 2026, closing a stake of 135,500 shares — an estimated $10.7M sold.

Intrinsic Edge Capital Management first reported a position in CRCL in Q3 2025 and held it in 2 quarters. The position peaked at $10.7M in Q4 2025. 538 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

  • Intrinsic Edge Capital Management reported no remaining Circle Internet Group position as of Q1 2026 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 135,500 Circle Internet Group shares in Q1 2026, an estimated $10.7M.
  • Intrinsic Edge Capital Management first reported a position in Circle Internet Group in Q3 2025 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Circle Internet Group position peaked at $10.7M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.