JDLA
CRCL

J. Derek Lewis & Associates’s Circle Internet Group CRCL Stock Holding History

J. Derek Lewis & Associates’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
Q2 		$2.07M Buy
33,022
+8,600
+35% +$837K 0.39% 36
2026
Q1 		$2.33M Buy
24,422
+5,800
+31% +$492K 0.52% 33
2025
Q4 		$1.48M Buy
+18,622
New +$1.92M 0.35% 40

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SHU
SBI Holdings USA Santa Clara, California $101M AUM
ICCFGIA
IDG China Capital Fund GP III Associates Central Hong Kong, China $73.5M AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

J. Derek Lewis & Associates's CRCL Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Circle Internet Group (CRCL) stake by 35% in Q2 2026, buying an estimated $837K and bringing the position to 33,022 shares worth $2.07M. The position accounts for 0.39% of the portfolio, ranked #36.

J. Derek Lewis & Associates first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.33M in Q1 2026. 252 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • J. Derek Lewis & Associates held 33,022 shares of Circle Internet Group worth $2.07M as of Q2 2026.
  • J. Derek Lewis & Associates bought 8,600 Circle Internet Group shares in Q2 2026, an estimated $837K.
  • Circle Internet Group made up 0.39% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #36 holding.
  • J. Derek Lewis & Associates first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Circle Internet Group position peaked at $2.33M in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.