JO
CRCL

John Overdeck’s Circle Internet Group CRCL Stock Holding History

John Overdeck’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 		$10.2M Buy
163,136
+79,641
+95% +$7.75M 0.01% 1506
2026
Q1 		$7.97M Sell
83,495
-1,181,718
-93% -$100M 0.01% 1585
2025
Q4 		$100M Buy
1,265,213
+1,240,533
+5,026% +$128M 0.14% 180
2025
Q3 		$3.27M Sell
24,680
-244,920
-91% -$38.8M ﹤0.01% 1788
2025
Q2 		$48.9M Buy
+269,600
New +$43.9M 0.09% 289

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John Overdeck's CRCL Position: Q2 2026 in Review

John Overdeck increased its Circle Internet Group (CRCL) stake by 95% in Q2 2026, buying an estimated $7.75M and bringing the position to 163,136 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #1506.

John Overdeck first reported a position in CRCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $100M in Q4 2025. 562 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • John Overdeck held 163,136 shares of Circle Internet Group worth $10.2M as of Q2 2026.
  • John Overdeck bought 79,641 Circle Internet Group shares in Q2 2026, an estimated $7.75M.
  • Circle Internet Group made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1506 holding.
  • John Overdeck first reported a position in Circle Internet Group in Q2 2025 and has held it in 5 quarters since.
  • John Overdeck's Circle Internet Group position peaked at $100M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.