M2MC
CRCL

Matthew 25 Management Corp’s Circle Internet Group CRCL Stock Holding History

Matthew 25 Management Corp’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 		$5.2M Buy
83,000
+20,500
+33% +$2M 1.5% 17
2026
Q1 		$5.96M Sell
62,500
-12,500
-17% -$1.06M 1.98% 18
2025
Q4 		$5.95M Buy
+75,000
New +$7.75M 1.82% 15

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

Matthew 25 Management Corp's CRCL Position: Q2 2026 in Review

Matthew 25 Management Corp increased its Circle Internet Group (CRCL) stake by 33% in Q2 2026, buying an estimated $2M and bringing the position to 83,000 shares worth $5.2M. The position accounts for 1.5% of the portfolio, ranked #17.

Matthew 25 Management Corp first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.96M in Q1 2026. 565 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • Matthew 25 Management Corp held 83,000 shares of Circle Internet Group worth $5.2M as of Q2 2026.
  • Matthew 25 Management Corp bought 20,500 Circle Internet Group shares in Q2 2026, an estimated $2M.
  • Circle Internet Group made up 1.5% of Matthew 25 Management Corp's portfolio in Q2 2026, its #17 holding.
  • Matthew 25 Management Corp first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • Matthew 25 Management Corp's Circle Internet Group position peaked at $5.96M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on Matthew 25 Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.