Circle Internet Group (CRCL) reported second-quarter fiscal 2026 total revenue and reserve income of $701 million, up 7% year over year. Net income from continuing operations was $48 million, up $530 million from the prior year, while adjusted EBITDA was $143 million, up 8%.
- USDC in circulation was $73.3 billion at quarter end, up 19% year over year.
- USDC onchain transaction volume was $14.8 trillion in Q2 2026, up 151% year over year.
- Circle received final OCC approval to establish Circle National Trust and New York DFS approval to open Circle New York Trust.
- Arc public mainnet launch is scheduled for September 16, with validators including BlackRock, DTCC, Mastercard, Standard Chartered and Visa.
- Circle revised FY 2026 guidance for Other Revenue to $310 million to $330 million and RLDC Margin to 41.7% to 43.7%.
$CRCL Insider Trading Activity
$CRCL insiders have traded $CRCL stock on the open market 198 times in the past 6 months. Of those trades, 0 have been purchases and 198 have been sales.
Here’s a breakdown of recent trading of $CRCL stock by insiders over the last 6 months:
- PATRICK SEAN NEVILLE has made 0 purchases and 23 sales selling 1,359,396 shares for an estimated $112,623,760.
- NIKHIL CHANDHOK (Chief Product & Tech. Officer) has made 0 purchases and 11 sales selling 583,069 shares for an estimated $43,452,400.
- HEATH TARBERT (President) has made 0 purchases and 34 sales selling 245,694 shares for an estimated $23,976,008.
- M MICHELE BURNS has made 0 purchases and 14 sales selling 176,668 shares for an estimated $17,626,770.
- JEREMY ALLAIRE (Chairman and CEO) has made 0 purchases and 90 sales selling 140,153 shares for an estimated $10,752,025.
- JEREMY FOX-GEEN (Chief Financial Officer) has made 0 purchases and 8 sales selling 90,342 shares for an estimated $8,276,619.
- HOSSEIN RAZZAGHI (Chief Commercial Officer) has made 0 purchases and 4 sales selling 81,402 shares for an estimated $7,269,726.
- RAJEEV V DATE has made 0 purchases and 6 sales selling 33,438 shares for an estimated $3,088,076.
- TAMARA L SCHULZ (Chief Accounting Officer) has made 0 purchases and 6 sales selling 7,311 shares for an estimated $627,363.
- DANITA K OSTLING has made 0 purchases and 2 sales selling 3,700 shares for an estimated $378,872.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CRCL Hedge Fund Activity
We have seen 333 institutional investors add shares of $CRCL stock to their portfolio, and 221 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP removed 4,178,379 shares (-41.9%) from their portfolio in Q1 2026, for an estimated $398,659,140
- MORGAN STANLEY added 3,521,007 shares (+241.0%) to their portfolio in Q1 2026, for an estimated $335,939,277
- SOUTHPOINT CAPITAL ADVISORS LP added 2,100,000 shares (+175.0%) to their portfolio in Q1 2026, for an estimated $200,361,000
- JANE STREET GROUP, LLC added 1,940,722 shares (+1162.4%) to their portfolio in Q1 2026, for an estimated $185,164,286
- ANATOLE INVESTMENT MANAGEMENT LTD added 1,212,292 shares (+inf%) to their portfolio in Q1 2026, for an estimated $115,664,779
- TWO SIGMA INVESTMENTS, LP removed 1,181,718 shares (-93.4%) from their portfolio in Q1 2026, for an estimated $112,747,714
- SG AMERICAS SECURITIES, LLC added 1,057,952 shares (+295.6%) to their portfolio in Q1 2026, for an estimated $100,939,200
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
