This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CRCL/capital-change-brief"
Use Arkolith's capital_change_brief for CRCL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MARSHALL WACE, LLP | $553.4M | 5.8M | ▼−42% Reduced · −4.2M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $523.7M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $482.7M | 5.1M | ▼−11% Reduced · −615K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $475.3M | 5.0M | ▲+241% Added · +3.5M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $439.6M | 4.6M | ▲New +4.6M sh | Q1 2026 | |
| 6 | ARK Investment Management LLC | $430.2M | 4.5M | ▲+8.9% Added · +368K sh | Q1 2026 | |
| 7 | Southpoint Capital Advisors LP | $314.9M | 3.3M | ▲+175% Added · +2.1M sh | Q1 2026 | |
| 8 | Sumitomo Mitsui Trust Group, Inc. | $278.4M | 2.9M | ▲+13% Added · +342K sh | Q1 2026 | |
| 9 | Amova Asset Management Americas, Inc. | $278.2M | 2.9M | ▲+13% Added · +345K sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $260.9M | 2.7M | ▲114× Added · +2.7M sh | Q1 2026 | |
| 11 | UBS Group AG | $217.5M | 2.3M | ▲+45% Added · +713K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $201.1M | 2.1M | ▲13× Added · +1.9M sh | Q1 2026 | |
| 13 | Clear Street Group Inc. | $184.7M | 1.9M | ▲+21% Added · +331K sh | Q1 2026 | |
| 14 | RENAISSANCE TECHNOLOGIES LLC | $170.9M | 1.8M | ▼−13% Reduced · −276K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $169.9M | 1.8M | ▼−15% Reduced · −304K sh | Q1 2026 | |
| 16 | CITIGROUP INC | $160.0M | 1.7M | ▲+33% Added · +418K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $149.7M | 1.6M | ▲+74% Added · +668K sh | Q1 2026 | |
| 18 | Quadrature Capital Ltd | $149.1M | 1.6M | ▲+171% Added · +986K sh | Q1 2026 | |
| 19 | FRONTIER CAPITAL MANAGEMENT CO LLC | $147.7M | 1.5M | ▲+37% Added · +418K sh | Q1 2026 | |
| 20 | FMR LLC | $141.5M | 1.5M | ▲+156% Added · +904K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $139.1M | 1.5M | ▲+249% Added · +1.0M sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $123.1M | 1.4M | ▲+55% Added · +486K sh | Q1 2026 | |
| 23 | GEODE CAPITAL MANAGEMENT, LLC | $130.3M | 1.4M | ▲+30% Added · +314K sh | Q1 2026 | |
| 24 | KEYWISE CAPITAL MANAGEMENT (HK) Ltd | $126.7M | 1.3M | ▲+6.2% Added · +78K sh | Q1 2026 | |
| 25 | Anatole Investment Management Ltd | $115.7M | 1.2M | ▲New +1.2M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 8, 2026 | Chandhok Nikhil | Chief Product & Tech. Officer | Option exercise (M) | 23K | $0 |
| Jul 8, 2026 | Chandhok Nikhil | Chief Product & Tech. Officer | Sell (S) | 27K | $1.7M |
| Jul 8, 2026 | Chandhok Nikhil | Chief Product & Tech. Officer | Option exercise (M) | 23K | $602K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 96 | $6K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 122 | $8K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 381 | $25K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 161 | $11K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 323 | $22K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 382 | $26K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 51 | $4K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 96 | $6K |
| Jul 6, 2026 | Allaire Jeremy | Chairman and CEO, Director | Sell (S) | 122 | $8K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 177 funds | $58.7B |
| NVIDIA CORPNVDA | 173 funds | $90.5B |
| ALPHABET INC-CL AGOOGL | 173 funds | $40.0B |
| META PLATFORMS INC-CLASS AMETA | 173 funds | $26.2B |
| TESLA INCTSLA | 173 funds | $20.4B |
| ELI LILLY & COLLY | 171 funds | $15.4B |
| NETFLIX INCNFLX | 171 funds | $8.6B |
| AMAZON.COM INCAMZN | 170 funds | $48.1B |
| BROADCOM INCAVGO | 170 funds | $31.1B |
| APPLE INCAAPL | 169 funds | $74.6B |
| ALPHABET INC-CL CGOOG | 168 funds | $27.4B |
| JPMORGAN CHASE & COJPM | 167 funds | $18.9B |
Ranked by how many of CRCL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CRCL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.