# Circle Internet Group (CRCL): value investors who own it

2 value investors held Circle Internet Group in their Q3 2026 13F, led by H&H International (Duan Yongping), Horizon Kinetics.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| H&H International (Duan Yongping) | 0.1% | $12.5m | Unchanged | 2 |
| Horizon Kinetics | 0.0% | $478k | Added +10% | 2 |
| Polen Capital Management | 0.0% | $0k | Sold out | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-08 | Chandhok Nikhil | Chief Product & Tech. Officer | Sold | 26668 | $2.1m |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 33145 | $2.8m |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 13035 | $1.1m |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 8666 | $733k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 1354 | $115k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 895 | $75k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 894 | $75k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 352 | $29k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 351 | $29k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 234 | $20k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 233 | $20k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 37 | $3k |
| 2026-10-05 | Allaire Jeremy | Chairman and CEO | Sold | 36 | $3k |
| 2026-10-02 | Fox-Geen Jeremy | Chief Financial Officer | Sold | 4238 | $364k |
| 2026-10-02 | Razzaghi Hossein | Chief Commercial Officer | Sold | 1830 | $157k |
| 2026-10-02 | Schulz Tamara L | Chief Accounting Officer | Sold | 1194 | $102k |
| 2026-09-08 | Chandhok Nikhil | Chief Product & Tech. Officer | Sold | 26666 | $2.7m |
| 2026-09-08 | Allaire Jeremy | Chairman and CEO | Sold | 22073 | $2.2m |
| 2026-09-08 | Allaire Jeremy | Chairman and CEO | Sold | 14967 | $1.5m |
| 2026-09-08 | Allaire Jeremy | Chairman and CEO | Sold | 10991 | $1.1m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/crcl). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.