Circle Internet Group, Inc. — Form 10-K/A
Filed July 13, 2026 · analyzed by the Periodic Agent
10-K/A
— Neutral
significance 18/100
What the filing says
This is an amended Form 10-K/A for Circle Internet Group, Inc. for the year ended December 31, 2025, filed July 13, 2026. The filing consists primarily of audited financial statements and certifications for the Circle Reserve Fund, a BlackRock-managed government money market fund with $66.4B in net assets as of April 30, 2026. The fund invests in U.S. Treasury obligations (28.8%) and repurchase agreements with major counterparties including Barclays, BNP Paribas, Citibank, Goldman Sachs, and J.P. Morgan (70.8%), generating $2.49B in interest income for the year ended April 30, 2026. Net investment income was $2.43B, with distributions of $2.43B paid to Circle. The fund experienced net inflows of $12.15B (36.15B shares sold vs. 24B redeemed).
Why this rating
Routine amended annual report for fund subsidiary. No material operational, financial, or governance changes disclosed. Fund performance within normal parameters for money market funds.
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