The filing content is cut off before the financial statements and MD&A sections are provided. Let me assess what substantive disclosure content is available. The filing contains a cover page, table of contents, and a glossary. The glossary section contains substantive definitional content about Circle's products and services (Agent Stack, Arc Network, USDC, etc.) which is specific to this filing. Let me count the substantive disclosure content beyond pure boilerplate - the glossary definitions are substantive product/service descriptions specific to Circle Internet Group. This content exceeds 150 words in substantive disclosure. However, the financial statements themselves are cut off. I will cover what the filing does disclose.

Circle Internet Group, Inc. filed its quarterly report on Form 10-Q with the SEC on November 4, 2026, covering the fiscal quarter ended September 30, 2026, and disclosing share counts as of October 29, 2026, alongside detailed descriptions of its digital asset product suite.

Key Highlights

  • Share count as of October 29, 2026: According to the filing, the registrant had 237,492,044 shares of Class A common stock, 19,061,060 shares of Class B common stock, and nil shares of Class C common stock outstanding, each with a par value of $0.0001.
  • Exchange listing: The filing identifies the company's Class A common stock as trading under the symbol CRCL on the New York Stock Exchange (NYSE:CRCL).
  • Filer classification: The registrant indicated it is a non-accelerated filer and is neither a smaller reporting company nor an emerging growth company.
  • Agent Stack disclosed: The filing describes "Agent Stack" as an integrated suite of developer services including Agent Wallets, Circle CLI, Agent Marketplace, and Nanopayments, with the latter capable of processing USDC transfers in fractional amounts as small as $0.000001 without gas fees.
  • Arc Blockchain described: The filing describes "Arc" as a Layer-1 blockchain "designed with unique characteristics to bring the world's leading enterprises, financial institutions, and governments onto the internet financial system."
  • New digital assets noted: The filing identifies cirBTC as "a wrapped or tokenized representation of the Bitcoin digital asset, issued by the Company, fully backed by an equivalent amount of native BTC."

Circle Internet Group Discloses Share Structure and Expanded Product Definitions in September 2026 Quarterly Filing

Circle Internet Group, Inc. (NYSE:CRCL) filed its Form 10-Q for the quarterly period ended September 30, 2026. The registrant, incorporated in Delaware and headquartered at One World Trade Center, New York, NY 10007, reported that as of October 29, 2026, it had 237,492,044 shares of Class A common stock and 19,061,060 shares of Class B common stock outstanding, with no Class C shares outstanding. All classes carry a par value of $0.0001 per share.

The filing's glossary section provides detailed definitions of the company's product and service categories. According to the filing, "Circle Digital Assets" include USDC, EURC, USYC, and cirBTC, described as "fundamental units of value for onchain economic coordination." The Agent Stack suite is described as encompassing four components: Agent Wallets, Circle CLI, Agent Marketplace, and Nanopayments. The Nanopayments component is described as "powered by Circle Gateway, a high-frequency micropayment protocol capable of processing USDC transfers in fractional amounts as small as $0.000001 without gas fees."

The filing also defines "meaningful wallets" or "MeWs" as "onchain digital asset wallets holding $10 or more of USDC," and describes "USDC onchain transaction volume" as "the sum of native USDC and canonically bridged USDC settled or processed across all natively supported blockchains, except Solana." The registrant confirmed it has filed all required Exchange Act reports during the preceding 12 months and is not a shell company. Financial statements and Management's Discussion and Analysis are included in the full filing beginning at page 5 and page 41, respectively.

What Was Disclosed

Circle Internet Group filed a quarterly report for the period ended September 30, 2026, disclosing a share count of 237,492,044 Class A and 19,061,060 Class B shares as of October 29, 2026, along with product and terminology definitions covering its digital asset and developer services offerings.