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Aditya Raghunath

SoftBank Just Dumped Circle Stock. Don’t Panic and Keep Adding CRCL Here.

Circle SoftBank CRCL Circle Internet Group USDC ARC Internet Uber

Circle Internet Group (CRCL) stock is a buy even after SoftBank (SFTBY) walked away. According to a recent 13F filing, the Tokyo, Japan-based investment firm quietly dumped its entire stake in the stablecoin leader during the first quarter of 2026.

If you dig into Circle’s Q1 earnings, however, the business looks stronger than ever. That makes SoftBank's recent exit look a lot more like a portfolio housekeeping move than a verdict on the future of the company.

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