Creative Planning
CMRC

Creative Planning’s Commerce.com Inc Series 1 CMRC Stock Holding History

Creative Planning’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Buy
55,113
+13,909
+34% +$39.9K ﹤0.01% 3936
2026
Q1 		$110K Sell
41,204
-51,109
-55% -$159K ﹤0.01% 3882
2025
Q4 		$380K Buy
92,313
+29,387
+47% +$135K ﹤0.01% 3067
2025
Q3 		$314K Buy
62,926
+39,267
+166% +$189K ﹤0.01% 3102
2025
Q2 		$118K Sell
23,659
-1,538
-6% -$7.92K ﹤0.01% 3390
2025
Q1 		$145K Buy
25,197
+4,634
+23% +$29.4K ﹤0.01% 3166
2024
Q4 		$126K Sell
20,563
-3,562
-15% -$22.3K ﹤0.01% 3109
2024
Q3 		$141K Buy
24,125
+381
+2% +$2.51K ﹤0.01% 2949
2024
Q2 		$191K Buy
23,744
+3,269
+16% +$23.4K ﹤0.01% 2686
2024
Q1 		$141K Buy
20,475
+2,428
+13% +$19.5K ﹤0.01% 2641
2023
Q4 		$176K Buy
18,047
+424
+2% +$3.94K ﹤0.01% 2469
2023
Q3 		$174K Buy
17,623
+1,042
+6% +$10.9K ﹤0.01% 2284
2023
Q2 		$165K Sell
16,581
-21
-0.1% -$175 ﹤0.01% 2259
2023
Q1 		$148K Sell
16,602
-1,589
-9% -$16.1K ﹤0.01% 2190
2022
Q4 		$159K Buy
18,191
+22
+0.1% +$238 ﹤0.01% 2069
2022
Q3 		$269K Sell
18,169
-1,199
-6% -$20.6K ﹤0.01% 1718
2022
Q2 		$314K Sell
19,368
-1,418
-7% -$25.9K ﹤0.01% 1576
2022
Q1 		$455K Sell
20,786
-2,300
-10% -$61.7K ﹤0.01% 1372
2021
Q4 		$817K Sell
23,086
-459
-2% -$21.6K ﹤0.01% 1045
2021
Q3 		$1.19M Buy
23,545
+300
+1% +$18.3K ﹤0.01% 870
2021
Q2 		$1.51M Sell
23,245
-4,494
-16% -$254K ﹤0.01% 776
2021
Q1 		$1.6M Buy
27,739
+1,015
+4% +$67.4K ﹤0.01% 817
2020
Q4 		$1.71M Buy
+26,724
New +$2.13M ﹤0.01% 733

Other funds holding CMRC

LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CMRC Position: Q2 2026 in Review

Creative Planning increased its Commerce.com Inc Series 1 (CMRC) stake by 34% in Q2 2026, buying an estimated $39.9K and bringing the position to 55,113 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

Creative Planning first reported a position in CMRC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q4 2020. 156 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

  • Creative Planning held 55,113 shares of Commerce.com Inc Series 1 worth $163K as of Q2 2026.
  • Creative Planning bought 13,909 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $39.9K.
  • Commerce.com Inc Series 1 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3936 holding.
  • Creative Planning first reported a position in Commerce.com Inc Series 1 in Q4 2020 and has held it in 23 quarters since.
  • Creative Planning's Commerce.com Inc Series 1 position peaked at $1.71M in Q4 2020.
  • 156 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.