General Catalyst Group Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

General Catalyst Group Management’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
2025 Q2	–	Sell	-1,200,000	Closed	-$6.91M	–	11
2025 Q1	$6.91M	Hold	1,200,000	–	–	0.78%	9
2024 Q4	$7.34M	Hold	1,200,000	–	–	0.64%	9
2024 Q3	$7.02M	Hold	1,200,000	–	–	0.49%	8
2024 Q2	$9.67M	Hold	1,200,000	–	–	0.83%	9
2024 Q1	$8.27M	Hold	1,200,000	–	–	0.64%	9
2023 Q4	$11.7M	Hold	1,200,000	–	–	0.92%	8
2023 Q3	$11.8M	Hold	1,200,000	–	–	1.12%	8
2023 Q2	$11.9M	Hold	1,200,000	–	–	0.96%	8
2023 Q1	$10.7M	Hold	1,200,000	–	–	1.11%	8
2022 Q4	$10.5M	Hold	1,200,000	–	–	1.18%	8
2022 Q3	$17.8M	Hold	1,200,000	–	–	1.64%	9
2022 Q2	$19.4M	Hold	1,200,000	–	–	1.73%	11
2022 Q1	$26.3M	Hold	1,200,000	–	–	1.49%	11
2021 Q4	$42.4M	Sell	1,200,000 -2,803,766	-70%	-$132M	1.62%	10
2021 Q3	$203M	Sell	4,003,766 -2,598,997	-39%	-$158M	10.32%	5
2021 Q2	$429M	Hold	6,602,763	–	–	18.54%	2
2021 Q1	$382M	Sell	6,602,763 -1,650,690	-20%	-$110M	14.75%	3
2020 Q4	$529M	Buy	+8,253,453	New	+$659M	18.1%	2

Other funds holding CMRC

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

General Catalyst Group Management's CMRC Position: Q2 2025 in Review

General Catalyst Group Management sold out of Commerce.com Inc Series 1 (CMRC) in Q2 2025, closing a stake of 1,200,000 shares — an estimated $6.91M sold.

General Catalyst Group Management first reported a position in CMRC in Q4 2020 and held it in 18 quarters. The position peaked at $529M in Q4 2020. 163 funds tracked by Wall St. Rank hold CMRC as of Q2 2025.

General Catalyst Group Management reported no remaining Commerce.com Inc Series 1 position as of Q2 2025 after selling out during the quarter.
General Catalyst Group Management sold 1,200,000 Commerce.com Inc Series 1 shares in Q2 2025, an estimated $6.91M.
General Catalyst Group Management first reported a position in Commerce.com Inc Series 1 in Q4 2020 and held it in 18 quarters.
General Catalyst Group Management's Commerce.com Inc Series 1 position peaked at $529M in Q4 2020.
163 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2025.

Based on General Catalyst Group Management's 13F filing for Q2 2025, filed 14 Aug 2025.