Geode Capital Management
CMRC

Geode Capital Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

Geode Capital 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
2026
Q2 		$5.5M Buy
1,858,023
+387,337
+26% +$1.11M ﹤0.01% 2862
2026
Q1 		$3.93M Sell
1,470,686
-132,145
-8% -$411K ﹤0.01% 2862
2025
Q4 		$6.61M Buy
1,602,831
+65,311
+4% +$301K ﹤0.01% 2619
2025
Q3 		$7.67M Sell
1,537,520
-56,689
-4% -$273K ﹤0.01% 2568
2025
Q2 		$7.97M Sell
1,594,209
-25,027
-2% -$129K ﹤0.01% 2490
2025
Q1 		$9.33M Buy
1,619,236
+19,709
+1% +$125K ﹤0.01% 2333
2024
Q4 		$9.79M Sell
1,599,527
-692
-0% -$4.33K ﹤0.01% 2393
2024
Q3 		$9.36M Buy
1,600,219
+21,105
+1% +$139K ﹤0.01% 2424
2024
Q2 		$12.7M Buy
1,579,114
+88,577
+6% +$633K ﹤0.01% 2180
2024
Q1 		$10.3M Buy
1,490,537
+49,646
+3% +$398K ﹤0.01% 2317
2023
Q4 		$14M Buy
1,440,891
+86,904
+6% +$808K ﹤0.01% 2133
2023
Q3 		$13.4M Buy
1,353,987
+41,935
+3% +$437K ﹤0.01% 2079
2023
Q2 		$13.1M Buy
1,312,052
+52,502
+4% +$438K ﹤0.01% 2127
2023
Q1 		$11.3M Buy
1,259,550
+56,653
+5% +$574K ﹤0.01% 2188
2022
Q4 		$10.5M Buy
1,202,897
+63,539
+6% +$688K ﹤0.01% 2240
2022
Q3 		$16.9M Buy
1,139,358
+29,993
+3% +$514K ﹤0.01% 1867
2022
Q2 		$18M Buy
1,109,365
+200,734
+22% +$3.67M ﹤0.01% 1839
2022
Q1 		$19.9M Sell
908,631
-35,757
-4% -$959K ﹤0.01% 1911
2021
Q4 		$33.4M Buy
944,388
+38,099
+4% +$1.79M ﹤0.01% 1610
2021
Q3 		$45.9M Buy
906,289
+389,608
+75% +$23.8M 0.01% 1350
2021
Q2 		$33.5M Buy
516,681
+222,563
+76% +$12.6M ﹤0.01% 1626
2021
Q1 		$17M Buy
294,118
+121,435
+70% +$8.07M ﹤0.01% 1981
2020
Q4 		$11.1M Buy
172,683
+25,093
+17% +$2M ﹤0.01% 2106
2020
Q3 		$12.3M Buy
+147,590
New +$12.9M ﹤0.01% 1835

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
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return

Geode Capital Management's CMRC Position: Q2 2026 in Review

Geode Capital Management increased its Commerce.com Inc Series 1 (CMRC) stake by 26% in Q2 2026, buying an estimated $1.11M and bringing the position to 1,858,023 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Geode Capital Management first reported a position in CMRC in Q3 2020 and has held it in 24 quarters since. The position peaked at $45.9M in Q3 2021. 154 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

  • Geode Capital Management held 1,858,023 shares of Commerce.com Inc Series 1 worth $5.5M as of Q2 2026.
  • Geode Capital Management bought 387,337 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $1.11M.
  • Commerce.com Inc Series 1 made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2862 holding.
  • Geode Capital Management first reported a position in Commerce.com Inc Series 1 in Q3 2020 and has held it in 24 quarters since.
  • Geode Capital Management's Commerce.com Inc Series 1 position peaked at $45.9M in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.