Global Retirement Partners’s Commerce.com Inc Series 1 CMRC Stock Holding History

Global Retirement Partners’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 Q4	$1.47K	Buy	357 +100	+39%	+$461	﹤0.01%	3806
2025 Q3	$1.28K	Hold	257	–	–	﹤0.01%	3463
2025 Q2	$1.28K	Buy	+257	New	+$1.32K	﹤0.01%	3380
2024 Q4	$1.57K	Hold	257	–	–	﹤0.01%	3156
2024 Q3	$1.5K	Hold	257	–	–	﹤0.01%	3031
2024 Q2	$2.07K	Hold	257	–	–	﹤0.01%	2951
2024 Q1	$1.77K	Hold	257	–	–	﹤0.01%	2790
2023 Q4	$2.12K	Hold	257	–	–	﹤0.01%	2650
2023 Q3	$2.48K	Buy	257 +49	+24%	+$510	﹤0.01%	2454
2023 Q2	$2.07K	Buy	208 +146	+235%	+$1.22K	﹤0.01%	2538
2023 Q1	$436	Buy	+62	New	+$628	﹤0.01%	2955

Other funds holding CMRC

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return