Herald Investment Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

Herald Investment 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	$3.14M	Buy	1,060,000 +360,000	+51%	+$1.03M	0.43%	72
2026 Q1	$1.86M	Hold	700,000	–	–	0.26%	80
2025 Q4	$2.88M	Hold	700,000	–	–	0.38%	75
2025 Q3	$3.49M	Buy	700,000 +75,000	+12%	+$361K	0.47%	61
2025 Q2	$3.13M	Hold	625,000	–	–	0.46%	60
2025 Q1	$3.6M	Buy	625,000 +125,000	+25%	+$794K	0.68%	40
2024 Q4	$3.06M	Buy	500,000 +150,000	+43%	+$938K	0.5%	51
2024 Q3	$2.05M	Hold	350,000	–	–	0.35%	69
2024 Q2	$2.81M	Hold	350,000	–	–	0.46%	54
2024 Q1	$2.4M	Buy	+350,000	New	+$2.81M	0.39%	60

Other funds holding CMRC

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Herald Investment Management's CMRC Position: Q2 2026 in Review

Herald Investment Management increased its Commerce.com Inc Series 1 (CMRC) stake by 51% in Q2 2026, buying an estimated $1.03M and bringing the position to 1,060,000 shares worth $3.14M. The position accounts for 0.43% of the portfolio, ranked #72.

Herald Investment Management first reported a position in CMRC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q1 2025. 155 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

Herald Investment Management held 1,060,000 shares of Commerce.com Inc Series 1 worth $3.14M as of Q2 2026.
Herald Investment Management bought 360,000 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $1.03M.
Commerce.com Inc Series 1 made up 0.43% of Herald Investment Management's portfolio in Q2 2026, its #72 holding.
Herald Investment Management first reported a position in Commerce.com Inc Series 1 in Q1 2024 and has held it in 10 quarters since.
Herald Investment Management's Commerce.com Inc Series 1 position peaked at $3.6M in Q1 2025.
155 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.