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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
Q3 		– Sell
-1,060,000
Closed -$3.14M – 19
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herald Investment Management's CMRC Position: Q3 2026 in Review

Herald Investment Management sold out of Commerce.com Inc Series 1 (CMRC) in Q3 2026, closing a stake of 1,060,000 shares — an estimated $3.14M sold.

Herald Investment Management first reported a position in CMRC in Q1 2024 and held it in 10 quarters. The position peaked at $3.6M in Q1 2025. 7 funds tracked by Wall St. Rank hold CMRC as of Q3 2026.

  • Herald Investment Management reported no remaining Commerce.com Inc Series 1 position as of Q3 2026 after selling out during the quarter.
  • Herald Investment Management sold 1,060,000 Commerce.com Inc Series 1 shares in Q3 2026, an estimated $3.14M.
  • Herald Investment Management first reported a position in Commerce.com Inc Series 1 in Q1 2024 and held it in 10 quarters.
  • Herald Investment Management's Commerce.com Inc Series 1 position peaked at $3.6M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.