JY
CMRC

Jeff Yass’s Commerce.com Inc Series 1 CMRC Stock Holding History

Jeff Yass’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 		$51.8K Sell
17,500
-24,000
-58% -$68.8K ﹤0.01% 12812
2026
Q1 		$111K Buy
41,500
+8,000
+24% +$24.9K ﹤0.01% 12273
2025
Q4 		$138K Buy
33,500
+18,600
+125% +$85.7K ﹤0.01% 11241
2025
Q3 		$74.4K Sell
14,900
-21,700
-59% -$104K ﹤0.01% 11715
2025
Q2 		$183K Sell
36,600
-25,900
-41% -$133K ﹤0.01% 11300
2025
Q1 		$360K Buy
+62,500
New +$397K ﹤0.01% 9657
2024
Q3 		– Sell
-28,800
Closed -$232K – 11989
2024
Q2 		$232K Sell
28,800
-80,600
-74% -$576K ﹤0.01% 10025
2024
Q1 		$754K Buy
109,400
+47,900
+78% +$384K ﹤0.01% 7541
2023
Q4 		$598K Sell
61,500
-29,100
-32% -$271K ﹤0.01% 8221
2023
Q3 		$894K Buy
90,600
+53,200
+142% +$554K ﹤0.01% 6882
2023
Q2 		$372K Sell
37,400
-86,200
-70% -$719K ﹤0.01% 8999
2023
Q1 		$1.1M Sell
123,600
-53,200
-30% -$539K ﹤0.01% 6546
2022
Q4 		$1.55M Buy
176,800
+122,400
+225% +$1.33M ﹤0.01% 5218
2022
Q3 		$805K Sell
54,400
-49,500
-48% -$849K ﹤0.01% 7200
2022
Q2 		$1.68M Sell
103,900
-101,300
-49% -$1.85M ﹤0.01% 5276
2022
Q1 		$4.5M Sell
205,200
-176,800
-46% -$4.74M ﹤0.01% 3814
2021
Q4 		$13.5M Sell
382,000
-160,600
-30% -$7.56M ﹤0.01% 2305
2021
Q3 		$27.5M Sell
542,600
-329,500
-38% -$20.1M ﹤0.01% 1666
2021
Q2 		$56.6M Buy
872,100
+28,400
+3% +$1.61M 0.01% 1121
2021
Q1 		$48.8M Buy
843,700
+81,900
+11% +$5.44M 0.01% 1116
2020
Q4 		$48.9M Buy
761,800
+459,300
+152% +$36.7M 0.01% 1024
2020
Q3 		$25.2M Buy
+302,500
New +$26.4M ﹤0.01% 1295

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

Jeff Yass's CMRC Position: Q2 2026 in Review

Jeff Yass reduced its Commerce.com Inc Series 1 (CMRC) stake by 86% in Q2 2026, selling an estimated $406K and leaving 23,349 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #12696.

Jeff Yass first reported a position in CMRC in Q3 2020 and has held it in 24 quarters since. The position peaked at $28.8M in Q1 2021. 154 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

  • Jeff Yass held 23,349 shares of Commerce.com Inc Series 1 worth $69.1K as of Q2 2026.
  • Jeff Yass sold 141,822 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $406K.
  • Commerce.com Inc Series 1 made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12696 holding.
  • Jeff Yass first reported a position in Commerce.com Inc Series 1 in Q3 2020 and has held it in 24 quarters since.
  • Jeff Yass's Commerce.com Inc Series 1 position peaked at $28.8M in Q1 2021.
  • 154 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.