JO
CMRC

John Overdeck’s Commerce.com Inc Series 1 CMRC Stock Holding History

John Overdeck’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 		$818K Buy
276,511
+27,611
+11% +$79.1K ﹤0.01% 3764
2026
Q1 		$665K Buy
248,900
+143,200
+135% +$445K ﹤0.01% 3535
2025
Q4 		$435K Buy
105,700
+3,861
+4% +$17.8K ﹤0.01% 3389
2025
Q3 		$508K Buy
+101,839
New +$490K ﹤0.01% 2974
2025
Q2 		– Sell
-30,244
Closed -$174K – 3192
2025
Q1 		$174K Sell
30,244
-136,043
-82% -$864K ﹤0.01% 2879
2024
Q4 		$1.02M Buy
+166,287
New +$1.04M ﹤0.01% 2165
2024
Q2 		– Sell
-126,725
Closed -$873K – 3038
2024
Q1 		$873K Sell
126,725
-211,223
-63% -$1.69M ﹤0.01% 2032
2023
Q4 		$3.29M Sell
337,948
-56,461
-14% -$525K 0.01% 1212
2023
Q3 		$3.89M Sell
394,409
-108,984
-22% -$1.14M 0.01% 1028
2023
Q2 		$5.01M Buy
503,393
+223,246
+80% +$1.86M 0.01% 931
2023
Q1 		$2.5M Sell
280,147
-18,133
-6% -$184K 0.01% 1252
2022
Q4 		$2.61M Buy
298,280
+272,280
+1,047% +$2.95M 0.01% 1173
2022
Q3 		$385K Sell
26,000
-104,250
-80% -$1.79M ﹤0.01% 1891
2022
Q2 		$2.11M Sell
130,250
-541,061
-81% -$9.9M 0.01% 1173
2022
Q1 		$14.7M Buy
671,311
+317,554
+90% +$8.52M 0.04% 477
2021
Q4 		$12.5M Buy
353,757
+236,481
+202% +$11.1M 0.03% 677
2021
Q3 		$5.94M Sell
117,276
-160,357
-58% -$9.78M 0.01% 1113
2021
Q2 		$18M Buy
+277,633
New +$15.7M 0.04% 531
2021
Q1 		– Sell
-36,431
Closed -$2.42M – 3820
2020
Q4 		$2.34M Buy
+36,431
New +$2.91M 0.01% 1398

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

John Overdeck's CMRC Position: Q2 2026 in Review

John Overdeck increased its Commerce.com Inc Series 1 (CMRC) stake by 11% in Q2 2026, buying an estimated $79.1K and bringing the position to 276,511 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #3764.

John Overdeck first reported a position in CMRC in Q4 2020 and has held it in 19 quarters since. The position peaked at $18M in Q2 2021. 154 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

  • John Overdeck held 276,511 shares of Commerce.com Inc Series 1 worth $818K as of Q2 2026.
  • John Overdeck bought 27,611 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $79.1K.
  • Commerce.com Inc Series 1 made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3764 holding.
  • John Overdeck first reported a position in Commerce.com Inc Series 1 in Q4 2020 and has held it in 19 quarters since.
  • John Overdeck's Commerce.com Inc Series 1 position peaked at $18M in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.