NIM
CMRC

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

Needham 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
Q1 		$507K Sell
190,000
-92,500
-33% -$288K 0.03% 158
2025
Q4 		$1.16M Sell
282,500
-142,500
-34% -$657K 0.07% 133
2025
Q3 		$2.12M Hold
425,000
– – 0.15% 111
2025
Q2 		$2.13M Sell
425,000
-25,000
-6% -$129K 0.17% 106
2025
Q1 		$2.59M Sell
450,000
-50,000
-10% -$318K 0.24% 94
2024
Q4 		$3.06M Buy
500,000
+100,000
+25% +$625K 0.24% 97
2024
Q3 		$2.34M Hold
400,000
– – 0.18% 101
2024
Q2 		$3.22M Hold
400,000
– – 0.26% 91
2024
Q1 		$2.76M Hold
400,000
– – 0.26% 87
2023
Q4 		$3.89M Buy
400,000
+100,000
+33% +$930K 0.49% 59
2023
Q3 		$2.96M Buy
300,000
+150,000
+100% +$1.56M 0.5% 54
2023
Q2 		$1.49M Sell
150,000
-205,000
-58% -$1.71M 0.25% 76
2023
Q1 		$3.17M Sell
355,000
-62,500
-15% -$633K 0.55% 56
2022
Q4 		$3.65M Buy
417,500
+372,500
+828% +$4.04M 0.66% 50
2022
Q3 		$666K Sell
45,000
-84,762
-65% -$1.45M 0.13% 97
2022
Q2 		$2.1M Sell
129,762
-248,100
-66% -$4.54M 0.39% 64
2022
Q1 		$8.28M Buy
377,862
+132,500
+54% +$3.55M 1.2% 25
2021
Q4 		$8.68M Buy
245,362
+75,362
+44% +$3.55M 1.09% 33
2021
Q3 		$8.61M Buy
170,000
+131,500
+342% +$8.02M 1.15% 30
2021
Q2 		$2.5M Sell
38,500
-145,000
-79% -$8.21M 0.37% 60
2021
Q1 		$10.6M Buy
183,500
+112,138
+157% +$7.45M 1.45% 26
2020
Q4 		$4.58M Buy
71,362
+46,362
+185% +$3.7M 0.77% 49
2020
Q3 		$2.08M Buy
+25,000
New +$2.19M 0.42% 61

Other funds holding CMRC

LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCM
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
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

Needham Investment Management's CMRC Position: Q1 2026 in Review

Needham Investment Management reduced its Commerce.com Inc Series 1 (CMRC) stake by 33% in Q1 2026, selling an estimated $288K and leaving 190,000 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #158.

Needham Investment Management first reported a position in CMRC in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q1 2021. 146 funds tracked by Wall St. Rank hold CMRC as of Q1 2026.

  • Needham Investment Management held 190,000 shares of Commerce.com Inc Series 1 worth $507K as of Q1 2026.
  • Needham Investment Management sold 92,500 Commerce.com Inc Series 1 shares in Q1 2026, an estimated $288K.
  • Commerce.com Inc Series 1 made up 0.03% of Needham Investment Management's portfolio in Q1 2026, its #158 holding.
  • Needham Investment Management first reported a position in Commerce.com Inc Series 1 in Q3 2020 and has held it in 23 quarters since.
  • Needham Investment Management's Commerce.com Inc Series 1 position peaked at $10.6M in Q1 2021.
  • 146 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.