PFCS
CMRC

Pale Fire Capital SE’s Commerce.com Inc Series 1 CMRC Stock Holding History

Pale Fire Capital SE’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 		$9.04M Buy
3,054,890
+102,796
+3% +$295K 0.64% 22
2026
Q1 		$7.88M Buy
2,952,094
+2,203,169
+294% +$6.85M 0.69% 17
2025
Q4 		$3.09M Buy
748,925
+450,294
+151% +$2.08M 0.21% 28
2025
Q3 		$1.49M Buy
+298,631
New +$1.44M 0.16% 27

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
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
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return

Pale Fire Capital SE's CMRC Position: Q2 2026 in Review

Pale Fire Capital SE increased its Commerce.com Inc Series 1 (CMRC) stake by 3.5% in Q2 2026, buying an estimated $295K and bringing the position to 3,054,890 shares worth $9.04M. The position accounts for 0.64% of the portfolio, ranked #22.

Pale Fire Capital SE first reported a position in CMRC in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

  • Pale Fire Capital SE held 3,054,890 shares of Commerce.com Inc Series 1 worth $9.04M as of Q2 2026.
  • Pale Fire Capital SE bought 102,796 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $295K.
  • Commerce.com Inc Series 1 made up 0.64% of Pale Fire Capital SE's portfolio in Q2 2026, its #22 holding.
  • Pale Fire Capital SE first reported a position in Commerce.com Inc Series 1 in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.