Pale Fire Capital SE
CMRC icon

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
Q3 		$23M Buy
7,280,370
+4,225,480
+138% +$12M 1.65% 13
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
DCM
Divisar Capital Management San Francisco, California $417M AUM 80.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Pale Fire Capital SE's CMRC Position: Q3 2026 in Review

Pale Fire Capital SE increased its Commerce.com Inc Series 1 (CMRC) stake by 138% in Q3 2026, buying an estimated $12M and bringing the position to 7,280,370 shares worth $23M. The position accounts for 1.65% of the portfolio, ranked #13.

Pale Fire Capital SE first reported a position in CMRC in Q3 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold CMRC as of Q3 2026.

  • Pale Fire Capital SE held 7,280,370 shares of Commerce.com Inc Series 1 worth $23M as of Q3 2026.
  • Pale Fire Capital SE bought 4,225,480 Commerce.com Inc Series 1 shares in Q3 2026, an estimated $12M.
  • Commerce.com Inc Series 1 made up 1.65% of Pale Fire Capital SE's portfolio in Q3 2026, its #13 holding.
  • Pale Fire Capital SE first reported a position in Commerce.com Inc Series 1 in Q3 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2026.

Based on Pale Fire Capital SE's 13F filing for Q3 2026, filed 13 Nov 2026.