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
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 $1.46B 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pale Fire Capital SE's CMRC Position: Q1 2026 in Review

Pale Fire Capital SE increased its Commerce.com Inc Series 1 (CMRC) stake by 294% in Q1 2026, buying an estimated $6.85M and bringing the position to 2,952,094 shares worth $7.88M. The position accounts for 0.69% of the portfolio, ranked #17.

Pale Fire Capital SE first reported a position in CMRC in Q3 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold CMRC as of Q1 2026.

  • Pale Fire Capital SE held 2,952,094 shares of Commerce.com Inc Series 1 worth $7.88M as of Q1 2026.
  • Pale Fire Capital SE bought 2,203,169 Commerce.com Inc Series 1 shares in Q1 2026, an estimated $6.85M.
  • Commerce.com Inc Series 1 made up 0.69% of Pale Fire Capital SE's portfolio in Q1 2026, its #17 holding.
  • Pale Fire Capital SE first reported a position in Commerce.com Inc Series 1 in Q3 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2026.

Based on Pale Fire Capital SE's 13F filing for Q1 2026, filed 14 May 2026.