PCR
CMRC

Potrero Capital Research’s Commerce.com Inc Series 1 CMRC Stock Holding History

Potrero Capital Research’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 		$1.66M Sell
562,424
-186,238
-25% -$534K 0.93% 35
2026
Q1 		$2M Sell
748,662
-666,677
-47% -$2.07M 1.23% 24
2025
Q4 		$5.83M Hold
1,415,339
– – 1.96% 19
2025
Q3 		$7.06M Sell
1,415,339
-291,184
-17% -$1.4M 0.81% 22
2025
Q2 		$8.53M Sell
1,706,523
-12,906
-0.8% -$66.5K 2.07% 16
2025
Q1 		$9.9M Hold
1,719,429
– – 4.87% 11
2024
Q4 		$10.5M Hold
1,719,429
– – 3.52% 12
2024
Q3 		$10.1M Sell
1,719,429
-50
-0% -$330 3.18% 12
2024
Q2 		$13.9M Buy
1,719,479
+1,190,630
+225% +$8.51M 5.91% 6
2024
Q1 		$3.64M Buy
+528,849
New +$4.24M 2.08% 17
2022
Q2 		– Sell
-211,285
Closed -$4.63M – 54
2022
Q1 		$4.63M Buy
211,285
+170,645
+420% +$4.58M 1.55% 23
2021
Q4 		$1.44M Buy
+40,640
New +$1.91M 0.43% 34

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

Potrero Capital Research's CMRC Position: Q2 2026 in Review

Potrero Capital Research reduced its Commerce.com Inc Series 1 (CMRC) stake by 25% in Q2 2026, selling an estimated $534K and leaving 562,424 shares worth $1.66M. The position accounts for 0.93% of the portfolio, ranked #35.

Potrero Capital Research first reported a position in CMRC in Q4 2021 and has held it in 12 quarters since. The position peaked at $13.9M in Q2 2024. 156 funds tracked by Wall St. Rank hold CMRC as of Q2 2026.

  • Potrero Capital Research held 562,424 shares of Commerce.com Inc Series 1 worth $1.66M as of Q2 2026.
  • Potrero Capital Research sold 186,238 Commerce.com Inc Series 1 shares in Q2 2026, an estimated $534K.
  • Commerce.com Inc Series 1 made up 0.93% of Potrero Capital Research's portfolio in Q2 2026, its #35 holding.
  • Potrero Capital Research first reported a position in Commerce.com Inc Series 1 in Q4 2021 and has held it in 12 quarters since.
  • Potrero Capital Research's Commerce.com Inc Series 1 position peaked at $13.9M in Q2 2024.
  • 156 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2026.

Based on Potrero Capital Research's 13F filing for Q2 2026, filed 14 Aug 2026.