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
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 $1.46B 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

Potrero Capital Research's CMRC Position: Q1 2026 in Review

Potrero Capital Research reduced its Commerce.com Inc Series 1 (CMRC) stake by 47% in Q1 2026, selling an estimated $2.07M and leaving 748,662 shares worth $2M. The position accounts for 1.23% of the portfolio, ranked #24.

Potrero Capital Research first reported a position in CMRC in Q4 2021 and has held it in 11 quarters since. The position peaked at $13.9M in Q2 2024. 147 funds tracked by Wall St. Rank hold CMRC as of Q1 2026.

  • Potrero Capital Research held 748,662 shares of Commerce.com Inc Series 1 worth $2M as of Q1 2026.
  • Potrero Capital Research sold 666,677 Commerce.com Inc Series 1 shares in Q1 2026, an estimated $2.07M.
  • Commerce.com Inc Series 1 made up 1.23% of Potrero Capital Research's portfolio in Q1 2026, its #24 holding.
  • Potrero Capital Research first reported a position in Commerce.com Inc Series 1 in Q4 2021 and has held it in 11 quarters since.
  • Potrero Capital Research's Commerce.com Inc Series 1 position peaked at $13.9M in Q2 2024.
  • 147 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q1 2026.

Based on Potrero Capital Research's 13F filing for Q1 2026, filed 15 May 2026.