Commerce.com Inc Series 1

CMRC

Market cap $251M

CMRC Hedge Fund Activity: Q1 2026 in Review

147 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Commerce.com Inc Series 1 (CMRC) for Q1 2026, worth a combined $158M — down 31% from $230M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of CMRC and 29 opened new positions — a net loss of 18 holders — while 44 trimmed existing stakes and 53 added.

The largest buyer was Pale Fire Capital SE, adding an estimated $6.85M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $4.02M sold.

• 147 institutional investors held Commerce.com Inc Series 1 (CMRC) as of Q1 2026, down from 168 in Q4 2025.
• Funds reported $158M of Commerce.com Inc Series 1 stock for Q1 2026, down 31% quarter-over-quarter.
• 29 funds opened new Commerce.com Inc Series 1 positions in Q1 2026 and 47 closed out, a net change of -18 holders.
• The largest Commerce.com Inc Series 1 buyer in Q1 2026 was Pale Fire Capital SE, an estimated $6.85M added.
• The largest Commerce.com Inc Series 1 seller in Q1 2026 was ClearBridge Investments, an estimated $4.02M sold.

Based on aggregated 13F filings for Q1 2026.