Commerce.com Inc Series 1
CMRC
147 hedge funds and large institutions have $158M invested in Commerce.com Inc Series 1 in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 47 closing their positions.
61% more call options, than puts
Call options by funds: $650K | Put options by funds: $404K
20% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 44
3.64% more ownership
Funds ownership: 68.51% → 72.14% (+3.6%)
13% less funds holding
Funds holding: 168 → 147 (-21)
31% less capital invested
Capital invested by funds: $230M → $158M (-$71.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFCS
Pale Fire Capital SE
Prague,
Czech Republic
|
+$6.85M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.31M |
| 3 |
MCM
Monimus Capital Management
Woodbridge,
New Jersey
|
+$3.62M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.45M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$4.02M |
| 2 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$3.62M |
| 3 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$2.07M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.48M |
| 5 |
Jane Street
New York
|
-$1.37M |
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.