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CMRC

Commerce.com Inc Series 1

175 hedge funds and large institutions have $320M invested in Commerce.com Inc Series 1 in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $1.75M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

2% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 57

1% less funds holding

Funds holding: 177175 (-2)

1.57% less ownership

Funds ownership: 72.29%70.71% (-1.6%)

8% less capital invested

Capital invested by funds: $346M → $320M (-$26.1M)

Holders
175
Holders Change
-2
Holders Change %
-1.13%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
56
Reduced
57
Closed
31
Calls
$1.85M
Puts
$1.75M
Net Calls
+$100K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$44.6M -$191K -30,100 -0.4%
LLL
2
Lynrock Lake LP
New York
$35M +$5.64M +887,409 +17%
BlackRock
3
BlackRock
New York
$31.2M -$505K -79,512 -1%
DCM
4
Divisar Capital Management
California
$15.3M +$4.96M +780,430 +42%
PCR
5
Potrero Capital Research
California
$9.9M
Franklin Resources
6
Franklin Resources
California
$9.55M +$87K +13,696 +0.8%
Marshall Wace
7
Marshall Wace
United Kingdom
$9.33M +$10.2M +1,605,328 +11,203%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$9.33M +$125K +19,709 +1%
State Street
9
State Street
Massachusetts
$8.8M -$226K -35,521 -2%
ClearBridge Investments
10
ClearBridge Investments
New York
$7.19M -$1.7M -268,108 -18%
GCGM
11
General Catalyst Group Management
Massachusetts
$6.91M
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.24M +$2.46M +387,836 +56%
CC
13
Clearline Capital
New York
$6.13M -$751K -118,216 -10%
Deutsche Bank
14
Deutsche Bank
Germany
$5.67M -$39.9K -6,280 -0.6%
Renaissance Technologies
15
Renaissance Technologies
New York
$5.29M +$245K +38,595 +4%
WA
16
Wasatch Advisors
Utah
$4.7M -$8M -1,258,503 -61%
TI
17
Trexquant Investment
Connecticut
$4.48M +$2.54M +399,164 +105%
PCM
18
Penserra Capital Management
California
$4.23M -$366K -57,616 -7%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$4.16M -$248K -39,051 -5%
CP
20
CenterBook Partners
Connecticut
$4.07M -$2.81M -442,286 -38%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$3.98M +$3.85M +605,753 +714%
Millennium Management
22
Millennium Management
New York
$3.76M -$3.76M -592,423 -48%
Northern Trust
23
Northern Trust
Illinois
$3.61M -$225K -35,427 -5%
HIM
24
Herald Investment Management
United Kingdom
$3.6M +$794K +125,000 +25%
SST
25
S Squared Technology
New York
$3.56M +$3.61M +568,662 +1,137%

CMRC Hedge Fund Activity: Q1 2025 in Review

175 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Commerce.com Inc Series 1 (CMRC) for Q1 2025, worth a combined $320M — down 7.5% from $346M a quarter earlier.

Fund positioning in CMRC was balanced in Q1 2025: 31 funds opened new positions, 31 closed out, 56 added to existing stakes and 57 trimmed.

The largest buyer was Marshall Wace, adding an estimated $10.2M. The largest seller was Cadian Capital Management, exiting entirely with an estimated $8.98M sold.

  • 175 institutional investors held Commerce.com Inc Series 1 (CMRC) as of Q1 2025, down from 177 in Q4 2024.
  • Funds reported $320M of Commerce.com Inc Series 1 stock for Q1 2025, down 7.5% quarter-over-quarter.
  • 31 funds opened new Commerce.com Inc Series 1 positions in Q1 2025 and 31 closed out, a net change of 0 holders.
  • The largest Commerce.com Inc Series 1 buyer in Q1 2025 was Marshall Wace, an estimated $10.2M added.
  • The largest Commerce.com Inc Series 1 seller in Q1 2025 was Cadian Capital Management, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2025.