Commerce.com Inc Series 1
CMRC
168 hedge funds and large institutions have $229M invested in Commerce.com Inc Series 1 in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 20 closing their positions.
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
31% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 48
9% more funds holding
Funds holding: 154 → 168 (+14)
0.4% more ownership
Funds ownership: 68.01% → 68.41% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $1.47M
16% less capital invested
Capital invested by funds: $274M → $229M (-$44.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LLL
Lynrock Lake LP
Rye Brook,
New York
|
+$4.21M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.89M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$2.2M |
| 4 |
PFCS
Pale Fire Capital SE
Prague,
Czech Republic
|
+$2.08M |
| 5 |
Morgan Stanley
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$3.84M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$3.2M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.03M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.78M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.76M |
CMRC Hedge Fund Activity: Q4 2025 in Review
168 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Commerce.com Inc Series 1 (CMRC) for Q4 2025, worth a combined $229M — down 16% from $274M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CMRC positions and 20 closed out — a net gain of 14 holders — while 63 added to existing stakes and 48 trimmed.
The largest buyer was Lynrock Lake LP, adding an estimated $4.21M. The largest seller was Divisar Capital Management, cutting an estimated $3.84M.
- 168 institutional investors held Commerce.com Inc Series 1 (CMRC) as of Q4 2025, up from 154 in Q3 2025.
- Funds reported $229M of Commerce.com Inc Series 1 stock for Q4 2025, down 16% quarter-over-quarter.
- 34 funds opened new Commerce.com Inc Series 1 positions in Q4 2025 and 20 closed out, a net change of +14 holders.
- The largest Commerce.com Inc Series 1 buyer in Q4 2025 was Lynrock Lake LP, an estimated $4.21M added.
- The largest Commerce.com Inc Series 1 seller in Q4 2025 was Divisar Capital Management, an estimated $3.84M sold.
Based on aggregated 13F filings for Q4 2025.