Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CMRC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Lynrock Lake LP | 9.3M | $24.7M | 0.0% | 11.231% | 1.69% |
| 2 | BlackRock, Inc. | 4.8M | $12.7M | -2.0% | 5.772% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | $12.2M | — | 5.529% | 0.00% |
| 4 | Divisar Capital Management LLC | 3.9M | $10.5M | +4.0% | 4.759% | 2.67% |
| 5 | Pale Fire Capital SE | 3.0M | $7.9M | +294.2% | 3.578% | 0.69% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $7.6M | — | 3.450% | 0.00% |
| 7 | AMERIPRISE FINANCIAL INC | 1.7M | $4.6M | — | 2.068% | 0.00% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 1.6M | $4.3M | +94.7% | 1.962% | 0.00% |
| 9 | S Squared Technology, LLC | 1.6M | $4.3M | +32.4% | 1.938% | 1.62% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $3.9M | -8.2% | 1.782% | 0.00% |
| 11 | STATE STREET CORP | 1.4M | $3.8M | +1.1% | 1.744% | 0.00% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 1.3M | $3.3M | +5.3% | 1.517% | 0.01% |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 1.2M | $3.3M | -2.9% | 1.498% | 0.01% |
| 14 | MONIMUS CAPITAL MANAGEMENT, LP | 1.2M | $3.1M | — | 1.412% | 0.86% |
| 15 | MARSHALL WACE, LLP | 1.0M | $2.7M | -31.6% | 1.245% | 0.00% |
| 16 | COMMERCE BANK | 1.0M | $2.7M | +76.5% | 1.212% | 0.01% |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 963K | $2.6M | +235.3% | 1.167% | 0.01% |
| 18 | Potrero Capital Research LLC | 749K | $2.0M | -47.1% | 0.907% | 1.23% |
| 19 | P.A.W. CAPITAL CORP | 700K | $1.9M | +16.7% | 0.848% | 5.09% |
| 20 | Herald Investment Management Ltd | 700K | $1.9M | 0.0% | 0.848% | 0.26% |
| 21 | D. E. Shaw & Co., Inc. | 559K | $1.5M | -43.2% | 0.678% | 0.00% |
| 22 | NORTHERN TRUST CORP | 536K | $1.4M | +2.5% | 0.650% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 506K | $1.4M | -39.7% | 0.614% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 465K | $1.2M | — | 0.564% | 0.00% |
| 25 | CITADEL ADVISORS LLC | 446K | $1.2M | +9.3% | 0.541% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CMRC — a direct measure of their conviction.
Filings activity in CMRC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 144 | 15% | 67.00% | 65.40 pp | $149M | 49% |
| Q4 2025 | 170 | +13% | 132.40% | +14.51 pp | $295M | +12% |
| Q3 2025 | 151 | 7.9% | 117.89% | 3.54 pp | $263M | 2.9% |
| Q2 2025 | 164 | 5.2% | 121.43% | 15.82 pp | $271M | 12% |
| Q1 2025 | 173 | 2.8% | 137.25% | 10.25 pp | $306M | 7.0% |
| Q4 2024 | 178 | +16% | 147.50% | +4.78 pp | $329M | +3.4% |
| Q3 2024 | 154 | +2.7% | 142.72% | 57.27 pp | $318M | 61% |
| Q2 2024 | 150 | — | 199.99% | — | $819M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CMRC stock.
Based on Q1 2026 13F filings, institutional ownership of Commerce.com, Inc. stands at 67.0%, held across 144 reporting institutions.
Lynrock Lake LP is the largest reported institutional holder of CMRC, with approximately 9,266,666 shares worth $0.02B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CMRC, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for CMRC is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
28 institutions opened new positions in CMRC during Q1 2026, while 54 fully exited. 30 added to existing positions and 84 trimmed.
CMRC institutional ownership fell by 65.40 percentage points quarter-over-quarter, with a net change of -26 holders.
The top 10 institutions account for 62.1% of all reported 13F value in CMRC, and the top 25 account for 84.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Commerce.com, Inc. (CMRC) Institutional Ownership