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Equibles

HERALD INVESTMENT MANAGEMENT Ltd

Position in CMRC — Commerce.com, Inc.

CIK 1512022 LONDON, X0
Back to CMRC Full portfolio

Position in CMRC

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$3,137,600
+$1,268,600 QoQ
Shares Held
1,060,000
+51.4% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#16
of 156 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CMRC Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

HERALD INVESTMENT MANAGEMENT Ltd holds $112,212,735 across 20 Software - Application names. CMRC ranks #12 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PEGA
Pegasystems Inc
 554,450 $16,616,866
2 RDVT
Red Violet, Inc.
 254,250 $16,200,810
3 FROG
JFrog Ltd
 153,550 $13,954,624
4 PDFS
Pdf Solutions Inc
 119,667 $8,471,226
5 DSGX
Descartes Systems Group Inc
 108,000 $7,477,920
6 ALKT
Alkami Technology, Inc.
 400,000 $7,248,000
7 APPS
Digital Turbine, Inc.
 550,329 $7,099,244
8 PLUS
Eplus Inc
 67,500 $5,618,025

All Filings in CMRC

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,137,600 1,060,000
2026-03-31 $1,869,000 700,000
2025-12-31 $2,884,000 700,000
2025-09-30 $3,493,000 700,000
2025-06-30 $3,125,000 625,000
2025-03-31 $3,600,000 625,000
2024-12-31 $3,060,000 500,000
2024-09-30 $2,047,500 350,000
2024-06-30 $2,821,000 350,000
2024-03-31 $2,411,500 350,000