Position in CMRC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,998,927
-$3,832,269 QoQ
Shares Held
748,662
-47.1% QoQ
Ownership
0.907%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 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 Mar 31, 2026Potrero Capital Research LLC holds $28,770,653 across 6 Software - Application names. CMRC ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BL |
Blackline, Inc.
|
421,149 | $15,582,513 | |
| 2 | BILL |
BILL Holdings, Inc.
|
171,360 | $6,563,088 | |
| 3 | SPT |
Sprout Social, Inc.
|
556,606 | $3,172,654 | |
| 4 | CMRC |
Commerce.com, Inc.
This page
|
748,662 | $1,998,927 | |
| 5 | BLND |
Blend Labs, Inc.
|
549,702 | $934,493 | |
| 6 | FRSH |
Freshworks Inc.
|
64,630 | $518,978 |
All Filings in CMRC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,998,927 | 748,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,831,196 | 1,415,339 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,062,541 | 1,415,339 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,532,615 | 1,706,523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,903,911 | 1,719,429 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,522,905 | 1,719,429 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,058,659 | 1,719,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,859,000 | 1,719,479 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,643,769 | 528,849 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $4,629,254 | 211,285 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,437,436 | 40,640 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||