Potrero Capital Research LLC

Position in CMRC — Commerce.com, Inc.

CIK 1536630 SAN FRANCISCO, CA

Position in CMRC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,664,775

-$334,152 QoQ

Shares Held

562,424

-24.9% QoQ

Ownership

0.679%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#24

of 156 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Potrero Capital Research LLC holds $16,768,233 across 6 Software - Application names. CMRC ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BL	Blackline, Inc.	238,590	$6,697,221
2	BILL	BILL Holdings, Inc.	117,707	$4,256,285
3	SPT	Sprout Social, Inc.	377,131	$2,847,339
4	CMRC	Commerce.com, Inc. This page	562,424	$1,664,775
5	FRSH	Freshworks Inc.	64,630	$654,055
6	BLND	Blend Labs, Inc.	379,274	$648,558

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,664,775	562,424	-24.9%	Shares	Sole	2026-08-14
2026-03-31	$1,998,927	748,662	-47.1%	Shares	Sole	2026-05-15
2025-12-31	$5,831,196	1,415,339	0.0%	Shares	Sole	2026-02-17
2025-09-30	$7,062,541	1,415,339	-17.1%	Shares	Sole	2025-11-14
2025-06-30	$8,532,615	1,706,523	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$9,903,911	1,719,429	0.0%	Shares	Sole	2025-05-15
2024-12-31	$10,522,905	1,719,429	0.0%	Shares	Sole	2025-02-14
2024-09-30	$10,058,659	1,719,429	-0.0%	Shares	Sole	2024-11-14
2024-06-30	$13,859,000	1,719,479	+225.1%	Shares	Sole	2024-08-14
2024-03-31	$3,643,769	528,849	+150.3%	Shares	Sole	2024-05-15
2022-03-31	$4,629,254	211,285	+419.9%	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.