CMRC
Commerce.com, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +11.1% ·
flujo de acciones +21.6% ·
nuevas posiciones netas +10.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | +3 | 27.41M | $81.11M | +6 | −3 |
| Q1 2026 | 70 | -4 | 25.08M | $66.90M | +5 | −9 |
| Q4 2025 | 74 | +2 | 30.81M | $126.96M | +2 | — |
| Q3 2025 | 16 | 0 | 22.61M | $112.84M | +1 | −1 |
| Q2 2025 | 13 | 0 | 20.99M | $104.95M | +1 | −1 |
| Q1 2025 | 10 | +1 | 7.01M | $40.40M | +1 | — |
| Q4 2024 | 9 | +1 | 5.77M | $35.31M | +3 | −2 |
| Q3 2024 | 7 | 0 | 3.71M | $21.69M | +1 | −1 |
| Q2 2024 | 7 | — | 3.73M | $30.05M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 1.62M | +11202.6% | $9.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Marshall Wace ✦ | 1.62M | +11202.6% | $9.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.62M | +1.2% | $9.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.62M | +1.2% | $9.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.53M | -2.3% | $8.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 918.60K | +4.4% | $5.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Millennium Management ✦ | 652.69K | -47.6% | $3.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 278.58K | +2028.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 278.58K | +2028.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 278.58K | +2028.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 278.58K | +2028.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 278.58K | +2028.0% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 163.48K | -21.9% | $941,622 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 114.84K | Nuevo | $661,496 | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 114.84K | Nuevo | $661,496 | 0.0% | New | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 87.71K | +12.7% | $506,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 30.24K | -81.8% | $174,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Citadel Advisors | $661,496 | 0.0% |
| Citadel Advisors | $661,496 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 145 tenedores, 59.28M acciones, $149.01M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.