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Commerce.com, Inc.

CMRC
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001626450

In the last 90 days, Commerce.com, Inc. insiders filed 0 open-market purchases and 2 sales; 155 institutions reported holding it in 13F filings for Q2 2026, worth $181.4M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Commerce.com, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
168
+14 vs. Q3 2025
Shares held
55.6M
+685.4K (+1.2%) vs. Q3 2025
Total value
$229.1M
−$45.0M (−16.4%) vs. Q3 2025
New holders
34
63 more added
Sold out
20
48 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CMRC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 168 institutions
Q1 2021: 193 institutionsQ2 2021: 187 institutionsQ3 2021: 195 institutionsQ4 2021: 229 institutionsQ1 2022: 187 institutionsQ2 2022: 163 institutionsQ3 2022: 161 institutionsQ4 2022: 164 institutionsQ1 2023: 157 institutionsQ2 2023: 153 institutionsQ3 2023: 161 institutionsQ4 2023: 161 institutionsQ1 2024: 168 institutionsQ2 2024: 153 institutionsQ3 2024: 157 institutionsQ4 2024: 177 institutionsQ1 2025: 175 institutionsQ2 2025: 163 institutionsQ3 2025: 154 institutionsQ4 2025: 168 institutionsQ1 2026: 148 institutionsQ2 2026: 155 institutions
Value heldQ4 2025: $229.1M
Q1 2021: $2.46BQ2 2021: $3.07BQ3 2021: $2.76BQ4 2021: $1.98BQ1 2022: $1.14BQ2 2022: $864.9MQ3 2022: $790.3MQ4 2022: $444.9MQ1 2023: $489.8MQ2 2023: $556.2MQ3 2023: $551.5MQ4 2023: $589.9MQ1 2024: $426.2MQ2 2024: $503.8MQ3 2024: $340.8MQ4 2024: $346.3MQ1 2025: $320.1MQ2 2025: $281.3MQ3 2025: $274.0MQ4 2025: $229.1MQ1 2026: $158.3MQ2 2026: $181.4M
Institutions holding CMRC and their total value by quarter
QuarterHoldersValue
Q2 2026155$181.4M
Q1 2026148$158.3M
Q4 2025168$229.1M
Q3 2025154$274.0M
Q2 2025163$281.3M
Q1 2025175$320.1M
Q4 2024177$346.3M
Q3 2024157$340.8M
Q2 2024153$503.8M
Q1 2024168$426.2M
Q4 2023161$589.9M
Q3 2023161$551.5M
Q2 2023153$556.2M
Q1 2023157$489.8M
Q4 2022164$444.9M
Q3 2022161$790.3M
Q2 2022163$864.9M
Q1 2022187$1.14B
Q4 2021229$1.98B
Q3 2021195$2.76B
Q2 2021187$3.07B
Q1 2021193$2.46B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Commerce.com, Inc.; share changes are against Q3 2025.

Institutions holding CMRC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Lynrock Lake LP9,266,666$38.2M2.52%+912,848+10.9%Added
Vanguard Group Inc7,803,109$32.1M0.00%−29,464−0.4%Reduced
BlackRock, Inc.4,859,586$20.0M0.00%+95,754+2.0%Added
Divisar Capital Management LLC3,776,896$15.6M4.37%−834,052−18.1%Reduced
Acadian Asset Management LLC2,405,546$9.90M0.02%+627,099+35.3%Added
Geode Capital Management, LLC1,602,831$6.61M0.00%+65,311+4.2%Added
Marshall Wace, LLP1,501,976$6.19M0.01%−385,545−20.4%Reduced
State Street Corp1,423,949$5.87M0.00%−15,476−1.1%Reduced
Potrero Capital Research LLC1,415,339$5.83M1.96%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.1,272,912$5.24M0.01%+64,599+5.3%Added
S Squared Technology, LLC1,207,786$4.98M1.93%+86,200+7.7%Added
Renaissance Technologies LLC1,188,700$4.90M0.01%−40,200−3.3%Reduced
D. E. Shaw & Co., Inc.985,008$4.06M0.00%+49,583+5.3%Added
Clearbridge Investments, LLC975,952$4.02M0.00%−74,743−7.1%Reduced
CenterBook Partners LP878,009$3.62M0.18%−284,707−24.5%Reduced
Charles Schwab Investment Management Inc839,445$3.46M0.00%+116,739+16.2%Added
AQR Capital Management LLC831,470$3.43M0.00%+63,627+8.3%Added
Pale Fire Capital SE748,925$3.09M0.40%+450,294+150.8%Added
Herald Investment Management Ltd700,000$2.88M0.38%00.0%Unchanged
P.A.W. Capital Corp600,000$2.47M5.61%00.0%Unchanged
Commerce Bank566,591$2.33M0.01%−42,250−6.9%Reduced
Millennium Management LLC563,720$2.32M0.00%−83,734−12.9%Reduced
Northern Trust Corp523,051$2.15M0.00%−20,322−3.7%Reduced
Point72 Asset Management, L.P.477,910$1.97M0.00%+477,910New
Morgan Stanley462,008$1.90M0.00%+230,878+99.9%Added
Jane Street Group, LLC439,828$1.81M0.00%+23,283+5.6%Added
Qube Research & Technologies Ltd394,784$1.63M0.00%−90,286−18.6%Reduced
Legal & General Group Plc371,601$1.53M0.00%+22,689+6.5%Added
Citadel Advisors LLC333,262$1.37M0.00%−216,980−39.4%Reduced
Goldman Sachs Group Inc292,735$1.21M0.00%−2,816−1.0%Reduced
Jacobs Levy Equity Management, Inc287,092$1.18M0.00%−382,928−57.2%Reduced
Needham Investment Management LLC282,500$1.16M0.07%−142,500−33.5%Reduced
Trexquant Investment LP267,730$1.10M0.01%+145,553+119.1%Added
UBS Group AG253,902$1.05M0.00%+605+0.2%Added
FMR LLC246,249$1.01M0.00%+2,129+0.9%Added
Bank of America Corp240,297$990.0K0.00%+60,903+33.9%Added
Principal Financial Group Inc239,496$986.7K0.00%+78,419+48.7%Added
Bank of New York Mellon Corp228,318$940.7K0.00%+31,119+15.8%Added
Susquehanna International Group, LLP223,135$919.3K0.00%+8,107+3.8%Added
Rice Hall James & Associates, LLC221,367$912.0K0.05%−28,150−11.3%Reduced
Shay Capital LLC219,332$903.6K0.15%00.0%Unchanged
Nano Cap New Millennium Growth Fund L P185,000$762.2K0.65%+185,000New
Los Angeles Capital Management LLC140,072$634.5K0.00%−3,069−2.1%Reduced
Invesco Ltd.153,255$631.4K0.00%+40,417+35.8%Added
Notable Capital Management, L.L.C.149,721$616.9K0.84%00.0%Unchanged
Nuveen, LLC131,463$541.6K0.00%00.0%Unchanged
Two Sigma Advisers, LP128,400$529.0K0.00%+29,900+30.4%Added
Victory Capital Management Inc110,179$453.9K0.00%+24,768+29.0%Added
Two Sigma Investments, LP105,700$435.5K0.00%+3,861+3.8%Added
Barclays PLC105,082$432.9K0.00%+10,915+11.6%Added
Ieq Capital, LLC103,328$425.7K0.00%+7,473+7.8%Added
Russell Investments Group, Ltd.103,069$424.6K0.00%+4,578+4.6%Added
Alliancebernstein L.P.101,160$416.8K0.00%00.0%Unchanged
Price T Rowe Associates Inc99,209$409.0K0.00%+2,950+3.1%Added
Algert Global LLC99,271$409.0K0.01%+59,270+148.2%Added
Voya Investment Management LLC95,215$392.3K0.00%−8,246−8.0%Reduced
Royal Bank of Canada95,271$392.0K0.00%+3,744+4.1%Added
Creative Planning92,313$380.3K0.00%+29,387+46.7%Added
PharVision Advisers, LLC90,174$371.5K0.19%+90,174New
Jump Financial, LLC87,236$359.4K0.00%+43,036+97.4%Added
Rhumbline Advisers86,058$354.5K0.00%−13,020−13.1%Reduced
Wells Fargo & Company78,133$321.9K0.00%+34,127+77.6%Added
CI Private Wealth, LLC77,845$320.7K0.00%+210.0%Added
Versor Investments LP74,400$306.5K0.05%+74,400New
Verition Fund Management LLC70,400$290.0K0.00%−5,844−7.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.62,682$258.3K0.00%−4,411−6.6%Reduced
American Century Companies Inc60,176$247.9K0.00%+5,538+10.1%Added
Deutsche Bank AG56,160$231.4K0.00%+3,759+7.2%Added
Franklin Resources Inc54,648$225.2K0.00%−726−1.3%Reduced
Campbell & CO Investment Adviser LLC52,064$214.5K0.01%+52,064New
Prelude Capital Management, LLC50,381$207.6K0.02%+6,529+14.9%Added
Graham Capital Management, L.P.45,120$185.9K0.01%−6,558−12.7%Reduced
Group One Trading, L.P.43,800$180.5K0.01%+17,326+65.4%Added
BNP Paribas Arbitrage, SA43,686$180.0K0.00%+9,742+28.7%Added
Lighthouse Investment Partners, LLC42,504$175.1K0.01%00.0%Unchanged
EntryPoint Capital, LLC42,149$173.7K0.07%+42,149New
Quantbot Technologies LP41,272$170.0K0.01%+41,247+164,988.0%Added
LPL Financial LLC40,015$164.9K0.00%+871+2.2%Added
CWM, LLC38,621$159.0K0.00%+7,584+24.4%Added
Cornerstone Investment Partners, LLC38,584$159.0K0.01%+38,584New
ExodusPoint Capital Management, LP38,026$156.7K0.00%+38,026New
Quadrature Capital Ltd32,624$134.4K0.00%+32,624New
SG Americas Securities, LLC32,521$134.0K0.00%+32,521New
Bank of Montreal28,513$117.5K0.00%+16,891+145.3%Added
Quantinno Capital Management LP28,444$117.2K0.00%+15,542+120.5%Added
Gsa Capital Partners LLP27,790$114.0K0.01%+27,790New
JPMorgan Chase & Co26,679$109.9K0.00%−209−0.8%Reduced
State Board of Administration of Florida Retirement System26,185$107.9K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC24,890$106.8K0.00%−1,072−4.1%Reduced
State of Tennessee, Treasury Department34,074$106.3K0.00%+34,074New
MetLife Investment Management25,555$105.3K0.00%−13,744−35.0%Reduced
Mariner, LLC24,769$102.2K0.00%+7,154+40.6%Added
Oxford Asset Management LLP24,580$101.3K0.04%+24,580New
National Asset Management, Inc.23,000$94.8K0.00%+12,000+109.1%Added
Intech Investment Management LLC22,964$94.6K0.00%−6,425−21.9%Reduced
Manufacturers Life Insurance Company, The22,140$91.2K0.00%−1,456−6.2%Reduced
Boothbay Fund Management, LLC20,914$86.2K0.00%+20,914New
Skopos Labs, Inc.20,656$85.1K0.00%+20,656New
Brevan Howard Capital Management LP20,080$82.7K0.00%−23,471−53.9%Reduced
Virtu Financial LLC19,942$82.0K0.00%+19,942New