Commerce.com, Inc. filings document operating results, governance matters and capital-structure disclosures for a Nasdaq-listed commerce software company. Form 8-K reports include quarterly and annual financial results, business outlook updates, workforce realignment costs, executive and management changes, and the company’s completed name change from BigCommerce Holdings, Inc.
CMRC regulatory records also cover the company’s Series 1 common stock, Series A Junior Participating Preferred Stock and preferred stock purchase rights established under a rights agreement. Proxy materials describe shareholder voting matters, board governance, executive compensation and equity-award disclosures tied to the company’s public-company reporting obligations.
Commerce.com, Inc. director Anil Kamath received a grant of 68,170 shares of Series 1 Common Stock on May 14, 2026 at a stated price of $0.00 per share. This compensation-related award increased his direct holdings to 147,627 shares, reflecting a non-market acquisition rather than an open-market trade.
Commerce.com, Inc. director Sarah Gilligan reported an equity compensation grant. On May 14, 2026, she received 68,391 shares of Series 1 Common Stock at $0.00 per share as a grant or award, increasing her direct holdings to 187,272 shares. This was not an open-market purchase or sale but a stock award classified as an acquisition.
Malhotra Satish reported acquisition or exercise transactions in this Form 4 filing.
Commerce.com, Inc. director Satish Malhotra received a grant of 64,063 shares of Series 1 Common Stock as equity compensation, with no cash paid per share. After this award, he directly holds a total of 181,999 shares, reflecting a larger long-term ownership stake in the company.
Clarke Donald E reported acquisition or exercise transactions in this Form 4 filing.
Commerce.com, Inc. director Clarke Donald E reported a compensation-related grant of Series 1 Common Stock. He received an award of 69,584 shares at a stated price of $0.00 per share, increasing his direct holdings to 204,183 shares of Series 1 Common Stock.
The filing also lists indirect ownership through several irrevocable trusts, each holding 15,564 shares of Series 1 Common Stock, and one irrevocable trust holding 68,090 shares. These entries describe current holdings rather than new open‑market trades.
Commerce.com, Inc. reported the results of its annual stockholder meeting held on May 14, 2026. For the Class III director elections, Donald E. Clarke received 28,873,697 votes for and 15,829,258 votes withheld, while Ellen Siminoff received 30,568,355 votes for and 14,134,600 votes withheld. Each director vote included 15,233,039 broker non-votes.
Stockholders cast 58,871,277 votes for ratifying the appointment of Ernst & Young LLP as independent registered public accounting firm, with 1,022,291 votes against and 42,426 abstentions. In the advisory vote on named executive officer compensation, 41,815,910 votes were for, 2,042,635 against, 844,410 abstaining, and 15,233,039 broker non-votes.
Commerce.com, Inc. reported higher revenue and a return to profitability for the quarter ended March 31, 2026. Revenue rose to $86.8 million from $82.4 million a year earlier, driven by both subscription solutions and partner and services.
Operating income improved to $5.8 million from a loss of $2.4 million, helped by lower sales and marketing and research and development spending, plus reduced restructuring charges. Net income reached $3.7 million, or $0.05 per diluted share, compared with a small net loss in the prior-year quarter.
The company generated $18.4 million of cash from operating activities, ending the period with $59.1 million in cash, cash equivalents, and restricted cash and $97.9 million in marketable securities. It carried $156.8 million in convertible notes and maintained total remaining performance obligations of $204.8 million.
Commerce.com, Inc. reported first quarter 2026 revenue of $86.8 million, up 5% from a year ago, driven by subscription and partner services. Annual revenue run-rate reached $359.8 million, up 3%, while Gross Merchandise Volume was $8.3 billion, up 14%.
The company delivered a GAAP net income of $3.7 million versus a net loss in the prior-year period, and non-GAAP net income of $10.4 million, or 12% of revenue. Adjusted EBITDA was $13.8 million, a 15.9% margin. Operating cash flow improved sharply to $18.4 million, producing free cash flow of $14.1 million.
For Q2 2026, Commerce.com expects revenue between $84.5 million and $85.5 million and non-GAAP operating income between $4 million and $5 million. For full-year 2026, it guides to revenue of $347.5 million to $369.5 million and non-GAAP operating income of $34 million to $53 million.
Rezolve AI plc proposes a business combination with Commerce.com and presents a solicitation-style communication arguing Commerce.com has lost ~96% of its post-IPO value and shows weak metrics: 3% recent revenue growth and a 1.5% 2026 forecast. The communication criticizes Commerce.com's Board for rejecting a proposed acquisition and adopting a poison pill, and positions a combined Rezolve–Commerce business as a scaled AI-driven commerce platform with 60,000 storefronts, a baseline of $700M+ combined revenue and projected AI-driven market opportunity of $144B by 2029.
The filing contains customary forward-looking disclaimers and urges shareholders to review any future proxy or registration materials filed with the SEC.
Rezolve AI plc proposes a business combination with Commerce.com and presents a solicitation-style communication arguing Commerce.com has lost ~96% of its post-IPO value and shows weak metrics: 3% recent revenue growth and a 1.5% 2026 forecast. The communication criticizes Commerce.com's Board for rejecting a proposed acquisition and adopting a poison pill, and positions a combined Rezolve–Commerce business as a scaled AI-driven commerce platform with 60,000 storefronts, a baseline of $700M+ combined revenue and projected AI-driven market opportunity of $144B by 2029.
The filing contains customary forward-looking disclaimers and urges shareholders to review any future proxy or registration materials filed with the SEC.
Commerce.com Inc reports institutional ownership disclosure by Vanguard Portfolio Management. Vanguard Portfolio Management reported beneficial ownership of 4,773,103 shares of Commerce.com Inc common stock, representing 5.8% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power for the 4,773,103 shares and sole voting power for 211,087 shares. The filing is signed on 04/29/2026.
Commerce.com Inc reports institutional ownership disclosure by Vanguard Portfolio Management. Vanguard Portfolio Management reported beneficial ownership of 4,773,103 shares of Commerce.com Inc common stock, representing 5.8% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power for the 4,773,103 shares and sole voting power for 211,087 shares. The filing is signed on 04/29/2026.
Rezolve AI presented its proposal to combine with Commerce.com, arguing the deal would create a pro forma company with "over $700 million" in 2026 revenue by layering Rezolve's AI-native Brain Suite and RezolvePay across Commerce.com's ~60,000 merchants. Rezolve cited 2025 results: $46.8M GAAP revenue, $19.4M December monthly revenue (annualized $232M), 232M contracted 2026 revenue and raised full-year guidance to $360M. Management framed Commerce.com's board adoption of a shareholder rights plan as defensive and argued the combination would accelerate monetization, margins, and scale. The call reiterated risks and customary forward-looking disclaimers.