Welcome to our dedicated page for Commerce.com SEC filings (Ticker: CMRC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Rezolve Ai plc commented on Commerce.com, Inc. Q2 performance versus its own growth and guidance. Commerce.com reported Q2 revenue of $84.5 million, up 0.1% year-on-year, with subscription solutions revenue down 1%, GAAP gross margin decreasing to 75% from 79%, free cash flow falling to $0.1 million from $11.9 million, and reduced 2026 full-year revenue guidance to $336.5–$344.5 million and non-GAAP operating income guidance to $28–$34 million. Rezolve notes Commerce.com’s guidance implies full-year performance from a decline to less than 1% growth versus $342.3 million 2025 revenue.
Rezolve contrasts this with its own preliminary H1 2026 revenue expectation of ~$127 million, versus $6.32 million in H1 2025, and reaffirmed ~$360 million FY2026 revenue guidance, about 7.5 times its $46.8 million FY2025 revenue. It also targets an exit 2026 annual recurring revenue run rate of at least $500 million supported by more than 1,000 enterprise customers, and reiterates its strategic case for a possible combination with Commerce.com while stating no new or amended proposal is being announced.
Commerce.com, Inc. reported second‑quarter 2026 revenue of $84.5 million, essentially unchanged from $84.4 million a year earlier, with subscription solutions at $63.1 million and partner and services at $21.4 million. Net income was $1.1 million, compared with a net loss of $8.4 million in 2025, as total operating expenses fell to $60.8 million from $73.5 million. For the first six months of 2026, revenue reached $171.4 million and net income was $4.8 million, versus a loss of $8.7 million in the prior‑year period.
Cash and cash equivalents were $57.2 million and marketable securities $99.2 million at June 30, 2026, supporting total assets of $324.8 million. Operating cash flow for the first half of 2026 was $23.5 million, up from $14.0 million. Remaining performance obligations totaled $200.9 million. The company has $150.0 million of 7.50% convertible notes due 2028 held by a related party and $4.1 million of 0.25% notes due 2026 outstanding. Restructuring related to a 2025 cost‑reduction plan left a $1.5 million liability and is expected to generate an additional $1.0–$3.0 million of costs through the first half of 2027. A stockholder rights plan was adopted, issuing one preferred share purchase right per common share, exercisable if a holder crosses specified ownership thresholds before its April 2027 expiry.
Commerce.com, Inc. reported Q2 2026 revenue of $84.5 million, essentially flat year over year, while GMV reached $8.8 billion, up 14%. Total ARR was $360.5 million, a 2% increase from June 30, 2025, and trailing twelve‑month NRR improved to 95.8%.
The company generated GAAP income from operations of $2.7 million and GAAP net income of $1.1 million, compared with losses a year ago. Non‑GAAP operating income rose to $8.1 million (9.6% margin) and non‑GAAP net income to $6.5 million (8% of revenue). Adjusted EBITDA increased to $9.7 million from $5.7 million, while GAAP gross margin declined to 75% from 79%.
Cash, cash equivalents, restricted cash and marketable securities totaled $157.5 million as of June 30, 2026. Operating cash flow was $5.1 million and free cash flow $0.1 million, down from $13.6 million and $11.9 million, respectively. For Q3 2026, Commerce expects revenue of $82.5–$85.5 million and non‑GAAP operating income of $3.3–$5.3 million, and for full‑year 2026 revenue of $336.5–$344.5 million with non‑GAAP operating income of $28.0–$34.0 million.
Commerce.com, Inc. reported that its CFO & COO, Daniel Lentz, completed an open-market sale of Series 1 Common Stock. He sold 1,544 shares at a price of $2.96 per share. After this transaction, he continues to hold 475,262 shares directly, indicating it is a relatively small sale compared with his remaining stake.
Commerce.com, Inc. executive Daniel Lentz, the CFO & COO, reported a tax-related share withholding on his Series 1 Common Stock. On this Form 4, 3,339 shares were disposed of at $2.96 per share to satisfy tax obligations rather than through an open-market sale.
After this non-derivative tax-withholding disposition, Lentz directly holds 476,806 shares of Series 1 Common Stock. The transaction reflects routine handling of equity compensation taxes and represents a small portion of his reported ownership position.
CMRC (issuer) submitted a Form 144 notice reporting proposed transactions in Common stock related to Restricted Stock Units and prior 10b5-1 sales. The filing lists 1,544 restricted stock units dated 06/30/2026 and discloses a 10b5-1 sale of 6,840 shares on 05/26/2026 that produced $19,894.81.
Commerce.com, Inc. director and CEO Christopher Travis Hess reported a tax-withholding disposition of 35,441 shares of Series 1 Common Stock at $2.87 per share. These shares were delivered to cover tax obligations, not sold on the open market. After this transaction, he directly holds 886,919 shares.
Commerce.com, Inc. General Counsel and Secretary Charles D. Cassidy reported a routine tax-related share withholding. On the transaction date, 1,463 shares of Series 1 Common Stock were disposed of at $3.18 per share to cover tax obligations, rather than through an open-market sale. After this tax-withholding disposition, Cassidy directly held 165,730 shares of Series 1 Common Stock.
Commerce.com, Inc. executive Daniel Lentz, the company’s CFO & COO, reported an open-market sale of Series 1 Common Stock. On May 26, 2026, he sold 6,840 shares at a weighted average price of $2.9086 per share, with individual trade prices ranging from $2.87 to $2.97. Following this transaction, he directly holds 480,145 shares of Commerce.com stock, so the sale reflects only a small portion of his reported ownership.