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.
Commerce.com, Inc. executive Daniel Lentz, the company’s CFO & COO, reported a routine tax-related share disposition. On May 21, 2026, 1,724 shares of Series 1 Common Stock were withheld at $2.96 per share to cover tax obligations. After this non-market transaction, Lentz directly holds 486,985 shares, so his overall equity position in the company remains substantial.
Commerce.com, Inc. director and Chief Exec Officer Christopher Travis Hess reported a tax-withholding disposition of 3,448 shares of Series 1 Common Stock at $2.96 per share. These shares were withheld to cover tax obligations, and he still directly owns 922,360 shares after the transaction.