CMRC at a glance
Commerce.com, Inc. (CMRC, SEC CIK 1626450) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Commerce.com, Inc. (CMRC) reported revenue of $342.3 million (up 2.8% from FY2024) and a net loss of $19.3 million. Diluted EPS was -$0.24.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding Commerce.com, Inc. (CMRC) shares worth $3.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lentz Daniel on August 24, 2026 of 797 shares at $2.22 per share.
- In the last 90 days, CMRC insiders reported 0 open-market purchases ($0) and 1 open-market sale ($2K) on Form 4, a net sale of $2K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $342.3M
- +2.8% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$2K
- 13F holders
- 36 funds
- $3.6B · +0 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 7.01 · Item 8.01 · Item 2.05
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Poison pill adopted April 13, 2026; 10% ownership triggers substantial dilution without Board approval
- Takeover risk: rights plan could block acquisitions at premiums; expires April 12, 2027
- Geopolitical risk: operations and employees in Ukraine amid Russia’s invasion and U.S.-Israel-Iran conflict
- International revenue exposure: approximately 24% generated outside the United States
- Currency risk: adverse exchange-rate movements could negatively affect results of operations
AI summary of the CMRC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- September 10, 2026 press release furnished under Regulation FD
- Exhibit 99.1 contains the substantive disclosure for investor review
Item 8.01: Other Events
- Board-authorized $50 million common-stock repurchase program, effective September 10, 2026
- Authorization expires September 10, 2028, or upon reaching $50 million in repurchases
Item EX-99.1: Item EX-99.1
- Cost plan targets $60M–$80M annualized savings, with full benefit expected in 2027
- Non-GAAP operating margin target of at least 20% beginning in 2027
Item 2.05: Costs Associated with Exit or Disposal Activities
- Workforce-realignment plan targeting lower costs, higher profitability, earnings and cash-flow capacity
- Estimated Q3 expenses of $4.2 million–$8.8 million through September 30, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue $84.5M, up 0.1%, while GMV rose 14% to $8.8B, indicating transaction growth without comparable monetization expansion
- GAAP net income $1.1M versus $8.4M loss, with operating income $2.7M versus $6.8M loss, marking continued profitability improvement
Item 2.02: Results of Operations and Financial Condition
- Earnings release covers three and six months ended June 30, 2026
- Press release issued August 6, 2026 and furnished as Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- Donald E. Clarke and Ellen Siminoff elected as Class III directors for three-year terms
- Director support: Clarke 28,873,697 votes; Siminoff 30,568,355 votes
AI summaries of CMRC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CMRC
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- Fund moves. Which tracked funds opened, added or cut CMRC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cassidy Charles D | F | Sep 21, 2026 | 281 | $3.33 |
| Lentz Daniel | Sell | Aug 24, 2026 | 797 | $2.22 |
| Ban Hubert S | F | Aug 21, 2026 | 3,243 | $2.22 |
| Hess Christopher Travis | F | Aug 21, 2026 | 3,448 | $2.22 |
| Cassidy Charles D | F | Aug 21, 2026 | 406 | $2.22 |
| Lentz Daniel | F | Aug 21, 2026 | 1,724 | $2.22 |
| Kamath Anil | A | Aug 13, 2026 | 3,836 | - |
| Clarke Donald E | A | Aug 13, 2026 | 5,156 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $309.4M | $332.9M | $342.3M |
| Gross Profit | - | $255.3M | $269.6M |
| Operating Income | - | -$41.7M | -$16.2M |
| Net Income | -$64.7M | -$27.0M | -$19.3M |
| Gross Margin | - | 76.7% | 78.7% |
| Op. Margin | - | -12.5% | -4.7% |
| Net Margin | -20.9% | -8.1% | -5.6% |
| Balance Sheet | |||
| Total Assets | - | $340.3M | $308.8M |
| Equity | $25.5M | $33.4M | $39.4M |
| ROE | -253.3% | -81.0% | -49.1% |
| Per Share | |||
| EPS | $-0.86 | $-0.35 | $-0.24 |
| Cash Flow | |||
| Operating CF | - | $26.3M | $25.5M |
Source: XBRL data in Commerce.com, Inc. (CMRC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CMRC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $3.65B |
| Q1 2026 | 36 | $2.78B |
| Q4 2025 | 34 | $2.87B |
| Q3 2025 | 36 | $3.25B |
| Q2 2025 | 33 | $3.22B |
| Q1 2025 | 31 | $2.37B |
| Q4 2024 | 29 | $1.91B |
| Q3 2024 | 23 | $938.7M |
- AQR Capital Management+4.68M (+251%)
- Citadel Advisors LLC+1.33M (+178%)
- Bank of America Corp+410.9K (+40%)
- Goldman Sachs Group+332.8K (+44%)
- State Street Corp+287.4K (+4%)
- Morgan Stanley−280.3K (-12%)
- D.E. Shaw & Co−260.3K (-39%)
- JPMorgan Chase & Co−259.0K (-16%)
- Ameriprise Financial−249.4K (-62%)
- Millennium Management−208.6K (-32%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 258 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CMRC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 23, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| SC 13D | Aug 27, 2026 | - | - | |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - |
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CMRC SEC filings: frequently asked questions
Are CMRC insiders buying or selling?
In the last 90 days, Commerce.com, Inc. (CMRC) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $1,769 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CMRC stock?
As of June 30, 2026, the largest Commerce.com, Inc. (CMRC) holders among the 13F filers tracked by SignalX were BlackRock ($755.7 million), Vanguard Portfolio Management LLC ($521.2 million), State Street Corp ($424.7 million), AQR Capital Management ($378.0 million), Vanguard Capital Management LLC ($358.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CMRC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Commerce.com, Inc. (CMRC) reported revenue of $342.3 million (up 2.8% from FY2024) and a net loss of $19.3 million. Diluted EPS was -$0.24. The figures come from the XBRL data in the 10-K.
What did CMRC report in its latest 8-K?
Commerce.com, Inc. (CMRC) filed an 8-K on September 10, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item 8.01 (Other Events) and Item 2.05 (Costs Associated with Exit or Disposal Activities). September 10, 2026 press release furnished under Regulation FD.
What are the latest CMRC SEC filings?
Commerce.com, Inc. (CMRC) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on September 23, 2026.
What is CMRC's SEC CIK number?
Commerce.com, Inc. (CMRC)'s SEC Central Index Key (CIK) is 1626450. EDGAR lists every CMRC filing under that number.
Ask anything about CMRC
The research agent reads CMRC's filings, financials, insider trades and 13F holders, then answers with sources.