Stocks Technology CMRC
NASDAQ · TechnologyCommerce.com, Inc. (CMRC)
Commerce.com, Inc. brought in $345.1M of revenue over the twelve months to September 30, 2026, up 1.5% from a year earlier. It posted a net loss of $6.7M. Operating cash flow minus capital spending left $16.9M of free cash flow in fiscal 2025. At September 30, 2026 it held $92.5M in cash against $156.3M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Commerce.com, Inc.
- Net worth
- Commerce.com, Inc. has a market value (market cap) of $305.7M at the latest share price, and shareholders' equity of $52.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $342.3M (+2.8% year on year), with a net loss of $19.3M. Over the 12 months to September 30, 2026: revenue $345.1M, net loss $6.7M.
- Cash flow
- In fiscal 2025 operations brought in $25.5M of cash; after $8.6M of capital spending, free cash flow was $16.9M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Commerce.com, Inc.'s next report is expected around January 6, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Commerce.com, Inc. does
Commerce.com, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker CMRC.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $342.3M | -$19.3M | -$0.24 | $16.9M |
| 2024 | $332.9M | -$27M | -$0.35 | $22.5M |
| 2023 | $309.4M | -$64.7M | -$0.86 | -$28.4M |
| 2022 | $279.1M | -$139.9M | -$1.91 | -$94.6M |
| 2021 | $219.9M | -$76.7M | -$1.08 | n/a |
| 2020 | $152.4M | -$37.6M | -$0.99 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where CMRC ranks in Technology
Dividends
It paid out $12.8M in cash dividends.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2020 | n/a | $12.8M | n/a |
Latest SEC filings
What Commerce.com, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 6, 2026Passive stake changed SCHEDULE 13G/A
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 2.1% to $84.2M versus the same quarter last year; diluted EPS -$0.04 versus -$0.03.
- November 5, 2026
- October 27, 2026Passive stake changed SCHEDULE 13G/A
- September 10, 2026
- September 9, 2026Activist stake changed SCHEDULE 13D/A
- August 27, 2026Activist stake (5% or more) SCHEDULE 13D
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue was flat at $84.5M versus the same quarter last year; diluted EPS $0.01 versus -$0.10.
- August 6, 2026
- May 14, 2026
What is CMRC worth? A DCF from its reported cash flow
Insider trades
What the people running Commerce.com, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $4.7K worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 23, 2026 | Lentz DanielCFO & COO | Soldpre-planned (10b5-1) | 797 | $2.9K |
| October 21, 2026 | Hess Christopher TravisChief Exec Officer, Director | Shares withheld for tax | 3,448 | $12.5K |
| October 21, 2026 | Cassidy Charles DGeneral Counsel and Secretary | Shares withheld for tax | 406 | $1.5K |
| October 21, 2026 | Ban Hubert SChief Accounting Officer | Shares withheld for tax | 388 | $1.4K |
| October 21, 2026 | Lentz DanielCFO & COO | Shares withheld for tax | 1,724 | $6.2K |
| September 21, 2026 | Cassidy Charles DGeneral Counsel and Secretary | Shares withheld for tax | 281 | $935.7 |
| August 24, 2026 | Lentz DanielCFO & COO | Soldpre-planned (10b5-1) | 797 | $1.8K |
| August 21, 2026 | Hess Christopher TravisChief Exec Officer, Director | Shares withheld for tax | 3,448 | $7.7K |
Who owns CMRC
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Lynrock Lake LP13G, passive with 2 related filers | 11.4% | February 17, 2026 |
| Pale Fire Capital SICAV a.s.13D, may seek influence with 4 related filers | 8.7% | September 9, 2026 |
| BlackRock, Inc.13G, passive | 7.1% | October 27, 2026 |
| Vanguard Portfolio Management13G, passive | 5.8% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 155 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Lynrock Lake LP | 9,266,666 | 0 |
| BlackRock, Inc. | 5,520,205 | +757,150 |
| Vanguard Portfolio Management LLC | 4,724,240 | +162,224 |
| Divisar Capital Management LLC | 3,142,845 | -784,051 |
| Pale Fire Capital SE | 3,054,890 | +102,796 |
| Vanguard Capital Management LLC | 3,039,302 | +192,655 |
| Aqr Capital Management LLC | 2,358,569 | +739,669 |
| Ameriprise Financial Inc | 1,930,519 | +224,494 |
| Geode Capital Management, LLC | 1,858,023 | +387,337 |
| S Squared Technology, LLC | 1,599,142 | 0 |
| State Street Corp | 1,437,291 | -1,572 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,375,848 | +140,096 |
| Renaissance Technologies LLC | 1,237,800 | -14,300 |
| Monimus Capital Management, LP | 1,067,329 | -97,613 |
| HERALD INVESTMENT MANAGEMENT Ltd | 1,060,000 | +360,000 |
| Commerce Bank | 1,000,000 | 0 |
| Marshall Wace, Llp | 910,392 | -116,543 |
| P.A.W. Capital Corp | 900,000 | +200,000 |
| Segall Bryant & Hamill, LLC | 824,473 | +477,612 |
| Goldman Sachs Group Inc | 818,882 | +376,452 |
Insiders
10 insiders reported holding 2,707,656 shares in total, about $10M at the last price.
| Holder | Shares |
|---|---|
| Hess Christopher TravisChief Exec Officer, Director | 880,023 |
| Lentz DanielCFO & COO | 470,220 |
| Siminoff Ellen FExecutive Chair, Director | 353,333353,333 held indirectly |
| Clarke Donald EDirector | 209,339 |
| Gilligan SarahDirector | 191,314 |
| Malhotra SatishDirector | 181,999 |
| Cassidy Charles DGeneral Counsel and Secretary | 164,637 |
| Kamath AnilDirector | 151,463 |
| Ban Hubert SChief Accounting Officer | 80,606 |
| Walter RobertChief Revenue Officer | 24,722 |
Questions about CMRC
What does Commerce.com, Inc. do?
Commerce.com, Inc. is a company in the Technology sector, listed on NASDAQ as CMRC. Its shares trade on NASDAQ under the ticker CMRC.
What is Commerce.com, Inc.'s net worth?
Commerce.com, Inc. has a market value (market cap) of $305.7M at the latest share price, and shareholders' equity of $52.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Commerce.com, Inc. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $6.7M on revenue of $345.1M.
How much revenue does Commerce.com, Inc. make?
Over the twelve months to September 30, 2026 Commerce.com, Inc. reported revenue of $345.1M. That is 1.5% more than a year earlier.
When did Commerce.com, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the passive stake changed from November 6, 2026.
When is Commerce.com, Inc.'s next earnings report?
Commerce.com, Inc.'s next report is expected around January 6, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Commerce.com, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.