$CMRC

$3.41 -$0.12 (3.4%) Close

$CMRC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 82.9M shares outstanding

Who owns CMRC?

By type of holder

Institutions 74.0% Insiders 1.1% Everyone else 24.9%

Concentration Top 10 holders own 69.4%

Lynrock Lake LP 11.2% · Pale Fire Capital SICAV a.s. 8.7%

Institutional ownership

74.0%

+2.4 pts vs last qtr

Institutional holders

154

+6 vs last qtr

Net shares bought

+2.0M

by institutions in Q2 2026

New / sold out

24 / 18

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +757.2K
Aqr Capital Management LLC +739.7K

Biggest sellers in Q2 2026

Divisar Capital Management LLC −784.1K
Jacobs Levy Equity Management, Inc −568.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.2M

10 notices from 3 people

Shares covered

355.3K

0.43% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Russell S Klein Officer $939K
Russell Klein Officer $235K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+105.4%

+15.48% a year

Each share's claim on the business

−51.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $179M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years36% 3–5 years3% 1–3 years45% Under 1 year16%

Quarterly turnover

9.0%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting CMRC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LL Lynrock Lake LP	9.3M	11.18%	Unchanged	2024	1.7%
Shares held by quarter Peak holding9.3M (Q4'25) Change over 8 quarters+6.8M Share of the company11.180% Lynrock Lake LP's full portfolio →
B BlackRock, Inc.	5.5M	6.66%	+757.2K (+15.9%)	≤2021	0.0%
Shares held by quarter Peak holding5.5M (Q2'26) Change over 8 quarters+48.0K Share of the company6.660% BlackRock, Inc.'s full portfolio →

Lynrock Lake LP

9.3M

% of company

11.18%

Change vs last qtr

Unchanged

Held since

2024

BlackRock, Inc.

5.5M

% of company

6.66%

Change vs last qtr

+757.2K (+15.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Commerce.com, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CMRC on Form N-PORT; together they hold 20.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.44M	2.2M	2.62%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$5.7M	1.9M	2.32%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.44M

% of company

2.62%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$5.7M

% of company

2.32%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Commerce.com, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PF Pale Fire Capital SICAV a.s. 5%+ holder 13D · 8.7%	7.2M	8.66%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.660% Disclosed stake13D · 8.7% View the 13D/G filing →
PF Pale Fire Capital investicni spolecnost a.s. 5%+ holder 13D · 8.7%	7.2M	8.66%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.660% Disclosed stake13D · 8.7% View the 13D/G filing →

Pale Fire Capital SICAV a.s.

5%+ holder13D · 8.7%

7.2M

% of company

8.66%

Change vs last qtr

—

Held since

—

Pale Fire Capital investicni spolecnost a.s.

5%+ holder13D · 8.7%

7.2M

% of company

8.66%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Commerce.com, Inc..

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