Commerce.com, Inc. 13F holders
156 funds reported a position in Commerce.com, Inc. in their 13F for the quarter ended 30 June 2026, together 61.3 million shares worth $181.4 million. Against the quarter before, 23 opened a position, 66 added, 38 trimmed and 14 sold out; together they bought a net 2.0 million shares. The largest holders: Lynrock Lake LP, BlackRock, Inc. and Vanguard Portfolio Management LLC.
Funds holding156+7 on Q1 2026
Shares they held61.3Mworth $181.4 million
Net bought on the quarter2.0M sharesabout $6.1 million at the funds' values
Funds buying to selling89 to 52opened or added, to cut or sold
Opened 23Added 66Held 29Trimmed 38Sold out 14
What each fund did in CMRC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CMRC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 20 reported a position in Commerce.com, Inc.: 3 opened one, 4 added, 7 trimmed and 12 sold out, a net 945,041 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Commerce.com, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.9 million shares worth $5.5 million, 0.0% of its reported book. Sold out: Millennium Management. In the quarter, 3 funds added or opened a position and 4 trimmed or sold out; together they sold a net 213,839 shares, about $632,964 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,858,023 | $5.5 million | 0.0% | +387,337 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 1,237,800 | $3.7 million | 0.0% | -14,300 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 353,627 | $1.0 million | 0.0% | +104,187 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 276,511 | $818,473 | 0.0% | +27,611 | added | 30 June 2026 | 13F |
| Citadel Advisors | 170,078 | $503,431 | 0.0% | -218,017 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 17,684 | $52,345 | 0.0% | -250,460 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -250,197 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Lynrock Lake LP | 9,266,666 | 15.12% | $27.4 million | 4.36% | no change | 13F |
| BlackRock, Inc. | 5,520,205 | 9.01% | $16.3 million | 0.00% | +757,150 | 13F |
| Vanguard Portfolio Management LLC | 4,724,240 | 7.71% | $14.0 million | 0.00% | +162,224 | 13F |
| Divisar Capital Management LLC | 3,142,845 | 5.13% | $9.3 million | 2.14% | -784,051 | 13F |
| Acadian Asset Management LLC | 3,116,400 | 5.08% | $9.2 million | 0.01% | -2,285 | 13F |
| Pale Fire Capital SE | 3,054,890 | 4.98% | $9.0 million | 0.64% | +102,796 | 13F |
| Vanguard Capital Management LLC | 3,039,302 | 4.96% | $9.0 million | 0.00% | +192,655 | 13F |
| AQR Capital Management LLC | 2,358,569 | 3.85% | $7.0 million | 0.00% | +739,669 | 13F |
| Ameriprise Financial Inc. | 1,930,519 | 3.15% | $5.7 million | 0.00% | +224,494 | 13F |
| Geode Capital Management, LLC | 1,858,023 | 3.03% | $5.5 million | 0.00% | +387,337 | 13F |
| S Squared Technology, LLC | 1,599,142 | 2.61% | $4.7 million | 1.47% | no change | 13F |
| State Street Corp. | 1,437,291 | 2.34% | $4.3 million | 0.00% | -1,572 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 1,375,848 | 2.24% | $4.1 million | 0.01% | +140,096 | 13F |
| Renaissance Technologies LLC | 1,237,800 | 2.02% | $3.7 million | 0.01% | -14,300 | 13F |
| Monimus Capital Management, LP | 1,067,329 | 1.74% | $3.2 million | 0.80% | -97,613 | 13F |
| Herald Investment Management Ltd | 1,060,000 | 1.73% | $3.1 million | 0.43% | +360,000 | 13F |
| Commerce Bank | 1,000,000 | 1.63% | $3.0 million | 0.01% | no change | 13F |
| Marshall Wace, LLP | 910,392 | 1.49% | $2.7 million | 0.00% | -116,543 | 13F |
| P.a.w. Capital Corp. | 900,000 | 1.47% | $2.7 million | 2.04% | +200,000 | 13F |
| Segall Bryant & Hamill, LLC | 824,473 | 1.35% | $2.4 million | 0.03% | +477,612 | 13F |
| Goldman Sachs Group Inc. | 818,882 | 1.34% | $2.4 million | 0.00% | +376,452 | 13F |
| Northern Trust Corp. | 612,961 | 1.00% | $1.8 million | 0.00% | +76,956 | 13F |
| Charles Schwab Investment Management Inc. | 570,023 | 0.93% | $1.7 million | 0.00% | +63,745 | 13F |
| Potrero Capital Research LLC | 562,424 | 0.92% | $1.7 million | 1.02% | -186,238 | 13F |
| Legal & General Group Plc | 527,084 | 0.86% | $1.6 million | 0.00% | +188,149 | 13F |
| Vanguard Fiduciary Trust Co. | 505,362 | 0.82% | $1.5 million | 0.00% | +40,004 | 13F |
| Nano Cap New Millennium Growth Fund L P | 455,000 | 0.74% | $1.3 million | 1.04% | +102,500 | 13F |
| Man Group plc | 425,672 | 0.69% | $1.3 million | 0.00% | +372,722 | 13F |
| Principal Financial Group Inc. | 401,245 | 0.65% | $1.2 million | 0.00% | +32,526 | 13F |
| Jacobs Levy Equity Management, Inc. | 394,234 | 0.64% | $1.2 million | 0.00% | -568,349 | 13F |
| Morgan Stanley | 364,667 | 0.59% | $1.1 million | 0.00% | -29,632 | 13F |
| FMR LLC | 353,627 | 0.58% | $1.0 million | 0.00% | +104,187 | 13F |
| Two Sigma Investments, LP | 276,511 | 0.45% | $818,473 | 0.00% | +27,611 | 13F |
| Vanguard Global Advisers, LLC | 272,086 | 0.44% | $805,375 | 0.00% | +87,999 | 13F |
| Bridgeway Capital Management, LLC | 260,000 | 0.42% | $769,600 | 0.01% | +60,000 | 13F |
| Los Angeles Capital Management LLC | 236,937 | 0.39% | $701,333 | 0.00% | -17,542 | 13F |
| Bank of New York Mellon Corp | 232,728 | 0.38% | $688,875 | 0.00% | +11,359 | 13F |
| Victory Capital Management Inc. | 230,151 | 0.38% | $681,247 | 0.00% | +48,307 | 13F |
| Ieq Capital, LLC | 199,782 | 0.33% | $591,354 | 0.00% | +96,636 | 13F |
| Price T Rowe Associates Inc. | 184,937 | 0.30% | $548,000 | 0.00% | +46,472 | 13F |
| D. E. Shaw & Co., Inc. | 184,667 | 0.30% | $546,614 | 0.00% | -374,820 | 13F |
| Chico Wealth RIA | 182,581 | 0.30% | $540,440 | 0.28% | +34,388 | 13F |
| Citadel Advisors LLC | 170,078 | 0.28% | $503,431 | 0.00% | -218,017 | 13F |
| Qube Research & Technologies Ltd | 169,441 | 0.28% | $501,545 | 0.00% | -132,957 | 13F |
| Nuveen, LLC | 168,102 | 0.27% | $497,582 | 0.00% | no change | 13F |
| Gsa Capital Partners LLP | 156,229 | 0.25% | $462,000 | 0.03% | -40,724 | 13F |
| UBS Group AG | 154,160 | 0.25% | $456,314 | 0.00% | -255,824 | 13F |
| Invesco Ltd. | 151,408 | 0.25% | $448,169 | 0.00% | -3,974 | 13F |
| Notable Capital Management, L.l.c. | 149,721 | 0.24% | $443,174 | 0.86% | no change | 13F |
| Bank of America Corp. | 120,184 | 0.20% | $355,745 | 0.00% | +36,253 | 13F |
The 50 largest of the 156 funds that reported a position in CMRC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on CMRC
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 14,200 | $42,032 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 13,500 | $39,960 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 October 2026 | 13G/A | BlackRock, Inc. and 1 other | 5.9 million | 7.1% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 9 September 2026 | 13D/A | Pale Fire Capital SICAV a.s. and 4 others | 7.2 million | 8.7% | 4 September 2026 | EDGAR | |
| 27 August 2026 | 13D | Pale Fire Capital SICAV a.s. and 4 others | 5.4 million | 6.5% | 20 August 2026 | The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other invest | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 4.8 million | 5.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Divisar Partners QP, L.P. and 5 others | 3.8 million | 4.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Lynrock Lake LP and 5 others | 9.3 million | 11.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 11 February 2026 | 13G | Barclays PLC and 1 other | 4.8 million | 5.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 17 August 2026 | 54 | $2.19 | SEC |
| 5 August 2026 | 7,341 | $3.26 | SEC |
| 3 August 2026 | 63 | $3.13 | SEC |
| 22 July 2026 | 1,042 | $2.97 | SEC |
| 16 July 2026 | 524 | $3.08 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.