SCHEDULE: Lynrock Lake Boosts Commerce.com Stake to 10.3%

Sentiment:

Beneficial Ownership Report


Lynrock Lake LP and its affiliates reported a 10.3% beneficial ownership stake in Commerce.com, Inc., holding 8,353,818 shares of common stock as of September 30, 2025.

Summary

  • Lynrock Lake LP, Lynrock Lake Partners LLC, and Cynthia Paul (collectively, the "Reporting Persons") beneficially own 8,353,818 shares of Commerce.com, Inc. Series 1 common stock.
  • This ownership represents 10.3% of the outstanding Series 1 common stock.
  • The percentage is calculated based on 80,735,080 shares outstanding as of July 29, 2025, as reported in Commerce.com's Form 10-Q filed on July 31, 2025.
  • The Reporting Persons hold sole voting and dispositive power over all 8,353,818 shares.
  • The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership, which is neutral in sentiment. It indicates a significant institutional stake, which can be viewed positively by some, but the filing itself does not contain positive or negative performance data.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Disclosure of a significant institutional investor's stake provides transparency regarding the ownership structure and potential long-term commitment to the company.

Key Dates

DateDescription
2025-07-29Date of shares outstanding calculation (80,735,080 shares) as reported in Issuer's Form 10-Q.
2025-07-31Date Issuer's Form 10-Q was filed with the SEC.
2025-09-30Date of event requiring the filing of this statement, reflecting the beneficial ownership.
2025-10-07Date the Schedule 13G/A was signed and filed.

Keywords

Commerce.com, BigCommerce Holdings, Lynrock Lake, Institutional Ownership, SEC Filing, Schedule 13G, Common Stock, Beneficial Ownership, Investment Management

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