Form 13-F position report

COMMERCE.COM INC

Reported by MORGAN STANLEY

BIGC CUSIP 08975P108 Manager CIK 0000895421

Reported 394,299 shares, down 67,709 (14.7%) from the prior quarter.

Reported value -44.7%; share count -14.7% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q1 2026
Shares 394,299 Quarter-end amount reported
Reported value $1,052,778 Fair value at quarter end
Consecutive quarters held 23 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 16757000
2021-12-31 18325000
2022-03-31 12140000
2022-06-30 7747000
2022-09-30 4650000
2022-12-31 7240460
2023-03-31 51405206
2023-06-30 32470442
2023-09-30 42107621
2023-12-31 67098430
2024-03-31 46276565
2024-06-30 52383296
2024-09-30 23176338
2024-12-31 4350913
2025-03-31 2201597
2025-06-30 929154
2025-09-30 1153340
2025-12-31 1903475
2026-03-31 1052778
2026-06-30 1079415

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for COMMERCE.COM INC held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 364,667 -29,632 (-7.5%) < 0.01% $1,079,415 2026-08-13
Q1 2026 Reduced 394,299 -67,709 (-14.7%) < 0.01% $1,052,778 2026-05-15
Q4 2025 Added 462,008 +230,878 (99.9%) < 0.01% $1,903,475 2026-02-13
Q3 2025 Added 231,130 +45,300 (24.4%) < 0.01% $1,153,340 2025-11-14
Q2 2025 Reduced 185,830 -196,391 (-51.4%) < 0.01% $929,154 2025-08-15
Q1 2025 Reduced 382,221 -328,712 (-46.2%) < 0.01% $2,201,597 2025-05-15
Q4 2024 Reduced 710,933 -3,250,834 (-82.1%) < 0.01% $4,350,913 2025-02-14
Q3 2024 Reduced 3,961,767 -2,537,401 (-39.0%) < 0.01% $23,176,338 2024-11-14
Q2 2024 Reduced 6,499,168 -217,314 (-3.2%) < 0.01% $52,383,296 2024-08-14
Q1 2024 Reduced 6,716,482 -179,554 (-2.6%) < 0.01% $46,276,565 2024-05-15
Q4 2023 Added 6,896,036 +2,629,813 (61.6%) < 0.01% $67,098,430 2024-02-13
Q3 2023 Added 4,266,223 +1,002,862 (30.7%) < 0.01% $42,107,621 2023-11-15
Q2 2023 Reduced 3,263,361 -2,486,662 (-43.2%) < 0.01% $32,470,442 2023-08-14
Q1 2023 Added 5,750,023 +4,921,595 (594.1%) < 0.01% $51,405,206 2023-05-15
Q4 2022 Added 828,428 +514,181 (163.6%) < 0.01% $7,240,460 2023-02-14
Q3 2022 Reduced 314,247 -163,895 (-34.3%) < 0.01% $4,650,000 2022-11-14
Q2 2022 Reduced 478,142 -75,911 (-13.7%) < 0.01% $7,747,000 2022-08-15
Q1 2022 Added 554,053 +35,941 (6.9%) < 0.01% $12,140,000 2022-05-13
Q4 2021 Added 518,112 +187,201 (56.6%) < 0.01% $18,325,000 2022-02-14
Q3 2021 Reduced 330,911 -6,668 (-2.0%) < 0.01% $16,757,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

196 managers reported COMMERCE.COM INC for Q1 2026.

Managers reporting COMMERCE.COM INC in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Lynrock Lake LP Unchanged 9,266,666 0 1.69% $24,741,998 7 qtrs
BlackRock Inc Reduced 4,763,055 -96,531 < 0.01% $12,717,356 7 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 4,562,016 +4,562,016 < 0.01% $12,180,583 1 qtr
Divisar Capital Management LLC Added 3,926,896 +150,000 2.67% $10,484,812 8 qtrs
ACADIAN ASSET MANAGEMENT LLC Added 3,118,685 +713,139 0.01% $8,319,000 6 qtrs
Pale Fire Capital SE Added 2,952,094 +2,203,169 0.69% $7,882,091 3 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 2,846,647 +2,846,647 < 0.01% $7,600,547 1 qtr
AMERIPRISE FINANCIAL INC New 1,706,025 +1,706,025 < 0.01% $4,555,085 1 qtr
AQR CAPITAL MANAGEMENT LLC Added 1,618,900 +787,430 < 0.01% $4,322,463 8 qtrs
S Squared Technology LLC Added 1,599,142 +391,356 1.62% $4,269,709 6 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM SER 1

Voting authority reported

Sole
373,340
Shared
0
None
20,959

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.