Stord Raises $250 Million Series F At $3 Billion Valuation To Expand Physical Intelligence Layer

Stord announced a $250 million Series F funding round at a $3 billion valuation, saying the investment will accelerate its physical intelligence layer for commerce.

“Insider Brief - Logistics startup Stord has raised $250 million in a Series F round at a $3 billion valuation and launched Stord Labs, a new Atlanta-based physical AI and robotics lab aimed at strengthening its challenge to Amazon’s fulfillment ecosystem”

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The company said it is launching Stord Labs at its Atlanta headquarters to advance agentic AI, robotics, and automation across its fulfillment network, and that the lab will test and validate technologies against real operational workflows before deploying them across nearly 100 facilities.

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Stord also said it has experienced approximately 10x revenue growth over the past four years while processing more than $15 billion in annual GMV across over 1,000 customers.

In its announcement, Stord founder and CEO Sean Henry framed the effort as a response to Amazon’s delivery experience, saying, “Stord exists to level that playing field.”

The company said its network processes approximately 8 billion data points annually to train models and optimize fulfillment operations.

The Series F round was led by existing investors and included participation from Strike Capital, Kleiner Perkins, Founders Fund, Franklin Templeton, Baillie Gifford, G Squared, Bond, and Lux, according to Stord’s announcement.

Axios described Stord as a logistics startup serving midmarket e-commerce brands and said it raised $250 million at a $3B valuation, while Stord said it would use part of the proceeds to expand its physical intelligence push.

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Strike Capital managing partner John Lagomarsino said the company’s approach turns fulfillment into a competitive advantage, warning that “the rise of agentic purchasing will increasingly favor platforms where software and physical operations are deeply integrated.”

Kleiner Perkins partner Ilya Fushman added that the conviction behind the bet has grown since Kleiner Perkins first backed Stord in 2019, saying, “our conviction has only grown as Stord turns fulfillment into a source of speed, clarity, and customer trust.”

Stord also said it plans to deploy Stord Labs innovations across nearly 100 facilities immediately, with no re-integration, using the same live operating system powering its production network.

Stord said its vertically integrated model combines fulfillment infrastructure, software, and AI into a single commerce platform intended to help independent brands compete with Amazon-level delivery experiences tied to Prime.

“E-commerce logistics company Stord announced a $250 million late-stage venture capital funding round on Tuesday, according to a report from FreightWaves”

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The company said its software business tripled in 2025 and that new bookings more than doubled quarter over quarter in Q1 2026, positioning the funding as fuel for continued growth in its commerce stack.

Stord also said it has completed eight acquisitions to date and now operates with more than 4,000 employees, including over 200 team members focused on software engineering, product, data science, and physical infrastructure.

In addition to the Series F, PYMNTS reported that Stord announced in January that it acquired Shipwire, the AI fulfillment subsidiary of CEVA Logistics, to expand its global logistics footprint and strengthen its technology platform.

Stord said the Shipwire move added 12 fulfillment locations to its network and provided access to CEVA Logistics’ global warehouse network spanning more than 170 countries through Shipwire’s existing agreements.