DCGO at a glance
DocGo Inc. (DCGO, SEC CIK 1822359) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 17, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as May 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DocGo Inc. (DCGO) reported revenue of $322.2 million (down 47.7% from FY2024) and a net loss of $182.4 million. Diluted EPS was -$1.84.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding DocGo Inc. (DCGO) shares worth $7.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Tendler Ely D on December 15, 2025 of 16,850 shares at $0.91 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $322.2M
- −47.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $7.5M · +0 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 1.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Vertically integrated mobile healthcare platform combining in-home medical services, virtual care, and ambulance transport across US and UK
- New in 2025: Acquisition of 50-state virtual care network with white-label telehealth, plus northeast mobile phlebotomy provider
- Strategic shift: Decreasing reliance on government contracts (73% revenue in 2023 to 48% in 2025) by pivoting to payor partnerships, value-based models, and risk-sharing
- Quantitative highlight: 3,568 total employees as of Dec 31, 2025, delivering 1.3M patient interactions, clinicians traveling 11M miles; Mobile Health segment NPS score 92
- Noteworthy fact: Prevented estimated 91,000 unnecessary ER visits, saving US healthcare system $285M in costs since inception
Risk Factors
- Regulatory risk: U.S. Department of Justice and Federal Trade Commission reviews could delay or block acquisitions, impacting DocGo’s growth strategy
- Geopolitical risk: Exposure to uncertainty from U.S.-China relations, Ukraine war, Middle East conflict, Taiwan Strait tensions affecting operational costs and expansion
- Operational risk: High upfront labor and supply costs in projects with large healthcare or government clients increase financial strain if economies of scale are not achieved
- Competitive risk: Market disruption risk from large technology companies like Amazon (One Medical acquisition, Feb 2023), CVS (Signify Health acquisition, Mar 2023), Walmart entering telehealth
- Financial risk: Heavy revenue concentration with one customer representing 33% of total revenues in 2025; contracts terminable with as little as 15 days’ notice
Management Discussion & Analysis
- Revenue $322.2M in 2025, down 47.7% YoY from $616.6M in 2024, due to 71.3% decline in Mobile Health to $121.4M, Transportation up 3.8% to $200.8M
- Operating margin -55.3% in 2025 vs 4.7% in 2024; cost of revenues ratio 69.4% vs 65.3%; operating expenses 85.9% of revenue vs 30.0% in 2024, driven by impairments
- Best segment: Transportation Services revenue $200.8M (+3.8%), cost ratio improved to 68.4% from 69.1%; Worst segment: Mobile Health Services revenue $121.4M (-71.3%), cost ratio worsened to 70.9% from 63.6%
- No explicit cash flow figures; capital allocation includes 3 acquisitions costing $21.1M in 2025 vs none in 2024; increased legal, technology, and bad debt expenses noted
- Management expects Mobile Health revenues to decline in 2026 due to migrant contract wind-down; inflation and regulatory risks may affect margins and cash flow; plans continued AI & technology investment
AI summary of the DCGO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net loss $18.0M vs $13.3M YoY for quarter ended June 30, 2026
- Overall Mobile Health Services revenue expected lower in 2026 after migrant-related project wind-down
- Inflation 3.8% in June 2026 vs 4.2% in May, with fuel prices pressuring potential gross margins
- No acquisitions in six months ended June 30, 2026 vs one acquisition for $4.2M YoY
- Outlook: lower Mobile Health revenue, declining migrant-related revenue, sequentially lower G&A costs in remainder of 2026
Risk Factors
- Newly emphasized labor-cost risk, triggered by recent unionization of a small portion of U.S. employees
- Most material update: labor expenses reached 77% of 2025 revenue, limiting margin flexibility
- Labor-market risk from clinical personnel shortages requiring higher wages or more expensive temporary staff
- Regulatory risk from proposed federal labor-law changes and modified NLRB election procedures increasing unionization likelihood
- Financial risk from fixed prospective payments limiting recovery of rising labor costs through higher rates
AI summary of the DCGO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Proposed acquisition of Hicuity through merger, positioning it as a wholly owned Ambulnz subsidiary
- Consideration equals 2.0% of DocGo fully diluted shares, plus up to 3.5% in performance-based earnout shares
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings covered quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing the reported financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue $73.4M, down from $80.4M as migrant programs ended; core revenue excluding migrants rose 19% YoY
- Net loss widened to $18.0M; adjusted EBITDA remained negative at $6.3M, highlighting ongoing profitability risk
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Nasdaq granted DocGo an additional 180 days, extending the $1 minimum bid compliance deadline to January 25, 2027
- Compliance requires a closing bid price of at least $1 for 10 consecutive business days
AI summaries of DCGO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DCGO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bienstock Lee | F | May 12, 2026 | 15,644 | $0.59 |
| Bienstock Lee | F | Mar 30, 2026 | 18,811 | $0.57 |
| Bienstock Lee | F | Dec 15, 2025 | 214,131 | $0.91 |
| Tendler Ely D | Sell | Dec 15, 2025 | 16,850 | $0.91 |
| Sugrue Stephen | F | Dec 15, 2025 | 35,968 | $0.91 |
| ROSENBERG NORMAN | F | Dec 15, 2025 | 65,774 | $0.91 |
| ROSENBERG NORMAN | A | Dec 12, 2025 | 429,405 | - |
| TRAVERS JAMES M | A | Dec 12, 2025 | 150,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $616.6M | $322.2M |
| Operating Income | - | $28.7M | -$178.0M |
| Net Income | $6.9M | $20.0M | -$182.4M |
| Op. Margin | - | 4.7% | -55.3% |
| Net Margin | - | 3.2% | -56.6% |
| Balance Sheet | |||
| Total Assets | $490.5M | $455.6M | $217.1M |
| Equity | - | $320.9M | $144.0M |
| ROE | - | 6.2% | -126.7% |
| Per Share | |||
| EPS | $0.06 | $0.18 | $-1.84 |
| Cash Flow | |||
| Operating CF | - | $70.3M | $34.5M |
| CapEx | $7.6M | $3.8M | $4.5M |
Source: XBRL data in DocGo Inc. (DCGO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DCGO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $7.5M |
| Q1 2026 | 24 | $13.4M |
| Q4 2025 | 23 | $18.6M |
| Q3 2025 | 23 | $29.5M |
| Q2 2025 | 24 | $34.1M |
| Q1 2025 | 20 | $37.8M |
| Q4 2024 | 18 | $52.2M |
| Q3 2024 | 13 | $20.1M |
- AQR Capital Management+973.7K (+132%)
- Renaissance Technologies LLC+744.0K (+49%)
- Franklin Resources+235.5K (+39%)
- Vanguard Capital Management LLC+45.6K (+1%)
- Prudential Financial+8.2K (+12%)
- BlackRock−4.91M (-77%)
- State Street Corp−1.55M (-79%)
- Goldman Sachs Group−830.9K (-83%)
- Vanguard Portfolio Management LLC−519.0K (-67%)
- Northern Trust−495.7K (-71%)
- Two Sigma Investments+343.7K
- Millennium Management+19.6K
- T. Rowe Price Group−46.9K
- Wells Fargo & Co−34.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 169 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DCGO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 10-Q | Aug 17, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Mar 31, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 10-K | Mar 16, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Jan 30, 2026 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 4 | Dec 16, 2025 | - | - | |
| 8-K | Dec 12, 2025 | - | - | |
| 10-Q | Nov 10, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 7, 2025 | Jun 30, 2025 | - |
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DCGO SEC filings: frequently asked questions
Which institutions hold DCGO stock?
As of June 30, 2026, the largest DocGo Inc. (DCGO) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($1.9 million), Citadel Advisors LLC ($1.2 million), Renaissance Technologies LLC ($1.2 million), AQR Capital Management ($881,000), BlackRock ($750,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DCGO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DocGo Inc. (DCGO) reported revenue of $322.2 million (down 47.7% from FY2024) and a net loss of $182.4 million. Diluted EPS was -$1.84. The figures come from the XBRL data in the 10-K.
What are the main risks in DCGO's latest 10-K?
In the 10-K filed March 16, 2026, DocGo Inc. (DCGO) flagged: Regulatory risk: U.S. Department of Justice and Federal Trade Commission reviews could delay or block acquisitions, impacting DocGo’s growth strategy. Geopolitical risk: Exposure to uncertainty from U.S.-China relations, Ukraine war, Middle East conflict, Taiwan Strait tensions affecting operational costs and expansion. (AI summary of the Risk Factors section.)
What did DCGO report in its latest 8-K?
DocGo Inc. (DCGO) filed an 8-K on August 17, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 2.02 (Results of Operations and Financial Condition). Proposed acquisition of Hicuity through merger, positioning it as a wholly owned Ambulnz subsidiary.
What are the latest DCGO SEC filings?
DocGo Inc. (DCGO) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 17, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on May 14, 2026.
What is DCGO's SEC CIK number?
DocGo Inc. (DCGO)'s SEC Central Index Key (CIK) is 1822359. EDGAR lists every DCGO filing under that number.
Ask anything about DCGO
The research agent reads DCGO's filings, financials, insider trades and 13F holders, then answers with sources.