DASH at a glance
DoorDash (DASH, SEC CIK 1792789) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 18, 2026 and Form 4 insider filings as recently as October 6, 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), DoorDash (DASH) reported revenue of $13.7 billion (up 27.9% from FY2024) and net income of $935.0 million. Diluted EPS was $2.13.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding DoorDash (DASH) shares worth $31.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Tang Stanley on October 2, 2026 of 1,000 shares at $181.42 per share.
- In the last 90 days, DASH insiders reported 0 open-market purchases ($0) and 82 open-market sales ($102.3M) on Form 4, a net sale of $102.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $13.7B
- +27.9% vs prior year
- Insiders · 90 days
- 0 buys · 82 sells
- Net −$102.3M
- 13F holders
- 43 funds
- $31.8B · +2 vs prior quarter
- Latest 8-K
- Sep 18, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk of Dasher reclassification as employees under U.S. federal/state law, potentially causing material adverse effects on business and financial condition
- Macroeconomic risk from adverse economic conditions reducing consumer spending and merchant operations affecting revenue
- System failures and cybersecurity attacks causing platform outages, revenue loss, and potential reputational damage
- Competitive risk from Amazon, Uber Eats, Prosus, Delivery Hero, and grocery chains with stronger bargaining power and resources
- Key-person risk from concentrated voting power with CEO Tony Xu limiting shareholder influence and governance flexibility
Management Discussion & Analysis
- Revenue $13.7B, up 28% YoY ($2.995B increase), faster growth than Marketplace GOV $102.0B, up 27% YoY
- Operating margin 5.3% (income from operations $723M on $13.7B revenue) vs -0.4% in prior year
- Best segment: Marketplace GOV $102.0B, grew 27% driven by total orders of 3.2B (up 23%)
- Worst expense growth: Depreciation & amortization up 33% ($186M increase), general & administrative up 10% ($148M increase)
- Free Cash Flow $1.8B flat YoY; capex and capitalized software increased; management invested in non-US ops & platform capacity
- Forward outlook: Benefits expected from US tax reform; maintain valuation allowances pending future taxable income realization; risks include operational cost growth and regulatory tax changes
Business Overview
- Core business model: Operates Marketplaces (DoorDash, Wolt, Deliveroo) primarily for local commerce connecting merchants, consumers, and Dashers globally
- New emphasis on Commerce Platform services including white-label delivery ("Drive") and tools for merchants' direct online operations
- Strategic focus on expanding member programs with 35 million DashPass, Wolt+, and Deliveroo Plus subscribers as of December 2025
- Quantitative highlight: Over 56 million monthly active users served by Marketplaces in 2025; 9 million Dashers earned $20 billion in 2025
- Noteworthy fact: Extensive intellectual property portfolio with 254 U.S. patents, 28 non-U.S. patents, and significant pending applications as of end 2025
AI summary of the DASH 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
- Revenue $4.454B, up 36% YoY from $3.284B, driven primarily by Marketplace GOV growth
- Operating margin 3.5% vs 5.0% YoY; net income $200M vs $285M
- Marketplaces best-performing metric: Marketplace GOV $33.078B, up 36% YoY
- Operating cash flow $944M and free cash flow $742M, versus $504M and $355M YoY
- Growth driven by Deliveroo acquisition and consumer expansion; increased legal, tax, regulatory, research, and development costs as headwinds
Risk Factors
- Newly added risk not identifiable; provided section lacks comparison with the prior 10-K
- Regulatory risk: Dasher reclassification as employees could materially increase business costs
- Competitive risk: Amazon, Uber Eats, Prosus, and Delivery Hero intensify delivery-market pressure
- Operational risk: Platform outages could cause revenue losses, user attrition, and consumer credits
- Financial risk: Increasing investment and operating expenses may prevent sustained profitability and weaken cash flow
AI summary of the DASH 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 8.01: Other Events
- Nevada reincorporation effective September 18, 2026, replacing Delaware corporate governance
- No changes to business, management, operations, employees, assets, liabilities, or material contracts, aside from reincorporation costs
Item 5.07: Submission of Matters to a Vote of Security Holders
- Nevada reincorporation approved by written consent, eliminating need for a stockholder meeting
- Consenting holders controlled approximately 54.2% voting power, including 24,215,044 Class B shares
Item 2.02: Results of Operations and Financial Condition
- DoorDash reported financial results for the quarter ended June 30, 2026
- Exhibit 99.1 contains the earnings release and detailed operating metrics
Item EX-99.1: Item EX-99.1
- Q2 revenue $4.454B, up 36% Y/Y; Marketplace GOV $33.078B, up 36%, supported by 970M orders, up 27%
- Adjusted EBITDA $914M, up 40% Y/Y, with margin expanding to 2.8% from 2.7%; GAAP net income fell 30% to $200M
Item 7.01: Regulation FD Disclosure
- DoorDash posted supplemental investor materials on August 5, 2026 through its investor-relations website
- Materials represent a Regulation FD disclosure channel, ensuring broad, non-exclusionary investor access
AI summaries of DASH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DASH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Tang Stanley | J | Oct 2, 2026 | 23,125 | - |
| Tang Stanley | Sell | Oct 2, 2026 | 1,000 | $181.42 |
| Tang Stanley | Sell | Oct 2, 2026 | 1,500 | $182.42 |
| Tang Stanley | Sell | Oct 2, 2026 | 3,500 | $183.50 |
| Tang Stanley | Sell | Oct 2, 2026 | 2,900 | $184.56 |
| Tang Stanley | Sell | Oct 2, 2026 | 1,600 | $185.79 |
| Tang Stanley | Sell | Oct 2, 2026 | 1,800 | $186.62 |
| Tang Stanley | Sell | Oct 2, 2026 | 3,999 | $187.70 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $10.7B | $13.7B |
| Operating Income | -$579.0M | -$38.0M | $723.0M |
| Net Income | - | $123.0M | $935.0M |
| Op. Margin | - | -0.4% | 5.3% |
| Net Margin | - | 1.1% | 6.8% |
| Balance Sheet | |||
| Total Assets | $10.8B | $12.8B | $19.7B |
| Equity | - | $7.8B | $10.0B |
| ROE | - | 1.6% | 9.3% |
| Per Share | |||
| EPS | $-1.42 | $0.29 | $2.13 |
| Cash Flow | |||
| Operating CF | - | $2.1B | $2.4B |
| CapEx | $123.0M | $104.0M | $257.0M |
Source: XBRL data in DoorDash (DASH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DASH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $31.84B |
| Q1 2026 | 41 | $24.42B |
| Q4 2025 | 41 | $39.61B |
| Q3 2025 | 42 | $52.06B |
| Q2 2025 | 42 | $41.57B |
| Q1 2025 | 35 | $23.79B |
| Q4 2024 | 30 | $12.96B |
| Q3 2024 | 26 | $5.39B |
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- WESTWOOD HOLDINGS GROUP INC+1.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 300 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DASH 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 |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
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DASH SEC filings: frequently asked questions
Are DASH insiders buying or selling?
In the last 90 days, DoorDash (DASH) officers, directors and 10% owners reported no open-market purchases and 82 open-market sales worth $102.3 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DASH stock?
As of June 30, 2026, the largest DoorDash (DASH) holders among the 13F filers tracked by SignalX were BlackRock ($5.0 billion), Vanguard Capital Management LLC ($4.5 billion), Vanguard Portfolio Management LLC ($3.2 billion), State Street Corp ($3.0 billion), T. Rowe Price Group ($2.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DASH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DoorDash (DASH) reported revenue of $13.7 billion (up 27.9% from FY2024) and net income of $935.0 million. Diluted EPS was $2.13. The figures come from the XBRL data in the 10-K.
What are the main risks in DASH's latest 10-K?
In the 10-K filed February 18, 2026, DoorDash (DASH) flagged: Regulatory risk of Dasher reclassification as employees under U.S. federal/state law, potentially causing material adverse effects on business and financial condition. Macroeconomic risk from adverse economic conditions reducing consumer spending and merchant operations affecting revenue. (AI summary of the Risk Factors section.)
What did DASH report in its latest 8-K?
DoorDash (DASH) filed an 8-K on September 18, 2026 reporting Item 8.01 (Other Events). Nevada reincorporation effective September 18, 2026, replacing Delaware corporate governance.
What are the latest DASH SEC filings?
DoorDash (DASH) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 18, 2026 and a Form 4 insider filing on October 6, 2026.
What is DASH's SEC CIK number?
DoorDash (DASH)'s SEC Central Index Key (CIK) is 1792789. EDGAR lists every DASH filing under that number.
Ask anything about DASH
The research agent reads DASH's filings, financials, insider trades and 13F holders, then answers with sources.