Company facts
- Industry
- Services-Business Services, NEC
- Headquarters
- San Francisco, California
- Most recent report
- 10-Q, filed Oct 30, 2026
- Incorporated
- Nevada
- Filings on record
- 1,004+ filings
- On EDGAR
- CIK 1792789
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 19
News 8 of 43
Prospectuses and Registrations 6
- S-8 Registration statement for an employee plan Feb 18, 2026
- S-8 Registration statement for an employee plan Feb 14, 2025
- S-8 Registration statement for an employee plan Feb 20, 2024
- 25 Sep 26, 2023
- S-8 Registration statement for an employee plan Feb 27, 2023
- S-8 Registration statement for an employee plan May 31, 2022
Proxies 8 of 10
- DEFA14A Extra proxy material Apr 20, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 20, 2026
- DEFA14A Extra proxy material Apr 29, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 29, 2025
- PRE 14A Preliminary proxy statement Apr 14, 2025
- DEFA14A Extra proxy material Apr 26, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 26, 2024
- DEFA14A Extra proxy material May 11, 2023
Ownership 8 of 906
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 6, 2026
- 4 Insider reported a trade Nov 4, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Oct 14, 2026
- 4 Insider reported a trade Oct 6, 2026
Other 8 of 20
What to read: Sep 2026 10-Q
SECSift found 5 of 13 sections worth reading, with 0 positive, 16 notable, and 3 negative flags.
Financial Statements (Item 1)
Large acquisitions, debt, buyback, restructuring, and litigation reserves all carry company-specific numbers.Notable- Company converted from Delaware to Nevada corporation on September 18, 2026.
- Company spent $1.0B buying back 6.8M shares in first nine months of 2026, but none in Q3.
- Unrecognized stock-based compensation expense was $2.5B as of September 30, 2026.
- Company agreed to buy Instacart for ~$17B, funded by cash and up to $13.0B in bridge loans.
Management's Discussion (Item 2)
Core MD&A with all operating and cash flow results for Q3 2026.Legal Proceedings (Item 1)
CA EDD audit with a negative assessment and an accrual recorded; ongoing misclassification suits.NotableRisk Factors (Item 1A)
Company-specific risks: Italy judicial administration, Uber antitrust suit, Oct 2025 cyber incident, multi-class voting control.Notable- Dasher reclassification as employees would materially alter business model; EU Platform Work Directive adds uncertainty.
- Oct 2025 social-engineering cyber incident exposed limited contact info of merchants, consumers, and Dashers.
- If all equity awards are exercised/vested, co-founders would hold 63% voting power, further concentrating control.
- Feb 2025 authorized $5.0B share repurchase program; no time limit, subject to Nevada solvency test.
Other Information (Item 5)
Four insiders, including the CEO and CFO, adopted 10b5-1 plans to sell shares.Notable- International COO Keith Yandell plans to sell up to 57,683 shares, net of taxes on RSU vesting.
- CFO Ravi Inukonda plans to sell up to 82,998 shares, net of taxes on RSU vesting.
- CEO Tony Xu plans to sell up to 400,000 shares, a large amount for a co-founder and CEO.
- Director Ashley Still plans to sell up to 1,602 shares, a small amount.
What changed: Sep 2026 vs. Jun 2026
About 3% of DASH's Sep 2026 10-Q is new information. 20 paragraphs were added, 205 changed, and 35 removed. Below are the most important lines SECSift identified.
Changed
- Goodwill measurement period adjustments fell to $39M from $41M for the nine months ended September 30, 2026 vs six months ended June 30, 2026.
- Credit facility date updated to August 5, 2026, with letters of credit rising to $327 million from $84 million.
- Interest income, net dropped to $37 million from $71 million, driven by escrow interest in 2025.
- Letters of credit outstanding rose to $327 million from $117 million as of the prior quarter end.
- Non-marketable equity investments rose to $264 million as of September 30, 2026 from $124 million as of June 30, 2026.
- Other income swung to $5 million from a loss of $81 million, due to the Deal-Contingent Forward.
- Net Revenue Margin fell to 13.6% from 13.8% in the prior year quarter, due to the Deliveroo acquisition.
- Added risk: prescription delivery business now subject to HIPAA for protected health information.
- Exhibit 10.1 changed from 'Amendment Agreement, dated as of August 5, 2026' (blank) to 'Form of Indemnification Agreement' (8-K, September 18, 2026).
- Exhibit 3.1 changed from 'Amended and Restated Certificate of Incorporation' (10-K, March 5, 2021) to 'Articles of Incorporation' (8-K, September 18, 2026).
- Exhibit 3.2 changed from 'Certificate of Amendment to the Restated Certificate of Incorporation' (10-Q, August 6, 2025) to 'Bylaws of the registrant' (8-K, September 18, 2026).
- Foreign currency gains and losses were immaterial for the three and nine months ended September 30, 2026, up from three and six months ended June 30, 2026.
- Reference changed from 'shareholders' to 'stockholders' in the settlement discussion.
Everything here comes from DoorDash, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 30, 2026, from the 10-Q for Sep 2026.