Welcome to our dedicated page for Instacart, Inc.(Maplebear Inc.) SEC filings (Ticker: CART), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Understanding Instacart's financial performance requires parsing how its three business segments interact. The company's 10-K annual reports break down revenue between marketplace transactions, platform services to retailers, and advertising through Instacart Ads. Each segment carries different margin profiles and growth trajectories that matter for valuation.
Quarterly 10-Q filings reveal trends in gross transaction value, order volume, and take rates that indicate marketplace health. The advertising segment's contribution margin and growth rate receive particular attention as retail media has become a key profitability driver. Platform revenue from enterprise clients like grocery chains using Storefront Pro provides recurring revenue visibility.
Given Instacart's reliance on approximately 600,000 independent shopper contractors, 8-K filings may disclose material developments around labor classification, regulatory changes, or operational adjustments affecting this workforce. The company's exposure to gig economy regulations across multiple states and Canada creates disclosure requirements when material legislative or legal developments occur.
Form 4 insider transactions track buying and selling by executives and directors. As a company that went public in 2023, insider trading patterns can signal management's confidence in the stock's valuation relative to growth prospects.
The DEF 14A proxy statement details executive compensation structures, including how performance metrics like GTV growth and adjusted EBITDA tie to management incentives. Board composition and governance practices are documented here as well.
Our AI-powered summaries help you quickly identify the key disclosures in Instacart's SEC filings, from segment revenue breakdowns to risk factor updates regarding competition from Amazon, Walmart, and other delivery platforms.
Maplebear Inc. (Instacart) announced a planned leadership change on its Board. On November 21, 2025, Fidji Simo informed the company she would resign as Chair and as a director, effective once the Board appointed a new Chair. The company states her resignation is not due to any disagreement regarding operations, policies, or practices.
On November 24, 2025, the Board appointed Chris Rogers, already serving as Chief Executive Officer, to succeed Ms. Simo as Chair. In connection with her departure, the size of the Board was reduced from ten directors to nine, reflecting her vacated seat.
Maplebear Inc. (CART) director reports stock sale
A Maplebear Inc. director reported selling 4,056 shares of common stock on 11/21/2025 in an open market transaction coded "S". The shares were sold at a price of $40.7218 per share. After this transaction, the director beneficially owns 15,078 shares of Maplebear common stock, held directly. This filing is a routine disclosure of insider trading activity required under securities regulations.
Maplebear Inc. (CART) reported an insider stock sale by its General Counsel & Secretary. On 11/19/2025, the officer sold 4,914 shares of common stock at $41.25 per share.
After this transaction, the officer beneficially owned 409,854 shares, held directly. The sale was carried out under a Rule 10b5-1 trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c), which was adopted on November 26, 2024.
Maplebear Inc. (CART) reported an insider transaction by its Chief Financial Officer on 11/15/2025. The filing shows that 21,394 shares of common stock were disposed of at $41.05 per share, coded as “F,” which indicates shares were withheld to cover tax obligations from the vesting of restricted stock units rather than an open-market sale. Following this tax withholding event, the reporting person beneficially owned 487,720 shares of Maplebear common stock in direct ownership.
Maplebear Inc. (CART) reported an insider equity transaction by its General Counsel and Secretary on 11/15/2025. The filing shows the disposition of 12,755 shares of common stock at $41.05 per share, coded as a Form 4 transaction type “F.” This code and the footnote clarify that the shares were withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units, rather than sold in an open market transaction.
Following this tax-related withholding, the reporting person beneficially owns 414,768 shares of Maplebear Inc. common stock in direct ownership. The filing is made by a single reporting person and indicates the transaction was part of routine equity compensation and tax settlement activity.
Maplebear Inc. (CART) reported an insider transaction by its President and CEO, who also serves as a director. On 11/15/2025, the insider had 44,482 shares of common stock withheld at a price of $41.05 per share to cover tax obligations arising from the vesting of restricted stock units.
After this tax-withholding event, the insider beneficially owned 695,398 shares of Maplebear common stock, held in direct ownership. The filing is a routine disclosure of equity compensation and related tax withholding rather than an open-market purchase or sale.
Maplebear Inc. (CART) reported an insider transaction: a director filed a Form 4 disclosing the sale of 4,065 shares of common stock on 11/12/2025 at a $39.9148 weighted-average price. The sales were made under a Rule 10b5-1 trading plan adopted on November 20, 2024.
Following the transaction, the reporting person beneficially owns 565,677 shares, held directly. The filing notes the shares were sold in multiple trades within a price range of $39.59 to $49.09 per share.
Maplebear Inc. (Instacart) reported solid Q3 2025 results. Revenue grew to $939 million from $852 million a year ago, driven by Transaction revenue of $670 million and Advertising and other revenue of $269 million. Gross profit reached $692 million. Net income rose to $144 million, with diluted EPS of $0.51.
For the first nine months, revenue was $2.75 billion and net income $366 million. Cash and cash equivalents increased to $1.69 billion as of September 30, 2025, supported by $788 million in operating cash flow year‑to‑date. The company repurchased $272 million of common stock year‑to‑date.
Instacart acquired Wynshop for $106 million on April 30, 2025, adding $40 million of identifiable intangibles and increasing goodwill to $392 million. Accrued legal and regulatory matters rose to $97 million. The company disclosed ongoing discussions with FTC staff regarding certain marketing and membership practices. Shares outstanding were 262,532,964 as of October 31, 2025.
Maplebear Inc. (CART) furnished a Shareholder Letter announcing financial results for the quarter ended September 30, 2025. The company also expanded its share repurchase authorization.
The Board approved an increase to the share repurchase program to $2.5 billion, up from $1 billion. As of September 30, 2025, approximately $290 million of capacity remained under the prior authorization. The program has no expiration date and allows purchases via open market repurchases, accelerated share repurchase programs, privately negotiated transactions, and other methods in accordance with applicable laws.
Maplebear announced its intent to enter an accelerated share repurchase agreement with Goldman Sachs & Co. LLC to repurchase $250 million of common stock. Transactions are expected to begin on November 11, 2025, with final settlement expected by the end of the first quarter of 2026.
Maplebear Inc. (CART) reported an insider transaction by its General Counsel & Secretary. On 10/20/2025, the officer sold 3,546 shares of common stock at $38.85 per share, leaving 427,523 shares beneficially owned directly after the trade. The transaction was made pursuant to a Rule 10b5-1 trading plan adopted on November 26, 2024.
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