DoorDash, Inc. filings document operating results, Regulation FD materials, shareholder communications, governance actions, and capital-structure matters for the company’s local commerce marketplace. Its Form 8-K reports include quarterly and annual financial results, shareholder letters, supplemental investor materials, director appointments, annual meeting results, and material-event disclosures.
DoorDash’s proxy filings cover board elections, director classes, committee matters, executive compensation, equity awards, auditor ratification, advisory compensation votes, and amendments to corporate governing documents. The filing record also documents stockholder voting outcomes and governance matters tied to the company’s public-company obligations.
DoorDash, Inc. executive Keith Yandell reported a small tax-related share sale. The Chief Business Officer sold 4,227 shares of DoorDash Class A common stock at an average price of $155.588 per share to cover tax obligations tied to vesting restricted stock units. After this transaction, he continues to hold 83,749 shares directly, indicating the filing reflects routine tax withholding rather than a significant change in his overall ownership position.
DoorDash, Inc. chief accounting officer Gordon S. Lee reported an open-market sale of Class A Common Stock. He sold 2,910 shares on May 20, 2026 at an average price of $155.588 per share. A footnote explains the shares were sold to cover tax obligations tied to vesting restricted stock units. After this tax-related sale, he continues to hold 89,651 shares of DoorDash Class A Common Stock directly.
DoorDash reported Q1 2026 revenue of $4.0 billion, up 33% year over year, with net income of $184 million. Total Orders grew 27% to 933 million and Marketplace GOV rose 37% to $31.6 billion, while Net Revenue Margin edged down to 12.8%.
GAAP gross profit reached $1.94 billion and Adjusted EBITDA increased to $754 million. The quarter reflects integration of recent acquisitions, including Deliveroo, SevenRooms, and Symbiosys, $48 million of restructuring charges tied to country exits, and $162 million of share repurchases. DoorDash ended the quarter with $4.6 billion in cash and $2.75 billion of 0% Convertible Senior Notes due 2030.
DoorDash reported strong Q1 2026 growth with some profit pressure. Revenue rose 33% year over year to $4.0 billion, driven by a 27% increase in Total Orders to 933 million and a 37% jump in Marketplace GOV to $31.6 billion.
GAAP net income attributable to common stockholders slipped 5% to $184 million, while Adjusted EBITDA increased 28% to $754 million, reflecting higher operating scale but slightly lower margins. Free Cash Flow was $420 million, and cash, cash equivalents, and restricted cash totaled $4.98 billion at quarter end.
Management guided Q2 2026 Marketplace GOV to $32.4–$33.4 billion and Adjusted EBITDA to $770–$870 million, and expects Deliveroo to contribute about $200 million of Adjusted EBITDA in 2026. Year to date through May 5, the company repurchased 1.4 million shares for $205 million under a $5.0 billion authorization.
DoorDash, Inc. director Stanley Tang reported open-market sales of Class A Common Stock through a trust he oversees. On May 4, 2026, The ST Trust sold a total of 23,125 Class A shares in multiple trades at weighted average prices ranging from $172.19 to $176.40 per share, under a pre-arranged Rule 10b5-1 trading plan adopted on December 3, 2025.
After these transactions, Tang holds 43,481 Class A shares directly and 7,828 Class B shares directly, plus additional Class A and Class B shares indirectly through The ST Trust, including 3,546,164 Class B shares that are convertible into Class A on a 1:1 basis with no expiration date.
DoorDash, Inc. filed an amended annual report for the year ended December 31, 2025 to add an explanatory paragraph to KPMG’s audit opinion about excluding newly acquired SevenRooms and Deliveroo from 2025 internal-control testing. The amendment does not change any 10-K financial figures.
For 2025, DoorDash generated $13.7 billion in revenue, up from $10.7 billion in 2024, and reported $935 million in net income attributable to common stockholders versus $123 million in 2024 and a loss in 2023. Operating income reached $723 million, reversing prior operating losses.
Total assets rose to $19.7 billion, driven by acquisitions and higher goodwill and intangibles. DoorDash acquired Deliveroo for $3,724 million and SevenRooms for $1,152 million, adding significant developed technology, customer and merchant relationship intangibles, and $2.9 billion of new goodwill in 2025. The company also issued $2,720 million of convertible notes and increased insurance reserves, which reached $1.1 billion at year-end.
Vanguard Capital Management filed a Schedule 13G reporting beneficial ownership of 27,144,745 shares of DoorDash Inc. The filing shows 27,144,745 shares representing 6.62% of the class as of 03/31/2026. The filer reports sole dispositive power over 27,144,745 shares and sole voting power over 3,689,657 shares. Signature is dated 04/29/2026.
Lee Gordon S reported acquisition or exercise transactions in this Form 4 filing.
DoorDash, Inc. reported that its Chief Accounting Officer, Gordon S. Lee, received an award of 10,195 shares of Class A common stock represented by restricted stock units (RSUs). These RSUs were granted at $0.00 per share as part of compensation, not an open-market purchase.
The RSUs will vest quarterly over four years beginning on February 20, 2026, with 35.82% vesting equally over the first 8 quarters and 64.18% vesting equally over the following 8 quarters, subject to continued service. After this award, Lee directly holds 92,561 shares, including RSUs.
Sherringham Tia reported acquisition or exercise transactions in this Form 4 filing.
DoorDash, Inc. reported that its General Counsel and Secretary, Tia Sherringham, received a grant of 51,740 shares of Class A Common Stock in the form of restricted stock units (RSUs). The award increases her direct holdings to 138,649 shares after the transaction.
The RSUs will vest in equal quarterly installments over a four-year period beginning on February 20, 2026, and each vesting event requires that she continue as a service provider through the applicable date. This structure ties the equity award to ongoing service with the company.
Yandell Keith reported acquisition or exercise transactions in this Form 4 filing.
DoorDash, Inc. chief business officer Keith Yandell reported receiving 30,435 shares of Class A Common Stock in the form of restricted stock units (RSUs). The RSUs were granted at no cash cost per share.
The RSUs will vest in equal quarterly installments over four years beginning on February 20, 2026, as long as Yandell continues to be a Service Provider through each vesting date. After this award, he directly holds 87,976 shares of Class A Common Stock.