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. director Alfred Lin reported entity-level restructuring transactions in Class A Common Stock tied to Sequoia-managed investment vehicles. On 2026-08-07, Sequoia Capital Fund, LP and Sequoia Capital Fund Parallel, LLC made pro rata in-kind distributions for no consideration to their partners, reducing their indirect holdings while leaving them with 20,540,976 and 2,512,407 shares, respectively. An estate planning vehicle associated with Lin indirectly acquired 301,867 shares, bringing its holdings to 877,117 shares. Additional indirect holdings are 514,047 shares through SC US/E Expansion Fund I Management, L.P., and Lin directly holds 3,150 shares. Footnotes state these distributions were non-cash and that Lin disclaims beneficial ownership of fund-held shares except to the extent of his pecuniary interest.
DoorDash, Inc. is changing its legal domicile through a reincorporation from Delaware to Nevada by conversion (the “Nevada Reincorporation”). On August 6, 2026, the board of directors unanimously approved the move and recommended it to stockholders.
On the same date, a group of founders and affiliated trusts and entities (the “Consenting Stockholders”) delivered a written consent approving the Nevada Reincorporation and related Nevada charter, bylaws, and plan of conversion. These holders owned 25,884 shares of Class A and 24,215,044 shares of Class B common stock, together representing approximately 54.2% of the voting power of DoorDash’s outstanding capital stock as of the record date, thereby satisfying Delaware’s majority approval requirement without a meeting.
As of the record date, DoorDash had 409,082,893 Class A and 24,215,044 Class B shares outstanding and entitled to vote. The company plans to make required filings with Delaware and Nevada, and to effect the Nevada Reincorporation no earlier than 20 calendar days after mailing this information statement to stockholders who did not consent. After the move, DoorDash will be governed by the Nevada Revised Statutes and new Nevada charter and bylaws, which emphasize a statute-based business judgment rule, broader director and officer protections, different stockholder inspection rights, and Nevada-focused forum and anti-takeover frameworks.
DoorDash, Inc. reports that certain major stockholders holding at least a majority of the voting power approved by written consent in lieu of a meeting a plan to reincorporate the company from Delaware to Nevada (the Nevada Reincorporation). These Consenting Stockholders held 25,884 shares of Class A common stock and 24,215,044 shares of Class B common stock, representing approximately 54.2% of the voting power of the company’s outstanding capital stock entitled to vote as of August 6, 2026. The company plans to complete the Nevada Reincorporation no earlier than 20 calendar days after mailing an information statement on Schedule 14C to holders of record of its voting capital stock as of that date.
DoorDash director Stanley Tang reported an internal restructuring-related acquisition of 10,361 shares of Class A Common Stock on August 7, 2026. These shares were received as part of Sequoia Capital Fund’s pro rata in-kind distribution to investment funds in which the reporting person’s estate planning vehicles are partners and are held indirectly through The ST Trust, for which he serves as trustee. Following the transactions reported, he also holds 40,218 shares directly, a portion of which are represented by Restricted Stock Units.
DoorDash, Inc. reported that Chief Executive Officer Tony Xu had an indirect acquisition of 8,159 shares of Class A Common Stock on 2026-08-07, coded as an "other" transaction. These shares were received through Sequoia Capital Fund’s pro rata in-kind distribution to investment funds in which Xu’s estate planning vehicles are partners and are held by TXX Investments LLC, whose sole member is a family trust where Xu serves as trustee. A separate line reflects 1,500 shares held directly after the reported transactions. The filing’s Rule 10b5-1 checkbox was not marked as being under a trading plan.
DoorDash director Andy Fang reported transactions on August 6, 2026 involving Class A and Class B Common Stock. An associated trust converted 15,000 shares of Class B into 15,000 shares of Class A, then sold 15,000 Class A shares at $215.00 per share in a transaction effected under a Rule 10b5-1 trading plan adopted on March 6, 2026. Following these transactions, Fang continues to hold Class B shares directly and through trusts representing 50,285 and 144,000 underlying Class A shares, as well as 44,189 Class A shares held directly, some represented by Restricted Stock Units.
DoorDash, Inc. (DASH) insider entities have filed to sell Class A common stock under Rule 144. A brokerage account at Morgan Stanley Smith Barney LLC’s Executive Financial Services is listed for a proposed sale of 45,000 Class A shares, acquired as founder shares on 06/01/2020 from the issuer. Recent 10b5-1 plan activity for The AF Living Trust includes sales of 20,000 shares on 08/03/2026, 5,000 shares on 07/01/2026, and 5,000 shares on 06/24/2026. Separately, Andy Fang reported a sale of 1,164 common shares on 05/20/2026.
DoorDash, Inc. delivered rapid growth for the quarter ended June 30, 2026, with revenue of $4,454 million, up 36% year over year, as Marketplace GOV rose to $33,078 million and Total Orders reached 970 million. Net revenue margin remained 13.5%, while GAAP net income attributable to common stockholders declined to $200 million from $285 million, reducing net income to 0.6% of Marketplace GOV.
Non‑GAAP metrics strengthened: Contribution Profit increased to $1,641 million and Adjusted EBITDA to $914 million, or 2.8% of Marketplace GOV. Q2 operating cash flow was $944 million and Free Cash Flow $742 million. As of June 30, 2026, DoorDash carried $2,750 million of 0% Convertible Senior Notes due 2030, held $2,005 million of net intangible assets and $5,495 million of goodwill from acquisitions, and had repurchased $1,000 million of Class A stock in the first half of 2026.
DoorDash, Inc. reported second‑quarter 2026 results showing strong growth in demand and revenue alongside lower GAAP profitability. Total Orders rose 27% year over year to 970 million and Marketplace GOV increased 36% to $33.1 billion. Revenue grew 36% to $4.454 billion, while GAAP net income attributable to common stockholders declined 30% to $200 million.
Profitability on a non‑GAAP basis and cash generation improved. Adjusted EBITDA increased 40% to $914 million, or 2.8% of Marketplace GOV. Net cash from operating activities was $944 million and Free Cash Flow reached $742 million, both sharply higher year over year. DoorDash guides Q3 2026 Marketplace GOV to $33.0–$34.0 billion and Adjusted EBITDA to $950 million–$1.1 billion while continuing significant investment in its global technology platform, AI initiatives, international operations, and autonomy programs.
DoorDash director Stanley Tang reported converting 67,693 shares of Class B Common Stock into Class A Common Stock at a 1:1 ratio and selling a total of 69,364 Class A shares (directly and via The ST Trust) on August 3, 2026 under a Rule 10b5-1 trading plan adopted on December 3, 2025. After these transactions, he held 40,218 Class A shares directly and 7,828 Class B shares directly, which are convertible into Class A on a 1:1 basis.