1stdibs.com, Inc. filings document the public-company disclosures of an online luxury design marketplace. Recent 8-K reports record operating results and financial-condition updates, including GMV, net revenue, gross profit, gross margin, GAAP net loss, adjusted EBITDA, cash and short-term investments, and quarterly or annual earnings releases furnished as exhibits.
Proxy materials describe annual meeting procedures, stockholder voting matters and board-governance disclosures. Other current reports cover capital actions such as common-stock repurchase authorization changes, tying the company's filing record to earnings, governance and capital-allocation disclosures.
1stdibs.com, Inc. (DIBS) reported that Chief Financial Officer Thomas J. Etergino had three blocks of restricted stock units convert into an equal number of common shares on September 8, 2026, totaling 34,472 shares. On the same date, 17,599 shares of common stock were withheld at $4.73 per share to satisfy tax withholding obligations in connection with vesting RSU installments; none of these withheld shares were sold in open market transactions.
1stdibs.com, Inc. (DIBS) reported that General Counsel and CPO Melanie F. Goins converted 30,557 restricted stock units into common shares on September 8, 2026. In connection with this vesting, 8,970 shares at $4.73 per share were withheld to satisfy tax withholding obligations; no shares were sold in open-market transactions.
1stdibs.com, Inc. (DIBS) reported that Chief Executive Officer and director David S. Rosenblatt had multiple tranches of restricted stock units (RSUs) vest on September 8, 2026, which were settled into shares of common stock. Four RSU awards covering an aggregate of 174,167 underlying shares of common stock were exercised or converted into common shares. To cover tax withholding obligations related to these vestings, 96,229 shares of common stock were retained by the company on a net withholding basis at a reference price of $4.73 per share, and the filing states that none of these shares were sold in an open market transaction. After these transactions, Rosenblatt also reports indirect ownership of 22,500 shares through the 2024 Laura Thalheimer Rosenblatt Family Trust and 712,802 shares through the 2012 David Rosenblatt Family Trust. No Rule 10b5-1 trading plan is indicated.
1stdibs.com, Inc. (DIBS) furnished an investor presentation outlining its 2026 product and operations roadmap focused on discovery, personalization, tastemakers, service, and shipping. The marketplace lists nearly 1.9 million one-of-a-kind items as of Q2 2026 and highlights search, AI, and logistics as key levers.
The company reports that buyers who use search convert at nearly 4x the rate of non-search buyers, and that AI metadata enrichment drove a 4% improvement in search success. A new image-search feature and plans for semantic and conversational search are described. Personalization initiatives include a two-tower machine-learning user profile model to tailor recommendations and marketing.
The presentation notes average order value of about $2,850, emphasizing high-value, complex shipments. Shipping initiatives include USPS rates 30–50% below standard, prequote coverage on nearly 90% of listings, and parcel rate reductions of up to 8%, with goals to cut shipping quotes by up to 30%, exceed 85% on-time shipping, and reach over 95% tracking coverage. Service changes include an AI customer service agent that increased inbound chat resolution from 14% to 25% by late August and migration to a new 24/7 BPO partner. Social media efforts include a Tastemakers program, 1 million Instagram followers, and tripled video views quarter over quarter.
1stdibs.com, Inc. received Amendment No. 7 to a Schedule 13G reporting common stock ownership by David S. Rosenblatt and two related family trusts. Based on 33,615,293 shares outstanding as of June 30, 2026, Rosenblatt reports 3,701,802 shares of common stock, representing 10.5% of the class, with sole voting and dispositive power over these shares.
The 2012 David Rosenblatt Family Trust holds 712,802 shares (about 2.1%), and the 2024 Laura Thalheimer Rosenblatt Family Trust holds 22,500 shares (about 0.1%), each with sole voting and dispositive power. Rosenblatt states he has no voting or dispositive power over the trust shares and disclaims beneficial ownership of them except to the extent of any pecuniary interest.
1stdibs.com, Inc. reported modest growth and sharply reduced losses for the quarter ended June 30, 2026. Net revenue rose to $23.3 million from $22.1 million, driven by higher average order value, while Gross Merchandise Value reached $95,993 thousand. Net loss narrowed to $1.0 million from $4.3 million, and Adjusted EBITDA improved to a positive $1.3 million from a loss of $1.8 million.
For the first six months of 2026, net revenue was $45.7 million and net loss was $3.2 million, both better than a year earlier. Free cash flow was a negative $4.2 million. The company held $67.7 million of cash, cash equivalents and short-term investments and reported stockholders’ equity of $73.7 million as of June 30, 2026. Key marketplace metrics showed GMV of $185.7 million for the first half, with 57,663 Active Buyers compared with 64,363 a year earlier. During the first half, 1stDibs incurred $0.5 million of restructuring expenses and repurchased 4.1 million shares for $20.7 million under its 2025 and 2026 stock repurchase programs.
1stDibs.com, Inc. reported second quarter 2026 results with net revenue of $23.3 million, up 5% year-over-year, and gross profit of $17.2 million, up 8%. Gross margin improved to 73.9% from 71.8%.
GAAP net loss narrowed to $1.0 million from $4.3 million a year earlier, while Adjusted EBITDA turned positive at $1.3 million with a 5.6% margin versus a (7.9)% margin in 2025. Gross Merchandise Value was $96.0 million, up 7%, though Number of Orders fell 4% and Active Buyers declined 10% to about 58K. Cash, cash equivalents and short-term investments totaled $67.7 million as of June 30, 2026.
For third quarter 2026 guidance, management projects GMV of $89.0–$94.0 million, net revenue of $22.0–$22.9 million, and non-GAAP Adjusted EBITDA margin between (1)% and 2%.
1stdibs.com director Paula Volent increased her direct ownership through an equity award vesting. On 2026-06-08, she exercised restricted stock units covering 40,926 shares, receiving the same number of shares of Common Stock. This was a derivative exercise, not an open‑market purchase or sale.
Following the transaction, Volent directly owns 115,544 shares of Common Stock. The corresponding 40,926 restricted stock units were fully converted, leaving no remaining units from this grant. The RSUs carried no cash exercise price and each unit represented the right to receive one share of common stock.
1stdibs.com director Taylor Everette exercised restricted stock units that converted into 40,926 shares of Common Stock. Each restricted stock unit represented the right to receive one share with no exercise price, reflecting equity compensation vesting. After this transaction, Everette directly holds 105,270 common shares.
1stdibs.com, Inc. director Brian Schipper exercised restricted stock units into common shares. On June 8, 2026, he converted 40,926 restricted stock units into 40,926 shares of common stock, reflecting an exercise or conversion of a derivative security rather than a market purchase or sale.
Following these transactions, Schipper directly held 115,544 shares of common stock. Each restricted stock unit represented a contingent right to receive one share of common stock and, as disclosed, the restricted stock units themselves had no expiration date. No open-market sales were reported in this filing.