S-1.space

SEC EDGAR · Form S-1 · An annotated archive

Every IPO begins with a confession.

Before a company sells you shares, it must tell you everything that could go wrong — in writing, under oath, on the public record. This is an archive of those documents: the pitch, the warnings, and — with hindsight — which of them came true. Every claim links back to the original filing on sec.gov.

52 companies · every quote sourced · updated from EDGAR

The filings


SpaceX SPCX · Aerospace · 2026

The largest IPO in history: rockets, Starlink, and a $1.75 trillion ask, priced June 2026.

+5% vs IPO
Figma FIG · Enterprise Software · 2025

The design tool Adobe tried to buy for $20B; regulators blocked it, so it IPO'd instead.

-13% vs IPO
Chime CHYM · Fintech · 2025

A neobank for paycheck-to-paycheck America, built on interchange fees.

+23% vs IPO
Circle CRCL · Crypto / Fintech · 2025

The USDC stablecoin issuer whose entire business is interest on other people's dollars.

+181% vs IPO
CoreWeave CRWV · AI Infrastructure · 2025

A crypto-miner turned GPU cloud that bet everything on AI demand — and on debt.

+111% vs IPO
Reddit RDDT · Social Media · 2024

Warned its own users might sabotage the platform; sold them IPO shares anyway.

+350% vs IPO
Klaviyo KVYO · Enterprise Software · 2023

Bootstrapped-ish, profitable, and deeply tied to Shopify — the anti-2021 software IPO.

-33% vs IPO
Instacart CART · Consumer Marketplace · 2023

Grocery delivery firm that IPO'd at a quarter of its peak private valuation.

+69% vs IPO
Cava CAVA · Consumer / Restaurants · 2023

The Mediterranean Chipotle that reopened the IPO window after an 18-month drought.

+204% vs IPO
Rivian RIVN · Automotive / EV · 2021

EV maker that IPO'd to a $100B+ valuation with almost no revenue.

-79% vs IPO
Robinhood HOOD · Fintech · 2021

Zero-commission brokerage that warned its main revenue source might be outlawed.

+174% vs IPO
Duolingo DUOL · Consumer Internet · 2021

The green owl that turned language homework into a streak; profitable engagement, unprofitable company.

+44% vs IPO
Coinbase COIN · Crypto / Fintech · 2021

Crypto exchange whose S-1 tied its fate explicitly to crypto price cycles.

-29% vs IPO
Roblox RBLX · Gaming · 2021

A game platform whose developers are children and whose currency is imaginary; revenue was real.

-14% vs IPO
Bumble BMBL · Consumer Internet · 2021

The women-first dating app; the S-1's growth curve ended almost exactly at the IPO.

-94% vs IPO
Affirm AFRM · Fintech · 2021

Buy-now-pay-later at peak fintech euphoria, with a third of revenue from one exercise-bike company.

+59% vs IPO
Airbnb ABNB · Travel · 2020

Home-sharing marketplace that filed mid-pandemic after its revenue collapsed.

+179% vs IPO
DoorDash DASH · Consumer Marketplace · 2020

Food delivery leader that went public at the height of pandemic demand.

+132% vs IPO
Palantir PLTR · Enterprise Software · 2020

Seventeen years private, unapologetically pro-government, and structured so founders keep control forever.

+2470% vs IPO
Asana ASAN · Enterprise Software · 2020

A work-management tool whose founder funded it partly with personal loans against his own stock.

-52% vs IPO
Unity U · Gaming / Software · 2020

The engine behind half the world's games, priced by an unusual investor auction.

-17% vs IPO
Snowflake SNOW · Enterprise Software · 2020

Cloud data warehouse that priced the largest software IPO ever at the time.

+173% vs IPO
Casper CSPR · Consumer / DTC · 2020

The DTC mattress company that punctured the direct-to-consumer IPO narrative.

delisted Acquired at $6.9 (-43%)
Peloton PTON · Consumer Hardware · 2019

Connected fitness company whose pandemic boom and bust both exceeded its own scenarios.

-81% vs IPO
Datadog DDOG · Enterprise Software · 2019

Monitoring and observability platform that turned down a Cisco acquisition to IPO.

+778% vs IPO
WeWork Real Estate / Office · 2019

The canonical cautionary S-1: filed at a $47B private valuation, withdrawn in six weeks.

never traded S-1 withdrawn
Slack WORK · Enterprise Software · 2019

Went public without selling a share and warned Microsoft would bundle against it. Microsoft did.

delisted Acquired at $45.86 (+76%)
Chewy CHWY · Consumer / E-commerce · 2019

Pet-food e-commerce owned by the company that bought Pets.com's carcass; this time it worked.

+6% vs IPO
CrowdStrike CRWD · Cybersecurity · 2019

Cloud-native endpoint security vendor; one of the decade's best IPO outcomes.

+2469% vs IPO
Uber UBER · Consumer Marketplace · 2019

Ride-hailing giant that told investors it might never be profitable.

+75% vs IPO
Beyond Meat BYND · Consumer / Food · 2019

Plant-based meat maker with the best first-day pop since 2000 — then a long decline.

-98% vs IPO
Zoom ZM · Enterprise Software · 2019

Rare profitable software IPO, one year before the pandemic made it a verb.

+173% vs IPO
Pinterest PINS · Social Media · 2019

The visual-discovery board that refused to call itself a social network.

+22% vs IPO
Lyft LYFT · Consumer Marketplace · 2019

Beat Uber to market by six weeks; the stock never saw its IPO price again.

-75% vs IPO
Dropbox DBX · Enterprise Software · 2018

Filed at half its peak private valuation and said so; the discount never fully closed.

+70% vs IPO
Stitch Fix SFIX · Consumer / DTC · 2017

A rare profitable consumer IPO that sold algorithmic styling; the algorithm stopped working.

-79% vs IPO
Roku ROKU · Consumer Internet · 2017

The streaming-box maker that said the money was in the platform, not the hardware.

+1026% vs IPO
Blue Apron APRN · Consumer / Food · 2017

Cut its IPO price a third after Amazon bought Whole Foods mid-roadshow; it never recovered.

delisted acquired
Snap SNAP · Social Media · 2017

First IPO to sell shares with zero voting rights, and said so plainly.

-68% vs IPO
Block (Square) XYZ · Fintech · 2015

Priced below its last private round — the original down-round IPO that worked out.

+829% vs IPO
Fitbit FIT · Consumer Hardware · 2015

The fitness-tracker leader that warned smartwatches could eat its market. Apple's did.

delisted Acquired at $7.35 (-63%)
Etsy ETSY · Consumer Marketplace · 2015

The handmade marketplace that told investors its values mattered more than growth.

+422% vs IPO
GoPro GPRO · Consumer Hardware · 2014

A camera company that asked to be valued as a media company; the market eventually said no.

-98% vs IPO
Twitter TWTR · Social Media · 2013

Warned it depended on ad revenue and user growth it couldn't guarantee; sold to Musk nine years later.

delisted Acquired at $54.2 (+109%)
Facebook META · Social Media · 2012

Warned it made almost no money on mobile. That risk materialized, then it fixed it.

+1421% vs IPO
Yelp YELP · Consumer Internet · 2012

The local-reviews site that warned Google could bury it; spent the next decade proving the point.

+55% vs IPO
Zynga ZNGA · Gaming · 2011

The FarmVille maker that told investors nearly all its revenue depended on Facebook.

delisted Acquired at $9.86 (-1%)
Groupon GRPN · Consumer Marketplace · 2011

The fastest-growing company in history by revenue, whose accounting the SEC made it restate before pricing.

-95% vs IPO
LinkedIn LNKD · Social Media · 2011

The professional network whose debut doubled on day one and reopened the consumer-internet IPO window.

delisted Acquired at $196 (+336%)
Tesla TSLA · Automotive / EV · 2010

The first American carmaker IPO in half a century; warned it had one car and had never made a profit.

+30673% vs IPO
Google GOOGL · Consumer Internet · 2004

"Google is not a conventional company." Sold via Dutch auction, governed by founders, priced at $85.

+16194% vs IPO
Amazon AMZN · Consumer / E-commerce · 1997

An online bookstore that told investors it would lose money for the foreseeable future. It meant it.

+355140% vs IPO

Still private

No S-1 exists for these yet. When one hits EDGAR, it gets a page within the day.


OpenAI AI · no filing on record

Confidentially filed a draft S-1 with the SEC on May 22, 2026, but has said it may wait until 2027 to list. No public prospectus on EDGAR yet — the page activates the day one appears.

watching EDGAR for: OpenAI · OpenAI Global · OpenAI Holdings

Anthropic AI · no filing on record

Confidentially submitted a draft S-1 on June 1, 2026, after a Series H at a $965B valuation. The public prospectus is expected imminently; a Nasdaq debut is reported as possible in late 2026.

watching EDGAR for: Anthropic · Anthropic PBC