SEC filings · customer concentration

Who depends on Stripe

1 listed supplier reports Stripe as a customer worth 10% or more of their revenue, led by Duolingo at 10%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2021–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on Stripe

Listed companies whose annual report names Stripe as a customer worth 10% or more of their revenue. If Stripe cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
DuolingoDUOL10%from 12%FY 2021: 10%FY 2023: 12%FY 2024: 12%FY 2025: 10%4 yearsFY 2025 · filed 27 Feb 2026

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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