DOORDASH INC DASH
CL A · Common Stock · CUSIP 25809K105 · ISIN US25809K1051
American food delivery company
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSan Francisco, CA
- Founded2012
- Websitedoordash.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.84. Options: 31 managers hold calls ($736.7m notional), 34 hold puts ($666.1m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 395 |
| Q4 2022 | 411 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $631.5m | $642.3m | 1.02 |
| Q4 2022 | $736.7m | $666.1m | 0.90 |
Biggest buyers
| Capital Research Global Investors | Added | +9.8m |
| Capital World Investors | Added | +5.3m |
| Aspex Management (HK) Ltd | Added | +2.5m |
| Amundi | Added | +1.7m |
| MORGAN STANLEY | Added | +1.4m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.3m |
| FIRST TRUST ADVISORS LP | Added | +1.3m |
| Contrarius Investment Management Ltd | New | +1.2m |
| JPMORGAN CHASE & CO | Added | +998.8k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -4.8m |
| SB INVESTMENT ADVISERS (UK) LTD | Reduced | -4.3m |
| TIGER GLOBAL MANAGEMENT LLC | Sold out | -3.7m |
| ICONIQ Capital, LLC | Reduced | -2.5m |
| Assenagon Asset Management S.A. | Reduced | -829.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -651.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -523.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -514.1k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -441.9k |
| Prime Capital Management Co Ltd | Reduced | -271.3k |
Biggest calls
| ALKEON CAPITAL MANAGEMENT LLC | Added | $170.6m3.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $161.8m3.3m shares |
| CITADEL ADVISORS LLC | Added | $123.8m2.5m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $38.2m782.7k shares |
| Twin Tree Management, LP | Reduced | $36.9m756.8k shares |
| SIMPLEX TRADING, LLC | Added | $30.3m621.4k shares |
| CTC LLC | Added | $28.0m5.7k shares |
| IMC-Chicago, LLC | Added | $25.4m519.6k shares |
| D. E. Shaw & Co., Inc. | Added | $22.7m465.6k shares |
| JANE STREET GROUP, LLC | Reduced | $21.6m442.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $181.1m3.7m shares |
| Deer Park Road Corp | Unchanged | $102.7m2.1m shares |
| CITADEL ADVISORS LLC | Added | $59.0m1.2m shares |
| Parallax Volatility Advisers, L.P. | Added | $58.3m1.2m shares |
| PEAK6 Investments LLC | Added | $26.6m544.5k shares |
| D. E. Shaw & Co., Inc. | Added | $26.1m534.6k shares |
| CTC LLC | Added | $25.6m5.3k shares |
| Twin Tree Management, LP | Reduced | $22.1m452.4k shares |
| NOMURA HOLDINGS INC | New | $17.7m363.5k shares |
| JANE STREET GROUP, LLC | Reduced | $16.4m336.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.6% |
| Xu Tony 13G · exempt (held before listing) filed 2025-02-13 | 6.6% |
| BlackRock, Inc. 13G · institution new · filed 2025-04-23 | 6.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 9 | $182.5m | — |
| Q1 2022 | 1 | $50.0m | 10 | $82.2m | — |
| Q2 2022 | 0 | — | 9 | $21.3m | — |
| Q3 2022 | 0 | — | 8 | $13.9m | — |
| Q4 2022 | 0 | — | 8 | $9.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-09 | Payne Christopher D President and COO | Sold | $2.6m47.1k shares |
| 2022-12-06 | Brown Shona L Director | Sold | $66.1k1.2k shares |
| 2022-11-21 | Payne Christopher D President and COO | Sold | $941.4k16.9k shares |
| 2022-11-21 | Yandell Keith Chief Business Officer | Sold | $741.6k13.4k shares |
| 2022-11-21 | Sherringham Tia General Counsel and Secretary | Sold | $504.3k9.1k shares |
| 2022-11-21 | Lee Gordon S Chief Accounting Officer | Sold | $332.4k6.0k shares |
| 2022-11-21 | Adarkar Prabir Chief Financial Officer | Sold | $331.3k6.0k shares |
| 2022-11-21 | Tang Stanley Director | Sold | $226.4k4.1k shares |
| 2022-11-16 | MERESMAN STANLEY J Director | Sold | $921.2k15.0k shares |
| 2022-11-11 | Lee Gordon S Chief Accounting Officer | Sold | $60.5k1.0k shares |
| 2022-11-09 | Payne Christopher D President and COO | Sold | $2.5m47.1k shares |
| 2022-11-04 | Brown Shona L Director | Sold | $68.8k1.2k shares |
| 2022-10-06 | Brown Shona L Director | Sold | $66.6k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 23.10% of their portfolio | 35.9m $1.8bn | Reduced -5.2k |
| MORGAN STANLEY 0.16% of their portfolio | 29.1m $1.4bn | Added +1.4m |
| VANGUARD GROUP INC 0.03% of their portfolio | 25.6m $1.3bn | Added +594.9k |
| SB INVESTMENT ADVISERS (UK) LTD 8.56% of their portfolio | 21.0m $1.0bn | Reduced -4.3m |
| Capital Research Global Investors 0.26% of their portfolio | 17.6m $861.4m | Added +9.8m |
| BlackRock Inc. 0.02% of their portfolio | 12.5m $612.6m | Added +534.2k |
| Galileo (PTC) Ltd 19.92% of their portfolio | 11.5m $563.3m | Added +6.1k |
| SANDS CAPITAL MANAGEMENT, LLC 1.75% of their portfolio | 9.5m $464.1m | Added +964.8k |
| BAILLIE GIFFORD & CO 0.44% of their portfolio | 8.7m $426.4m | Added +936.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 8.0m $393.0m | Reduced -4.8m |
| Aspex Management (HK) Ltd 10.89% of their portfolio | 8.0m $389.3m | Added +2.5m |
| Capital World Investors 0.06% of their portfolio | 6.1m $299.3m | Added +5.3m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3.69% of their portfolio | 5.1m $249.5m | Unchanged |
| Temasek Holdings (Private) Ltd 1.39% of their portfolio | 4.9m $238.6m | Reduced -7.1k |
| STATE STREET CORP 0.01% of their portfolio | 4.8m $235.7m | Added +148.3k |
| HHLR ADVISORS, LTD. 4.64% of their portfolio | 4.5m $219.9m | Reduced -186.5k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 28.13% of their portfolio | 4.3m $210.3m | Reduced -102.6k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 4.2m $204.8m | Reduced -514.1k |
| Newlands Management Operations LLC 4.65% of their portfolio | 3.6m $176.7m | First filing |
| Dragoneer Investment Group, LLC 5.37% of their portfolio | 3.6m $173.5m | Unchanged |
| SCGE MANAGEMENT, L.P. 6.09% of their portfolio | 3.5m $172.4m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.3m $162.4m | Added +172.3k |
| Discovery Value Fund 43.83% of their portfolio | 3.1m $151.3m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.28% of their portfolio | 2.9m $141.6m | Added +1.3m |
| COATUE MANAGEMENT LLC 1.53% of their portfolio | 2.8m $136.3m | Reduced -27.9k |
| NORGES BANK 0.03% of their portfolio | 2.7m $132.7m | Added +638.4k |
| Darsana Capital Partners LP 8.14% of their portfolio | 2.5m $122.0m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.35% of their portfolio | 2.2m $108.1m | Added +1.3m |
| Amundi 0.05% of their portfolio | 1.8m $93.1m | Added +1.7m |
| Greenwoods Asset Management Hong Kong Ltd. 5.30% of their portfolio | 1.8m $86.4m | Added +557.4k |
| FMR LLC 0.01% of their portfolio | 1.8m $85.8m | Added +65.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $77.1m | Added +123.8k |
| AH Equity Partners LSV III, L.L.C. 38.59% of their portfolio | 1.5m $71.3m | Unchanged |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 1.4m $68.1m | Added +1.3m |
| Legal & General Group Plc 0.02% of their portfolio | 1.3m $64.3m | Added +54.5k |
| Robeco Institutional Asset Management B.V. 0.18% of their portfolio | 1.3m $63.1m | Reduced -127.8k |
| TREMBLANT CAPITAL GROUP 5.42% of their portfolio | 1.3m $62.1m | Added +121.4k |
| TD Asset Management Inc 0.07% of their portfolio | 1.2m $60.5m | Reduced -215.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $60.0m | Added +998.8k |
| Contrarius Investment Management Ltd 3.64% of their portfolio | 1.2m $59.8m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 1.2m $59.0m | Added +92.2k |
| Swiss National Bank 0.03% of their portfolio | 945.7k $46.2m | Added +111.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 945.2k $46.1m | Added +31.5k |
| Broad Peak Investment Holdings Ltd. 7.21% of their portfolio | 930.0k $45.4m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 878.2k $42.9m | Reduced -523.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 861.0k $42.0m | Added +35.1k |
| Kohlberg Kravis Roberts & Co. L.P. 1.41% of their portfolio | 856.4k $41.8m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 767.5k $37.5m | Added +62.5k |
| Kinetic Partners Management, LP 6.53% of their portfolio | 765.0k $37.3m | First filing |
| TWO SIGMA ADVISERS, LP 0.10% of their portfolio | 757.9k $37.0m | Added +352.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 746.0k $36.4m | Added +91.3k |
| GREENOAKS LLC 5.94% of their portfolio | 725.0k $35.4m | Added +125.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 700.0k $34.2m | Reduced -2.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 666.7k $32.5m | Added +478.6k |
| BESSEMER GROUP INC 0.08% of their portfolio | 651.3k $31.8m | Added +6.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 646.3k $31.6m | Added +99.4k |
| Qube Research & Technologies Ltd 0.18% of their portfolio | 603.9k $29.5m | Added +591.2k |
| Sands Capital Alternatives, LLC 8.07% of their portfolio | 603.5k $29.5m | Added +2.1k |
| TWINBEECH CAPITAL LP 0.55% of their portfolio | 592.9k $28.9m | New |
| Man Group plc 0.10% of their portfolio | 567.2k $27.7m | Reduced -26.5k |
| Parallax Volatility Advisers, L.P. 0.70% of their portfolio | 555.5k $27.1m | Added +23.9k |
| Half Sky Capital (UK) Ltd 15.87% of their portfolio | 508.0k $24.8m | Added +82.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 502.9k $24.5m | Added +47.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.12% of their portfolio | 500.0k $24.4m | Added +481.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 476.7k $23.3m | Added +14.7k |
| California Public Employees Retirement System 0.02% of their portfolio | 463.4k $22.6m | Reduced -47.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 426.6k $20.8m | Added +251.7k |
| UBS Group AG 0.01% of their portfolio | 413.2k $20.2m | Reduced -194.4k |
| Cubist Systematic Strategies, LLC 0.17% of their portfolio | 404.5k $19.7m | Reduced -219.9k |
| Nellore Capital Management LLC 4.77% of their portfolio | 397.4k $19.4m | Added +117.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 397.3k $19.4m | Added +53.9k |
| National Pension Service 0.04% of their portfolio | 394.3k $19.3m | Added +63.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 368.5k $18.0m | Added +147.5k |
| CoreView Capital Management Ltd 2.61% of their portfolio | 347.7k $17.0m | Added +243.6k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 334.4k $16.3m | Added +134.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 324.1k $15.8m | Added +1.2k |
| ICONIQ Capital, LLC 0.23% of their portfolio | 321.2k $15.7m | Reduced -2.5m |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 320.9k $15.7m | Added +27.1k |
| Coronation Fund Managers Ltd. 0.41% of their portfolio | 301.4k $14.7m | Added +292.6k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 300.4k $14.7m | Added +255.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 298.2k $14.6m | Reduced -4.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 290.3k $14.2m | Added +5.3k |
| TenCore Partners, LP 5.06% of their portfolio | 286.9k $14.0m | Unchanged |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 283.8k $13.9m | Added +19.9k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 270.0k $13.2m | Reduced -1.8k |
| Adero Partners, LLC 1.53% of their portfolio | 259.8k $12.7m | Unchanged |
| Twin Tree Management, LP 0.35% of their portfolio | 235.4k $11.5m | Added +57.8k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 228.8k $11.2m | Reduced -829.9k |
| Railway Pension Investments Ltd 0.11% of their portfolio | 222.1k $10.8m | Unchanged |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 219.2k $10.6m | Reduced -2.7k |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 202.4k $9.9m | Added +43.4k |
| Quadrature Capital Ltd 0.29% of their portfolio | 199.6k $9.7m | Reduced -123.4k |
| BARCLAYS PLC 0.01% of their portfolio | 196.1k $9.6m | First filing |
| Invesco Ltd. 0.00% of their portfolio | 193.9k $9.5m | Added +18.1k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.36% of their portfolio | 193.3k $9.4m | Added +42.4k |
| Steadview Capital Management LLC 2.75% of their portfolio | 181.2k $8.8m | Unchanged |
| NATIXIS 0.05% of their portfolio | 180.0k $8.8m | Added +143.5k |
| CONNORS INVESTOR SERVICES INC 1.02% of their portfolio | 166.5k $8.1m | Unchanged |
| TB Alternative Assets Ltd. 2.84% of their portfolio | 162.0k $7.9m | Added +31.7k |
| Alberta Investment Management Corp 0.07% of their portfolio | 161.9k $7.9m | Unchanged |