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 ($9.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.40. Options: 29 managers hold calls ($938.1m notional), 38 hold puts ($1.1bn).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 395 |
| Q4 2022 | 411 |
| Q1 2023 | 418 |
| Q2 2023 | 453 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 239 | 160 |
| Q1 2023 | 220 | 192 |
| Q2 2023 | 258 | 164 |
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 |
| Q1 2023 | $798.9m | $1.2bn | 1.53 |
| Q2 2023 | $938.1m | $1.1bn | 1.20 |
Biggest buyers
| Newlands Management Operations LLC | Added | +3.4m |
| VIKING GLOBAL INVESTORS LP | New | +2.7m |
| BAILLIE GIFFORD & CO | Added | +2.5m |
| Capital World Investors | Added | +1.8m |
| TWO SIGMA ADVISERS, LP | Added | +1.7m |
| Amundi | Added | +1.6m |
| BlackRock Inc. | Added | +1.6m |
| MAVERICK CAPITAL LTD | Added | +955.2k |
| STATE STREET CORP | Added | +598.2k |
| Capital Research Global Investors | Added | +589.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.3m |
| Aspex Management (HK) Ltd | Reduced | -3.2m |
| SB INVESTMENT ADVISERS (UK) LTD | Reduced | -2.6m |
| FMR LLC | Reduced | -2.2m |
| SCGE MANAGEMENT, L.P. | Reduced | -2.1m |
| HHLR ADVISORS, LTD. | Reduced | -1.8m |
| TWINBEECH CAPITAL LP | Reduced | -680.2k |
| Darsana Capital Partners LP | Reduced | -675.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -507.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -490.9k |
Biggest calls
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | $244.1m3.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $230.2m3.0m shares |
| CITADEL ADVISORS LLC | Added | $126.3m1.7m shares |
| JANE STREET GROUP, LLC | Added | $69.6m910.6k shares |
| D. E. Shaw & Co., Inc. | Added | $46.1m602.6k shares |
| Twin Tree Management, LP | Reduced | $39.9m522.5k shares |
| SIMPLEX TRADING, LLC | Added | $35.6m465.4k shares |
| GOLDMAN SACHS GROUP INC | Added | $29.8m389.5k shares |
| IMC-Chicago, LLC | Added | $25.8m337.3k shares |
| Walleye Trading LLC | Reduced | $23.2m304.0k shares |
Biggest puts
| Deer Park Road Corp | Reduced | $496.7m6.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $203.7m2.7m shares |
| CITADEL ADVISORS LLC | Reduced | $64.2m839.8k shares |
| SIMPLEX TRADING, LLC | Added | $45.9m601.0k shares |
| UBS Group AG | Added | $37.4m489.7k shares |
| GOLDMAN SACHS GROUP INC | New | $34.9m456.3k shares |
| CTC LLC | Reduced | $33.2m4.3k shares |
| WOLVERINE TRADING, LLC | Added | $29.5m390.6k shares |
| Walleye Trading LLC | Reduced | $27.8m364.0k shares |
| IMC-Chicago, LLC | Added | $23.2m303.8k 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 Q2 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 10 | $63.8m | $11.1m |
| Q2 2023 | 0 | — | 10 | $95.5m | $37.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-28 | Brown Shona L Director | Sold plan | $133.2k1.8k shares |
| 2023-06-26 | Inukonda Ravi Chief Financial Officer | Sold plan | $262.5k3.5k shares |
| 2023-06-23 | Fang Andy Director | Sold | $4.8m67.0k shares |
| 2023-06-22 | Fang Andy Director | Sold | $4.9m67.0k shares |
| 2023-06-12 | Xu Tony Chief Executive Officer, director | Sold | $9.5m132.3k shares |
| 2023-06-09 | Inukonda Ravi Chief Financial Officer | Sold plan | $245.8k3.5k shares |
| 2023-06-08 | Tang Stanley Director | Sold plan | $6.5m93.0k shares |
| 2023-06-08 | Yandell Keith Chief Business Officer | Sold plan | $242.1k3.5k shares |
| 2023-06-07 | Tang Stanley Director | Sold plan | $6.5m93.0k shares |
| 2023-06-06 | Brown Shona L Director | Sold plan | $86.0k1.2k shares |
| 2023-05-24 | MERESMAN STANLEY J Director | Sold | $251.4k3.8k shares |
| 2023-05-22 | Adarkar Prabir President and COO | Sold | $1.3m19.0k shares |
| 2023-05-22 | Inukonda Ravi Chief Financial Officer | Sold | $839.4k12.6k shares |
| 2023-05-22 | Sherringham Tia General Counsel and Secretary | Sold | $818.6k12.2k shares |
| 2023-05-22 | Yandell Keith Chief Business Officer | Sold | $613.4k9.2k shares |
| 2023-05-22 | Lee Gordon S Chief Accounting Officer | Sold | $465.2k7.0k shares |
| 2023-05-22 | Fang Andy Director | Sold | $234.0k3.5k shares |
| 2023-05-22 | Tang Stanley Director | Sold | $231.4k3.5k shares |
| 2023-05-15 | Xu Tony Chief Executive Officer, director | Sold | $8.7m132.3k shares |
| 2023-05-12 | Fang Andy Director | Sold | $4.5m67.0k shares |
| 2023-05-11 | Fang Andy Director | Sold | $4.6m67.0k shares |
| 2023-05-11 | Lee Gordon S Chief Accounting Officer | Sold | $68.9k1.0k shares |
| 2023-05-10 | Tang Stanley Director | Sold plan | $6.3m93.0k shares |
| 2023-05-09 | Tang Stanley Director | Sold plan | $6.2m93.0k shares |
| 2023-05-04 | Brown Shona L Director | Sold plan | $78.4k1.2k shares |
| 2023-04-21 | Fang Andy Director | Sold | $4.0m67.0k shares |
| 2023-04-20 | Fang Andy Director | Sold | $4.1m67.0k shares |
| 2023-04-10 | Xu Tony Chief Executive Officer, director | Sold | $7.9m132.3k shares |
| 2023-04-10 | Tang Stanley Director | Sold plan | $5.5m93.0k shares |
| 2023-04-06 | Tang Stanley Director | Sold plan | $5.5m93.0k shares |
The latest 30 of 31 trades.
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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 25.13% of their portfolio | 34.9m $2.7bn | Reduced -32.0k |
| MORGAN STANLEY 0.20% of their portfolio | 27.1m $2.1bn | Reduced -3.3m |
| VANGUARD GROUP INC 0.05% of their portfolio | 26.3m $2.0bn | Added +345.5k |
| Capital Research Global Investors 0.37% of their portfolio | 18.2m $1.4bn | Added +589.9k |
| BlackRock Inc. 0.03% of their portfolio | 14.6m $1.1bn | Added +1.6m |
| BAILLIE GIFFORD & CO 0.80% of their portfolio | 12.3m $936.5m | Added +2.5m |
| SB INVESTMENT ADVISERS (UK) LTD 6.96% of their portfolio | 11.9m $912.7m | Reduced -2.6m |
| Galileo (PTC) Ltd 20.72% of their portfolio | 11.5m $881.5m | Unchanged |
| SANDS CAPITAL MANAGEMENT, LLC 2.05% of their portfolio | 8.7m $661.1m | Reduced -305.0k |
| Capital World Investors 0.12% of their portfolio | 8.0m $610.9m | Added +1.8m |
| Newlands Management Operations LLC 5.74% of their portfolio | 7.1m $538.8m | Added +3.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 6.8m $518.3m | Reduced -507.8k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 40.76% of their portfolio | 5.8m $447.0m | Unchanged |
| STATE STREET CORP 0.02% of their portfolio | 5.5m $421.2m | Added +598.2k |
| Aspex Management (HK) Ltd 11.73% of their portfolio | 5.3m $403.3m | Reduced -3.2m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.14% of their portfolio | 5.1m $390.5m | Unchanged |
| Temasek Holdings (Private) Ltd 2.16% of their portfolio | 4.9m $373.6m | Unchanged |
| Dragoneer Investment Group, LLC 7.49% of their portfolio | 4.7m $362.6m | Added +386.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 3.8m $286.6m | Added +307.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.40% of their portfolio | 3.3m $250.6m | Reduced -163.8k |
| Amundi 0.11% of their portfolio | 2.8m $220.2m | Added +1.6m |
| VIKING GLOBAL INVESTORS LP 0.84% of their portfolio | 2.7m $206.4m | New |
| HHLR ADVISORS, LTD. 4.34% of their portfolio | 2.7m $203.8m | Reduced -1.8m |
| NORGES BANK 0.04% of their portfolio | 2.6m $201.2m | Reduced -154.0k |
| TWO SIGMA INVESTMENTS, LP 0.53% of their portfolio | 2.6m $197.3m | Added +307.6k |
| TWO SIGMA ADVISERS, LP 0.49% of their portfolio | 2.5m $190.4m | Added +1.7m |
| Greenwoods Asset Management Hong Kong Ltd. 8.46% of their portfolio | 2.3m $175.1m | Unchanged |
| FIRST TRUST ADVISORS LP 0.17% of their portfolio | 1.9m $145.5m | Added +461.3k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.7m $130.5m | Added +109.6k |
| Discovery Value Fund 63.90% of their portfolio | 1.6m $126.0m | Unchanged |
| CITADEL ADVISORS LLC 0.13% of their portfolio | 1.5m $117.6m | Reduced -470.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio | 1.5m $112.0m | Reduced -6.5k |
| AH Equity Partners LSV III, L.L.C. 38.50% of their portfolio | 1.5m $111.7m | Unchanged |
| Legal & General Group Plc 0.04% of their portfolio | 1.5m $111.3m | Added +164.3k |
| SCGE MANAGEMENT, L.P. 2.61% of their portfolio | 1.4m $110.7m | Reduced -2.1m |
| Contrarius Investment Management Ltd 4.95% of their portfolio | 1.2m $92.1m | Reduced -378.1k |
| Coronation Fund Managers Ltd. 2.32% of their portfolio | 1.1m $86.2m | Added +449.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.0m $79.4m | Added +103.5k |
| MAVERICK CAPITAL LTD 1.57% of their portfolio | 963.2k $73.6m | Added +955.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 956.9k $73.1m | Added +52.0k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 952.7k $72.8m | Added +91.7k |
| COATUE MANAGEMENT LLC 0.35% of their portfolio | 933.5k $71.3m | Unchanged |
| FMR LLC 0.01% of their portfolio | 926.9k $70.8m | Reduced -2.2m |
| Swiss National Bank 0.05% of their portfolio | 920.0k $70.3m | Reduced -8.9k |
| TD Asset Management Inc 0.08% of their portfolio | 891.0k $68.1m | Reduced -28.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 890.9k $68.1m | Added +93.8k |
| Kinetic Partners Management, LP 6.84% of their portfolio | 883.1k $67.5m | Added +61.6k |
| Kohlberg Kravis Roberts & Co. L.P. 2.03% of their portfolio | 856.4k $65.4m | Unchanged |
| GREENOAKS LLC 7.91% of their portfolio | 855.0k $65.3m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 775.7k $49.3m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 750.8k $57.4m | Reduced -159.0k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 692.7k $52.9m | Reduced -8.3k |
| BESSEMER GROUP INC 0.11% of their portfolio | 678.5k $51.9m | Added +12.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 667.6k $51.0m | Added +15.2k |
| TREMBLANT CAPITAL GROUP 5.47% of their portfolio | 644.9k $49.3m | Reduced -116.6k |
| Sands Capital Alternatives, LLC 13.64% of their portfolio | 603.5k $46.1m | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp 0.10% of their portfolio | 589.8k $45.1m | Added +136.4k |
| Darsana Capital Partners LP 2.83% of their portfolio | 575.0k $43.9m | Reduced -675.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 571.7k $43.7m | Added +265.6k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 569.2k $43.5m | Added +118.1k |
| TB Alternative Assets Ltd. 9.57% of their portfolio | 503.5k $38.5m | Added +29.4k |
| Man Group plc 0.12% of their portfolio | 500.2k $38.2m | New |
| BARCLAYS PLC 0.02% of their portfolio | 458.3k $35.0m | Added +234.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 431.3k $33.0m | Added +36.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 423.1k $32.3m | Added +41.6k |
| Steadview Capital Management LLC 7.77% of their portfolio | 412.2k $31.5m | Added +152.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 406.1k $31.0m | Added +225.0k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 400.2k $30.6m | Reduced -392.8k |
| Nellore Capital Management LLC 5.68% of their portfolio | 397.4k $30.4m | Unchanged |
| National Pension Service 0.05% of their portfolio | 396.6k $29.9m | Added +2.3k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 395.9k $30.3m | Added +94.5k |
| First Beijing Investment Ltd 8.83% of their portfolio | 382.9k $29.3m | First filing |
| Invesco Ltd. 0.01% of their portfolio | 371.1k $28.4m | Added +40.1k |
| Bridgewater Associates, LP 0.17% of their portfolio | 368.3k $28.1m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 363.5k $27.8m | Reduced -629 |
| Broad Peak Investment Holdings Ltd. 3.70% of their portfolio | 357.0k $27.3m | Unchanged |
| Walleye Capital LLC 0.47% of their portfolio | 346.3k $26.5m | Added +222.8k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 341.5k $26.1m | Added +11.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 335.6k $25.6m | Added +52.4k |
| CROSSLINK CAPITAL INC 4.18% of their portfolio | 331.1k $25.3m | Added +115.8k |
| Robeco Institutional Asset Management B.V. 0.07% of their portfolio | 325.3k $24.9m | Added +287.4k |
| ICONIQ Capital, LLC 0.41% of their portfolio | 321.2k $24.5m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 309.9k $23.7m | Added +7.2k |
| Railway Pension Investments Ltd 0.23% of their portfolio | 304.3k $23.3m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 274.1k $20.9m | Added +241.9k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 270.4k $20.6m | Reduced -31.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 270.1k $20.6m | Reduced -490.9k |
| Adero Partners, LLC 2.03% of their portfolio | 269.5k $20.6m | Added +5 |
| MOORE CAPITAL MANAGEMENT, LP 0.49% of their portfolio | 264.5k $20.2m | Added +41.6k |
| TenCore Partners, LP 5.22% of their portfolio | 262.6k $20.1m | Reduced -13.4k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 254.6k $19.5m | Added +198.2k |
| Half Sky Capital (UK) Ltd 9.97% of their portfolio | 249.8k $19.0m | Reduced -182.2k |
| Styrax Capital, LP 2.15% of their portfolio | 240.6k $18.4m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 239.5k $18.3m | Reduced -464.5k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 231.6k $17.7m | Added +30.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 218.1k $16.7m | Added +116.1k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.56% of their portfolio | 211.8k $16.2m | Unchanged |
| Duquesne Family Office LLC 0.55% of their portfolio | 206.9k $15.8m | New |
| Honeycomb Asset Management LP 2.80% of their portfolio | 200.0k $15.3m | New |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 190.3k $14.5m | Added +98.8k |