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 ($29.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.46. Options: 28 managers hold calls ($1.1bn notional), 37 hold puts ($789.5m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 395 |
| Q4 2022 | 411 |
| Q1 2023 | 418 |
| Q2 2023 | 453 |
| Q3 2023 | 489 |
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 |
| Q3 2023 | 271 | 173 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $736.7m | $666.1m | 0.90 |
| Q1 2023 | $798.9m | $1.2bn | 1.53 |
| Q2 2023 | $938.1m | $1.1bn | 1.20 |
| Q3 2023 | $1.1bn | $789.5m | 0.70 |
Biggest buyers
| VIKING GLOBAL INVESTORS LP | Added | +2.7m |
| JPMORGAN CHASE & CO | Added | +1.8m |
| Capital Research Global Investors | Added | +1.8m |
| Capital World Investors | Added | +1.3m |
| TIGER GLOBAL MANAGEMENT LLC | New | +1.2m |
| LORD, ABBETT & CO. LLC | Added | +1.2m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +982.6k |
| VANGUARD GROUP INC | Added | +781.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +711.4k |
| Invesco Ltd. | Added | +628.6k |
Biggest sellers
| Amundi | Reduced | -2.4m |
| SC US (TTGP), LTD. | Reduced | -2.0m |
| SB INVESTMENT ADVISERS (UK) LTD | Reduced | -1.4m |
| Aspex Management (HK) Ltd | Reduced | -1.3m |
| SCGE MANAGEMENT, L.P. | Reduced | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -1.3m |
| Greenwoods Asset Management Hong Kong Ltd. | Reduced | -1.1m |
| COATUE MANAGEMENT LLC | Sold out | -933.5k |
| Contrarius Investment Management Ltd | Reduced | -845.1k |
| FMR LLC | Reduced | -687.4k |
Biggest calls
| ALKEON CAPITAL MANAGEMENT LLC | Added | $357.6m4.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $240.3m3.0m shares |
| CITADEL ADVISORS LLC | Added | $149.0m1.9m shares |
| JANE STREET GROUP, LLC | Added | $116.7m1.5m shares |
| Twin Tree Management, LP | Added | $44.9m565.3k shares |
| SIMPLEX TRADING, LLC | Added | $42.7m537.9k shares |
| IMC-Chicago, LLC | Added | $35.3m444.1k shares |
| Walleye Trading LLC | Reduced | $21.4m269.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $18.4m231.9k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $17.0m213.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $179.9m2.3m shares |
| JPMORGAN CHASE & CO | Added | $80.2m1.0m shares |
| CITADEL ADVISORS LLC | Added | $74.5m937.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $58.8m740.0k shares |
| GOLDMAN SACHS GROUP INC | Added | $45.3m570.0k shares |
| Walleye Trading LLC | Added | $43.8m551.3k shares |
| JANE STREET GROUP, LLC | Added | $41.0m516.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $33.1m416.3k shares |
| IMC-Chicago, LLC | Added | $33.0m415.2k shares |
| PEAK6 Investments LLC | Added | $31.4m395.1k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 9 | $118.7m | $18.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-29 | Inukonda Ravi Chief Financial Officer | Sold plan | $561.8k7.0k shares |
| 2023-09-12 | Xu Tony Chief Executive Officer, director | Sold | $11.0m132.3k shares |
| 2023-09-08 | Fang Andy Director | Sold | $5.4m67.0k shares |
| 2023-09-08 | Adarkar Prabir President and COO | Sold plan | $654.5k8.0k shares |
| 2023-09-07 | Fang Andy Director | Sold | $5.4m67.0k shares |
| 2023-09-07 | Brown Shona L Director | Sold plan | $57.2k703 shares |
| 2023-09-06 | Tang Stanley Director | Sold | $7.6m93.0k shares |
| 2023-09-05 | Tang Stanley Director | Sold | $7.8m93.0k shares |
| 2023-09-01 | Yandell Keith Chief Business Officer | Sold plan | $297.5k3.5k shares |
| 2023-08-30 | Inukonda Ravi Chief Financial Officer | Sold plan | $567.0k7.0k shares |
| 2023-08-25 | Fang Andy Director | Sold | $5.2m67.0k shares |
| 2023-08-24 | Fang Andy Director | Sold | $5.1m67.0k shares |
| 2023-08-21 | Adarkar Prabir President and COO | Sold | $1.5m19.4k shares |
| 2023-08-21 | Inukonda Ravi Chief Financial Officer | Sold | $975.4k12.8k shares |
| 2023-08-21 | Sherringham Tia General Counsel and Secretary | Sold | $951.4k12.5k shares |
| 2023-08-21 | Yandell Keith Chief Business Officer | Sold | $713.0k9.4k shares |
| 2023-08-21 | Lee Gordon S Chief Accounting Officer | Sold | $297.1k3.9k shares |
| 2023-08-21 | Fang Andy Director | Sold | $272.1k3.6k shares |
| 2023-08-21 | Tang Stanley Director | Sold | $269.0k3.5k shares |
| 2023-08-15 | Xu Tony Chief Executive Officer, director | Sold | $10.4m132.3k shares |
| 2023-08-11 | Tang Stanley Director | Sold | $7.4m93.0k shares |
| 2023-08-11 | Lee Gordon S Chief Accounting Officer | Sold | $81.4k1.0k shares |
| 2023-08-10 | Tang Stanley Director | Sold | $7.7m93.0k shares |
| 2023-08-04 | Brown Shona L Director | Sold plan | $60.2k700 shares |
| 2023-08-01 | Yandell Keith Chief Business Officer | Sold plan | $313.2k3.5k shares |
| 2023-07-31 | Inukonda Ravi Chief Financial Officer | Sold plan | $630.8k7.0k shares |
| 2023-07-17 | Xu Tony Chief Executive Officer, director | Sold | $11.2m132.3k shares |
| 2023-07-14 | Fang Andy Director | Sold | $5.5m67.0k shares |
| 2023-07-13 | Fang Andy Director | Sold | $5.5m67.0k shares |
| 2023-07-12 | Tang Stanley Director | Sold plan | $7.5m93.0k shares |
The latest 30 of 33 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 24.10% of their portfolio | 32.9m $2.6bn | Reduced -2.0m |
| VANGUARD GROUP INC 0.05% of their portfolio | 27.0m $2.1bn | Added +781.9k |
| MORGAN STANLEY 0.22% of their portfolio | 26.9m $2.1bn | Reduced -233.3k |
| Capital Research Global Investors 0.44% of their portfolio | 20.1m $1.6bn | Added +1.8m |
| BlackRock Inc. 0.03% of their portfolio | 15.2m $1.2bn | Added +607.7k |
| BAILLIE GIFFORD & CO 0.87% of their portfolio | 12.0m $953.9m | Reduced -251.9k |
| Galileo (PTC) Ltd 27.87% of their portfolio | 11.5m $916.7m | Unchanged |
| SB INVESTMENT ADVISERS (UK) LTD 6.88% of their portfolio | 10.5m $836.0m | Reduced -1.4m |
| Capital World Investors 0.15% of their portfolio | 9.3m $741.9m | Added +1.3m |
| SANDS CAPITAL MANAGEMENT, LLC 2.28% of their portfolio | 8.4m $668.9m | Reduced -233.6k |
| Newlands Management Operations LLC 5.99% of their portfolio | 7.1m $560.3m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 6.6m $523.6m | Reduced -193.4k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 47.72% of their portfolio | 5.8m $464.8m | Unchanged |
| STATE STREET CORP 0.03% of their portfolio | 5.8m $459.5m | Added +270.6k |
| VIKING GLOBAL INVESTORS LP 1.73% of their portfolio | 5.4m $426.6m | Added +2.7m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.40% of their portfolio | 5.1m $406.1m | Unchanged |
| Temasek Holdings (Private) Ltd 2.30% of their portfolio | 4.9m $386.7m | Reduced -22.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 4.5m $354.7m | Added +711.4k |
| Dragoneer Investment Group, LLC 8.11% of their portfolio | 4.4m $352.3m | Reduced -311.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.53% of their portfolio | 4.3m $338.7m | Added +982.6k |
| Aspex Management (HK) Ltd 9.62% of their portfolio | 3.9m $312.7m | Reduced -1.3m |
| TWO SIGMA ADVISERS, LP 0.57% of their portfolio | 2.8m $222.4m | Added +305.9k |
| HHLR ADVISORS, LTD. 4.73% of their portfolio | 2.7m $211.9m | Unchanged |
| NORGES BANK 0.04% of their portfolio | 2.4m $192.8m | Reduced -206.7k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.4m $189.9m | Added +1.8m |
| TWO SIGMA INVESTMENTS, LP 0.49% of their portfolio | 2.2m $174.7m | Reduced -383.8k |
| FIRST TRUST ADVISORS LP 0.20% of their portfolio | 2.1m $168.0m | Added +210.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.27% of their portfolio | 2.0m $157.5m | Added +515.5k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.8m $145.5m | Added +123.4k |
| Discovery Value Fund 71.81% of their portfolio | 1.6m $131.0m | Unchanged |
| AH Equity Partners LSV III, L.L.C. 44.35% of their portfolio | 1.5m $116.1m | Unchanged |
| Legal & General Group Plc 0.04% of their portfolio | 1.4m $114.3m | Reduced -17.9k |
| LORD, ABBETT & CO. LLC 0.19% of their portfolio | 1.3m $104.5m | Added +1.2m |
| TIGER GLOBAL MANAGEMENT LLC 0.72% of their portfolio | 1.2m $97.4m | New |
| Greenwoods Asset Management Hong Kong Ltd. 3.70% of their portfolio | 1.2m $94.4m | Reduced -1.1m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $89.6m | Added +175.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.1m $87.3m | Added +141.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.1m $83.6m | Added +12.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.0m $80.5m | Added +122.3k |
| Invesco Ltd. 0.02% of their portfolio | 999.6k $79.4m | Added +628.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 961.9k $76.5m | Added +186.2k |
| Kinetic Partners Management, LP 7.54% of their portfolio | 960.6k $76.3m | Added +77.5k |
| MAVERICK CAPITAL LTD 1.75% of their portfolio | 944.0k $75.0m | Reduced -19.2k |
| Kohlberg Kravis Roberts & Co. L.P. 2.39% of their portfolio | 856.4k $68.1m | Unchanged |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 856.1k $68.0m | Added +601.5k |
| TD Asset Management Inc 0.08% of their portfolio | 853.8k $67.8m | Reduced -37.2k |
| Swiss National Bank 0.05% of their portfolio | 812.7k $64.6m | Reduced -107.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 755.4k $60.0m | Added +4.6k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 684.5k $54.4m | Reduced -8.2k |
| BESSEMER GROUP INC 0.12% of their portfolio | 680.9k $54.1m | Added +2.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 657.3k $52.2m | Reduced -10.3k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 656.1k $52.1m | Added +256.0k |
| Coronation Fund Managers Ltd. 1.56% of their portfolio | 653.6k $51.9m | Reduced -474.2k |
| GREENOAKS LLC 6.13% of their portfolio | 623.4k $49.5m | Reduced -231.6k |
| Qube Research & Technologies Ltd 0.15% of their portfolio | 616.1k $49.0m | New |
| Sands Capital Alternatives, LLC 14.19% of their portfolio | 603.5k $48.0m | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp 0.12% of their portfolio | 583.2k $46.4m | Reduced -6.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio | 570.6k $45.3m | Added +300.6k |
| HRT FINANCIAL LP 0.47% of their portfolio | 568.3k $45.2m | New |
| Point72 Asset Management, L.P. 0.15% of their portfolio | 559.7k $44.5m | New |
| Spyglass Capital Management LLC 3.48% of their portfolio | 559.4k $44.5m | New |
| Bridgewater Associates, LP 0.24% of their portfolio | 498.0k $39.6m | Added +129.7k |
| TREMBLANT CAPITAL GROUP 4.72% of their portfolio | 494.4k $39.3m | Reduced -150.5k |
| California Public Employees Retirement System 0.03% of their portfolio | 451.5k $35.9m | Added +28.4k |
| Robeco Institutional Asset Management B.V. 0.09% of their portfolio | 431.0k $34.3m | Added +105.7k |
| FEDERATED HERMES, INC. 0.09% of their portfolio | 424.7k $33.7m | Added +345.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 412.9k $32.8m | Reduced -18.4k |
| Steadview Capital Management LLC 13.20% of their portfolio | 412.2k $32.8m | Unchanged |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 407.6k $32.4m | Added +1.5k |
| Railway Pension Investments Ltd 0.34% of their portfolio | 391.3k $31.1m | Added +87.1k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 390.7k $31.1m | Reduced -5.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 388.5k $30.9m | Added +25.0k |
| First Beijing Investment Ltd 5.86% of their portfolio | 382.9k $30.4m | Unchanged |
| National Pension Service 0.04% of their portfolio | 372.1k $27.7m | Reduced -24.6k |
| Squarepoint Ops LLC 0.14% of their portfolio | 367.3k $29.2m | Added +279.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 365.2k $29.0m | Added +213.1k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 360.9k $28.7m | Added +298.8k |
| Contrarius Investment Management Ltd 1.61% of their portfolio | 360.2k $28.6m | Reduced -845.1k |
| Broad Peak Investment Holdings Ltd. 3.69% of their portfolio | 357.0k $28.4m | Unchanged |
| BARCLAYS PLC 0.02% of their portfolio | 354.6k $28.2m | Reduced -103.8k |
| Amundi 0.01% of their portfolio | 348.1k $26.2m | Reduced -2.4m |
| TUDOR INVESTMENT CORP ET AL 0.39% of their portfolio | 333.9k $26.5m | Added +231.1k |
| Holocene Advisors, LP 0.12% of their portfolio | 328.1k $26.1m | New |
| ICONIQ Capital, LLC 0.50% of their portfolio | 321.2k $25.5m | Unchanged |
| CROSSLINK CAPITAL INC 4.76% of their portfolio | 317.2k $25.2m | Reduced -14.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 305.9k $24.3m | Reduced -4.0k |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 2.12% of their portfolio | 300.0k $23.8m | Added +150.0k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 295.0k $23.4m | Added +24.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 291.0k $23.1m | Reduced -44.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 290.3k $23.1m | Added +72.2k |
| Adero Partners, LLC 2.22% of their portfolio | 289.9k $23.0m | Added +20.4k |
| Nellore Capital Management LLC 4.22% of their portfolio | 282.4k $22.4m | Reduced -115.0k |
| PANAGORA ASSET MANAGEMENT INC 0.13% of their portfolio | 263.7k $21.0m | Added +248.7k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 257.9k $20.5m | Reduced -1.3m |
| TWINBEECH CAPITAL LP 0.39% of their portfolio | 257.4k $20.5m | Added +169.1k |
| TB Alternative Assets Ltd. 5.41% of their portfolio | 250.6k $19.9m | Reduced -252.9k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.75% of their portfolio | 250.0k $19.9m | New |
| Wildcat Capital Management, LLC 7.78% of their portfolio | 243.7k $19.4m | New |
| FMR LLC 0.00% of their portfolio | 239.5k $19.0m | Reduced -687.4k |
| AlpInvest Partners B.V. 4.98% of their portfolio | 238.3k $18.9m | Added +101.2k |