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 ($69.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $98.90. Options: 33 managers hold calls ($1.5bn notional), 40 hold puts ($992.6m).
Trends to Q4 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 |
| Q4 2023 | 570 |
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 |
| Q4 2023 | 355 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $798.9m | $1.2bn | 1.53 |
| Q2 2023 | $938.1m | $1.1bn | 1.20 |
| Q3 2023 | $1.1bn | $789.5m | 0.70 |
| Q4 2023 | $1.5bn | $992.6m | 0.66 |
Biggest buyers
| MORGAN STANLEY | Added | +27.5m |
| JPMORGAN CHASE & CO | Added | +16.6m |
| VANGUARD GROUP INC | Added | +2.3m |
| BlackRock Inc. | Added | +1.6m |
| Invesco Ltd. | Added | +1.5m |
| FRANKLIN RESOURCES INC | Added | +1.2m |
| DEUTSCHE BANK AG\ | Added | +1.1m |
| Assenagon Asset Management S.A. | Added | +1.1m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +1.0m |
| Amundi | Added | +979.7k |
Biggest sellers
| Galileo (PTC) Ltd | Reduced | -3.8m |
| Capital Research Global Investors | Reduced | -2.2m |
| VIKING GLOBAL INVESTORS LP | Reduced | -1.9m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.8m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | Reduced | -1.8m |
| HHLR ADVISORS, LTD. | Reduced | -1.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.4m |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -1.2m |
| SC US (TTGP), LTD. | Reduced | -1.2m |
| SB INVESTMENT ADVISERS (UK) LTD | Reduced | -1.1m |
Biggest calls
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | $395.6m4.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $321.6m3.3m shares |
| JANE STREET GROUP, LLC | Added | $250.7m2.5m shares |
| CITADEL ADVISORS LLC | Reduced | $148.8m1.5m shares |
| Twin Tree Management, LP | Added | $58.6m592.7k shares |
| GOLDMAN SACHS GROUP INC | Added | $45.5m459.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $43.5m439.6k shares |
| IMC-Chicago, LLC | Reduced | $38.6m390.4k shares |
| WOLVERINE TRADING, LLC | Added | $36.2m366.0k shares |
| GTS SECURITIES LLC | Added | $25.9m262.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $202.4m2.0m shares |
| JPMORGAN CHASE & CO | Added | $199.5m2.0m shares |
| SIMPLEX TRADING, LLC | Added | $70.1m709.3k shares |
| CITADEL ADVISORS LLC | Reduced | $68.6m693.9k shares |
| Walleye Trading LLC | Reduced | $50.4m509.8k shares |
| IMC-Chicago, LLC | Added | $43.0m434.4k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $39.7m401.0k shares |
| HBK INVESTMENTS L P | Added | $35.2m356.4k shares |
| JANE STREET GROUP, LLC | Reduced | $32.1m324.3k shares |
| PEAK6 Investments LLC | Reduced | $28.5m287.8k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 0 | — | 9 | $137.3m | $9.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-29 | Fang Andy Director | Sold | $6.7m67.0k shares |
| 2023-12-29 | Inukonda Ravi Chief Financial Officer | Sold plan | $700.5k7.0k shares |
| 2023-12-28 | Fang Andy Director | Sold | $6.7m67.0k shares |
| 2023-12-12 | Xu Tony Chief Executive Officer, director | Sold | $13.4m132.3k shares |
| 2023-12-08 | Sherringham Tia General Counsel and Secretary | Sold plan | $4.2m42.4k shares |
| 2023-12-06 | Tang Stanley Director | Sold | $9.1m93.0k shares |
| 2023-12-06 | Brown Shona L Director | Sold plan | $68.9k703 shares |
| 2023-12-05 | Tang Stanley Director | Sold | $8.9m93.0k shares |
| 2023-12-01 | Adarkar Prabir President and COO | Sold plan | $744.4k8.0k shares |
| 2023-12-01 | Yandell Keith Chief Business Officer | Sold plan | $325.7k3.5k shares |
| 2023-11-30 | Inukonda Ravi Chief Financial Officer | Sold plan | $663.7k7.0k shares |
| 2023-11-20 | Adarkar Prabir President and COO | Sold | $1.7m17.8k shares |
| 2023-11-20 | Inukonda Ravi Chief Financial Officer | Sold | $1.2m12.6k shares |
| 2023-11-20 | Sherringham Tia General Counsel and Secretary | Sold | $1.2m12.2k shares |
| 2023-11-20 | Yandell Keith Chief Business Officer | Sold | $872.3k9.2k shares |
| 2023-11-20 | Fang Andy Director | Sold | $332.7k3.5k shares |
| 2023-11-20 | Lee Gordon S Chief Accounting Officer | Sold | $330.4k3.5k shares |
| 2023-11-20 | Tang Stanley Director | Sold | $329.3k3.5k shares |
| 2023-11-17 | Fang Andy Director | Sold | $6.4m67.0k shares |
| 2023-11-16 | Fang Andy Director | Sold | $6.3m67.0k shares |
| 2023-11-15 | Xu Tony Chief Executive Officer, director | Sold | $12.6m132.3k shares |
| 2023-11-14 | Tang Stanley Director | Sold | $8.6m93.0k shares |
| 2023-11-13 | Tang Stanley Director | Sold | $8.2m93.0k shares |
| 2023-11-13 | Lee Gordon S Chief Accounting Officer | Sold plan | $86.7k1.0k shares |
| 2023-11-06 | Brown Shona L Director | Sold plan | $64.7k700 shares |
| 2023-11-01 | Adarkar Prabir President and COO | Sold plan | $603.4k8.0k shares |
| 2023-11-01 | Yandell Keith Chief Business Officer | Sold plan | $264.7k3.5k shares |
| 2023-10-31 | Inukonda Ravi Chief Financial Officer | Sold plan | $262.5k3.5k shares |
| 2023-10-30 | Inukonda Ravi Chief Financial Officer | Sold plan | $250.6k3.5k shares |
| 2023-10-17 | Tang Stanley Director | Sold | $7.1m93.0k shares |
The latest 30 of 37 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.24% of their portfolio | 54.4m $5.4bn | Added +27.5m |
| SC US (TTGP), LTD. 25.86% of their portfolio | 31.7m $3.1bn | Reduced -1.2m |
| VANGUARD GROUP INC 0.06% of their portfolio | 29.3m $2.9bn | Added +2.3m |
| JPMORGAN CHASE & CO 0.10% of their portfolio | 19.0m $1.9bn | Added +16.6m |
| Capital Research Global Investors 0.43% of their portfolio | 17.8m $1.8bn | Reduced -2.2m |
| BlackRock Inc. 0.04% of their portfolio | 16.8m $1.7bn | Added +1.6m |
| BAILLIE GIFFORD & CO 1.00% of their portfolio | 12.8m $1.3bn | Added +773.0k |
| SB INVESTMENT ADVISERS (UK) LTD 8.33% of their portfolio | 9.5m $936.1m | Reduced -1.1m |
| Capital World Investors 0.17% of their portfolio | 9.4m $929.1m | Added +60.0k |
| Galileo (PTC) Ltd 32.69% of their portfolio | 7.7m $760.4m | Reduced -3.8m |
| SANDS CAPITAL MANAGEMENT, LLC 2.16% of their portfolio | 7.2m $709.7m | Reduced -1.2m |
| Newlands Management Operations LLC 6.40% of their portfolio | 7.1m $697.2m | Unchanged |
| STATE STREET CORP 0.03% of their portfolio | 6.3m $623.9m | Added +526.8k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 49.53% of their portfolio | 5.5m $545.2m | Reduced -335.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 5.2m $516.9m | Reduced -1.4m |
| Temasek Holdings (Private) Ltd 2.69% of their portfolio | 4.9m $481.2m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.8m $470.2m | Added +293.3k |
| Dragoneer Investment Group, LLC 7.88% of their portfolio | 3.7m $362.8m | Reduced -765.2k |
| VIKING GLOBAL INVESTORS LP 1.26% of their portfolio | 3.5m $345.0m | Reduced -1.9m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4.04% of their portfolio | 3.3m $326.3m | Reduced -1.8m |
| Aspex Management (HK) Ltd 8.97% of their portfolio | 3.1m $305.8m | Reduced -842.0k |
| FIRST TRUST ADVISORS LP 0.33% of their portfolio | 3.1m $304.5m | Added +964.9k |
| TWO SIGMA ADVISERS, LP 0.68% of their portfolio | 3.0m $291.8m | Added +153.0k |
| NORGES BANK 0.05% of their portfolio | 2.7m $264.8m | Added +251.3k |
| Invesco Ltd. 0.06% of their portfolio | 2.5m $242.4m | Added +1.5m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.40% of their portfolio | 2.4m $238.9m | Reduced -1.8m |
| RENAISSANCE TECHNOLOGIES LLC 0.37% of their portfolio | 2.4m $236.4m | Added +409.3k |
| TIGER GLOBAL MANAGEMENT LLC 1.55% of their portfolio | 2.2m $217.2m | Added +970.1k |
| LORD, ABBETT & CO. LLC 0.37% of their portfolio | 2.1m $209.3m | Added +801.8k |
| TWO SIGMA INVESTMENTS, LP 0.48% of their portfolio | 2.0m $196.7m | Reduced -209.4k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.8m $182.2m | Added +11.4k |
| Discovery Value Fund 74.42% of their portfolio | 1.6m $163.0m | Unchanged |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 1.6m $159.0m | Added +1.2m |
| a16z Capital Management, L.L.C. 9.72% of their portfolio | 1.6m $157.9m | First filing |
| Legal & General Group Plc 0.05% of their portfolio | 1.6m $154.9m | Added +128.7k |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 1.4m $134.6m | Added +704.8k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.3m $131.6m | Added +1.1m |
| Amundi 0.06% of their portfolio | 1.3m $136.8m | Added +979.7k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.3m $125.2m | Added +214.4k |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 1.2m $118.4m | Added +836.7k |
| Greenwoods Asset Management Hong Kong Ltd. 4.16% of their portfolio | 1.2m $116.6m | Reduced -8.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.2m $116.4m | Added +77.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.2m $114.2m | Added +26.9k |
| Assenagon Asset Management S.A. 0.34% of their portfolio | 1.1m $110.1m | Added +1.1m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $103.5m | Added +291.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.38% of their portfolio | 1.0m $102.8m | Added +1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.0m $102.5m | Added +23.2k |
| HHLR ADVISORS, LTD. 2.06% of their portfolio | 1.0m $102.1m | Reduced -1.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 997.4k $98.6m | Added +35.5k |
| Qube Research & Technologies Ltd 0.22% of their portfolio | 982.2k $97.1m | Added +366.0k |
| FMR LLC 0.01% of their portfolio | 977.5k $96.7m | Added +737.9k |
| 1832 Asset Management L.P. 0.18% of their portfolio | 939.8k $92.9m | New |
| MAVERICK CAPITAL LTD 1.91% of their portfolio | 937.3k $92.7m | Reduced -6.7k |
| Kohlberg Kravis Roberts & Co. L.P. 2.50% of their portfolio | 856.4k $84.7m | Unchanged |
| TWINBEECH CAPITAL LP 1.34% of their portfolio | 840.5k $83.1m | Added +583.1k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 835.0k $82.6m | Added +150.5k |
| BARCLAYS PLC 0.04% of their portfolio | 804.7k $79.6m | Added +450.1k |
| Swiss National Bank 0.06% of their portfolio | 800.8k $79.2m | Reduced -11.9k |
| Quadrature Capital Ltd 1.28% of their portfolio | 718.4k $71.0m | Added +594.5k |
| BESSEMER GROUP INC 0.13% of their portfolio | 691.3k $68.4m | Added +10.4k |
| Polar Capital Holdings Plc 0.42% of their portfolio | 689.8k $68.2m | New |
| Spyglass Capital Management LLC 4.76% of their portfolio | 669.4k $66.2m | Added +110.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 642.1k $63.5m | Reduced -15.2k |
| Robeco Institutional Asset Management B.V. 0.15% of their portfolio | 616.8k $61.0m | Added +185.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.14% of their portfolio | 612.6k $60.6m | Added +29.4k |
| Sands Capital Alternatives, LLC 16.60% of their portfolio | 603.3k $59.7m | Reduced -224 |
| Kinetic Partners Management, LP 4.99% of their portfolio | 591.7k $58.5m | Reduced -368.9k |
| Steadview Capital Management LLC 19.42% of their portfolio | 572.7k $56.6m | Added +160.5k |
| Bridgewater Associates, LP 0.31% of their portfolio | 567.8k $56.2m | Added +69.8k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 552.5k $54.6m | Added +127.8k |
| California Public Employees Retirement System 0.04% of their portfolio | 552.3k $54.6m | Added +100.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio | 551.5k $54.5m | Reduced -19.1k |
| Coronation Fund Managers Ltd. 1.51% of their portfolio | 548.8k $54.3m | Reduced -104.8k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 528.7k $52.3m | Reduced -327.3k |
| Railway Pension Investments Ltd 0.49% of their portfolio | 478.4k $47.3m | Added +87.1k |
| TD Asset Management Inc 0.05% of their portfolio | 477.1k $47.2m | Reduced -376.6k |
| UBS Group AG 0.02% of their portfolio | 466.5k $46.1m | Added +329.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 421.9k $41.7m | Added +56.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 421.1k $41.6m | Added +8.2k |
| CROSSLINK CAPITAL INC 6.02% of their portfolio | 410.1k $40.5m | Added +92.9k |
| TREMBLANT CAPITAL GROUP 4.59% of their portfolio | 406.0k $40.1m | Reduced -88.4k |
| GREENOAKS LLC 4.64% of their portfolio | 403.3k $39.9m | Reduced -220.1k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 395.7k $39.1m | Added +5.0k |
| Styrax Capital, LP 3.56% of their portfolio | 391.0k $38.7m | Added +210.5k |
| First Beijing Investment Ltd 6.26% of their portfolio | 382.9k $37.9m | Unchanged |
| SCOPUS ASSET MANAGEMENT, L.P. 1.57% of their portfolio | 375.0k $37.1m | Added +125.0k |
| National Pension Service 0.05% of their portfolio | 372.1k $36.8m | Unchanged |
| Cubist Systematic Strategies, LLC 0.45% of their portfolio | 370.1k $36.6m | Added +171.6k |
| Broad Peak Investment Holdings Ltd. 5.69% of their portfolio | 357.0k $35.3m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.16% of their portfolio | 345.8k $34.2m | Added +188.2k |
| Aquatic Capital Management LLC 0.84% of their portfolio | 332.8k $32.9m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.07% of their portfolio | 330.7k $32.7m | Added +24.8k |
| Durable Capital Partners LP 0.25% of their portfolio | 323.4k $32.0m | New |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 319.8k $31.7m | Added +24.8k |
| Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio | 309.4k $30.6m | New |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 2.33% of their portfolio | 300.0k $29.7m | Unchanged |
| Adero Partners, LLC 2.46% of their portfolio | 293.3k $29.0m | Added +3.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 292.0k $28.9m | Reduced -96.5k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 292.0k $28.9m | Added +64.7k |
| ProShare Advisors LLC 0.09% of their portfolio | 289.6k $28.6m | New |