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 ($55.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $137.55. Options: 38 managers hold calls ($2.6bn notional), 38 hold puts ($1.4bn).
Trends to Q1 2024
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 |
| Q1 2024 | 662 |
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 |
| Q1 2024 | 402 | 235 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $938.1m | $1.1bn | 1.20 |
| Q3 2023 | $1.1bn | $789.5m | 0.70 |
| Q4 2023 | $1.5bn | $992.6m | 0.66 |
| Q1 2024 | $2.6bn | $1.4bn | 0.53 |
Biggest buyers
| MORGAN STANLEY | Added | +24.5m |
| JPMORGAN CHASE & CO | Added | +6.7m |
| JANUS HENDERSON GROUP PLC | Added | +3.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.7m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.7m |
| Invesco Ltd. | Added | +1.4m |
| Artisan Partners Limited Partnership | New | +1.3m |
| CITADEL ADVISORS LLC | Added | +1.1m |
| EAGLE ASSET MANAGEMENT INC | New | +1.1m |
| AMERICAN CENTURY COMPANIES INC | Added | +996.3k |
Biggest sellers
| VIKING GLOBAL INVESTORS LP | Sold out | -3.5m |
| SB INVESTMENT ADVISERS (UK) LTD | Reduced | -3.3m |
| Capital Research Global Investors | Reduced | -2.8m |
| VANGUARD GROUP INC | Reduced | -2.4m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -2.3m |
| Galileo (PTC) Ltd | Reduced | -2.1m |
| Dragoneer Investment Group, LLC | Reduced | -2.1m |
| Aspex Management (HK) Ltd | Reduced | -1.1m |
| Assenagon Asset Management S.A. | Reduced | -980.5k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | Reduced | -886.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $795.7m5.8m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Added | $592.2m4.3m shares |
| CITADEL ADVISORS LLC | Added | $477.9m3.5m shares |
| GOLDMAN SACHS GROUP INC | Added | $165.9m1.2m shares |
| JANE STREET GROUP, LLC | Reduced | $113.9m826.8k shares |
| IMC-Chicago, LLC | Added | $58.0m421.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $51.4m372.9k shares |
| BARCLAYS PLC | Added | $50.2m364.8k shares |
| Parallax Volatility Advisers, L.P. | Added | $45.2m328.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $45.0m326.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $282.2m2.0m shares |
| CITADEL ADVISORS LLC | Added | $193.9m1.4m shares |
| NATIONAL BANK OF CANADA /FI/ | New | $102.9m9.0k shares |
| JANE STREET GROUP, LLC | Added | $98.3m714.1k shares |
| HBK INVESTMENTS L P | Added | $86.8m630.3k shares |
| IMC-Chicago, LLC | Added | $73.7m535.4k shares |
| GOLDMAN SACHS GROUP INC | Added | $68.5m497.1k shares |
| Walleye Trading LLC | Reduced | $67.8m492.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $63.0m457.2k shares |
| Twin Tree Management, LP | Added | $54.6m396.4k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2024 | 0 | — | 9 | $141.1m | $10.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-28 | Fang Andy Director | Sold | $9.3m67.0k shares |
| 2024-03-28 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $694.9k5.0k shares |
| 2024-03-14 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold | $17.5m132.3k shares |
| 2024-03-06 | Brown Shona L Director | Sold plan | $93.6k703 shares |
| 2024-03-01 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $996.0k8.0k shares |
| 2024-03-01 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $435.8k3.5k shares |
| 2024-03-01 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $124.5k1.0k shares |
| 2024-02-29 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $616.8k5.0k shares |
| 2024-02-23 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $1.6m12.9k shares |
| 2024-02-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $2.1m18.6k shares |
| 2024-02-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $1.5m13.3k shares |
| 2024-02-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $1.3m11.7k shares |
| 2024-02-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $1.1m9.7k shares |
| 2024-02-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $424.6k3.7k shares |
| 2024-02-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $417.9k3.7k shares |
| 2024-02-20 | Fang Andy Director | Sold | $414.8k3.7k shares |
| 2024-02-20 | Tang Stanley Director | Sold | $410.0k3.7k shares |
| 2024-02-16 | Fang Andy Director | Sold | $7.4m67.0k shares |
| 2024-02-15 | Fang Andy Director | Sold | $8.2m67.0k shares |
| 2024-02-15 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $309.1k2.5k shares |
| 2024-02-14 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $2.8m23.1k shares |
| 2024-02-12 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold | $15.8m132.3k shares |
| 2024-02-12 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $225.9k1.9k shares |
| 2024-02-06 | Tang Stanley Director | Sold | $8.0m73.4k shares |
| 2024-02-06 | Brown Shona L Director | Sold plan | $76.8k700 shares |
| 2024-02-05 | Tang Stanley Director | Sold | $10.0m93.0k shares |
| 2024-02-01 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $839.1k8.0k shares |
| 2024-02-01 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $367.1k3.5k shares |
| 2024-01-30 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $548.6k5.0k shares |
| 2024-01-12 | Fang Andy Director | Sold | $7.0m67.0k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.29% of their portfolio | 78.9m $10.9bn | Added +24.5m |
| SC US (TTGP), LTD. 32.22% of their portfolio | 31.7m $4.4bn | Reduced -42.9k |
| VANGUARD GROUP INC 0.07% of their portfolio | 26.9m $3.7bn | Reduced -2.4m |
| JPMORGAN CHASE & CO 0.16% of their portfolio | 25.7m $3.5bn | Added +6.7m |
| BlackRock Inc. 0.05% of their portfolio | 17.0m $2.3bn | Added +200.8k |
| Capital Research Global Investors 0.47% of their portfolio | 15.0m $2.1bn | Reduced -2.8m |
| BAILLIE GIFFORD & CO 1.33% of their portfolio | 12.4m $1.7bn | Reduced -372.4k |
| Capital World Investors 0.22% of their portfolio | 9.5m $1.3bn | Added +74.5k |
| Newlands Management Operations LLC 7.83% of their portfolio | 7.1m $971.0m | Unchanged |
| SANDS CAPITAL MANAGEMENT, LLC 2.63% of their portfolio | 6.8m $940.2m | Reduced -350.1k |
| STATE STREET CORP 0.04% of their portfolio | 6.4m $877.4m | Added +61.4k |
| SB INVESTMENT ADVISERS (UK) LTD 8.32% of their portfolio | 6.1m $842.6m | Reduced -3.3m |
| Galileo (PTC) Ltd 45.27% of their portfolio | 5.6m $766.3m | Reduced -2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 5.5m $753.3m | Added +243.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 5.0m $682.3m | Added +199.3k |
| Temasek Holdings (Private) Ltd 3.71% of their portfolio | 4.9m $670.2m | Unchanged |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 47.79% of their portfolio | 4.6m $637.2m | Reduced -886.9k |
| Invesco Ltd. 0.11% of their portfolio | 3.8m $529.2m | Added +1.4m |
| JANUS HENDERSON GROUP PLC 0.26% of their portfolio | 3.5m $475.8m | Added +3.4m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4.96% of their portfolio | 3.0m $413.2m | Reduced -300.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 2.9m $405.0m | Added +2.7m |
| NORGES BANK 0.06% of their portfolio | 2.9m $401.8m | Added +239.7k |
| FIRST TRUST ADVISORS LP 0.39% of their portfolio | 2.8m $386.5m | Reduced -272.6k |
| FRANKLIN RESOURCES INC 0.11% of their portfolio | 2.4m $332.7m | Added +808.0k |
| TWO SIGMA ADVISERS, LP 0.77% of their portfolio | 2.4m $330.4m | Reduced -551.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.52% of their portfolio | 2.4m $329.9m | Added +4.8k |
| TIGER GLOBAL MANAGEMENT LLC 1.65% of their portfolio | 2.2m $302.4m | Unchanged |
| LORD, ABBETT & CO. LLC 0.46% of their portfolio | 2.1m $284.7m | Reduced -49.1k |
| Aspex Management (HK) Ltd 7.42% of their portfolio | 2.0m $274.5m | Reduced -1.1m |
| VOYA INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 1.8m $253.0m | Added +1.7m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.8m $246.7m | Reduced -50.4k |
| Greenwoods Asset Management Hong Kong Ltd. 6.90% of their portfolio | 1.6m $222.7m | Added +438.5k |
| Dragoneer Investment Group, LLC 5.11% of their portfolio | 1.6m $220.5m | Reduced -2.1m |
| a16z Capital Management, L.L.C. 15.91% of their portfolio | 1.6m $219.9m | Unchanged |
| DEUTSCHE BANK AG\ 0.10% of their portfolio | 1.6m $219.3m | Added +261.4k |
| Legal & General Group Plc 0.06% of their portfolio | 1.6m $218.2m | Added +17.9k |
| Discovery Value Fund 73.24% of their portfolio | 1.5m $211.4m | Reduced -113.4k |
| FMR LLC 0.01% of their portfolio | 1.5m $202.7m | Added +494.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.5m $202.1m | Added +421.2k |
| CITADEL ADVISORS LLC 0.18% of their portfolio | 1.4m $189.4m | Added +1.1m |
| D. E. Shaw & Co., Inc. 0.24% of their portfolio | 1.4m $186.4m | Added +155.9k |
| Artisan Partners Limited Partnership 0.26% of their portfolio | 1.3m $181.4m | New |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.2m $167.9m | Added +927.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.2m $166.2m | Added +30.4k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.2m $165.1m | Reduced -68.0k |
| TWO SIGMA INVESTMENTS, LP 0.39% of their portfolio | 1.1m $157.5m | Reduced -845.9k |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 1.1m $150.0m | Reduced -271.8k |
| EAGLE ASSET MANAGEMENT INC 0.76% of their portfolio | 1.1m $149.2m | New |
| NATIONAL BANK OF CANADA /FI/ 0.21% of their portfolio | 1.1m $123.9m | Added +811.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.1m $148.5m | Reduced -76.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.0m $142.5m | Added +37.4k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 1.0m $141.3m | Added +996.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.46% of their portfolio | 988.1k $136.1m | Reduced -51.5k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 911.4k $125.5m | Added +684.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.13% of their portfolio | 891.9k $122.8m | Added +763.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 883.1k $121.6m | Reduced -153.3k |
| Point72 Asset Management, L.P. 0.34% of their portfolio | 858.3k $118.2m | Added +591.5k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 843.1k $116.1m | Added +8.1k |
| Swiss National Bank 0.08% of their portfolio | 777.1k $107.0m | Reduced -23.7k |
| FEDERATED HERMES, INC. 0.24% of their portfolio | 751.5k $103.5m | Added +199.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 689.8k $95.0m | Added +47.7k |
| MAVERICK CAPITAL LTD 1.80% of their portfolio | 673.5k $92.8m | Reduced -263.8k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.81% of their portfolio | 669.0k $92.1m | New |
| Steadview Capital Management LLC 26.63% of their portfolio | 654.3k $90.1m | Added +81.6k |
| BARCLAYS PLC 0.04% of their portfolio | 631.4k $87.0m | Reduced -173.3k |
| BESSEMER GROUP INC 0.15% of their portfolio | 617.6k $85.0m | Reduced -73.8k |
| Robeco Institutional Asset Management B.V. 0.18% of their portfolio | 617.5k $85.0m | Added +692 |
| Bridgewater Associates, LP 0.41% of their portfolio | 594.7k $81.9m | Added +26.8k |
| Polar Capital Holdings Plc 0.43% of their portfolio | 589.8k $81.2m | Reduced -100.0k |
| HHLR ADVISORS, LTD. 1.75% of their portfolio | 583.5k $80.4m | Reduced -449.3k |
| Ensign Peak Advisors, Inc 0.15% of their portfolio | 580.6k $80.0m | Added +520.1k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 556.8k $76.7m | Added +134.9k |
| Kinetic Partners Management, LP 5.32% of their portfolio | 554.0k $76.3m | Reduced -37.7k |
| California Public Employees Retirement System 0.05% of their portfolio | 550.4k $75.8m | Reduced -1.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.17% of their portfolio | 546.7k $75.3m | Reduced -65.9k |
| Sands Capital Alternatives, LLC 17.37% of their portfolio | 523.1k $72.0m | Reduced -80.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio | 520.6k $71.7m | Reduced -30.9k |
| Amundi 0.03% of their portfolio | 494.5k $64.3m | Reduced -833.4k |
| Luxor Capital Group, LP 9.51% of their portfolio | 465.3k $64.1m | Added +177.7k |
| TD Asset Management Inc 0.06% of their portfolio | 457.8k $63.1m | Reduced -19.3k |
| UBS Group AG 0.02% of their portfolio | 454.2k $62.6m | Reduced -12.3k |
| Spyglass Capital Management LLC 4.12% of their portfolio | 448.9k $61.8m | Reduced -220.4k |
| Kohlberg Kravis Roberts & Co. L.P. 1.53% of their portfolio | 429.4k $59.1m | Reduced -427.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 427.9k $58.9m | Added +6.8k |
| Broad Peak Investment Holdings Ltd. 10.81% of their portfolio | 417.0k $57.4m | Added +60.0k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 408.6k $56.3m | Reduced -573.5k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 396.2k $54.6m | Added +486 |
| Styrax Capital, LP 3.87% of their portfolio | 391.0k $53.8m | Unchanged |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 390.1k $53.8m | Added +70.2k |
| ProShare Advisors LLC 0.14% of their portfolio | 374.3k $51.6m | Added +84.8k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 372.1k $51.4m | Added +137.2k |
| Railway Pension Investments Ltd 0.50% of their portfolio | 371.7k $51.2m | Reduced -106.7k |
| Coronation Fund Managers Ltd. 1.36% of their portfolio | 362.3k $49.9m | Reduced -186.6k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 356.2k $49.0m | Added +112.4k |
| National Pension Service 0.06% of their portfolio | 356.2k $49.0m | Reduced -15.9k |
| Quadrature Capital Ltd 0.80% of their portfolio | 339.3k $46.7m | Reduced -379.2k |
| CROSSLINK CAPITAL INC 6.59% of their portfolio | 335.9k $46.3m | Reduced -74.2k |
| GREENOAKS LLC 3.78% of their portfolio | 333.3k $45.9m | Reduced -70.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.16% of their portfolio | 328.2k $45.2m | Added +88.2k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 3.42% of their portfolio | 323.0k $44.5m | New |