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 ($109.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $108.78. Options: 44 managers hold calls ($1.4bn notional), 39 hold puts ($1.2bn).
Trends to Q2 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 |
| Q2 2024 | 661 |
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 |
| Q2 2024 | 391 | 281 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.1bn | $789.5m | 0.70 |
| Q4 2023 | $1.5bn | $992.6m | 0.66 |
| Q1 2024 | $2.6bn | $1.4bn | 0.53 |
| Q2 2024 | $1.4bn | $1.2bn | 0.84 |
Biggest buyers
| VIKING GLOBAL INVESTORS LP | New | +5.5m |
| VANGUARD GROUP INC | Added | +3.8m |
| GOLDMAN SACHS GROUP INC | Added | +2.4m |
| JPMORGAN CHASE & CO | Added | +2.3m |
| Amundi | Added | +1.6m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.5m |
| JANUS HENDERSON GROUP PLC | Added | +1.4m |
| Dragoneer Investment Group, LLC | Added | +1.2m |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +1.1m |
| Qube Research & Technologies Ltd | Added | +1.1m |
Biggest sellers
| MORGAN STANLEY | Reduced | -54.4m |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | Reduced | -2.2m |
| Invesco Ltd. | Reduced | -2.1m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.7m |
| SB INVESTMENT ADVISERS (UK) LTD | Reduced | -1.4m |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -1.0m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -958.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -895.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -756.2k |
| CITADEL ADVISORS LLC | Reduced | -740.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $374.6m3.4m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | $271.9m2.5m shares |
| CITADEL ADVISORS LLC | Reduced | $249.5m2.3m shares |
| IMC-Chicago, LLC | Added | $65.9m606.1k shares |
| JANE STREET GROUP, LLC | Reduced | $48.6m447.0k shares |
| SIMPLEX TRADING, LLC | Added | $44.7m410.9k shares |
| WOLVERINE TRADING, LLC | Added | $43.5m400.2k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $38.5m353.9k shares |
| Point72 Asset Management, L.P. | Added | $30.5m280.2k shares |
| BARCLAYS PLC | Reduced | $25.7m235.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $352.6m3.2m shares |
| GOLDMAN SACHS GROUP INC | Added | $173.3m1.6m shares |
| CITADEL ADVISORS LLC | Reduced | $96.1m883.1k shares |
| IMC-Chicago, LLC | Added | $62.4m573.9k shares |
| JANE STREET GROUP, LLC | Reduced | $62.2m571.8k shares |
| Walleye Trading LLC | Reduced | $51.6m473.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $50.5m463.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $41.0m376.8k shares |
| PEAK6 Investments LLC | Added | $38.9m357.2k shares |
| HBK INVESTMENTS L P | Reduced | $36.7m337.0k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 9 | $102.6m | $20.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-28 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $765.1k7.0k shares |
| 2024-06-25 | Brown Shona L Director | Sold plan | $190.0k1.7k shares |
| 2024-06-10 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold | $14.7m131.6k shares |
| 2024-06-10 | Fang Andy Director | Sold plan | $5.6m50.0k shares |
| 2024-06-07 | Fang Andy Director | Sold plan | $5.7m50.0k shares |
| 2024-06-05 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $1.4m12.1k shares |
| 2024-06-03 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $879.8k8.0k shares |
| 2024-05-30 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $773.3k7.0k shares |
| 2024-05-23 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $1.3m11.7k shares |
| 2024-05-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $2.3m19.8k shares |
| 2024-05-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $1.5m12.9k shares |
| 2024-05-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $1.2m10.4k shares |
| 2024-05-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $904.3k8.0k shares |
| 2024-05-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $292.3k2.6k shares |
| 2024-05-20 | Fang Andy Director | Sold | $217.0k1.9k shares |
| 2024-05-20 | Tang Stanley Director | Sold | $210.3k1.8k shares |
| 2024-05-13 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold | $15.2m132.3k shares |
| 2024-05-13 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $115.3k1.0k shares |
| 2024-05-06 | Brown Shona L Director | Sold plan | $80.4k703 shares |
| 2024-05-01 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $1.0m8.0k shares |
| 2024-05-01 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $448.5k3.5k shares |
| 2024-04-30 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $916.6k7.0k shares |
| 2024-04-16 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold | $17.7m132.3k shares |
| 2024-04-12 | Fang Andy Director | Sold | $9.2m66.2k shares |
| 2024-04-11 | Fang Andy Director | Sold | $9.2m66.2k shares |
| 2024-04-04 | Brown Shona L Director | Sold plan | $99.1k700 shares |
| 2024-04-01 | Fang Andy Director | Sold | $9.3m67.0k shares |
| 2024-04-01 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $1.1m8.0k shares |
| 2024-04-01 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $482.7k3.5k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 27.73% of their portfolio | 31.6m $3.4bn | Reduced -51.8k |
| VANGUARD GROUP INC 0.06% of their portfolio | 30.8m $3.3bn | Added +3.8m |
| JPMORGAN CHASE & CO 0.13% of their portfolio | 28.1m $3.1bn | Added +2.3m |
| MORGAN STANLEY 0.21% of their portfolio | 24.5m $2.7bn | Reduced -54.4m |
| BlackRock Inc. 0.04% of their portfolio | 16.3m $1.8bn | Reduced -654.8k |
| Capital Research Global Investors 0.34% of their portfolio | 14.3m $1.6bn | Reduced -664.0k |
| BAILLIE GIFFORD & CO 1.06% of their portfolio | 12.5m $1.4bn | Added +94.2k |
| Capital World Investors 0.17% of their portfolio | 9.5m $1.0bn | Added +78.6k |
| STATE STREET CORP 0.03% of their portfolio | 7.1m $774.9m | Added +752.7k |
| Newlands Management Operations LLC 6.31% of their portfolio | 7.1m $767.0m | Unchanged |
| SANDS CAPITAL MANAGEMENT, LLC 2.04% of their portfolio | 6.4m $693.3m | Reduced -453.4k |
| Galileo (PTC) Ltd 45.50% of their portfolio | 5.6m $605.3m | Unchanged |
| VIKING GLOBAL INVESTORS LP 2.31% of their portfolio | 5.5m $602.2m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 5.2m $562.2m | Reduced -301.1k |
| Temasek Holdings (Private) Ltd 2.46% of their portfolio | 4.9m $529.3m | Unchanged |
| JANUS HENDERSON GROUP PLC 0.28% of their portfolio | 4.8m $525.7m | Added +1.4m |
| SB INVESTMENT ADVISERS (UK) LTD 4.72% of their portfolio | 4.7m $510.3m | Reduced -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 4.2m $457.2m | Reduced -756.2k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 3.5m $379.3m | Added +2.4m |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 3.3m $359.6m | Added +365.4k |
| FRANKLIN RESOURCES INC 0.11% of their portfolio | 3.3m $358.8m | Added +882.7k |
| NORGES BANK 0.05% of their portfolio | 3.3m $355.9m | Added +354.4k |
| TWO SIGMA ADVISERS, LP 0.78% of their portfolio | 3.2m $349.6m | Added +814.2k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 4.17% of their portfolio | 3.0m $326.3m | Unchanged |
| Dragoneer Investment Group, LLC 5.92% of their portfolio | 2.8m $309.8m | Added +1.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.51% of their portfolio | 2.8m $303.3m | Added +392.3k |
| FIRST TRUST ADVISORS LP 0.30% of their portfolio | 2.7m $297.9m | Reduced -68.3k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 18.37% of their portfolio | 2.4m $259.5m | Reduced -2.2m |
| TIGER GLOBAL MANAGEMENT LLC 1.10% of their portfolio | 2.2m $238.9m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.54% of their portfolio | 2.1m $229.3m | Added +964.8k |
| Amundi 0.08% of their portfolio | 2.1m $220.8m | Added +1.6m |
| Aspex Management (HK) Ltd 4.75% of their portfolio | 2.0m $222.5m | Added +52.7k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.0m $220.4m | Added +234.1k |
| Legal & General Group Plc 0.06% of their portfolio | 1.9m $206.3m | Added +311.9k |
| Invesco Ltd. 0.04% of their portfolio | 1.7m $185.4m | Reduced -2.1m |
| a16z Capital Management, L.L.C. 14.82% of their portfolio | 1.6m $173.7m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.30% of their portfolio | 1.6m $172.8m | Added +1.5m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.6m $172.7m | Added +120.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.6m $169.3m | Added +521.3k |
| FMR LLC 0.01% of their portfolio | 1.5m $167.2m | Added +65.4k |
| Discovery Value Fund 84.88% of their portfolio | 1.5m $167.0m | Unchanged |
| LORD, ABBETT & CO. LLC 0.27% of their portfolio | 1.5m $161.4m | Reduced -583.3k |
| Qube Research & Technologies Ltd 0.29% of their portfolio | 1.5m $159.2m | Added +1.1m |
| Point72 Asset Management, L.P. 0.50% of their portfolio | 1.4m $155.4m | Added +570.6k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $150.9m | Added +188.6k |
| Artisan Partners Limited Partnership 0.21% of their portfolio | 1.3m $140.4m | Reduced -26.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.29% of their portfolio | 1.3m $139.8m | Added +616.0k |
| Greenwoods Asset Management Hong Kong Ltd. 3.63% of their portfolio | 1.3m $137.7m | Reduced -351.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.3m $136.4m | Added +46.7k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 1.3m $136.3m | Reduced -339.9k |
| EAGLE ASSET MANAGEMENT INC 0.69% of their portfolio | 1.2m $129.4m | Added +113.3k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.1m $123.1m | Reduced -87.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.14% of their portfolio | 1.1m $122.0m | Added +1.1m |
| UBS Group AG 0.03% of their portfolio | 997.9k $108.6m | Added +543.7k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 987.9k $107.5m | Added +144.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 919.6k $100.1m | Added +36.6k |
| MAVERICK CAPITAL LTD 1.90% of their portfolio | 919.4k $100.0m | Added +245.9k |
| D. E. Shaw & Co., Inc. 0.13% of their portfolio | 864.0k $94.0m | Reduced -489.5k |
| Swiss National Bank 0.06% of their portfolio | 836.6k $91.0m | Added +59.5k |
| FEDERATED HERMES, INC. 0.21% of their portfolio | 833.4k $90.7m | Added +81.9k |
| SCOPUS ASSET MANAGEMENT, L.P. 2.70% of their portfolio | 792.5k $86.2m | Added +567.5k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 762.3k $82.9m | Added +205.5k |
| JUPITER ASSET MANAGEMENT LTD 0.75% of their portfolio | 729.8k $79.4m | Added +708.2k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 719.5k $78.3m | Reduced -306.9k |
| GARDNER RUSSO & QUINN LLC 0.82% of their portfolio | 716.4k $77.9m | New |
| Bridgewater Associates, LP 0.39% of their portfolio | 680.2k $74.0m | Added +85.5k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 676.0k $73.5m | Added +610.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 671.1k $73.0m | Reduced -18.7k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 661.7k $72.0m | Reduced -249.7k |
| Robeco Institutional Asset Management B.V. 0.15% of their portfolio | 651.2k $70.8m | Added +33.7k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 634.7k $69.0m | Reduced -740.2k |
| Steadview Capital Management LLC 22.74% of their portfolio | 623.0k $67.8m | Reduced -31.3k |
| BESSEMER GROUP INC 0.12% of their portfolio | 615.7k $67.0m | Reduced -1.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 604.9k $65.8m | Added +526.8k |
| California Public Employees Retirement System 0.05% of their portfolio | 593.0k $64.5m | Added +42.6k |
| Spyglass Capital Management LLC 4.47% of their portfolio | 561.7k $61.1m | Added +112.8k |
| BARCLAYS PLC 0.03% of their portfolio | 558.2k $60.7m | Reduced -73.1k |
| PointState Capital LP 1.66% of their portfolio | 534.0k $58.1m | New |
| Kinetic Partners Management, LP 4.18% of their portfolio | 528.4k $57.5m | Reduced -25.6k |
| Luxor Capital Group, LP 8.78% of their portfolio | 497.0k $54.1m | Added +31.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 480.2k $52.2m | Added +52.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.12% of their portfolio | 462.5k $50.3m | Reduced -84.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 461.7k $50.2m | Added +226.0k |
| TWINBEECH CAPITAL LP 0.95% of their portfolio | 446.0k $48.5m | Added +318.5k |
| Squarepoint Ops LLC 0.18% of their portfolio | 433.6k $47.2m | New |
| TD Asset Management Inc 0.04% of their portfolio | 430.1k $46.8m | Reduced -27.7k |
| Kohlberg Kravis Roberts & Co. L.P. 1.40% of their portfolio | 429.4k $46.7m | Unchanged |
| Sands Capital Alternatives, LLC 15.41% of their portfolio | 423.1k $46.0m | Reduced -100.0k |
| TimesSquare Capital Management, LLC 0.72% of their portfolio | 421.6k $45.9m | New |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 409.9k $44.6m | Added +13.6k |
| National Pension Service 0.05% of their portfolio | 382.4k $41.6m | Added +26.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 365.7k $42.3m | Reduced -6.4k |
| CANADA LIFE ASSURANCE Co 0.07% of their portfolio | 345.7k $37.6m | Added +58.2k |
| Railway Pension Investments Ltd 0.45% of their portfolio | 344.2k $37.4m | Reduced -27.5k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 342.4k $37.2m | Added +71.4k |
| NATIXIS ADVISORS, LLC 0.08% of their portfolio | 342.1k $37.2m | Added +292.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.07% of their portfolio | 338.7k $36.8m | Added +36.0k |
| CITIGROUP INC 0.04% of their portfolio | 338.2k $36.8m | Added +104.8k |
| ProShare Advisors LLC 0.10% of their portfolio | 333.8k $36.3m | Reduced -40.5k |
| GREENOAKS LLC 2.44% of their portfolio | 333.3k $36.3m | Unchanged |