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 ($169.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $142.30. Options: 41 managers hold calls ($1.7bn notional), 40 hold puts ($1.2bn).
Trends to Q3 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 |
| Q3 2024 | 700 |
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 |
| Q3 2024 | 420 | 283 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $1.5bn | $992.6m | 0.66 |
| Q1 2024 | $2.6bn | $1.4bn | 0.53 |
| Q2 2024 | $1.4bn | $1.2bn | 0.84 |
| Q3 2024 | $1.7bn | $1.2bn | 0.69 |
Biggest buyers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.2m |
| MARSHALL WACE, LLP | Added | +2.1m |
| COATUE MANAGEMENT LLC | New | +2.0m |
| BAILLIE GIFFORD & CO | Added | +1.6m |
| CITADEL ADVISORS LLC | Added | +1.6m |
| 1832 Asset Management L.P. | New | +1.3m |
| Invesco Ltd. | Added | +1.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.0m |
| D. E. Shaw & Co., Inc. | Added | +758.6k |
| Allspring Global Investments Holdings, LLC | Added | +740.0k |
Biggest sellers
| Galileo (PTC) Ltd | Reduced | -4.5m |
| SB INVESTMENT ADVISERS (UK) LTD | Reduced | -2.9m |
| VIKING GLOBAL INVESTORS LP | Reduced | -1.9m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.9m |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | Reduced | -1.6m |
| MORGAN STANLEY | Reduced | -1.6m |
| Amundi | Reduced | -1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -892.6k |
| Point72 Asset Management, L.P. | Reduced | -861.0k |
| SCOPUS ASSET MANAGEMENT, L.P. | Sold out | -792.5k |
Biggest calls
| ALKEON CAPITAL MANAGEMENT LLC | Added | $531.0m3.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $454.2m3.2m shares |
| CITADEL ADVISORS LLC | Reduced | $178.4m1.3m shares |
| IMC-Chicago, LLC | Reduced | $75.8m530.8k shares |
| Walleye Trading LLC | Added | $69.1m484.2k shares |
| GOLDMAN SACHS GROUP INC | Added | $60.0m420.7k shares |
| JANE STREET GROUP, LLC | Reduced | $58.3m408.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $52.0m365.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $32.9m230.3k shares |
| JPMORGAN CHASE & CO | Added | $32.0m224.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $183.9m1.3m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $146.6m1.0m shares |
| BARCLAYS PLC | New | $103.7m726.2k shares |
| Walleye Trading LLC | Added | $101.3m709.5k shares |
| CITADEL ADVISORS LLC | Reduced | $83.2m583.0k shares |
| JANE STREET GROUP, LLC | Reduced | $57.9m406.0k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $50.0m3.5k shares |
| Hudson Bay Capital Management LP | New | $50.0m350.0k shares |
| PEAK6 Investments LLC | Reduced | $47.0m329.2k shares |
| IMC-Chicago, LLC | Reduced | $45.8m320.7k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 9 | $114.3m | $107.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-30 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $995.5k7.0k shares |
| 2024-09-23 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $7.6m54.2k shares |
| 2024-09-16 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $7.1m54.2k shares |
| 2024-09-16 | Fang Andy Director · See footnote | Sold plan | $3.3m25.0k shares |
| 2024-09-13 | Fang Andy Director · See footnote | Sold plan | $6.6m50.0k shares |
| 2024-09-12 | Fang Andy Director · See footnote | Sold plan | $6.5m50.0k shares |
| 2024-09-11 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $268.3k2.1k shares |
| 2024-09-03 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $6.8m54.2k shares |
| 2024-09-03 | Tang Stanley Director · See footnote | Sold plan | $6.3m50.0k shares |
| 2024-09-03 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $1.0m8.0k shares |
| 2024-08-30 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $895.0k7.0k shares |
| 2024-08-23 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $1.5m11.8k shares |
| 2024-08-22 | Fang Andy Director · See footnote | Sold plan | $3.2m24.6k shares |
| 2024-08-22 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $724.7k5.6k shares |
| 2024-08-21 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $365.5k2.9k shares |
| 2024-08-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $2.5m19.7k shares |
| 2024-08-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $1.8m14.1k shares |
| 2024-08-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $1.6m12.8k shares |
| 2024-08-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $996.9k7.9k shares |
| 2024-08-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $321.9k2.6k shares |
| 2024-08-20 | Fang Andy Director | Sold | $238.9k1.9k shares |
| 2024-08-20 | Tang Stanley Director | Sold | $231.6k1.8k shares |
| 2024-08-19 | Fang Andy Director · See footnote | Sold plan | $52.0k400 shares |
| 2024-08-16 | Fang Andy Director · See footnote | Sold plan | $4.0m30.9k shares |
| 2024-08-16 | Fang Andy Director | Sold plan | $2.5m19.1k shares |
| 2024-08-15 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $7.0m54.2k shares |
| 2024-08-15 | Fang Andy Director | Sold plan | $6.5m50.0k shares |
| 2024-08-12 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $123.5k1.0k shares |
| 2024-08-06 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $6.7m54.2k shares |
| 2024-08-05 | Brown Shona L Director | Sold plan | $600.6k5.0k shares |
The latest 30 of 39 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 2024
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 32.88% of their portfolio | 31.6m $4.5bn | Reduced -51.6k |
| VANGUARD GROUP INC 0.08% of their portfolio | 31.0m $4.4bn | Added +254.6k |
| JPMORGAN CHASE & CO 0.16% of their portfolio | 28.5m $4.1bn | Added +424.5k |
| MORGAN STANLEY 0.24% of their portfolio | 22.9m $3.3bn | Reduced -1.6m |
| BlackRock, Inc. 0.05% of their portfolio | 16.3m $2.3bn | First filing |
| Capital Research Global Investors 0.43% of their portfolio | 14.5m $2.1bn | Added +205.9k |
| BAILLIE GIFFORD & CO 1.51% of their portfolio | 14.1m $2.0bn | Added +1.6m |
| Capital World Investors 0.21% of their portfolio | 9.6m $1.4bn | Added +66.2k |
| STATE STREET CORP 0.04% of their portfolio | 7.4m $1.1bn | Added +272.7k |
| Newlands Management Operations LLC 7.27% of their portfolio | 7.1m $1.0bn | Unchanged |
| SANDS CAPITAL MANAGEMENT, LLC 2.59% of their portfolio | 6.0m $852.6m | Reduced -399.5k |
| JANUS HENDERSON GROUP PLC 0.40% of their portfolio | 5.5m $789.8m | Added +700.5k |
| Temasek Holdings (Private) Ltd 2.81% of their portfolio | 4.9m $694.5m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.5m $636.7m | Added +267.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 4.3m $610.3m | Reduced -892.6k |
| FRANKLIN RESOURCES INC 0.16% of their portfolio | 3.8m $570.1m | Added +501.9k |
| VIKING GLOBAL INVESTORS LP 1.87% of their portfolio | 3.6m $513.7m | Reduced -1.9m |
| TWO SIGMA ADVISERS, LP 1.16% of their portfolio | 3.5m $494.7m | Added +252.6k |
| NORGES BANK 0.07% of their portfolio | 3.4m $487.8m | Added +145.7k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.21% of their portfolio | 3.0m $428.2m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 2.9m $408.2m | Reduced -627.4k |
| Invesco Ltd. 0.08% of their portfolio | 2.8m $401.9m | Added +1.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.34% of their portfolio | 2.8m $397.5m | Added +2.2m |
| MARSHALL WACE, LLP 0.51% of their portfolio | 2.7m $392.3m | Added +2.1m |
| CITADEL ADVISORS LLC 0.34% of their portfolio | 2.3m $322.3m | Added +1.6m |
| TIGER GLOBAL MANAGEMENT LLC 1.34% of their portfolio | 2.2m $313.4m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.47% of their portfolio | 2.2m $312.1m | Reduced -601.2k |
| FIRST TRUST ADVISORS LP 0.29% of their portfolio | 2.2m $307.5m | Reduced -583.7k |
| Dragoneer Investment Group, LLC 5.12% of their portfolio | 2.1m $294.6m | Reduced -783.5k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 2.0m $287.7m | Reduced -10.4k |
| COATUE MANAGEMENT LLC 1.04% of their portfolio | 2.0m $279.5m | New |
| Legal & General Group Plc 0.07% of their portfolio | 1.9m $276.6m | Added +41.8k |
| TWO SIGMA INVESTMENTS, LP 0.61% of their portfolio | 1.9m $271.4m | Reduced -206.3k |
| SB INVESTMENT ADVISERS (UK) LTD 2.12% of their portfolio | 1.8m $256.9m | Reduced -2.9m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.7m $245.6m | Added +133.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 1.7m $244.9m | Added +159.4k |
| D. E. Shaw & Co., Inc. 0.30% of their portfolio | 1.6m $231.6m | Added +758.6k |
| a16z Capital Management, L.L.C. 3.47% of their portfolio | 1.6m $39.4m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.38% of their portfolio | 1.6m $223.1m | Reduced -25.4k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.5m $208.3m | Added +72.4k |
| Aspex Management (HK) Ltd 5.43% of their portfolio | 1.4m $205.0m | Reduced -609.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.4m $201.5m | Reduced -1.9m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.3m $191.5m | Added +88.0k |
| 1832 Asset Management L.P. 0.32% of their portfolio | 1.3m $190.2m | New |
| Artisan Partners Limited Partnership 0.27% of their portfolio | 1.3m $181.8m | Reduced -17.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.21% of their portfolio | 1.3m $180.6m | Added +157.2k |
| MILLENNIUM MANAGEMENT LLC 0.15% of their portfolio | 1.2m $176.8m | Added +1.0m |
| Qube Research & Technologies Ltd 0.32% of their portfolio | 1.2m $173.2m | Reduced -249.9k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.52% of their portfolio | 1.2m $170.7m | Reduced -89.3k |
| FMR LLC 0.01% of their portfolio | 1.1m $163.7m | Reduced -390.1k |
| Allspring Global Investments Holdings, LLC 0.24% of their portfolio | 1.1m $154.5m | Added +740.0k |
| Discovery Value Fund 78.70% of their portfolio | 1.1m $153.1m | Reduced -462.4k |
| Galileo (PTC) Ltd 17.88% of their portfolio | 1.1m $151.6m | Reduced -4.5m |
| Greenwoods Asset Management Hong Kong Ltd. 4.68% of their portfolio | 1.0m $147.4m | Reduced -233.1k |
| MAVERICK CAPITAL LTD 2.75% of their portfolio | 986.6k $140.8m | Added +67.1k |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 949.8k $135.6m | Reduced -38.1k |
| Swiss National Bank 0.08% of their portfolio | 906.3k $129.4m | Added +69.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 875.7k $125.0m | Reduced -43.9k |
| PointState Capital LP 3.41% of their portfolio | 871.3k $124.4m | Added +337.3k |
| Amundi 0.05% of their portfolio | 853.2k $122.3m | Reduced -1.2m |
| EAGLE ASSET MANAGEMENT INC 0.74% of their portfolio | 847.2k $145.2m | Reduced -345.5k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 826.6k $118.0m | Reduced -425.9k |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 8.88% of their portfolio | 796.7k $113.7m | Reduced -1.6m |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 782.9k $111.7m | Added +111.8k |
| LORD, ABBETT & CO. LLC 0.34% of their portfolio | 750.1k $107.1m | Reduced -733.7k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 736.0k $105.0m | Added +16.5k |
| GARDNER RUSSO & QUINN LLC 1.03% of their portfolio | 705.3k $100.7m | Reduced -11.1k |
| Man Group plc 0.28% of their portfolio | 682.5k $97.4m | Added +537.8k |
| Kinetic Partners Management, LP 6.71% of their portfolio | 676.9k $96.6m | Added +148.5k |
| Thrivent Financial for Lutherans 0.18% of their portfolio | 663.6k $94.7m | Added +651.5k |
| BARCLAYS PLC 0.04% of their portfolio | 629.3k $89.8m | Added +71.1k |
| BESSEMER GROUP INC 0.15% of their portfolio | 627.4k $89.5m | Added +11.7k |
| Robeco Institutional Asset Management B.V. 0.18% of their portfolio | 621.7k $88.7m | Reduced -29.5k |
| Polar Capital Holdings Plc 0.49% of their portfolio | 605.3k $86.4m | Added +514.6k |
| California Public Employees Retirement System 0.06% of their portfolio | 595.3k $85.0m | Added +2.3k |
| Point72 Asset Management, L.P. 0.28% of their portfolio | 567.9k $81.1m | Reduced -861.0k |
| Spyglass Capital Management LLC 5.18% of their portfolio | 553.2k $79.0m | Reduced -8.5k |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 552.8k $78.9m | Reduced -280.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.18% of their portfolio | 539.1k $76.9m | Added +76.6k |
| Steadview Capital Management LLC 23.26% of their portfolio | 529.0k $75.5m | Reduced -94.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 509.0k $72.7m | Added +28.9k |
| Wolf Hill Capital Management, LP 6.84% of their portfolio | 500.0k $71.4m | New |
| UBS Group AG 0.02% of their portfolio | 495.3k $70.7m | Reduced -502.6k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 492.4k $70.3m | Added +82.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 476.2k $68.0m | Added +152.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.73% of their portfolio | 458.6k $65.5m | Added +422.1k |
| TimesSquare Capital Management, LLC 0.96% of their portfolio | 447.7k $63.9m | Added +26.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 445.3k $63.6m | Reduced -16.5k |
| NATIONAL BANK OF CANADA /FI/ 0.08% of their portfolio | 438.3k $62.6m | Added +402.9k |
| National Pension Service 0.06% of their portfolio | 430.2k $61.4m | Added +47.9k |
| Kohlberg Kravis Roberts & Co. L.P. 0.82% of their portfolio | 429.4k $61.3m | Unchanged |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 429.2k $61.3m | Reduced -333.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 425.1k $60.7m | Added +395.7k |
| Sands Capital Alternatives, LLC 16.98% of their portfolio | 423.3k $60.4m | Added +247 |
| Russell Investments Group, Ltd. 0.09% of their portfolio | 417.3k $59.5m | Added +120.0k |
| Alberta Investment Management Corp 0.51% of their portfolio | 417.2k $59.6m | Added +255.4k |
| CITIGROUP INC 0.05% of their portfolio | 413.8k $59.1m | Added +75.6k |
| TD Asset Management Inc 0.05% of their portfolio | 373.6k $53.1m | Reduced -56.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 363.5k $51.9m | Reduced -768.4k |
| Hudson Bay Capital Management LP 0.36% of their portfolio | 363.2k $51.8m | Added +287.8k |