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 ($159.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $167.81. Options: 35 managers hold calls ($2.9bn notional), 43 hold puts ($1.7bn).
Trends to Q4 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 |
| Q4 2024 | 800 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 444 | 284 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $2.6bn | $1.4bn | 0.53 |
| Q2 2024 | $1.4bn | $1.2bn | 0.84 |
| Q3 2024 | $1.7bn | $1.2bn | 0.69 |
| Q4 2024 | $2.9bn | $1.7bn | 0.59 |
Biggest buyers
| Capital World Investors | Added | +2.5m |
| BlackRock, Inc. | Added | +2.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.9m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.5m |
| JANE STREET GROUP, LLC | Added | +1.4m |
| VIKING GLOBAL INVESTORS LP | Added | +1.4m |
| D. E. Shaw & Co., Inc. | Added | +1.3m |
| UBS Group AG | Added | +1.3m |
| FRANKLIN RESOURCES INC | Added | +949.4k |
| Qube Research & Technologies Ltd | Added | +811.1k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -12.9m |
| Capital Research Global Investors | Reduced | -5.9m |
| MORGAN STANLEY | Reduced | -1.9m |
| SB INVESTMENT ADVISERS (UK) LTD | Sold out | -1.8m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.3m |
| Galileo (PTC) Ltd | Sold out | -1.1m |
| Dragoneer Investment Group, LLC | Reduced | -995.0k |
| BAILLIE GIFFORD & CO | Reduced | -941.3k |
| CITADEL ADVISORS LLC | Reduced | -627.9k |
| TWO SIGMA ADVISERS, LP | Reduced | -582.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $925.6m5.5m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | $503.2m3.0m shares |
| JANE STREET GROUP, LLC | Added | $448.7m2.7m shares |
| CITADEL ADVISORS LLC | Added | $352.6m2.1m shares |
| IMC-Chicago, LLC | Added | $117.1m697.9k shares |
| WOLVERINE TRADING, LLC | Added | $97.2m573.3k shares |
| D. E. Shaw & Co., Inc. | Added | $67.4m401.7k shares |
| SIMPLEX TRADING, LLC | Added | $54.1m322.6k shares |
| GROUP ONE TRADING LLC | Added | $52.6m313.3k shares |
| Walleye Trading LLC | Reduced | $51.0m304.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $309.2m1.8m shares |
| BARCLAYS PLC | Added | $153.3m913.8k shares |
| CITADEL ADVISORS LLC | Added | $152.7m910.2k shares |
| JANE STREET GROUP, LLC | Added | $142.3m848.4k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $99.1m590.5k shares |
| Walleye Trading LLC | Reduced | $70.7m421.6k shares |
| WOLVERINE TRADING, LLC | Added | $70.2m414.2k shares |
| IMC-Chicago, LLC | Added | $63.4m378.0k shares |
| WELLS FARGO & COMPANY/MN | New | $62.2m371.0k shares |
| D. E. Shaw & Co., Inc. | Added | $61.0m363.9k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2024 | 0 | — | 9 | $270.7m | $260.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-30 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $1.2m7.0k shares |
| 2024-12-27 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $3.4m20.0k shares |
| 2024-12-17 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $18.3m101.2k shares |
| 2024-12-16 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $19.4m108.3k shares |
| 2024-12-16 | Fang Andy Director · See footnote | Sold plan | $8.9m50.0k shares |
| 2024-12-13 | Fang Andy Director · See footnote | Sold plan | $8.7m50.0k shares |
| 2024-12-12 | Fang Andy Director · See footnote | Sold plan | $8.8m50.0k shares |
| 2024-12-06 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $793.5k4.5k shares |
| 2024-12-02 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $20.4m115.4k shares |
| 2024-12-02 | Tang Stanley Director · See footnote | Sold plan | $8.8m50.0k shares |
| 2024-12-02 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $2.1m11.7k shares |
| 2024-11-29 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $1.3m7.0k shares |
| 2024-11-27 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $368.1k2.0k shares |
| 2024-11-26 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $19.5m108.3k shares |
| 2024-11-25 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $6.7m38.0k shares |
| 2024-11-22 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $970.9k5.5k shares |
| 2024-11-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $3.4m19.9k shares |
| 2024-11-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $2.4m14.2k shares |
| 2024-11-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $2.2m12.9k shares |
| 2024-11-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $1.4m8.0k shares |
| 2024-11-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $438.2k2.6k shares |
| 2024-11-20 | Fang Andy Director | Sold | $325.2k1.9k shares |
| 2024-11-20 | Tang Stanley Director | Sold | $315.3k1.9k shares |
| 2024-11-18 | Fang Andy Director · See footnote | Sold plan | $8.6m50.0k shares |
| 2024-11-15 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $18.4m108.3k shares |
| 2024-11-15 | Fang Andy Director · See footnote | Sold plan | $8.5m50.0k shares |
| 2024-11-14 | Fang Andy Director · See footnote | Sold plan | $8.7m50.0k shares |
| 2024-11-11 | Brown Shona L Director | Sold plan | $875.0k5.0k shares |
| 2024-11-06 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.2m7.4k shares |
| 2024-11-05 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $3.1m19.6k shares |
The latest 30 of 43 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 2024
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 42.57% of their portfolio | 31.5m $5.3bn | Reduced -95.2k |
| VANGUARD GROUP INC 0.09% of their portfolio | 31.3m $5.3bn | Added +317.5k |
| MORGAN STANLEY 0.25% of their portfolio | 20.9m $3.5bn | Reduced -1.9m |
| BlackRock, Inc. 0.06% of their portfolio | 18.5m $3.1bn | Added +2.2m |
| JPMORGAN CHASE & CO 0.21% of their portfolio | 15.6m $2.6bn | Reduced -12.9m |
| BAILLIE GIFFORD & CO 1.70% of their portfolio | 13.2m $2.2bn | Reduced -941.3k |
| Capital World Investors 0.31% of their portfolio | 12.2m $2.0bn | Added +2.5m |
| Capital Research Global Investors 0.30% of their portfolio | 8.6m $1.4bn | Reduced -5.9m |
| STATE STREET CORP 0.05% of their portfolio | 7.7m $1.3bn | Added +257.6k |
| Newlands Management Operations LLC 7.44% of their portfolio | 7.1m $1.2bn | Unchanged |
| SANDS CAPITAL MANAGEMENT, LLC 2.92% of their portfolio | 5.9m $988.4m | Reduced -81.9k |
| JANUS HENDERSON GROUP PLC 0.47% of their portfolio | 5.5m $928.8m | Added +3.7k |
| VIKING GLOBAL INVESTORS LP 2.69% of their portfolio | 4.9m $830.3m | Added +1.4m |
| Temasek Holdings (Private) Ltd 3.24% of their portfolio | 4.9m $816.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.22% of their portfolio | 4.7m $796.8m | Added +949.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.62% of their portfolio | 4.7m $780.9m | Added +1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 4.6m $763.2m | Added +86.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 4.3m $715.7m | Reduced -9.6k |
| NORGES BANK 0.08% of their portfolio | 3.6m $597.4m | Added +143.9k |
| Invesco Ltd. 0.10% of their portfolio | 3.4m $567.6m | Added +567.9k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.08% of their portfolio | 3.0m $503.2m | Unchanged |
| D. E. Shaw & Co., Inc. 0.54% of their portfolio | 2.9m $490.0m | Added +1.3m |
| TWO SIGMA ADVISERS, LP 1.12% of their portfolio | 2.9m $483.7m | Reduced -582.6k |
| MARSHALL WACE, LLP 0.58% of their portfolio | 2.8m $463.7m | Added +16.0k |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 2.7m $447.2m | Reduced -194.1k |
| COATUE MANAGEMENT LLC 1.47% of their portfolio | 2.6m $434.8m | Added +633.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 2.5m $422.0m | Added +800.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.61% of their portfolio | 2.5m $414.9m | Added +286.8k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 2.4m $401.5m | Added +378.3k |
| TIGER GLOBAL MANAGEMENT LLC 1.39% of their portfolio | 2.2m $368.4m | Unchanged |
| FIRST TRUST ADVISORS LP 0.32% of their portfolio | 2.2m $365.9m | Added +27.0k |
| Qube Research & Technologies Ltd 0.55% of their portfolio | 2.0m $339.6m | Added +811.1k |
| Legal & General Group Plc 0.09% of their portfolio | 1.9m $321.5m | Reduced -21.8k |
| UBS Group AG 0.07% of their portfolio | 1.8m $294.7m | Added +1.3m |
| NORDEA INVESTMENT MANAGEMENT AB 0.31% of their portfolio | 1.7m $294.7m | Added +476.4k |
| CITADEL ADVISORS LLC 0.25% of their portfolio | 1.6m $273.4m | Reduced -627.9k |
| a16z Capital Management, L.L.C. 35.95% of their portfolio | 1.6m $267.9m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.77% of their portfolio | 1.6m $265.3m | Added +1.5m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.5m $258.9m | Reduced -177.8k |
| JANE STREET GROUP, LLC 0.41% of their portfolio | 1.5m $256.5m | Added +1.4m |
| TWO SIGMA INVESTMENTS, LP 0.59% of their portfolio | 1.5m $255.9m | Reduced -376.3k |
| 1832 Asset Management L.P. 0.45% of their portfolio | 1.5m $250.2m | Added +158.7k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.5m $244.0m | Reduced -5.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 1.4m $237.9m | Added +76.5k |
| Amundi 0.09% of their portfolio | 1.4m $244.6m | Added +554.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.4m $231.7m | Reduced -30.9k |
| FMR LLC 0.01% of their portfolio | 1.3m $225.3m | Added +196.0k |
| Artisan Partners Limited Partnership 0.31% of their portfolio | 1.2m $203.5m | Reduced -60.6k |
| Allspring Global Investments Holdings, LLC 0.33% of their portfolio | 1.2m $203.3m | Added +109.8k |
| California Public Employees Retirement System 0.13% of their portfolio | 1.2m $196.8m | Added +577.6k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.78% of their portfolio | 1.1m $191.7m | Reduced -53.3k |
| Dragoneer Investment Group, LLC 3.13% of their portfolio | 1.1m $179.3m | Reduced -995.0k |
| Greenwoods Asset Management Hong Kong Ltd. 5.47% of their portfolio | 1.0m $173.3m | Unchanged |
| Aspex Management (HK) Ltd 4.33% of their portfolio | 955.4k $160.3m | Reduced -480.8k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 951.0k $159.5m | Added +124.4k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 932.2k $156.4m | Reduced -306.6k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 870.9k $146.1m | First filing |
| Swiss National Bank 0.10% of their portfolio | 869.3k $145.8m | Reduced -37.0k |
| BARCLAYS PLC 0.07% of their portfolio | 856.4k $143.7m | Added +227.1k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 852.5k $143.0m | Added +116.6k |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 838.8k $140.7m | Reduced -111.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio | 816.9k $137.0m | Added +781.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 799.7k $134.1m | Added +16.8k |
| LORD, ABBETT & CO. LLC 0.42% of their portfolio | 786.9k $132.0m | Added +36.8k |
| Russell Investments Group, Ltd. 0.18% of their portfolio | 781.0k $131.4m | Added +363.7k |
| FEDERATED HERMES, INC. 0.28% of their portfolio | 767.9k $128.8m | Added +215.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 734.9k $123.3m | Reduced -140.8k |
| MAVERICK CAPITAL LTD 2.22% of their portfolio | 733.7k $123.1m | Reduced -252.9k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 731.4k $122.7m | Added +302.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.11% of their portfolio | 682.6k $114.5m | Added +206.4k |
| Holocene Advisors, LP 0.37% of their portfolio | 678.4k $113.8m | New |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 675.2k $113.3m | Added +320.5k |
| GARDNER RUSSO & QUINN LLC 1.27% of their portfolio | 670.1k $112.4m | Reduced -35.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio | 666.5k $111.8m | New |
| Polar Capital Holdings Plc 0.63% of their portfolio | 665.8k $111.7m | Added +60.5k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 643.4k $107.9m | Added +279.8k |
| Discovery Value Fund 61.28% of their portfolio | 635.9k $106.7m | Reduced -436.8k |
| Thrivent Financial for Lutherans 0.21% of their portfolio | 635.9k $106.7m | Reduced -27.7k |
| BESSEMER GROUP INC 0.17% of their portfolio | 617.8k $103.6m | Reduced -9.6k |
| PointState Capital LP 2.28% of their portfolio | 597.0k $100.1m | Reduced -274.3k |
| Man Group plc 0.30% of their portfolio | 579.8k $97.3m | Reduced -102.7k |
| Kinetic Partners Management, LP 6.32% of their portfolio | 572.0k $95.9m | Reduced -104.9k |
| Robeco Institutional Asset Management B.V. 0.18% of their portfolio | 567.2k $95.2m | Reduced -54.5k |
| Spyglass Capital Management LLC 5.15% of their portfolio | 546.2k $91.6m | Reduced -7.0k |
| RHUMBLINE ADVISERS 0.08% of their portfolio | 513.6k $86.2m | Added +21.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.20% of their portfolio | 508.1k $85.2m | Reduced -31.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.34% of their portfolio | 505.6k $84.8m | Added +80.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 498.1k $83.6m | Reduced -10.9k |
| PUBLIC INVESTMENT FUND 0.43% of their portfolio | 488.0k $81.9m | New |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 5.66% of their portfolio | 487.3k $81.7m | Reduced -309.3k |
| Wolf Hill Capital Management, LP 6.57% of their portfolio | 484.9k $81.3m | Reduced -15.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.80% of their portfolio | 482.7k $81.0m | Added +24.1k |
| MACKENZIE FINANCIAL CORP 0.04% of their portfolio | 478.4k $80.5m | Added +459.6k |
| Steadview Capital Management LLC 16.35% of their portfolio | 471.0k $79.0m | Reduced -58.0k |
| ProShare Advisors LLC 0.17% of their portfolio | 446.2k $74.9m | Added +83.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.10% of their portfolio | 445.3k $74.7m | Unchanged |
| Caisse de depot et placement du Quebec 0.16% of their portfolio | 444.9k $74.6m | Added +191.2k |
| CITIGROUP INC 0.07% of their portfolio | 442.4k $74.2m | Added +28.6k |
| Kohlberg Kravis Roberts & Co. L.P. 1.93% of their portfolio | 429.4k $72.0m | Unchanged |
| National Pension Service 0.07% of their portfolio | 411.6k $69.0m | Reduced -18.7k |