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 ($222.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $182.63. Options: 42 managers hold calls ($2.4bn notional), 46 hold puts ($1.6bn).
Trends to Q1 2025
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 |
| Q1 2025 | 878 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 581 | 308 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $1.4bn | $1.2bn | 0.84 |
| Q3 2024 | $1.7bn | $1.2bn | 0.69 |
| Q4 2024 | $2.9bn | $1.7bn | 0.59 |
| Q1 2025 | $2.4bn | $1.6bn | 0.66 |
Biggest buyers
| VANGUARD GROUP INC | Added | +8.1m |
| BlackRock, Inc. | Added | +7.8m |
| STATE STREET CORP | Added | +6.3m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +3.2m |
| JPMORGAN CHASE & CO | Added | +2.6m |
| Winslow Capital Management, LLC | New | +1.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.5m |
| NATIONAL BANK OF CANADA /FI/ | Added | +1.4m |
| Invesco Ltd. | Added | +1.4m |
| DEUTSCHE BANK AG\ | Added | +1.1m |
Biggest sellers
| Capital Research Global Investors | Reduced | -4.5m |
| VIKING GLOBAL INVESTORS LP | Reduced | -3.1m |
| CITADEL ADVISORS LLC | Reduced | -1.6m |
| Qube Research & Technologies Ltd | Reduced | -1.5m |
| MORGAN STANLEY | Reduced | -1.5m |
| Capital World Investors | Reduced | -1.5m |
| D. E. Shaw & Co., Inc. | Reduced | -1.4m |
| JANE STREET GROUP, LLC | Reduced | -1.3m |
| BAILLIE GIFFORD & CO | Reduced | -1.3m |
| Temasek Holdings (Private) Ltd | Reduced | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $900.5m4.9m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Added | $740.2m4.0m shares |
| CITADEL ADVISORS LLC | Reduced | $120.8m660.9k shares |
| GOLDMAN SACHS GROUP INC | Added | $79.7m435.8k shares |
| IMC-Chicago, LLC | Reduced | $70.8m387.6k shares |
| D. E. Shaw & Co., Inc. | Reduced | $70.6m386.1k shares |
| JANE STREET GROUP, LLC | Reduced | $61.3m335.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $42.8m234.4k shares |
| Walleye Trading LLC | Reduced | $37.9m207.5k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $27.4m1.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $342.7m1.9m shares |
| NATIONAL BANK OF CANADA /FI/ | Added | $274.2m15.0k shares |
| CITADEL ADVISORS LLC | Reduced | $113.9m623.2k shares |
| JANE STREET GROUP, LLC | Reduced | $112.4m614.8k shares |
| Hudson Bay Capital Management LP | Added | $94.0m514.1k shares |
| JPMORGAN CHASE & CO | Added | $76.3m417.6k shares |
| BARCLAYS PLC | Reduced | $65.8m360.0k shares |
| Walleye Trading LLC | Reduced | $56.8m310.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $53.6m293.2k shares |
| IMC-Chicago, LLC | Reduced | $50.7m277.6k 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 2025
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 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 |
| Q1 2025 | 0 | — | 10 | $210.8m | $201.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-28 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $3.7m20.0k shares |
| 2025-03-24 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $2.9m14.7k shares |
| 2025-03-04 | Still Ashley Director | Sold plan | $12.1k62 shares |
| 2025-03-03 | Tang Stanley Director · See footnote | Sold plan | $43.2m215.1k shares |
| 2025-03-03 | Tang Stanley Director | Sold plan | $9.7m48.4k shares |
| 2025-02-26 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $10.0m50.0k shares |
| 2025-02-25 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $7.2m37.7k shares |
| 2025-02-25 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $2.3m11.9k shares |
| 2025-02-25 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $1.6m8.2k shares |
| 2025-02-24 | Still Ashley Director | Sold plan | $37.7k188 shares |
| 2025-02-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $4.1m20.2k shares |
| 2025-02-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $3.1m15.2k shares |
| 2025-02-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $2.5m12.1k shares |
| 2025-02-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $1.7m8.1k shares |
| 2025-02-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $537.9k2.6k shares |
| 2025-02-20 | Fang Andy Director | Sold | $284.4k1.4k shares |
| 2025-02-18 | Fang Andy Director · See footnote | Sold plan | $10.6m50.0k shares |
| 2025-02-14 | Fang Andy Director · See footnote | Sold plan | $10.5m50.0k shares |
| 2025-02-13 | Fang Andy Director · See footnote | Sold plan | $10.1m50.0k shares |
| 2025-02-12 | Fang Andy Director · See footnote | Sold plan | $20.0m100.0k shares |
| 2025-02-12 | Brown Shona L Director | Sold plan | $1.0m5.0k shares |
| 2025-02-03 | Tang Stanley Director · See footnote | Sold plan | $9.5m50.0k shares |
| 2025-01-24 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $261.1k1.4k shares |
| 2025-01-23 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $3.6m20.0k shares |
| 2025-01-15 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $2.1k12 shares |
| 2025-01-14 | Fang Andy Director · See footnote | Sold plan | $8.5m50.0k shares |
| 2025-01-13 | Fang Andy Director · See footnote | Sold plan | $8.4m50.0k shares |
| 2025-01-10 | Fang Andy Director · See footnote | Sold plan | $8.5m50.0k shares |
| 2025-01-02 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $18.5m108.3k shares |
| 2025-01-02 | Tang Stanley Director · See footnote | Sold plan | $8.5m50.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.13% of their portfolio | 39.4m $7.2bn | Added +8.1m |
| SC US (TTGP), LTD. 53.92% of their portfolio | 31.2m $5.7bn | Reduced -259.8k |
| BlackRock, Inc. 0.10% of their portfolio | 26.3m $4.8bn | Added +7.8m |
| MORGAN STANLEY 0.25% of their portfolio | 19.5m $3.6bn | Reduced -1.5m |
| JPMORGAN CHASE & CO 0.25% of their portfolio | 18.2m $3.3bn | Added +2.6m |
| STATE STREET CORP 0.11% of their portfolio | 14.0m $2.6bn | Added +6.3m |
| BAILLIE GIFFORD & CO 1.91% of their portfolio | 12.0m $2.2bn | Reduced -1.3m |
| Capital World Investors 0.32% of their portfolio | 10.7m $2.0bn | Reduced -1.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.11% of their portfolio | 7.7m $1.4bn | Added +3.2m |
| Newlands Management Operations LLC 8.76% of their portfolio | 7.1m $1.3bn | Added +17.6k |
| JANUS HENDERSON GROUP PLC 0.58% of their portfolio | 5.8m $1.1bn | Added +226.0k |
| SANDS CAPITAL MANAGEMENT, LLC 3.42% of their portfolio | 5.5m $1.0bn | Reduced -384.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.11% of their portfolio | 4.9m $897.0m | Added +641.6k |
| Invesco Ltd. 0.17% of their portfolio | 4.8m $877.3m | Added +1.4m |
| Capital Research Global Investors 0.17% of their portfolio | 4.2m $760.6m | Reduced -4.5m |
| FRANKLIN RESOURCES INC 0.22% of their portfolio | 4.1m $755.6m | Reduced -615.6k |
| Temasek Holdings (Private) Ltd 2.69% of their portfolio | 3.6m $667.0m | Reduced -1.2m |
| NORGES BANK 0.09% of their portfolio | 3.6m $654.0m | Added +16.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.52% of their portfolio | 3.5m $645.2m | Reduced -1.1m |
| NORTHERN TRUST CORP 0.09% of their portfolio | 3.3m $604.8m | Added +915.5k |
| MARSHALL WACE, LLP 0.75% of their portfolio | 3.1m $565.0m | Added +326.9k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.85% of their portfolio | 3.0m $548.3m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 2.7m $492.9m | Added +181.2k |
| TWO SIGMA ADVISERS, LP 1.11% of their portfolio | 2.7m $492.4m | Reduced -189.6k |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 2.5m $458.2m | Reduced -158.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 2.3m $419.0m | Added +874.6k |
| FIRST TRUST ADVISORS LP 0.36% of their portfolio | 2.2m $411.1m | Added +68.0k |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 2.2m $405.8m | Added +677.1k |
| TIGER GLOBAL MANAGEMENT LLC 1.51% of their portfolio | 2.2m $401.4m | Unchanged |
| Legal & General Group Plc 0.11% of their portfolio | 2.2m $394.8m | Added +243.6k |
| Bank of New York Mellon Corp 0.08% of their portfolio | 2.1m $386.1m | Added +658.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.38% of their portfolio | 2.1m $363.9m | Added +307.1k |
| DEUTSCHE BANK AG\ 0.15% of their portfolio | 2.0m $367.3m | Added +1.1m |
| RENAISSANCE TECHNOLOGIES LLC 0.55% of their portfolio | 2.0m $361.6m | Reduced -494.8k |
| UBS Group AG 0.08% of their portfolio | 1.9m $353.7m | Added +178.9k |
| VIKING GLOBAL INVESTORS LP 1.08% of their portfolio | 1.9m $339.6m | Reduced -3.1m |
| AQR CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 1.8m $321.8m | Added +1.5m |
| Winslow Capital Management, LLC 1.32% of their portfolio | 1.8m $331.7m | New |
| NATIONAL BANK OF CANADA /FI/ 0.36% of their portfolio | 1.7m $305.1m | Added +1.4m |
| COATUE MANAGEMENT LLC 1.33% of their portfolio | 1.7m $302.0m | Reduced -939.8k |
| a16z Capital Management, L.L.C. 41.65% of their portfolio | 1.6m $291.9m | Unchanged |
| California Public Employees Retirement System 0.20% of their portfolio | 1.5m $279.2m | Added +354.4k |
| 1832 Asset Management L.P. 0.53% of their portfolio | 1.5m $277.5m | Added +26.7k |
| D. E. Shaw & Co., Inc. 0.32% of their portfolio | 1.5m $271.0m | Reduced -1.4m |
| BARCLAYS PLC 0.12% of their portfolio | 1.5m $266.9m | Added +603.8k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 1.4m $261.8m | Added +789.1k |
| FMR LLC 0.02% of their portfolio | 1.4m $250.0m | Added +25.0k |
| Holocene Advisors, LP 0.72% of their portfolio | 1.3m $245.5m | Added +664.9k |
| Amundi 0.08% of their portfolio | 1.3m $229.4m | Reduced -89.6k |
| Artisan Partners Limited Partnership 0.39% of their portfolio | 1.3m $238.4m | Added +91.4k |
| TWO SIGMA INVESTMENTS, LP 0.50% of their portfolio | 1.3m $230.6m | Reduced -263.8k |
| Nuveen, LLC 0.06% of their portfolio | 1.2m $211.4m | First filing |
| Allspring Global Investments Holdings, LLC 0.36% of their portfolio | 1.1m $206.8m | Reduced -58.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.1m $195.4m | Reduced -311.9k |
| Durable Capital Partners LP 1.68% of their portfolio | 1.0m $187.6m | Added +799.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.18% of their portfolio | 1.0m $185.7m | Added +333.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.52% of their portfolio | 1.0m $184.6m | Reduced -571.5k |
| FEDERATED HERMES, INC. 0.40% of their portfolio | 1.0m $183.5m | Added +236.1k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 994.4k $181.7m | Added +262.9k |
| Swiss National Bank 0.13% of their portfolio | 989.3k $180.8m | Added +120.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.12% of their portfolio | 910.5k $166.4m | Added +110.8k |
| Russell Investments Group, Ltd. 0.21% of their portfolio | 827.7k $151.2m | Added +46.7k |
| Thrivent Financial for Lutherans 0.33% of their portfolio | 825.5k $150.9m | Added +189.7k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 822.2k $150.3m | Added +87.3k |
| PUBLIC INVESTMENT FUND 0.77% of their portfolio | 821.4k $150.1m | Added +333.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 802.3k $146.6m | First filing |
| GARDNER RUSSO & QUINN LLC 1.63% of their portfolio | 793.7k $145.1m | Added +123.5k |
| LORD, ABBETT & CO. LLC 0.51% of their portfolio | 784.2k $143.3m | Reduced -2.7k |
| RHUMBLINE ADVISERS 0.13% of their portfolio | 753.3k $137.7m | Added +239.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.51% of their portfolio | 747.8k $136.7m | Reduced -69.1k |
| Bridgewater Associates, LP 0.63% of their portfolio | 746.8k $136.5m | Added +669.0k |
| SEI INVESTMENTS CO 0.17% of their portfolio | 737.5k $134.8m | Added +432.2k |
| Aspex Management (HK) Ltd 3.42% of their portfolio | 724.7k $132.5m | Reduced -230.7k |
| Luxor Capital Group, LP 16.54% of their portfolio | 709.2k $129.6m | Added +587.5k |
| CITIGROUP INC 0.10% of their portfolio | 704.1k $128.7m | Added +261.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.12% of their portfolio | 692.9k $126.6m | Added +389.0k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 663.7k $120.4m | Added +372.3k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 650.4k $118.9m | Reduced -202.1k |
| MACQUARIE GROUP LTD 0.15% of their portfolio | 639.5k $116.9m | Added +500.0k |
| BESSEMER GROUP INC 0.20% of their portfolio | 621.6k $113.6m | Added +3.8k |
| BANK OF NOVA SCOTIA 0.25% of their portfolio | 610.0k $111.5m | Added +495.6k |
| Robeco Institutional Asset Management B.V. 0.20% of their portfolio | 576.0k $105.3m | Added +8.8k |
| ProShare Advisors LLC 0.24% of their portfolio | 570.3k $104.2m | Added +124.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.12% of their portfolio | 540.9k $98.9m | Added +42.8k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 533.2k $97.5m | Added +283.0k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 525.9k $96.1m | Reduced -345.0k |
| Hudson Bay Capital Management LP 0.61% of their portfolio | 524.8k $95.9m | Added +154.5k |
| SG Americas Securities, LLC 0.32% of their portfolio | 510.1k $93.2m | Added +459.9k |
| Kinetic Partners Management, LP 6.60% of their portfolio | 503.4k $92.0m | Reduced -68.6k |
| Caisse de depot et placement du Quebec 0.19% of their portfolio | 501.2k $91.6m | Added +56.3k |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 499.0k $91.2m | Reduced -1.5m |
| Mitsubishi UFJ Trust & Banking Corp 0.23% of their portfolio | 483.9k $88.4m | Reduced -24.2k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 461.2k $84.3m | Reduced -214.0k |
| National Pension Service 0.08% of their portfolio | 454.9k $83.1m | Added +43.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 451.0k $82.4m | Added +357.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.13% of their portfolio | 448.2k $81.9m | Added +220.7k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 432.2k $79.0m | Reduced -500.0k |
| Man Group plc 0.23% of their portfolio | 428.9k $78.4m | Reduced -150.9k |
| CANADA LIFE ASSURANCE Co 0.14% of their portfolio | 421.5k $77.2m | Added +65.4k |
| Polar Capital Holdings Plc 0.47% of their portfolio | 420.4k $76.8m | Reduced -245.4k |