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 ($262.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $246.37. Options: 46 managers hold calls ($4.5bn notional), 44 hold puts ($2.4bn).
Trends to Q2 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 |
| Q2 2025 | 1,044 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 676 | 343 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.7bn | $1.2bn | 0.69 |
| Q4 2024 | $2.9bn | $1.7bn | 0.59 |
| Q1 2025 | $2.4bn | $1.6bn | 0.66 |
| Q2 2025 | $4.5bn | $2.4bn | 0.53 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.9m |
| VANGUARD GROUP INC | Added | +1.8m |
| ROYAL BANK OF CANADA | Added | +1.6m |
| BANK OF AMERICA CORP /DE/ | Added | +1.5m |
| CITADEL ADVISORS LLC | Added | +1.5m |
| NORGES BANK | Added | +1.2m |
| GOLDMAN SACHS GROUP INC | Added | +1.1m |
| SCGE MANAGEMENT, L.P. | New | +1.1m |
| FMR LLC | Added | +909.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +797.8k |
Biggest sellers
| BAILLIE GIFFORD & CO | Reduced | -3.0m |
| TIGER GLOBAL MANAGEMENT LLC | Reduced | -2.2m |
| MORGAN STANLEY | Reduced | -2.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.9m |
| VIKING GLOBAL INVESTORS LP | Sold out | -1.9m |
| a16z Capital Management, L.L.C. | Sold out | -1.6m |
| MARSHALL WACE, LLP | Reduced | -1.5m |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -1.3m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.2m |
| UBS Group AG | Reduced | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1bn4.4m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Unchanged | $998.4m4.0m shares |
| JANE STREET GROUP, LLC | Added | $575.4m2.3m shares |
| ROYAL BANK OF CANADA | New | $280.7m1.1m shares |
| CITADEL ADVISORS LLC | Added | $225.4m914.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $186.5m7.6k shares |
| IMC-Chicago, LLC | Added | $170.0m689.5k shares |
| NOMURA HOLDINGS INC | Added | $147.9m600.0k shares |
| WOLVERINE TRADING, LLC | Added | $143.5m592.4k shares |
| D. E. Shaw & Co., Inc. | Added | $133.2m540.5k shares |
Biggest puts
| ROYAL BANK OF CANADA | New | $305.2m1.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $296.0m1.2m shares |
| JPMORGAN CHASE & CO | Added | $189.1m767.3k shares |
| WOLVERINE TRADING, LLC | Added | $147.5m608.8k shares |
| GOLDMAN SACHS GROUP INC | Added | $142.7m579.0k shares |
| JANE STREET GROUP, LLC | Reduced | $140.4m569.7k shares |
| CITADEL ADVISORS LLC | Reduced | $131.6m534.0k shares |
| IMC-Chicago, LLC | Added | $117.8m477.7k shares |
| BARCLAYS PLC | Added | $96.1m389.8k shares |
| Portman Square Capital LLP | New | $87.5m354.8k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 10 | $95.7m | $85.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-30 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $4.9m20.0k shares |
| 2025-06-27 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $7.2m30.0k shares |
| 2025-06-27 | Brown Shona L Director | Sold plan | $198.0k825 shares |
| 2025-06-24 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $330.2k1.4k shares |
| 2025-06-24 | Brown Shona L Director | Sold plan | $289.2k1.2k shares |
| 2025-06-23 | Still Ashley Director | Sold plan | $561.4k2.5k shares |
| 2025-06-23 | Brown Shona L Director | Sold plan | $189.8k825 shares |
| 2025-06-16 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $9.8m44.2k shares |
| 2025-06-13 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.5m7.0k shares |
| 2025-06-09 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $3.7m17.1k shares |
| 2025-06-06 | Brown Shona L Director | Sold plan | $635.4k2.9k shares |
| 2025-06-05 | Fang Andy Director · See footnote | Sold plan | $6.5m30.0k shares |
| 2025-06-03 | Still Ashley Director | Sold plan | $13.4k63 shares |
| 2025-06-02 | Tang Stanley Director · See footnote | Sold plan | $9.6m45.2k shares |
| 2025-06-02 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $422.2k2.0k shares |
| 2025-06-02 | Tang Stanley Director | Sold plan | $37.8k179 shares |
| 2025-05-27 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $2.9m14.3k shares |
| 2025-05-27 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $393.4k1.9k shares |
| 2025-05-23 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $12.6m62.3k shares |
| 2025-05-23 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $1.5m7.5k shares |
| 2025-05-23 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $1.1m5.4k shares |
| 2025-05-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $3.2m15.9k shares |
| 2025-05-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $3.1m15.7k shares |
| 2025-05-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $1.8m9.2k shares |
| 2025-05-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $975.7k4.9k shares |
| 2025-05-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $530.7k2.7k shares |
| 2025-05-20 | Fang Andy Director | Sold | $211.9k1.1k shares |
| 2025-05-20 | Tang Stanley Director | Sold | $208.3k1.0k shares |
| 2025-05-02 | Still Ashley Director | Sold plan | $12.4k62 shares |
| 2025-05-01 | Tang Stanley Director · See footnote | Sold plan | $6.1m31.3k shares |
The latest 30 of 35 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.16% of their portfolio | 41.2m $10.2bn | Added +1.8m |
| SC US (TTGP), LTD. 54.35% of their portfolio | 31.2m $7.7bn | Reduced -1.9k |
| BlackRock, Inc. 0.12% of their portfolio | 25.7m $6.3bn | Reduced -549.6k |
| JPMORGAN CHASE & CO 0.32% of their portfolio | 18.9m $4.7bn | Added +706.3k |
| MORGAN STANLEY 0.28% of their portfolio | 17.4m $4.3bn | Reduced -2.1m |
| STATE STREET CORP 0.13% of their portfolio | 14.4m $3.5bn | Added +427.7k |
| Capital World Investors 0.39% of their portfolio | 10.8m $2.7bn | Added +73.4k |
| BAILLIE GIFFORD & CO 1.65% of their portfolio | 9.0m $2.2bn | Reduced -3.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.25% of their portfolio | 8.8m $2.2bn | Added +3.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 8.0m $2.0bn | Added +223.2k |
| Newlands Management Operations LLC 9.20% of their portfolio | 7.1m $1.7bn | Unchanged |
| Invesco Ltd. 0.23% of their portfolio | 5.4m $1.3bn | Added +575.6k |
| JANUS HENDERSON GROUP PLC 0.64% of their portfolio | 5.3m $1.3bn | Reduced -438.1k |
| NORGES BANK 0.15% of their portfolio | 4.8m $1.2bn | Added +1.2m |
| SANDS CAPITAL MANAGEMENT, LLC 3.39% of their portfolio | 4.8m $1.2bn | Reduced -714.8k |
| FRANKLIN RESOURCES INC 0.26% of their portfolio | 4.0m $982.4m | Reduced -149.1k |
| BANK OF AMERICA CORP /DE/ 0.07% of their portfolio | 3.7m $912.7m | Added +1.5m |
| GOLDMAN SACHS GROUP INC 0.15% of their portfolio | 3.6m $898.0m | Added +1.1m |
| Capital Research Global Investors 0.18% of their portfolio | 3.6m $891.3m | Reduced -545.5k |
| NORTHERN TRUST CORP 0.11% of their portfolio | 3.3m $801.7m | Reduced -57.1k |
| Temasek Holdings (Private) Ltd 2.97% of their portfolio | 3.1m $764.7m | Reduced -547.4k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.53% of their portfolio | 3.0m $739.5m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.53% of their portfolio | 2.6m $643.1m | Added +797.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.58% of their portfolio | 2.6m $626.6m | Added +520.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 2.6m $634.3m | Reduced -123.8k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 2.6m $628.9m | Added +1.6m |
| RENAISSANCE TECHNOLOGIES LLC 0.81% of their portfolio | 2.5m $607.4m | Added +485.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio | 2.4m $581.2m | Added +65.0k |
| FMR LLC 0.03% of their portfolio | 2.3m $561.4m | Added +909.6k |
| COATUE MANAGEMENT LLC 1.50% of their portfolio | 2.2m $539.1m | Added +534.6k |
| Bank of New York Mellon Corp 0.10% of their portfolio | 2.1m $528.1m | Added +29.9k |
| Legal & General Group Plc 0.13% of their portfolio | 2.1m $527.3m | Reduced -21.1k |
| Winslow Capital Management, LLC 1.50% of their portfolio | 1.8m $448.9m | Added +6.3k |
| FIRST TRUST ADVISORS LP 0.36% of their portfolio | 1.8m $441.9m | Reduced -456.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.29% of their portfolio | 1.6m $406.4m | Reduced -1.9m |
| MARSHALL WACE, LLP 0.48% of their portfolio | 1.6m $402.7m | Reduced -1.5m |
| CITADEL ADVISORS LLC 0.32% of their portfolio | 1.5m $369.1m | Added +1.5m |
| TWO SIGMA ADVISERS, LP 0.73% of their portfolio | 1.4m $356.0m | Reduced -1.2m |
| BARCLAYS PLC 0.13% of their portfolio | 1.3m $323.4m | Reduced -148.3k |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 1.2m $297.9m | Reduced -801.2k |
| Nuveen, LLC 0.08% of their portfolio | 1.2m $296.8m | Added +47.4k |
| Artisan Partners Limited Partnership 0.44% of their portfolio | 1.2m $294.9m | Reduced -107.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.17% of their portfolio | 1.1m $273.1m | Added +197.5k |
| SCGE MANAGEMENT, L.P. 5.61% of their portfolio | 1.1m $267.5m | New |
| Swiss National Bank 0.16% of their portfolio | 1.1m $267.4m | Added +95.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.39% of their portfolio | 1.0m $254.9m | Added +585.9k |
| Durable Capital Partners LP 1.92% of their portfolio | 1.0m $253.1m | Unchanged |
| Amundi 0.08% of their portfolio | 1.0m $243.4m | Reduced -299.2k |
| Allspring Global Investments Holdings, LLC 0.40% of their portfolio | 1.0m $240.2m | Reduced -124.6k |
| Robeco Institutional Asset Management B.V. 0.40% of their portfolio | 1.0m $247.3m | Added +427.3k |
| GARDNER RUSSO & QUINN LLC 2.53% of their portfolio | 966.8k $238.3m | Added +173.1k |
| FEDERATED HERMES, INC. 0.44% of their portfolio | 953.5k $235.0m | Reduced -50.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.23% of their portfolio | 948.6k $233.8m | Added +781.3k |
| LORD, ABBETT & CO. LLC 0.71% of their portfolio | 893.6k $220.3m | Added +109.4k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 872.0k $214.9m | Reduced -560.5k |
| CITIGROUP INC 0.15% of their portfolio | 848.2k $209.1m | Added +144.1k |
| Holocene Advisors, LP 0.51% of their portfolio | 846.9k $208.8m | Reduced -496.4k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 842.1k $207.6m | Added +380.8k |
| Thrivent Financial for Lutherans 0.45% of their portfolio | 836.2k $206.1m | Added +10.7k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 795.9k $196.2m | Reduced -26.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.15% of their portfolio | 784.8k $193.5m | Reduced -17.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.16% of their portfolio | 781.4k $192.6m | Reduced -234.4k |
| PANAGORA ASSET MANAGEMENT INC 0.86% of their portfolio | 772.9k $190.5m | Added +537.7k |
| HSBC HOLDINGS PLC 0.12% of their portfolio | 771.6k $189.2m | Added +107.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.15% of their portfolio | 752.5k $185.5m | Added +59.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.38% of their portfolio | 747.3k $184.2m | Reduced -262.7k |
| Balyasny Asset Management L.P. 0.41% of their portfolio | 729.6k $179.9m | New |
| UBS Group AG 0.04% of their portfolio | 728.1k $179.5m | Reduced -1.2m |
| Aspex Management (HK) Ltd 3.89% of their portfolio | 724.7k $178.7m | Unchanged |
| Bridgewater Associates, LP 0.71% of their portfolio | 718.1k $177.0m | Reduced -28.7k |
| Luxor Capital Group, LP 22.94% of their portfolio | 714.6k $176.2m | Added +5.4k |
| RHUMBLINE ADVISERS 0.15% of their portfolio | 711.4k $175.4m | Reduced -41.9k |
| TWO SIGMA INVESTMENTS, LP 0.31% of their portfolio | 704.8k $173.8m | Reduced -556.8k |
| GROUPAMA ASSET MANAGMENT 0.01% of their portfolio | 700.0k $751.4k | New |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 687.0k $169.4m | Reduced -796.0k |
| National Pension Service 0.15% of their portfolio | 686.5k $169.2m | Added +231.6k |
| SEI INVESTMENTS CO 0.19% of their portfolio | 681.3k $167.9m | Reduced -56.3k |
| Polar Capital Holdings Plc 0.87% of their portfolio | 675.5k $166.5m | Added +255.2k |
| 1832 Asset Management L.P. 0.28% of their portfolio | 660.7k $162.9m | Reduced -857.5k |
| Russell Investments Group, Ltd. 0.20% of their portfolio | 624.2k $153.6m | Reduced -203.5k |
| ProShare Advisors LLC 0.30% of their portfolio | 605.4k $149.2m | Added +35.0k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 602.5k $148.5m | Added +76.6k |
| MACQUARIE GROUP LTD 0.18% of their portfolio | 599.4k $147.8m | Reduced -40.2k |
| California Public Employees Retirement System 0.09% of their portfolio | 598.9k $147.6m | Reduced -928.5k |
| Hudson Bay Capital Management LP 0.97% of their portfolio | 598.5k $147.5m | Added +73.7k |
| Quantinno Capital Management LP 0.63% of their portfolio | 588.8k $145.2m | Added +251.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.16% of their portfolio | 580.7k $143.2m | Added +39.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio | 530.4k $130.7m | Reduced -217.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 527.9k $130.1m | Reduced -541.3k |
| BESSEMER GROUP INC 0.21% of their portfolio | 522.7k $128.9m | Reduced -98.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.44% of their portfolio | 502.5k $123.9m | Added +179.2k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 501.1k $123.5m | Reduced -32.1k |
| NOMURA HOLDINGS INC 0.98% of their portfolio | 491.1k $121.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 462.4k $114.0m | Added +30.3k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 462.1k $113.9m | Reduced -188.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.15% of their portfolio | 454.2k $112.0m | Added +47.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 449.4k $110.8m | Reduced -1.6k |
| CANADA LIFE ASSURANCE Co 0.17% of their portfolio | 441.3k $108.9m | Added +19.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 436.3k $107.5m | Added +133.0k |
| Kinetic Partners Management, LP 5.85% of their portfolio | 433.7k $106.9m | Reduced -69.7k |