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 ($340.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $271.85. Options: 47 managers hold calls ($5.8bn notional), 44 hold puts ($3.0bn).
Trends to Q3 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 |
| Q3 2025 | 1,101 |
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 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 |
| Q3 2025 | 667 | 395 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $2.9bn | $1.7bn | 0.59 |
| Q1 2025 | $2.4bn | $1.6bn | 0.66 |
| Q2 2025 | $4.5bn | $2.4bn | 0.53 |
| Q3 2025 | $5.8bn | $3.0bn | 0.52 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +18.0m |
| Ninety One UK Ltd | New | +1.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.7m |
| BlackRock, Inc. | Added | +1.6m |
| VANGUARD GROUP INC | Added | +1.5m |
| FMR LLC | Added | +1.4m |
| Invesco Ltd. | Added | +980.1k |
| STATE STREET CORP | Added | +909.1k |
| 1832 Asset Management L.P. | Added | +719.3k |
| Amundi | Added | +681.1k |
Biggest sellers
| ROYAL BANK OF CANADA | Reduced | -1.5m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -993.7k |
| CITADEL ADVISORS LLC | Reduced | -926.5k |
| Temasek Holdings (Private) Ltd | Reduced | -779.5k |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -768.9k |
| Capital Research Global Investors | Reduced | -745.7k |
| BAILLIE GIFFORD & CO | Reduced | -720.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -507.0k |
| Bridgewater Associates, LP | Reduced | -405.9k |
Biggest calls
| ALKEON CAPITAL MANAGEMENT LLC | Added | $1.4bn5.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1bn4.1m shares |
| JANE STREET GROUP, LLC | Reduced | $621.1m2.3m shares |
| Aptus Capital Advisors, LLC | New | $544.0m2.0m shares |
| CITADEL ADVISORS LLC | Added | $266.1m978.3k shares |
| NOMURA HOLDINGS INC | Added | $244.8m900.0k shares |
| WOLVERINE TRADING, LLC | Added | $239.6m879.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $205.4m7.5k shares |
| ROYAL BANK OF CANADA | Reduced | $182.2m670.0k shares |
| D. E. Shaw & Co., Inc. | Added | $165.9m610.1k shares |
Biggest puts
| JPMORGAN CHASE & CO | Added | $680.6m2.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $461.0m1.7m shares |
| ROYAL BANK OF CANADA | Reduced | $268.6m987.7k shares |
| IMC-Chicago, LLC | Added | $171.8m631.5k shares |
| JANE STREET GROUP, LLC | Added | $160.0m588.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $134.9m494.9k shares |
| NOMURA HOLDINGS INC | Added | $127.3m468.0k shares |
| BANK OF MONTREAL /CAN/ | New | $122.8m451.4k shares |
| Hudson Bay Capital Management LP | Added | $118.3m435.0k shares |
| BARCLAYS PLC | Unchanged | $106.0m389.8k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 10 | $266.5m | $184.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-29 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $8.1m30.0k shares |
| 2025-09-24 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $379.3k1.4k shares |
| 2025-09-15 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $13.2m51.2k shares |
| 2025-09-09 | Brown Shona L Director | Sold plan | $318.3k1.2k shares |
| 2025-09-03 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $4.3m17.1k shares |
| 2025-09-03 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $731.0k2.9k shares |
| 2025-09-03 | Still Ashley Director | Sold plan | $15.4k63 shares |
| 2025-09-02 | Tang Stanley Director · See footnote | Sold plan | $11.0m45.4k shares |
| 2025-09-02 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $8.3m34.2k shares |
| 2025-09-02 | Fang Andy Director · See footnote | Sold plan | $7.3m30.0k shares |
| 2025-09-02 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $4.4m18.0k shares |
| 2025-08-27 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $458.5k1.8k shares |
| 2025-08-26 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $3.4m13.9k shares |
| 2025-08-25 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $10.3m41.9k shares |
| 2025-08-25 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $1.3m5.3k shares |
| 2025-08-22 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $1.1m4.4k shares |
| 2025-08-20 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold | $69.4m291.4k shares |
| 2025-08-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $3.9m16.4k shares |
| 2025-08-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $3.8m16.1k shares |
| 2025-08-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $2.2m9.4k shares |
| 2025-08-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $1.2m5.0k shares |
| 2025-08-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $651.0k2.7k shares |
| 2025-08-20 | Fang Andy Director | Sold | $300.8k1.3k shares |
| 2025-08-20 | Tang Stanley Director | Sold | $300.8k1.3k shares |
| 2025-08-18 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $4.3m17.1k shares |
| 2025-08-15 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $8.5m34.2k shares |
| 2025-08-11 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $13.1m51.2k shares |
| 2025-08-11 | Brown Shona L Director | Sold plan | $322.7k1.2k shares |
| 2025-08-07 | Fang Andy Director · See footnote | Sold plan | $13.8m50.0k shares |
| 2025-08-07 | Brown Shona L Director | Sold plan | $448.8k1.6k shares |
The latest 30 of 44 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.17% of their portfolio | 42.7m $11.6bn | Added +1.5m |
| JPMORGAN CHASE & CO 0.32% of their portfolio | 36.9m $10.0bn | Added +18.0m |
| SC US (TTGP), LTD. 52.32% of their portfolio | 31.2m $8.5bn | Reduced -16.2k |
| BlackRock, Inc. 0.13% of their portfolio | 27.4m $7.4bn | Added +1.6m |
| MORGAN STANLEY 0.28% of their portfolio | 17.1m $4.7bn | Reduced -276.5k |
| STATE STREET CORP 0.14% of their portfolio | 15.3m $4.2bn | Added +909.1k |
| Capital World Investors 0.40% of their portfolio | 10.9m $3.0bn | Added +95.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.31% of their portfolio | 10.5m $2.9bn | Added +1.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.15% of their portfolio | 8.6m $2.3bn | Added +663.9k |
| BAILLIE GIFFORD & CO 1.67% of their portfolio | 8.3m $2.2bn | Reduced -720.1k |
| Newlands Management Operations LLC 9.12% of their portfolio | 7.1m $1.9bn | Unchanged |
| Invesco Ltd. 0.27% of their portfolio | 6.4m $1.7bn | Added +980.1k |
| JANUS HENDERSON GROUP PLC 0.63% of their portfolio | 5.1m $1.4bn | Reduced -215.4k |
| SANDS CAPITAL MANAGEMENT, LLC 3.02% of their portfolio | 4.0m $1.1bn | Reduced -768.9k |
| GOLDMAN SACHS GROUP INC 0.16% of their portfolio | 4.0m $1.1bn | Added +360.0k |
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 4.0m $1.1bn | Added +286.0k |
| FRANKLIN RESOURCES INC 0.26% of their portfolio | 3.8m $1.0bn | Reduced -199.6k |
| FMR LLC 0.05% of their portfolio | 3.7m $1.0bn | Added +1.4m |
| NORTHERN TRUST CORP 0.12% of their portfolio | 3.3m $910.7m | Added +96.0k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 8.88% of their portfolio | 3.0m $816.0m | Unchanged |
| Capital Research Global Investors 0.15% of their portfolio | 2.9m $780.7m | Reduced -745.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio | 2.6m $711.1m | Added +256.8k |
| COATUE MANAGEMENT LLC 1.64% of their portfolio | 2.5m $667.7m | Added +268.1k |
| Temasek Holdings (Private) Ltd 2.20% of their portfolio | 2.3m $631.7m | Reduced -779.5k |
| Legal & General Group Plc 0.14% of their portfolio | 2.3m $616.2m | Added +126.5k |
| Winslow Capital Management, LLC 2.00% of their portfolio | 2.2m $604.2m | Added +400.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.52% of their portfolio | 2.2m $598.4m | Reduced -354.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 2.2m $598.1m | Reduced -374.4k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 2.2m $589.1m | Added +23.5k |
| MARSHALL WACE, LLP 0.61% of their portfolio | 2.0m $551.0m | Added +392.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.70% of their portfolio | 2.0m $532.3m | Reduced -507.0k |
| Ninety One UK Ltd 0.56% of their portfolio | 1.9m $518.3m | New |
| DEUTSCHE BANK AG\ 0.17% of their portfolio | 1.8m $499.0m | Added +626.2k |
| FIRST TRUST ADVISORS LP 0.36% of their portfolio | 1.8m $487.1m | Reduced -1.8k |
| Amundi 0.15% of their portfolio | 1.7m $479.0m | Added +681.1k |
| Durable Capital Partners LP 3.37% of their portfolio | 1.7m $454.7m | Added +645.0k |
| AQR CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 1.6m $442.6m | Reduced -1.0m |
| BARCLAYS PLC 0.14% of their portfolio | 1.4m $392.8m | Added +132.3k |
| 1832 Asset Management L.P. 0.64% of their portfolio | 1.4m $375.3m | Added +719.3k |
| Artisan Partners Limited Partnership 0.54% of their portfolio | 1.4m $372.8m | Added +174.0k |
| GROUPAMA ASSET MANAGMENT 0.02% of their portfolio | 1.3m $1.5m | Added +600.0k |
| Nuveen, LLC 0.09% of their portfolio | 1.3m $349.1m | Added +79.3k |
| SCGE MANAGEMENT, L.P. 6.39% of their portfolio | 1.2m $327.5m | Added +119.0k |
| Holocene Advisors, LP 0.74% of their portfolio | 1.2m $322.8m | Added +339.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.18% of their portfolio | 1.1m $309.5m | Added +29.9k |
| TWO SIGMA ADVISERS, LP 0.61% of their portfolio | 1.1m $306.4m | Reduced -317.6k |
| Swiss National Bank 0.16% of their portfolio | 1.0m $281.3m | Reduced -50.3k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 1.0m $278.0m | Reduced -1.5m |
| Robeco Institutional Asset Management B.V. 0.40% of their portfolio | 1.0m $273.0m | Added +428 |
| Allspring Global Investments Holdings, LLC 0.43% of their portfolio | 990.9k $265.2m | Reduced -18.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.38% of their portfolio | 966.5k $262.9m | Reduced -67.6k |
| GARDNER RUSSO & QUINN LLC 2.70% of their portfolio | 926.4k $252.0m | Reduced -40.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 917.2k $249.5m | Reduced -31.4k |
| CITIGROUP INC 0.17% of their portfolio | 912.0k $248.0m | Added +63.8k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 901.6k $245.2m | Added +59.5k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 900.3k $244.9m | Added +28.3k |
| LORD, ABBETT & CO. LLC 0.70% of their portfolio | 860.5k $234.0m | Reduced -33.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.18% of their portfolio | 846.9k $230.3m | Added +62.1k |
| NOMURA HOLDINGS INC 1.02% of their portfolio | 827.3k $225.0m | Added +336.2k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 813.9k $221.4m | Added +18.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.16% of their portfolio | 806.2k $219.3m | Added +53.7k |
| FEDERATED HERMES, INC. 0.38% of their portfolio | 798.2k $217.1m | Reduced -155.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 790.9k $215.1m | Added +263.0k |
| SEI INVESTMENTS CO 0.23% of their portfolio | 785.4k $213.6m | Added +104.2k |
| BANK OF MONTREAL /CAN/ 0.09% of their portfolio | 753.0k $204.8m | Added +508.3k |
| Thrivent Financial for Lutherans 0.40% of their portfolio | 750.0k $204.0m | Reduced -86.1k |
| Aspex Management (HK) Ltd 4.21% of their portfolio | 724.7k $197.1m | Unchanged |
| RHUMBLINE ADVISERS 0.16% of their portfolio | 718.4k $195.4m | Added +7.0k |
| National Pension Service 0.15% of their portfolio | 694.1k $188.8m | Added +7.7k |
| UBS Group AG 0.04% of their portfolio | 686.8k $186.8m | Reduced -41.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.11% of their portfolio | 655.1k $178.2m | Reduced -993.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.31% of their portfolio | 644.8k $175.4m | Reduced -102.4k |
| PANAGORA ASSET MANAGEMENT INC 0.70% of their portfolio | 639.1k $173.8m | Reduced -133.8k |
| California Public Employees Retirement System 0.10% of their portfolio | 635.8k $172.9m | Added +36.9k |
| Quantinno Capital Management LP 0.47% of their portfolio | 631.0k $171.6m | Added +42.1k |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 620.0k $168.2m | Reduced -151.7k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 604.6k $164.5m | Added +2.1k |
| MACQUARIE GROUP LTD 0.19% of their portfolio | 593.8k $161.5m | Reduced -5.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.54% of their portfolio | 587.4k $159.8m | Added +57.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.16% of their portfolio | 581.5k $158.2m | Added +745 |
| CITADEL ADVISORS LLC 0.12% of their portfolio | 570.8k $155.3m | Reduced -926.5k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 546.4k $148.6m | Reduced -77.8k |
| Polar Capital Holdings Plc 0.71% of their portfolio | 540.4k $147.0m | Reduced -135.2k |
| Luxor Capital Group, LP 19.85% of their portfolio | 532.2k $144.7m | Reduced -182.5k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 524.6k $142.7m | Added +23.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.44% of their portfolio | 510.4k $138.8m | Added +7.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.10% of their portfolio | 508.9k $138.4m | Reduced -272.5k |
| ProShare Advisors LLC 0.29% of their portfolio | 501.8k $136.5m | Reduced -103.5k |
| Pictet Asset Management Holding SA 0.13% of their portfolio | 491.6k $133.7m | Added +99.3k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 485.1k $131.9m | Added +22.9k |
| BESSEMER GROUP INC 0.20% of their portfolio | 477.4k $129.8m | Reduced -45.3k |
| TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio | 462.9k $125.9m | Reduced -242.0k |
| Allianz Asset Management GmbH 0.15% of their portfolio | 455.8k $124.0m | Added +33.6k |
| Hudson Bay Capital Management LP 0.75% of their portfolio | 455.3k $123.8m | Reduced -143.2k |
| CANADA LIFE ASSURANCE Co 0.18% of their portfolio | 453.1k $123.4m | Added +11.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 451.9k $122.9m | Added +15.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.16% of their portfolio | 450.3k $122.5m | Reduced -3.8k |
| Empower Advisory Group, LLC 0.32% of their portfolio | 430.6k $117.1m | Added +81.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 409.4k $111.4m | Reduced -40.0k |
| Balyasny Asset Management L.P. 0.22% of their portfolio | 404.4k $110.0m | Reduced -325.2k |