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 ($496.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $226.38. Options: 41 managers hold calls ($3.2bn notional), 48 hold puts ($1.9bn).
Trends to Q4 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 |
| Q4 2025 | 1,085 |
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 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 |
| Q4 2025 | 537 | 557 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $2.4bn | $1.6bn | 0.66 |
| Q2 2025 | $4.5bn | $2.4bn | 0.53 |
| Q3 2025 | $5.8bn | $3.0bn | 0.52 |
| Q4 2025 | $3.2bn | $1.9bn | 0.57 |
Biggest buyers
| Invesco Ltd. | Added | +7.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +4.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.4m |
| LONE PINE CAPITAL LLC | New | +2.5m |
| COATUE MANAGEMENT LLC | Added | +1.9m |
| Durable Capital Partners LP | Added | +1.9m |
| Alyeska Investment Group, L.P. | New | +1.6m |
| UBS Group AG | Added | +1.6m |
| ALKEON CAPITAL MANAGEMENT LLC | New | +1.2m |
| Foxhaven Asset Management, LP | New | +1.0m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -23.1m |
| GROUPAMA ASSET MANAGMENT | Sold out | -1.3m |
| 1832 Asset Management L.P. | Reduced | -1.3m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.1m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.1m |
| Holocene Advisors, LP | Reduced | -971.7k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -959.3k |
| FRANKLIN RESOURCES INC | Reduced | -908.5k |
| Ninety One UK Ltd | Reduced | -907.9k |
| Aspex Management (HK) Ltd | Sold out | -724.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $651.3m2.9m shares |
| JANE STREET GROUP, LLC | Added | $582.0m2.6m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | $339.7m1.5m shares |
| CITADEL ADVISORS LLC | Added | $259.0m1.1m shares |
| GOLDMAN SACHS GROUP INC | Added | $250.4m1.1m shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $171.9m7.6k shares |
| IMC-Chicago, LLC | Added | $163.9m723.7k shares |
| NOMURA HOLDINGS INC | Reduced | $158.5m700.0k shares |
| ROYAL BANK OF CANADA | Reduced | $142.6m629.6k shares |
| D. E. Shaw & Co., Inc. | Reduced | $131.6m581.1k shares |
Biggest puts
| JPMORGAN CHASE & CO | Reduced | $272.5m1.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $264.4m1.2m shares |
| ROYAL BANK OF CANADA | Added | $227.9m1.0m shares |
| CITADEL ADVISORS LLC | Added | $193.1m852.4k shares |
| IMC-Chicago, LLC | Reduced | $126.4m557.9k shares |
| JANE STREET GROUP, LLC | Reduced | $105.9m467.6k shares |
| BARCLAYS PLC | Unchanged | $88.3m389.8k shares |
| Walleye Trading LLC | Added | $60.0m264.9k shares |
| GROUP ONE TRADING LLC | Added | $50.8m224.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $50.1m2.2k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 1 | $100.3m | 10 | $162.9m | $96.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-22 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $7.0m30.0k shares |
| 2025-12-19 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $330.6k1.4k shares |
| 2025-12-18 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $3.8m16.7k shares |
| 2025-12-09 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $3.8m16.7k shares |
| 2025-12-09 | Brown Shona L Director | Sold plan | $281.2k1.2k shares |
| 2025-12-02 | Fang Andy Director · See footnote | Sold plan | $1.1m5.0k shares |
| 2025-12-02 | Still Ashley Director | Sold plan | $12.7k62 shares |
| 2025-12-01 | Tang Stanley Director · See footnote | Sold plan | $9.3m45.4k shares |
| 2025-12-01 | Fang Andy Director · See footnote | Sold plan | $5.1m25.0k shares |
| 2025-12-01 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $441.5k2.2k shares |
| 2025-11-26 | Lin Alfred Director · SC US/E Expansion Fund I Management, L.P. | Bought | $24.9m125.0k shares |
| 2025-11-26 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $200.0k1.0k shares |
| 2025-11-25 | Lin Alfred Director · SC US/E Expansion Fund I Management, L.P. | Bought | $75.4m389.0k shares |
| 2025-11-25 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $2.4m12.6k shares |
| 2025-11-25 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $765.7k4.0k shares |
| 2025-11-24 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $4.6m24.5k shares |
| 2025-11-24 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $831.1k4.4k shares |
| 2025-11-24 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $270.2k1.4k shares |
| 2025-11-20 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold | $56.5m288.4k shares |
| 2025-11-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $3.2m16.2k shares |
| 2025-11-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $3.1m16.0k shares |
| 2025-11-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $1.8m9.3k shares |
| 2025-11-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $974.9k5.0k shares |
| 2025-11-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $530.3k2.7k shares |
| 2025-11-20 | Tang Stanley Director | Sold | $245.6k1.3k shares |
| 2025-11-20 | Fang Andy Director | Sold | $245.4k1.3k shares |
| 2025-11-10 | Brown Shona L Director | Sold plan | $258.2k1.2k shares |
| 2025-11-04 | Still Ashley Director | Sold plan | $15.1k63 shares |
| 2025-11-03 | Tang Stanley Director · See footnote | Sold plan | $11.1m45.4k shares |
| 2025-11-03 | Fang Andy Director · See footnote | Sold plan | $7.3m30.0k shares |
The latest 30 of 38 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.14% of their portfolio | 43.4m $9.8bn | Added +713.6k |
| SC US (TTGP), LTD. 51.22% of their portfolio | 31.7m $7.2bn | Added +506.4k |
| BlackRock, Inc. 0.11% of their portfolio | 27.8m $6.3bn | Added +468.2k |
| MORGAN STANLEY 0.24% of their portfolio | 17.5m $4.0bn | Added +391.6k |
| STATE STREET CORP 0.12% of their portfolio | 15.8m $3.6bn | Added +464.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.34% of their portfolio | 14.0m $3.2bn | Added +3.4m |
| JPMORGAN CHASE & CO 0.21% of their portfolio | 13.8m $3.1bn | Reduced -23.1m |
| Invesco Ltd. 0.29% of their portfolio | 13.7m $3.1bn | Added +7.3m |
| Capital World Investors 0.32% of their portfolio | 10.3m $2.3bn | Reduced -581.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 8.9m $2.0bn | Added +252.5k |
| BAILLIE GIFFORD & CO 1.50% of their portfolio | 8.0m $1.8bn | Reduced -298.7k |
| Newlands Management Operations LLC 8.25% of their portfolio | 7.1m $1.6bn | Unchanged |
| JANUS HENDERSON GROUP PLC 0.56% of their portfolio | 5.5m $1.2bn | Added +427.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio | 5.5m $1.2bn | Added +4.7m |
| NORGES BANK 0.12% of their portfolio | 4.8m $1.1bn | Not comparable |
| SANDS CAPITAL MANAGEMENT, LLC 3.10% of their portfolio | 4.5m $1.0bn | Added +473.3k |
| COATUE MANAGEMENT LLC 2.47% of their portfolio | 4.4m $988.7m | Added +1.9m |
| GOLDMAN SACHS GROUP INC 0.12% of their portfolio | 3.7m $831.3m | Reduced -332.4k |
| Durable Capital Partners LP 7.67% of their portfolio | 3.6m $810.5m | Added +1.9m |
| FMR LLC 0.04% of their portfolio | 3.5m $802.5m | Reduced -156.8k |
| NORTHERN TRUST CORP 0.10% of their portfolio | 3.3m $748.0m | Reduced -45.6k |
| MARSHALL WACE, LLP 0.66% of their portfolio | 3.0m $681.0m | Added +981.1k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 7.29% of their portfolio | 3.0m $679.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 2.9m $659.8m | Reduced -1.1m |
| FRANKLIN RESOURCES INC 0.16% of their portfolio | 2.9m $651.6m | Reduced -908.5k |
| Capital Research Global Investors 0.12% of their portfolio | 2.8m $633.3m | Reduced -73.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio | 2.7m $614.1m | Added +96.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 2.7m $601.4m | Added +456.4k |
| LONE PINE CAPITAL LLC 4.21% of their portfolio | 2.5m $573.0m | New |
| Bank of New York Mellon Corp 0.10% of their portfolio | 2.4m $541.2m | Added +223.9k |
| Winslow Capital Management, LLC 1.78% of their portfolio | 2.3m $531.7m | Added +122.4k |
| Temasek Holdings (Private) Ltd 1.69% of their portfolio | 2.3m $524.6m | Reduced -6.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.44% of their portfolio | 2.3m $515.2m | Added +44.3k |
| UBS Group AG 0.10% of their portfolio | 2.3m $509.6m | Added +1.6m |
| Legal & General Group Plc 0.11% of their portfolio | 2.2m $509.4m | Reduced -16.1k |
| Nuveen, LLC 0.12% of their portfolio | 2.0m $458.7m | Added +742.0k |
| FIRST TRUST ADVISORS LP 0.30% of their portfolio | 1.8m $414.2m | Added +38.0k |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 1.8m $412.6m | Added +921.7k |
| Amundi 0.11% of their portfolio | 1.8m $400.0m | Added +66.2k |
| Artisan Partners Limited Partnership 0.59% of their portfolio | 1.7m $383.9m | Added +324.8k |
| Alyeska Investment Group, L.P. 1.05% of their portfolio | 1.6m $372.1m | New |
| SCGE MANAGEMENT, L.P. 8.22% of their portfolio | 1.6m $361.0m | Added +390.0k |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 1.6m $358.4m | Reduced -252.1k |
| BARCLAYS PLC 0.13% of their portfolio | 1.5m $333.6m | Added +28.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.20% of their portfolio | 1.4m $310.0m | Added +521.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.46% of their portfolio | 1.3m $299.6m | Reduced -634.4k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 1.3m $295.7m | Added +283.6k |
| Point72 Asset Management, L.P. 0.44% of their portfolio | 1.2m $279.1m | Added +962.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.16% of their portfolio | 1.2m $277.3m | Added +86.4k |
| ALKEON CAPITAL MANAGEMENT LLC 1.17% of their portfolio | 1.2m $266.9m | New |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 1.2m $265.3m | Added +550.7k |
| BESSEMER GROUP INC 0.38% of their portfolio | 1.1m $249.0m | Added +621.9k |
| Swiss National Bank 0.14% of their portfolio | 1.0m $237.2m | Added +13.2k |
| SEI INVESTMENTS CO 0.22% of their portfolio | 1.0m $227.9m | Added +221.0k |
| Foxhaven Asset Management, LP 5.60% of their portfolio | 1.0m $227.4m | New |
| Ninety One UK Ltd 0.48% of their portfolio | 997.7k $226.0m | Reduced -907.9k |
| T. Rowe Price Investment Management, Inc. 0.09% of their portfolio | 980.9k $222.2m | New |
| Allspring Global Investments Holdings, LLC 0.34% of their portfolio | 968.8k $212.9m | Reduced -22.1k |
| Squarepoint Ops LLC 0.43% of their portfolio | 948.3k $214.8m | Added +897.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.32% of their portfolio | 941.4k $213.2m | First filing |
| GARDNER RUSSO & QUINN LLC 2.27% of their portfolio | 930.5k $210.7m | Added +4.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.13% of their portfolio | 861.7k $189.4m | Added +55.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.27% of their portfolio | 854.1k $193.4m | Reduced -112.4k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 821.0k $185.9m | Added +7.1k |
| National Pension Service 0.13% of their portfolio | 756.0k $171.2m | Added +61.9k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 725.8k $164.4m | Reduced -175.8k |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 725.0k $164.2m | Added +407.7k |
| RHUMBLINE ADVISERS 0.13% of their portfolio | 710.6k $160.9m | Reduced -7.8k |
| ProShare Advisors LLC 0.28% of their portfolio | 703.2k $159.3m | Added +201.3k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 671.0k $152.0m | Reduced -959.3k |
| Assenagon Asset Management S.A. 0.22% of their portfolio | 643.1k $145.6m | Added +296.8k |
| Thrivent Financial for Lutherans 0.26% of their portfolio | 636.3k $144.1m | Reduced -113.7k |
| Quantinno Capital Management LP 0.28% of their portfolio | 624.2k $141.4m | Reduced -6.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 620.6k $140.6m | Added +39.2k |
| Robeco Institutional Asset Management B.V. 0.20% of their portfolio | 606.8k $137.4m | Reduced -396.9k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 605.1k $137.1m | Added +80.6k |
| TREMBLANT CAPITAL GROUP 3.44% of their portfolio | 596.0k $135.0m | Added +398.9k |
| Pictet Asset Management Holding SA 0.13% of their portfolio | 579.3k $131.2m | Added +87.7k |
| NOMURA HOLDINGS INC 0.37% of their portfolio | 574.8k $130.2m | Reduced -252.5k |
| CITIGROUP INC 0.09% of their portfolio | 557.8k $126.3m | Reduced -354.1k |
| Allianz Asset Management GmbH 0.14% of their portfolio | 555.7k $125.9m | Added +99.9k |
| Empower Advisory Group, LLC 0.34% of their portfolio | 548.5k $124.2m | Added +117.9k |
| PointState Capital LP 2.11% of their portfolio | 545.6k $123.6m | New |
| Mariner, LLC 0.14% of their portfolio | 525.3k $119.0m | Added +364.0k |
| Russell Investments Group, Ltd. 0.13% of their portfolio | 513.7k $116.4m | Reduced -32.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 511.7k $115.9m | Added +2.8k |
| California Public Employees Retirement System 0.06% of their portfolio | 495.7k $112.3m | Reduced -140.1k |
| Luxor Capital Group, LP 16.27% of their portfolio | 482.5k $109.3m | Reduced -49.7k |
| SOMA EQUITY PARTNERS LP 6.34% of their portfolio | 479.7k $108.6m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% of their portfolio | 458.3k $103.8m | Added +90.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.17% of their portfolio | 457.6k $103.6m | Reduced -187.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 456.4k $103.0m | Reduced -460.8k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 442.8k $100.6m | Reduced -161.9k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 439.4k $99.5m | Reduced -45.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.40% of their portfolio | 425.1k $96.3m | Added +31.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 422.5k $95.7m | Added +13.1k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 414.3k $93.8m | Reduced -156.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 398.2k $90.2m | Reduced -53.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 384.0k $87.0m | Reduced -66.4k |
| Eurizon Capital SGR S.p.A. 0.27% of their portfolio | 383.6k $87.0m | First filing |