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 ($252.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $150.20. Options: 37 managers hold calls ($1.9bn notional), 41 hold puts ($923.2m).
Trends to Q1 2026
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 |
| Q1 2026 | 1,015 |
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 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 |
| Q1 2026 | 511 | 580 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.5bn | $2.4bn | 0.53 |
| Q3 2025 | $5.8bn | $3.0bn | 0.52 |
| Q4 2025 | $3.2bn | $1.9bn | 0.57 |
| Q1 2026 | $1.9bn | $923.2m | 0.49 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +4.1m |
| Capital Research Global Investors | Added | +2.3m |
| JANUS HENDERSON GROUP PLC | Added | +2.2m |
| D1 Capital Partners L.P. | New | +1.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| PointState Capital LP | Added | +1.3m |
| Temasek Holdings (Private) Ltd | Added | +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.1m |
| FMR LLC | Added | +895.1k |
| Assenagon Asset Management S.A. | Added | +885.1k |
Biggest sellers
| COATUE MANAGEMENT LLC | Reduced | -3.8m |
| JPMORGAN CHASE & CO | Reduced | -3.2m |
| MORGAN STANLEY | Reduced | -3.0m |
| LONE PINE CAPITAL LLC | Sold out | -2.5m |
| Winslow Capital Management, LLC | Sold out | -2.3m |
| Capital World Investors | Reduced | -2.0m |
| MARSHALL WACE, LLP | Reduced | -1.8m |
| Alyeska Investment Group, L.P. | Sold out | -1.6m |
| BlackRock, Inc. | Reduced | -1.4m |
| Invesco Ltd. | Reduced | -998.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $420.2m2.8m shares |
| JANE STREET GROUP, LLC | Reduced | $376.0m2.5m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Added | $240.2m1.6m shares |
| CITADEL ADVISORS LLC | Reduced | $167.0m1.1m shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $112.6m7.5k shares |
| IMC-Chicago, LLC | Added | $111.0m739.4k shares |
| NOMURA HOLDINGS INC | Reduced | $90.1m600.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $81.8m545.1k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $67.7m451.1k shares |
| ROYAL BANK OF CANADA | Reduced | $67.2m447.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $205.8m1.4m shares |
| JPMORGAN CHASE & CO | Reduced | $164.2m1.1m shares |
| JANE STREET GROUP, LLC | Added | $103.4m688.8k shares |
| ROYAL BANK OF CANADA | Reduced | $95.4m635.3k shares |
| IMC-Chicago, LLC | Reduced | $61.5m409.5k shares |
| D. E. Shaw & Co., Inc. | Added | $60.9m405.3k shares |
| CITADEL ADVISORS LLC | Reduced | $35.7m237.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $31.5m2.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $29.7m197.8k shares |
| NOMURA HOLDINGS INC | Unchanged | $25.2m168.0k 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 2026
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 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 |
| Q1 2026 | 1 | $6.2k | 10 | $59.6m | $51.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-27 | Kovac Milan Director | Bought | $2.9k20 shares |
| 2026-03-23 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $1.6m10.0k shares |
| 2026-03-09 | Brown Shona L Director | Sold plan | $220.8k1.2k shares |
| 2026-03-04 | Tang Stanley Director · See footnote | Sold plan | $3.8m21.4k shares |
| 2026-03-04 | Tang Stanley Director | Sold plan | $296.4k1.7k shares |
| 2026-03-02 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $2.9m16.6k shares |
| 2026-02-26 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $382.9k2.2k shares |
| 2026-02-25 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $693.5k4.0k shares |
| 2026-02-24 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $4.1m24.8k shares |
| 2026-02-24 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $829.7k5.0k shares |
| 2026-02-23 | Kovac Milan Director | Bought | $3.3k20 shares |
| 2026-02-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $2.8m15.7k shares |
| 2026-02-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $2.7m15.4k shares |
| 2026-02-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $1.5m8.3k shares |
| 2026-02-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $864.9k4.9k shares |
| 2026-02-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $472.6k2.7k shares |
| 2026-02-20 | Fang Andy Director | Sold | $159.4k908 shares |
| 2026-02-20 | Tang Stanley Director | Sold | $159.2k907 shares |
| 2026-02-18 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $178.0k1.0k shares |
| 2026-02-09 | Brown Shona L Director | Sold plan | $226.6k1.2k shares |
| 2026-02-03 | Still Ashley Director | Sold plan | $13.1k63 shares |
| 2026-02-02 | Tang Stanley Director · See footnote | Sold plan | $9.5m45.4k shares |
| 2026-02-02 | Fang Andy Director · See footnote | Sold plan | $2.1m10.0k shares |
| 2026-01-20 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $3.1m15.0k shares |
| 2026-01-14 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $218.8k1.0k shares |
| 2026-01-09 | Brown Shona L Director | Sold plan | $277.9k1.2k shares |
| 2026-01-05 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $3.8m16.7k shares |
| 2026-01-02 | Tang Stanley Director · See footnote | Sold plan | $10.1m45.4k shares |
| 2026-01-02 | Fang Andy Director · See footnote | Sold plan | $6.7m30.0k shares |
| 2026-01-02 | Still Ashley Director | Sold plan | $14.5k63 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 2026
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 51.31% of their portfolio | 31.6m $4.7bn | Reduced -91.5k |
| BlackRock, Inc. 0.07% of their portfolio | 26.5m $4.0bn | Reduced -1.4m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 23.5m $3.5bn | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.13% of their portfolio | 16.5m $2.5bn | First filing |
| STATE STREET CORP 0.08% of their portfolio | 15.6m $2.3bn | Reduced -164.9k |
| MORGAN STANLEY 0.13% of their portfolio | 14.5m $2.2bn | Reduced -3.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.23% of their portfolio | 13.5m $2.0bn | Reduced -458.7k |
| Invesco Ltd. 0.19% of their portfolio | 12.7m $1.9bn | Reduced -998.9k |
| JPMORGAN CHASE & CO 0.11% of their portfolio | 10.6m $1.6bn | Reduced -3.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 8.9m $1.3bn | Added +59.1k |
| Capital World Investors 0.17% of their portfolio | 8.2m $1.2bn | Reduced -2.0m |
| JANUS HENDERSON GROUP PLC 0.55% of their portfolio | 7.8m $1.2bn | Added +2.2m |
| BAILLIE GIFFORD & CO 1.11% of their portfolio | 7.2m $1.1bn | Reduced -728.2k |
| Newlands Management Operations LLC 6.87% of their portfolio | 7.1m $1.1bn | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.18% of their portfolio | 6.5m $982.2m | Added +1.1m |
| Capital Research Global Investors 0.12% of their portfolio | 5.1m $766.4m | Added +2.3m |
| T. Rowe Price Investment Management, Inc. 0.53% of their portfolio | 5.1m $764.4m | Added +4.1m |
| FMR LLC 0.04% of their portfolio | 4.4m $666.5m | Added +895.1k |
| Durable Capital Partners LP 6.61% of their portfolio | 4.3m $642.0m | Added +697.3k |
| SANDS CAPITAL MANAGEMENT, LLC 2.33% of their portfolio | 4.0m $594.2m | Reduced -539.5k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.9m $591.2m | Added +267.1k |
| Temasek Holdings (Private) Ltd 1.75% of their portfolio | 3.5m $519.7m | Added +1.1m |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 3.4m $517.9m | Added +536.1k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 3.2m $485.9m | Reduced -66.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 3.1m $458.5m | Added +398.5k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.57% of their portfolio | 3.0m $450.4m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 2.8m $421.3m | Added +94.8k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 2.4m $353.3m | Reduced -37.1k |
| UBS Group AG 0.06% of their portfolio | 2.3m $351.9m | Added +93.7k |
| Amundi 0.09% of their portfolio | 2.3m $347.7m | Added +549.4k |
| Legal & General Group Plc 0.08% of their portfolio | 2.2m $337.8m | Added +436 |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 2.2m $331.3m | Reduced -670.5k |
| VANGUARD FIDUCIARY TRUST CO 0.08% of their portfolio | 2.1m $320.5m | First filing |
| Artisan Partners Limited Partnership 0.51% of their portfolio | 2.1m $310.5m | Added +372.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.26% of their portfolio | 1.9m $283.9m | Reduced -357.4k |
| PointState Capital LP 6.38% of their portfolio | 1.8m $274.8m | Added +1.3m |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 1.8m $263.8m | Added +174.2k |
| FIRST TRUST ADVISORS LP 0.18% of their portfolio | 1.7m $253.8m | Reduced -138.4k |
| Nuveen, LLC 0.07% of their portfolio | 1.7m $249.8m | Reduced -362.0k |
| SCGE MANAGEMENT, L.P. 7.25% of their portfolio | 1.6m $239.3m | Unchanged |
| Assenagon Asset Management S.A. 0.37% of their portfolio | 1.5m $229.5m | Added +885.1k |
| MILLENNIUM MANAGEMENT LLC 0.16% of their portfolio | 1.5m $219.4m | Added +1.4m |
| D1 Capital Partners L.P. 1.92% of their portfolio | 1.4m $215.8m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.34% of their portfolio | 1.4m $214.2m | Added +103.5k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.4m $213.9m | Reduced -397.4k |
| Foxhaven Asset Management, LP 6.33% of their portfolio | 1.3m $201.8m | Added +339.9k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 1.3m $193.2m | Reduced -18.8k |
| MARSHALL WACE, LLP 0.19% of their portfolio | 1.2m $182.1m | Reduced -1.8m |
| Point72 Asset Management, L.P. 0.31% of their portfolio | 1.2m $177.9m | Reduced -47.3k |
| ALKEON CAPITAL MANAGEMENT LLC 0.80% of their portfolio | 1.2m $177.7m | Added +4.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 1.1m $171.6m | Reduced -81.5k |
| Swiss National Bank 0.10% of their portfolio | 1.1m $170.1m | Added +85.4k |
| BESSEMER GROUP INC 0.26% of their portfolio | 1.1m $168.1m | Added +20.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 1.1m $162.5m | Reduced -286.6k |
| D. E. Shaw & Co., Inc. 0.13% of their portfolio | 1.1m $161.3m | Added +691.3k |
| GARDNER RUSSO & QUINN LLC 1.77% of their portfolio | 1.0m $150.3m | Added +70.7k |
| Allspring Global Investments Holdings, LLC 0.25% of their portfolio | 988.4k $148.8m | Added +19.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 961.4k $144.3m | Added +140.5k |
| BARCLAYS PLC 0.05% of their portfolio | 945.5k $142.0m | Reduced -527.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 930.9k $139.8m | Added +69.2k |
| Holocene Advisors, LP 0.32% of their portfolio | 877.9k $131.8m | Added +662.9k |
| Vanguard Global Advisers, LLC 0.07% of their portfolio | 817.2k $122.7m | First filing |
| Qube Research & Technologies Ltd 0.17% of their portfolio | 813.8k $122.2m | New |
| Pictet Asset Management Holding SA 0.12% of their portfolio | 786.4k $118.1m | Added +207.1k |
| National Pension Service 0.09% of their portfolio | 770.8k $115.7m | Added +14.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.18% of their portfolio | 764.9k $114.8m | Added +427.4k |
| Squarepoint Ops LLC 0.24% of their portfolio | 737.1k $110.7m | Reduced -211.3k |
| Mariner, LLC 0.13% of their portfolio | 714.2k $107.2m | Added +188.8k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 713.9k $107.2m | Added +3.3k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 685.1k $155.2m | Added +80.0k |
| Khrom Capital Management LLC 9.32% of their portfolio | 678.4k $101.9m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.17% of their portfolio | 677.2k $101.7m | Reduced -264.1k |
| TREMBLANT CAPITAL GROUP 3.27% of their portfolio | 677.1k $101.7m | Added +81.2k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 663.7k $99.7m | Reduced -61.3k |
| Quantinno Capital Management LP 0.16% of their portfolio | 655.1k $98.4m | Added +30.9k |
| CITIGROUP INC 0.06% of their portfolio | 648.8k $97.4m | Added +91.0k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 646.4k $97.1m | Reduced -360.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 644.5k $96.8m | Added +132.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.08% of their portfolio | 642.1k $96.4m | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 611.6k $91.8m | Reduced -9.0k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 594.6k $89.4m | Reduced -576.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.11% of their portfolio | 589.3k $88.5m | Reduced -264.8k |
| ProShare Advisors LLC 0.13% of their portfolio | 575.8k $86.5m | Reduced -127.3k |
| Russell Investments Group, Ltd. 0.09% of their portfolio | 565.3k $84.8m | Added +51.6k |
| NOMURA HOLDINGS INC 0.70% of their portfolio | 560.2k $84.1m | Reduced -14.5k |
| COATUE MANAGEMENT LLC 0.29% of their portfolio | 551.8k $82.9m | Reduced -3.8m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% of their portfolio | 546.6k $82.1m | Added +88.3k |
| Beacon Pointe Advisors, LLC 0.42% of their portfolio | 525.5k $78.9m | Added +517.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 519.4k $78.0m | Reduced -206.4k |
| Empower Advisory Group, LLC 0.20% of their portfolio | 507.6k $76.2m | Reduced -40.9k |
| GREENOAKS LLC 3.27% of their portfolio | 500.0k $75.1m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 492.2k $73.7m | Added +35.8k |
| California Public Employees Retirement System 0.04% of their portfolio | 479.1k $71.9m | Reduced -16.6k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 470.5k $70.6m | Added +31.1k |
| Man Group plc 0.14% of their portfolio | 454.5k $68.2m | Added +176.7k |
| SOMA EQUITY PARTNERS LP 5.01% of their portfolio | 452.6k $68.0m | Reduced -27.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.28% of their portfolio | 443.9k $66.7m | Added +18.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 428.0k $64.3m | Added +5.6k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 424.0k $63.7m | Added +9.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.09% of their portfolio | 404.7k $60.7m | Reduced -52.9k |