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 ($400.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $184.46. Options: 43 managers hold calls ($2.5bn notional), 37 hold puts ($1.2bn).
Trends to Q2 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 |
| Q2 2026 | 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 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 |
| Q2 2026 | 560 | 484 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $5.8bn | $3.0bn | 0.52 |
| Q4 2025 | $3.2bn | $1.9bn | 0.57 |
| Q1 2026 | $1.9bn | $923.2m | 0.49 |
| Q2 2026 | $2.5bn | $1.2bn | 0.48 |
Biggest buyers
| Capital Research Global Investors | Added | +5.8m |
| PARNASSUS INVESTMENTS, LLC | Added | +3.8m |
| JPMORGAN CHASE & CO | Added | +2.8m |
| Capital World Investors | Added | +2.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.2m |
| BANK OF AMERICA CORP /DE/ | Added | +1.1m |
| FIL Ltd | Added | +1.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +1.0m |
| Southpoint Capital Advisors LP | New | +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +991.3k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.7m |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -1.6m |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -1.4m |
| SCGE MANAGEMENT, L.P. | Reduced | -1.1m |
| Point72 Asset Management, L.P. | Reduced | -1.0m |
| D. E. Shaw & Co., Inc. | Reduced | -887.0k |
| Holocene Advisors, LP | Sold out | -877.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -852.5k |
| DEUTSCHE BANK AG\ | Reduced | -818.1k |
| Qube Research & Technologies Ltd | Sold out | -813.8k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $573.2m3.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $482.9m2.6m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Added | $382.0m2.1m shares |
| CITADEL ADVISORS LLC | Added | $206.5m1.1m shares |
| IMC-Chicago, LLC | Added | $155.5m842.9k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $138.4m7.5k shares |
| NOMURA HOLDINGS INC | Unchanged | $110.7m600.0k shares |
| ROYAL BANK OF CANADA | Reduced | $74.1m401.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $68.8m373.0k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $57.4m311.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $252.7m1.4m shares |
| JPMORGAN CHASE & CO | Unchanged | $205.0m1.1m shares |
| ROYAL BANK OF CANADA | Unchanged | $117.2m635.3k shares |
| JANE STREET GROUP, LLC | Reduced | $112.7m610.6k shares |
| CITADEL ADVISORS LLC | Added | $108.6m588.3k shares |
| IMC-Chicago, LLC | Added | $86.9m470.8k shares |
| D. E. Shaw & Co., Inc. | Added | $76.3m413.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $38.8m2.1k shares |
| NOMURA HOLDINGS INC | Unchanged | $31.0m168.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $26.1m141.7k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 9 | $27.4m | $18.8m |
| Q3 2026 | 0 | — | 8 | $105.6m | $93.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $1.6m8.7k shares |
| 2026-09-17 | Yandell Keith CHIEF BUSINESS OFFICER | Sold plan | $438.5k2.2k shares |
| 2026-09-04 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $91.5k413 shares |
| 2026-09-02 | Tang Stanley Director · See footnote | Sold plan | $7.0m30.8k shares |
| 2026-09-01 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $3.8m16.7k shares |
| 2026-09-01 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $3.7m16.0k shares |
| 2026-09-01 | Fang Andy Director · See footnote | Sold plan | $3.4m15.0k shares |
| 2026-08-25 | Adarkar Prabir PRESIDENT AND COO | Sold plan | $12.8m55.3k shares |
| 2026-08-25 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $866.4k3.8k shares |
| 2026-08-24 | Xu Tony CHIEF EXECUTIVE OFFICER, director | Sold plan | $6.8m29.6k shares |
| 2026-08-24 | Tang Stanley Director · See footnote | Sold plan | $2.3m10.1k shares |
| 2026-08-24 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold plan | $515.6k2.3k shares |
| 2026-08-24 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold plan | $489.4k2.2k shares |
| 2026-08-21 | Tang Stanley Director · See footnote | Sold plan | $16.3m72.4k shares |
| 2026-08-21 | Tang Stanley Director | Sold plan | $2.2m10.0k shares |
| 2026-08-20 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold | $4.3m19.5k shares |
| 2026-08-20 | Adarkar Prabir PRESIDENT AND COO | Sold | $3.8m17.1k shares |
| 2026-08-20 | Yandell Keith CHIEF BUSINESS OFFICER | Sold | $1.8m8.0k shares |
| 2026-08-20 | Sherringham Tia GENERAL COUNSEL AND SECRETARY | Sold | $1.7m7.7k shares |
| 2026-08-20 | Lee Gordon S CHIEF ACCOUNTING OFFICER | Sold | $642.2k2.9k shares |
| 2026-08-20 | Tang Stanley Director | Sold plan | $476.5k2.2k shares |
| 2026-08-20 | Fang Andy Director | Sold | $351.0k1.6k shares |
| 2026-08-13 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $217.3k1.0k shares |
| 2026-08-06 | Fang Andy Director · See footnote | Sold plan | $3.2m15.0k shares |
| 2026-08-03 | Tang Stanley Director · See footnote | Sold plan | $13.6m67.7k shares |
| 2026-08-03 | Fang Andy Director · See footnote | Sold plan | $4.0m20.0k shares |
| 2026-08-03 | Tang Stanley Director | Sold plan | $334.2k1.7k shares |
| 2026-07-08 | Inukonda Ravi CHIEF FINANCIAL OFFICER | Sold plan | $3.6m19.1k shares |
| 2026-07-02 | Tang Stanley Director · See footnote | Sold plan | $4.4m23.1k shares |
| 2026-07-01 | Fang Andy Director · See footnote | Sold plan | $925.1k5.0k shares |
The latest 30 of 50 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 2026
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 18.28% of their portfolio | 31.6m $5.8bn | Unchanged |
| BlackRock, Inc. 0.07% of their portfolio | 26.9m $5.0bn | Added +398.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 24.4m $4.5bn | Added +991.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.15% of their portfolio | 17.5m $3.2bn | Added +1.0m |
| STATE STREET CORP 0.09% of their portfolio | 16.1m $3.0bn | Added +506.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.27% of their portfolio | 14.7m $2.7bn | Added +1.2m |
| MORGAN STANLEY 0.14% of their portfolio | 14.5m $2.7bn | Added +9.6k |
| JPMORGAN CHASE & CO 0.15% of their portfolio | 13.4m $2.5bn | Added +2.8m |
| Invesco Ltd. 0.19% of their portfolio | 13.1m $2.4bn | Added +397.3k |
| Capital Research Global Investors 0.28% of their portfolio | 10.9m $2.0bn | Added +5.8m |
| Capital World Investors 0.23% of their portfolio | 10.4m $1.9bn | Added +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 9.1m $1.7bn | Added +153.5k |
| Jupiter Topco LLC 0.64% of their portfolio | 8.5m $1.6bn | First filing |
| Newlands Management Operations LLC 7.87% of their portfolio | 7.1m $1.3bn | Unchanged |
| BAILLIE GIFFORD & CO 1.14% of their portfolio | 6.8m $1.3bn | Reduced -433.1k |
| T. Rowe Price Investment Management, Inc. 0.65% of their portfolio | 5.4m $988.0m | Added +263.2k |
| FMR LLC 0.04% of their portfolio | 5.3m $971.7m | Added +827.3k |
| NORGES BANK 0.09% of their portfolio | 5.0m $915.0m | Not comparable |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 4.6m $851.8m | Added +678.5k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 4.6m $839.7m | Added +1.1m |
| Durable Capital Partners LP 7.46% of their portfolio | 4.2m $766.6m | Reduced -121.8k |
| PARNASSUS INVESTMENTS, LLC 1.92% of their portfolio | 3.9m $717.2m | Added +3.8m |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 3.8m $708.8m | Reduced -2.7m |
| Temasek Holdings (Private) Ltd 1.75% of their portfolio | 3.5m $638.8m | Unchanged |
| NORTHERN TRUST CORP 0.07% of their portfolio | 3.3m $604.2m | Added +38.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 3.1m $563.3m | Added +246.7k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.14% of their portfolio | 3.0m $553.6m | Unchanged |
| Artisan Partners Limited Partnership 0.72% of their portfolio | 2.4m $440.2m | Added +317.4k |
| Bank of New York Mellon Corp 0.07% of their portfolio | 2.4m $436.1m | Added +10.4k |
| SANDS CAPITAL MANAGEMENT, LLC 1.59% of their portfolio | 2.3m $429.2m | Reduced -1.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 2.3m $425.3m | Reduced -748.8k |
| UBS Group AG 0.07% of their portfolio | 2.3m $424.6m | Reduced -43.1k |
| VANGUARD FIDUCIARY TRUST CO 0.09% of their portfolio | 2.2m $400.0m | Added +32.7k |
| Legal & General Group Plc 0.08% of their portfolio | 2.1m $394.7m | Reduced -110.8k |
| Amundi 0.09% of their portfolio | 2.1m $387.3m | Reduced -217.1k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 2.0m $370.3m | Added +582.2k |
| PointState Capital LP 5.95% of their portfolio | 1.8m $337.7m | Unchanged |
| FIRST TRUST ADVISORS LP 0.20% of their portfolio | 1.8m $336.8m | Added +134.7k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 1.8m $327.5m | Reduced -431.7k |
| Nuveen, LLC 0.07% of their portfolio | 1.5m $283.5m | Reduced -126.8k |
| BESSEMER GROUP INC 0.39% of their portfolio | 1.5m $280.4m | Added +400.1k |
| Foxhaven Asset Management, LP 7.16% of their portfolio | 1.4m $267.0m | Added +103.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.39% of their portfolio | 1.4m $259.1m | Added +726.7k |
| Assenagon Asset Management S.A. 0.16% of their portfolio | 1.3m $245.3m | Reduced -198.7k |
| D1 Capital Partners L.P. 0.69% of their portfolio | 1.3m $240.6m | Reduced -133.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 1.3m $236.2m | Added +197.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.11% of their portfolio | 1.2m $229.1m | Added +813.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.2m $228.4m | Added +276.1k |
| GARDNER RUSSO & QUINN LLC 2.45% of their portfolio | 1.2m $218.9m | Added +184.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.12% of their portfolio | 1.2m $212.3m | Added +8.0k |
| MARSHALL WACE, LLP 0.17% of their portfolio | 1.1m $203.1m | Reduced -112.3k |
| FIL Ltd 0.14% of their portfolio | 1.1m $198.7m | Added +1.0m |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.0m $193.0m | Reduced -241.1k |
| Swiss National Bank 0.10% of their portfolio | 1.0m $192.0m | Reduced -92.1k |
| Southpoint Capital Advisors LP 4.20% of their portfolio | 1.0m $184.5m | New |
| Pictet Asset Management Holding SA 0.18% of their portfolio | 992.9k $183.2m | Added +206.5k |
| Khrom Capital Management LLC 14.83% of their portfolio | 959.3k $177.0m | Added +280.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.10% of their portfolio | 946.2k $174.6m | Added +15.3k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 938.7k $173.2m | Reduced -818.1k |
| ALKEON CAPITAL MANAGEMENT LLC 0.66% of their portfolio | 933.2k $172.2m | Reduced -250.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.23% of their portfolio | 889.5k $164.1m | Reduced -536.9k |
| Empower Advisory Group, LLC 0.39% of their portfolio | 886.7k $163.6m | Added +379.1k |
| CITIGROUP INC 0.07% of their portfolio | 870.6k $160.7m | Added +221.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.14% of their portfolio | 858.1k $158.3m | Added +268.8k |
| BARCLAYS PLC 0.05% of their portfolio | 838.3k $154.7m | Reduced -107.1k |
| California Public Employees Retirement System 0.09% of their portfolio | 832.8k $153.7m | Added +353.7k |
| Vanguard Global Advisers, LLC 0.07% of their portfolio | 815.7k $150.5m | Reduced -1.4k |
| National Pension Service 0.10% of their portfolio | 807.2k $149.0m | Added +36.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 749.7k $138.4m | Added +105.2k |
| JENNISON ASSOCIATES LLC 0.08% of their portfolio | 749.5k $138.3m | New |
| SEI INVESTMENTS CO 0.12% of their portfolio | 743.5k $137.2m | Added +97.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.09% of their portfolio | 721.9k $133.2m | Added +79.8k |
| Mariner, LLC 0.13% of their portfolio | 694.2k $128.1m | Reduced -20.0k |
| TREMBLANT CAPITAL GROUP 3.56% of their portfolio | 672.3k $124.1m | Reduced -4.9k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 662.4k $122.2m | Added +406.7k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 656.9k $121.5m | Added +62.3k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 654.7k $120.8m | Reduced -59.2k |
| Quantinno Capital Management LP 0.14% of their portfolio | 613.8k $113.3m | Reduced -41.3k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 612.6k $113.0m | Added +93.3k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 608.4k $112.3m | Reduced -852.5k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 601.2k $90.3m | Reduced -83.9k |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 594.3k $109.7m | Added +29.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 576.3k $106.3m | Added +193.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 561.0k $103.5m | Reduced -50.6k |
| NOMURA HOLDINGS INC 0.43% of their portfolio | 554.5k $102.3m | Reduced -5.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 526.2k $96.8m | Added +34.0k |
| COATUE MANAGEMENT LLC 0.20% of their portfolio | 524.8k $96.8m | Reduced -27.0k |
| GREENOAKS LLC 3.91% of their portfolio | 500.0k $92.3m | Unchanged |
| Ashe Capital Management, LP 9.82% of their portfolio | 495.8k $91.5m | Added +228.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.08% of their portfolio | 494.4k $92.0m | Reduced -1.4m |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 491.5k $90.7m | Added +21.0k |
| Allspring Global Investments Holdings, LLC 0.14% of their portfolio | 486.6k $91.9m | Reduced -501.9k |
| SCGE MANAGEMENT, L.P. 1.40% of their portfolio | 447.6k $82.6m | Reduced -1.1m |
| ProShare Advisors LLC 0.12% of their portfolio | 441.7k $81.5m | Reduced -134.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.11% of their portfolio | 416.2k $76.8m | Added +285.2k |
| PANAGORA ASSET MANAGEMENT INC 0.23% of their portfolio | 411.4k $75.9m | Added +137.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio | 409.3k $75.5m | Reduced -355.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.24% of their portfolio | 401.7k $74.1m | Reduced -42.2k |
| Spyglass Capital Management LLC 3.98% of their portfolio | 398.5k $73.5m | Added +100.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 396.5k $73.2m | Reduced -150.2k |