L3VLUP
ProSign in

DASH in the 13F filings

Doordash Inc · CUSIP 25809K105

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Oct 2025
Managers listing it
43
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 42 listed it in both
Shares listed
69,381,902
combined, among listed positions
Reported value
$18.9bn
combined, at the quarter end

Among the 95 comparable managers: 19 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing DASH in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

43 of 43 holders

ActionFiling
Capital World Investors10,865,927$3.0bn0.40%Added+95,27813 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc10,510,360$2.9bn0.31%Added+1,702,71314 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co8,268,768$2.2bn1.67%Trimmed-720,05831 Oct 2025 (the filing on sec.gov)
Invesco Ltd6,355,628$1.7bn0.27%Added+980,14813 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd5,109,568$1.4bn0.63%Trimmed-215,41014 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)3,700,314$1.0bn0.05%Added+1,422,82413 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors2,870,284$781m0.15%Trimmed-745,70913 Nov 2025 (the filing on sec.gov)
Coatue Management LLC2,454,877$668m1.64%Added+268,06914 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP2,025,660$551m0.56%Added+392,04813 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,957,201$532m0.70%Trimmed-506,98713 Nov 2025 (the filing on sec.gov)
Durable Capital Partners LP1,671,659$455m3.37%Added+645,01014 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC1,630,347$443m0.28%Trimmed-1,003,62414 Nov 2025 (the filing on sec.gov)
Artisan Partners LP1,370,479$373m0.53%Added+173,99812 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP1,186,787$323m0.74%Added+339,85314 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,126,600$306m0.61%Trimmed-317,60014 Nov 2025 (the filing on sec.gov)
Susquehanna International Group LLP966,531$263munder 0.1%Trimmed-67,62914 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP790,949$215munder 0.1%Added+263,01414 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP655,052$178m0.11%Trimmed-993,73413 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC644,827$175m0.31%Trimmed-102,42613 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC587,432$160m0.54%Added+57,05914 Nov 2025 (the filing on sec.gov)
AllianceBernstein LP524,553$143munder 0.1%Added+23,41114 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP462,859$126m0.19%Trimmed-241,99014 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP455,329$124m0.41%Trimmed-143,17115 Dec 2025 (the filing on sec.gov)
Balyasny Asset Management LLC404,379$110m0.14%Trimmed-325,24614 Nov 2025 (the filing on sec.gov)
Millennium Management LLC392,152$107munder 0.1%Trimmed-70,28314 Nov 2025 (the filing on sec.gov)
Page 1 of 2

What managers have written about DASH

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
40 in Q3 2024 to 24 in Q2 2026

Tracked managers listing it, at least.

0204060202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DASH by quarter
QuarterHoldersReported valueBuyersSellers
Q4 202021$5.5bnn.a.n.a.
Q1 202117$6.4bnn.a.n.a.
Q2 202122$11.4bnn.a.n.a.
Q3 202120$14.7bnn.a.n.a.
Q4 202122$10.9bnn.a.n.a.
Q1 202216$7.9bnn.a.n.a.
Q2 202216$3.5bnn.a.n.a.
Q3 202218$2.2bnn.a.n.a.
Q4 202214$2.7bnn.a.n.a.
Q1 202319$3.6bnn.a.n.a.
Q2 202324$5.1bnn.a.n.a.
Q3 202327$6.0bnn.a.n.a.
Q4 202328$7.2bn1612
Q1 202437$10.1bn2512
Q2 202431$8.5bn1916
Q3 202440$12.5bn2514
Q4 202445$14.9bn2519
Q1 202538$13.5bn1524
Q2 202546$17.5bn2323
Q3 202543$18.9bn1924
Q4 202537$19.6bn2427
Q1 202635$12.9bn2525
Q2 202624$16.0bn1729

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DASH and GOOGL →DASH and AMZN →DASH and GOOG →Choose a stock to compare with DASH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own DASH, latest filings →Back to the 13F Explorer →