DASH in the 13F filings
Doordash Inc · CUSIP 25809K105
- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 8 May 2026
- Managers listing it
- 46
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 32 listed it in both
- Shares listed
- 86,798,704
- combined, among listed positions
- Reported value
- $13.1bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 25 buyers (opened or added shares) and 25 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,495,156.
Managers listing DASH in Q1 2026
46 of 46 holders
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
- DoorDash's 2020 IPO letter from Tony Xu · DoorDash · 13 Nov 2020 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 5,104,569 shares now+2,308,198
- Janus Henderson Group Ltdexisting position · 7,762,553 shares now+2,225,954
- D1 Capital Partners LPnew position · 1,437,500 shares now+1,437,500
- Millennium Management LLCexisting position · 1,460,904 shares now+1,390,532
- Wellington Management Group LLPexisting position · 6,541,739 shares now+1,060,046
Reductions
- Coatue Management LLCexisting position · 551,808 shares now-3,813,557
- Capital World Investorsexisting position · 8,240,413 shares now-2,043,618
- Marshall Wace LLPexisting position · 1,213,113 shares now-1,793,661
- Invesco Ltdexisting position · 12,661,289 shares now-998,852
- Baillie Gifford & Coexisting position · 7,241,815 shares now-728,247
New positions and exits
New (4)
Exited (6)
- Lone Pine Capital LLCwas $573m
- Maverick Capital Ltdwas $81m
- Moore Capital Management LPwas $28m
- Arrowstreet Capital LPwas $10m
- Quantbot Technologies LPwas $6.8m
- PDT Partners LLCwas $3.1m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2020 | 21 | $5.5bn | n.a. | n.a. |
| Q1 2021 | 17 | $6.4bn | n.a. | n.a. |
| Q2 2021 | 22 | $11.4bn | n.a. | n.a. |
| Q3 2021 | 20 | $14.7bn | n.a. | n.a. |
| Q4 2021 | 22 | $10.9bn | n.a. | n.a. |
| Q1 2022 | 16 | $7.9bn | n.a. | n.a. |
| Q2 2022 | 16 | $3.5bn | n.a. | n.a. |
| Q3 2022 | 18 | $2.2bn | n.a. | n.a. |
| Q4 2022 | 14 | $2.7bn | n.a. | n.a. |
| Q1 2023 | 19 | $3.6bn | n.a. | n.a. |
| Q2 2023 | 24 | $5.1bn | n.a. | n.a. |
| Q3 2023 | 27 | $6.0bn | n.a. | n.a. |
| Q4 2023 | 28 | $7.2bn | 16 | 12 |
| Q1 2024 | 37 | $10.1bn | 25 | 12 |
| Q2 2024 | 31 | $8.5bn | 19 | 16 |
| Q3 2024 | 40 | $12.5bn | 25 | 14 |
| Q4 2024 | 45 | $14.9bn | 25 | 19 |
| Q1 2025 | 38 | $13.5bn | 15 | 24 |
| Q2 2025 | 46 | $17.5bn | 23 | 23 |
| Q3 2025 | 43 | $18.9bn | 19 | 24 |
| Q4 2025 | 37 | $19.6bn | 24 | 27 |
| Q1 2026 | 35 | $12.9bn | 25 | 25 |
| Q2 2026 | 24 | $16.0bn | 17 | 29 |
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 →