DASH in the 13F filings
Doordash Inc · CUSIP 25809K105
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 23 Jan 2026
- Managers listing it
- 49
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 40 listed it in both
- Shares listed
- 88,336,460
- combined, among listed positions
- Reported value
- $20.0bn
- combined, at the quarter end
Among the 92 comparable managers: 24 buyers (opened or added shares) and 27 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +18,054,316.
Managers listing DASH in Q4 2025
49 of 49 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
- Invesco Ltdexisting position · 13,660,141 shares now+7,304,513
- Wellington Management Group LLPexisting position · 5,481,693 shares now+4,690,744
- T. Rowe Price Associates Incexisting position · 13,958,114 shares now+3,447,754
- Lone Pine Capital LLCnew position · 2,529,879 shares now+2,529,879
- Coatue Management LLCexisting position · 4,365,365 shares now+1,910,488
Reductions
- Two Sigma Advisers LPexisting position · 42,600 shares now-1,084,000
- Holocene Advisors LPexisting position · 215,045 shares now-971,742
- AQR Capital Management LLCexisting position · 671,042 shares now-959,305
- Renaissance Technologies LLCexisting position · 1,322,835 shares now-634,366
- Arrowstreet Capital LPexisting position · 45,523 shares now-609,529
New positions and exits
New (5)
Exited (3)
- Voloridge Investment Management LLCwas $160m
- Freestone Grove Partners LPwas $32m
- Schonfeld Strategic Advisors LLCwas $17m
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 →