DoorDash

DASH • NASDAQ

DoorDash is a internet content & information company in the communication services sector on NASDAQ, led by Tony Xu, with a market cap of $95.3B. As of Q3 2025, 81% of shares are held by 1,063 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.0%.

CEOTony Xu

Market Cap$95.3B

Internet Content & Information

Communication Services

Employees19.3K

Websitedoordash.com

Country

United States of America

Overview

Overview of institutional ownership in DASH as of Q3 2025 with a market cap of $116.19B

All Institutions

Institutions: 1,063
Value Held: $94.6B
Shares Held: 347.8M
Avg Position: $89.0M
Median Position: $1.4M

Hedge Funds

Hedge Funds: 106
Value Held: $6.0B
Shares Held: 21.9M
Avg Position: $56.2M
Median Position: $6.9M

Ownership Breakdown

Institutional (non-HF)

76.27%

$88.6B

Hedge Funds

5.13%

$6.0B

Retail & Other

18.6%

$21.6B

Based on market cap of $116.19B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in DASH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$11.6B 0.17% of portfolio	10.00% 42.7M shares	Q4 2020 Held for 4y 11m	$6.69T
S SC US , LTD. Institution	-	$8.5B 52.72% of portfolio	7.30% 31.2M shares	Q4 2020 Held for 4y 11m	$16.1B
B BlackRock, Inc. Institution	-	$7.4B 0.13% of portfolio	6.40% 27.4M shares	Q4 2020 Held for 4y 11m	$5.67T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$5.0B 0.32% of portfolio	4.31% 18.4M shares	Q4 2020 Held for 4y 11m	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.7B 0.28% of portfolio	4.01% 17.1M shares	Q4 2020 Held for 4y 11m	$1.65T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$4.2B 0.14% of portfolio	3.58% 15.3M shares	Q4 2020 Held for 4y 11m	$2.88T
C Capital World Investors Institution	-	$3.0B 0.40% of portfolio	2.54% 10.9M shares	Q3 2022 Held for 3y 2m	$730.00B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$2.9B 0.31% of portfolio	2.46% 10.5M shares	Q4 2020 Held for 4y 11m	$912.31B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$2.3B 0.15% of portfolio	2.02% 8.6M shares	Q4 2020 Held for 4y 11m	$1.57T
B BAILLIE GIFFORD & CO Institution	-	$2.2B 1.67% of portfolio	1.94% 8.3M shares	Q4 2020 Held for 4y 11m	$134.80B

Net Capital Flow

Institutional buying and selling activity for DASH in Q3 2025

Net Flow: +$670.6M
Buyers: 500
Sellers: 390
Total Bought: +$5.6B
Total Sold: −$4.9B
Avg Position: $92.9M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$463.1M +1.7M shares	$2.9B 10.5M shares
B BlackRock, Inc. Institution	+$438.0M +1.6M shares	$7.4B 27.4M shares
VANGUARD GROUP INC Institution	+$414.2M +1.5M shares	$11.6B 42.7M shares
FMR LLC Institution	+$387.0M +1.4M shares	$1.0B 3.7M shares
Invesco Ltd. ETF Provider	+$266.6M +980.1K shares	$1.7B 6.4M shares
STATE STREET CORP Institution	+$247.3M +909.1K shares	$4.2B 15.3M shares
G GCIC Ltd. Institution	+$195.6M +719.3K shares	$375.3M 1.4M shares
A Amundi Institution	+$191.9M +681.1K shares	$479.0M 1.7M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$179.8M +663.9K shares	$2.3B 8.6M shares
Durable Capital Partners LP Hedge Fund•Long/Short	+$175.4M +645.0K shares	$454.7M 1.7M shares

Biggest Sellers

Institution	Net Sold	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$272.5M −1.0M shares	$442.6M 1.6M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$270.3M −993.7K shares	$178.2M 655.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$252.0M −926.5K shares	$155.3M 570.8K shares
T TEMASEK HOLDINGS LTD Institution	−$212.0M −779.5K shares	$631.7M 2.3M shares
SANDS CAPITAL MANAGEMENT, LLC Long Only Manager	−$209.1M −768.9K shares	$1.1B 4.0M shares
Capital Research Global Investors RIA/Wealth	−$202.8M −745.7K shares	$780.7M 2.9M shares
B BAILLIE GIFFORD & CO Institution	−$195.8M −720.1K shares	$2.2B 8.3M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$137.9M −507.0K shares	$532.3M 2.0M shares
JPMORGAN CHASE & CO Institution	−$129.6M −476.3K shares	$5.0B 18.4M shares
Bridgewater Associates, LP Hedge Fund•Global Macro	−$110.4M −405.9K shares	$84.9M 312.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DASH in Q3 2025

New Positions: 116
New Value: $379.9M
Exited Positions: 102
Exited Value: $576.1M

New Positions

Institution	Position Value
I Investec Asset Management LTD Long Only Manager	$259.2M 952.8K shares
G Gladstone Capital Management LLP RIA/Wealth	$14.3M 52.6K shares
V Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Institution	$13.6M 50.1K shares
Revere Asset Management, Inc RIA/Wealth	$9.8M 35.9K shares
Cercano Management LLC Family Office	$7.0M 25.8K shares
I Investec Asset Management Ltd Institution	$6.1M 22.7K shares
Dorsey Wright & Associates ETF Provider	$5.7M 21.1K shares
CONSOLIDATED PLANNING CORP RIA/Wealth	$4.9M 18.2K shares
W WATERSHED PRIVATE WEALTH LLC RIA/Wealth	$3.8M 13.9K shares
P PKO Investment Management Joint-Stock Co RIA/Wealth	$2.4M 9.0K shares

Exited Positions

Institution	Previous Position
X XN LP Hedge Fund•Long/Short	$97.3M 394.8K shares
R Railway Pension Investments Ltd Institution	$76.0M 308.3K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$55.3M 224.4K shares
F FERNBRIDGE CAPITAL MANAGEMENT LP Hedge Fund•Long/Short	$39.8M 161.5K shares
Junto Capital Management LP Hedge Fund•Long/Short	$36.9M 149.8K shares
Alta Park Capital, LP Hedge Fund•Long/Short	$34.7M 141.0K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$28.1M 113.9K shares
A AXA Institution	$17.5M 71.0K shares
TrimTabs Asset Management, LLC Long Only Manager	$17.4M 70.6K shares
A Achmea Investment Management B.V. Institution	$14.3M 58.1K shares

Options Activity

Institutions with the largest Call and Put options positions in DASH as of Q3 2025

Call Positions: 42
Call Value: $5.5B
Put Positions: 44
Put Value: $2.1B

Call Positions

Institution	Position Value
A ALKEON CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	$1.4B 51.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.1B 41.2K contracts
J JANE STREET GROUP, LLC Institution	$621.1M 22.8K contracts
Aptus Capital Advisors, LLC ETF Provider	$544.0M 20.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$266.1M 9.8K contracts
N NOMURA HOLDINGS INC Institution	$244.8M 9.0K contracts
W WOLVERINE TRADING, LLC Institution	$239.6M 8.8K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$205.4M 75.5 contracts
R ROYAL BANK OF CANADA Institution	$182.2M 6.7K contracts
D D. E. Shaw & Co., Inc. Institution	$165.9M 6.1K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$461.0M 17.0K contracts
R ROYAL BANK OF CANADA Institution	$268.6M 9.9K contracts
J JANE STREET GROUP, LLC Institution	$160.0M 5.9K contracts
W WOLVERINE TRADING, LLC Institution	$134.9M 4.9K contracts
N NOMURA HOLDINGS INC Institution	$127.3M 4.7K contracts
BANK OF MONTREAL /CAN/ Institution	$122.8M 4.5K contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$118.3M 4.4K contracts
BARCLAYS PLC Institution	$106.0M 3.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$82.8M 3.0K contracts
GOLDMAN SACHS GROUP INC Institution	$74.8M 2.7K contracts

Most Committed Institutions

Institutions with DASH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SC US , LTD. Institution	-	52.72% $8.5B	7.30% 31.2M shares	Q4 2020 Held for 4y 11m	$16.1B
Discovery Value Fund RIA/Wealth	Scott Allen Hayes President	27.54% $15.4M	0.01% 56.7K shares	Q1 2021 Held for 4y 8m	$56.0M
Luxor Capital Group, LP Hedge Fund•Multi-Strategy	Christian Alexander Leone CEO	20.28% $144.7M	0.12% 532.2K shares	Q4 2023 Held for 1y 11m	$713.8M
KPCB DGF II Associates, LLC RIA/Wealth	Peter Carl Bombara CEO	15.73% $9.2M	0.01% 33.8K shares	Q1 2025 Held for 8 months	$58.5M
A Ampersand Capital Group, L.P. Private Equity	Nikhil Trikha Managing Partner	15.61% $34.7M	0.03% 127.4K shares	Q4 2024 Held for 11 months	$222.0M
A Aspex Management Ltd Institution	-	12.91% $197.1M	0.17% 724.7K shares	Q1 2022 Held for 3y 8m	$1.5B
LONG WALK MANAGEMENT LP Hedge Fund•Value	James Alexander Zimmerman CEO	11.65% $57.7M	0.05% 212.0K shares	Q3 2024 Held for 1y 2m	$494.8M
K KIDS CAPITAL MANAGEMENT, L.P. Institution	-	10.86% $13.7M	0.01% 50.5K shares	Q1 2025 Held for 8 months	$126.5M
Steadview Capital Management LLC Hedge Fund•Long/Short	Ravi A Mehta Managing Partner	9.72% $67.8M	0.06% 249.4K shares	Q4 2021 Held for 3y 11m	$697.7M
N Newlands Management Operations LLC Institution	-	9.12% $1.9B	1.65% 7.1M shares	Q4 2022 Held for 2y 11m	$21.1B

Hedge Fund Spotlight

Discover hedge funds investing in DASH

Walleye Trading Advisors, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerWilliam Dunning England

Portfolio Value: $11.2B
Positions: 1,691
Last Reported: Q3 2025

Sector Allocation

Position in DoorDash

Market Value: $18.7M
Shares Held: 68.7K
Portfolio Weight: 0.17%
Owned Since: 2021-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$463.8M	4.15%
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$346.6M	3.10%
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$288.5M	2.58%