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DoorDash, Inc.

DASH Consumer Discretionary
$150.58 $-4.01 (-2.59%)
Market Cap: $65.61 B
Gurus Holding
14
Popularity Rank
#149
% of Shares Held
2.00%
Net Activity (Q1 2026)
-$773.04 M

Guru Ownership Trend

Guru Analysis for DoorDash, Inc. (DASH)

DoorDash, Inc. (DASH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.31 B.

Top institutional holders include Frank Sands and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $773.04 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 833.3%. Conversely, Ray Dalio reduced exposure by 63.8%.

Key Holders

Top 5 by Value

$594.15 M
$177.9 M
$150.33 M
$51.97 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$71.92 M
Total Buy Value
New Buys 1
Additions 6
-$844.96 M
Total Sell Value
Reductions 5
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
7

FAQs for DoorDash, Inc. (DASH)

Major holders include Frank Sands ($594.15 M), Renaissance Technologies (RenTech) ($214.17 M), Steven Cohen ($177.9 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 8.7 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $773.04 M, with 7 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 4 fully exited DASH. The total reported sell value was $844.96 M.

Yes, 1 managers opened new positions in DASH, and 6 increased their existing holdings. The total reported buy value was $71.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.33% Reduce -12.0% 3,957,060 $594.15 M Q1 2026
0.34% Add 7.8% 1,426,355 $214.17 M Q1 2026
0.23% Reduce -3.8% 1,184,839 $177.9 M Q1 2026
1.77% Add 7.6% 1,001,195 $150.33 M Q1 2026
0.40% Add 13.0% 346,147 $51.97 M Q1 2026
0.02% Reduce -57.4% 286,194 $42.97 M Q1 2026
0.06% New Buy 205,000 $30.78 M Q1 2026
0.28% Add 20.0% 170,160 $25.55 M Q1 2026
0.02% Add 192.1% 47,984 $7.2 M Q1 2026
0.02% Reduce -63.8% 27,116 $4.07 M Q1 2026
0.03% Reduce -21.9% 25,637 $3.85 M Q1 2026
0.02% 25,337 $3.8 M Q1 2026
0.00% Add 833.3% 56 $8,289 Q1 2026
0.00% 17 $2,553 Q1 2026
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