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DoorDash, Inc.

DASH Consumer Discretionary
$165.79 +$4.43 (2.75%)
Market Cap: $72.02 B
Gurus Holding
17
Popularity Rank
#70
% of Shares Held
2.83%
Net Activity (Q4 2025)
+$541.48 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 Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.04 B.

Top institutional holders include Frank Sands and Steve Mandel.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $541.48 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 76.0%.

Key Holders

Top 5 by Value

$1.02 B
$572.97 M
$279.05 M
$210.73 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$1.04 B
Total Buy Value
New Buys 4
Additions 7
-$499.13 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
11

FAQs for DoorDash, Inc. (DASH)

Major holders include Frank Sands ($1.02 B), Steve Mandel ($572.97 M), Renaissance Technologies ($299.6 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 12.3 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $541.48 M, with 11 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited DASH. The total reported sell value was $499.13 M.

Yes, 4 managers opened new positions in DASH, and 7 increased their existing holdings. The total reported buy value was $1.04 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.10% Add 11.8% 4,496,607 $1.02 B Q4 2025
4.21% New Buy 2,529,879 $572.97 M Q4 2025
0.46% Reduce -32.4% 1,322,835 $299.6 M Q4 2025
0.31% Add 356.9% 1,232,119 $279.05 M Q4 2025
2.27% Add 0.4% 930,467 $210.73 M Q4 2025
0.08% Reduce -58.8% 671,042 $151.98 M Q4 2025
0.87% Add 6200.4% 359,125 $81.33 M Q4 2025
0.46% Add 44.9% 306,339 $69.38 M Q4 2025
0.37% Add 34.6% 141,816 $32.12 M Q4 2025
0.41% Add 493.3% 125,342 $28.39 M Q4 2025
0.06% Reduce -76.0% 74,834 $16.95 M Q4 2025
0.18% New Buy 35,900 $8.13 M Q4 2025
0.04% Reduce -22.5% 32,825 $7.43 M Q4 2025
0.02% 25,337 $5.74 M Q4 2025
0.01% Reduce -59.0% 16,430 $3.72 M Q4 2025
0.00% New Buy 17 $3,850 Q4 2025
0.00% New Buy 6 $1,369 Q4 2025
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