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 Q3 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.59 B.
Top institutional holders include Frank Sands and Renaissance Technologies.
Institutional sentiment is currently Bearish. This is evidenced by a $571.46 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 447.2%. Conversely, Lee Ainslie reduced exposure by 57.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 3.02% | Reduce -16.0% | 4,023,291 | $1.09 B | Q3 2025 | |
| 0.70% | Reduce -20.6% | 1,957,201 | $532.34 M | Q3 2025 | |
| 0.28% | Reduce -38.1% | 1,630,347 | $442.61 M | Q3 2025 | |
| 2.70% | Reduce -4.2% | 926,363 | $251.96 M | Q3 2025 | |
| 0.33% | Reduce -56.5% | 312,161 | $84.9 M | Q3 2025 | |
| 0.13% | New Buy | 65,500,000 | $74.55 M | Q3 2025 | |
| 0.12% | Add 447.2% | 269,676 | $73.35 M | Q3 2025 | |
| 0.34% | Add 18.4% | 211,398 | $57.5 M | Q3 2025 | |
| 0.41% | Add 74.8% | 105,346 | $28.65 M | Q3 2025 | |
| 0.05% | Add 136.6% | 42,355 | $11.52 M | Q3 2025 | |
| 0.05% | Add 59.5% | 40,037 | $10.89 M | Q3 2025 | |
| 0.02% | 25,337 | $6.89 M | Q3 2025 | ||
| 0.08% | Add 245.5% | 21,126 | $5.75 M | Q3 2025 | |
| 0.02% | Reduce -57.1% | 5,700 | $1.55 M | Q3 2025 | |
| 0.00% | Reduce -10.5% | 4,606 | $1.25 M | Q3 2025 | |
| 0.25% | New Buy | 4,200 | $1.14 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for DoorDash, Inc. (DASH)
Major holders include Frank Sands ($1.09 B), Renaissance Technologies ($532.34 M), Cliff Asness ($442.61 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 75.08 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $571.46 M, with 8 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited DASH. The total reported sell value was $743.09 M.
Yes, 2 managers opened new positions in DASH, and 6 increased their existing holdings. The total reported buy value was $171.63 M.