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DoorDash, Inc.

DASH Consumer Discretionary
$220.22 +$3.87 (1.79%)
Market Cap: $95.42 B
Gurus Holding
12
Popularity Rank
#241
% of Shares Held
1.37%
Net Activity (Q2 2026)
-$506.45 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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.3 B.

Top institutional holders include Frank Sands and Tom Russo.

Institutional sentiment is currently Bearish. This is evidenced by a $506.45 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 559.3%. Conversely, Steven Cohen reduced exposure by 86.8%.

Key Holders

Top 5 by Value

$429.18 M
$218.87 M
$70.15 M
$63.48 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$115.3 M
Total Buy Value
New Buys 0
Additions 5
-$621.75 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
Net Buyers
5

FAQs for DoorDash, Inc. (DASH)

Major holders include Frank Sands ($429.18 M), Tom Russo ($218.87 M), Renaissance Technologies (RenTech) ($164.13 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 5.92 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $506.45 M, with 5 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited DASH. The total reported sell value was $621.75 M.

Yes, 0 managers opened new positions in DASH, and 5 increased their existing holdings. The total reported buy value was $115.3 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.59% Reduce -41.2% 2,325,795 $429.18 M Q2 2026
2.45% Add 18.5% 1,186,104 $218.87 M Q2 2026
0.23% Reduce -37.6% 889,475 $164.13 M Q2 2026
0.46% Add 9.8% 380,139 $70.15 M Q2 2026
0.02% Add 20.2% 343,990 $63.48 M Q2 2026
0.14% Add 559.3% 316,363 $58.38 M Q2 2026
0.57% Add 46.9% 249,897 $46.11 M Q2 2026
0.03% Reduce -86.8% 156,610 $28.9 M Q2 2026
0.02% 25,337 $4.68 M Q2 2026
0.02% Reduce -13.0% 23,591 $4.35 M Q2 2026
0.03% Reduce -10.2% 23,019 $4.25 M Q2 2026
0.00% Reduce -53.6% 26 $4,805 Q2 2026
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SEC Form