DoorDash, Inc. (DASH)
What changed in recent filings
- United States segment 88% → 78%Jun 30, 2024 → Jun 30, 2026
- Institutions — 1 new · 4 added · 7 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
DoorDash, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 5, 2026Revenue +35.6% YoY · EPS $0.46Released after the close: Aug 5 close → Aug 6 close, the stock moved +2.9% · over the same window, market -0.2% · sector -1.0%
- 26Q1Released May 6, 2026Revenue +33.1% YoY · EPS $0.42Released after the close: May 6 close → May 7 close, the stock moved +2.0% · over the same window, market -0.3% · sector +0.0%
- 25Q4Released Feb 18, 2026Revenue +37.7% YoY · EPS $0.48Released after the close: Feb 18 close → Feb 19 close, the stock moved +1.6% · over the same window, market -0.3% · sector +0.3%
- 25Q3Released Nov 5, 2025Revenue +27.3% YoY · EPS $0.55Released after the close: Nov 5 close → Nov 6 close, the stock moved -17.5% · over the same window, market -1.1% · sector -0.4%
The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding DoorDash, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2020 Q4: 13 → 2026 Q2: 16 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold DoorDash, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Sands Capital Management1.59% of portfolio · since 2020 Q4
- Temasek Holdings (Singapore)1.71% of portfolio · since 2020 Q4
- Baillie Gifford & Co1.14% of portfolio · since 2020 Q4
- Sequoia Capital (SC US)18.28% of portfolio · since 2020 Q4
- PRIMECAP Management0.01% of portfolio · since 2020 Q4
- National Pension Service (Korea)0.10% of portfolio · since 2022 Q3
- Capital World Investors0.23% of portfolio · since 2022 Q3
- Soros Fund Management0.57% of portfolio · since 2023 Q1
- Bridgewater Associates0.02% of portfolio · since 2023 Q2
- Tiger Global Management0.02% of portfolio · since 2023 Q3
- Caisse de depot (Quebec)0.01% of portfolio · since 2024 Q2
- Coatue Management0.20% of portfolio · since 2024 Q3
- Durable Capital Partners7.46% of portfolio · since 2024 Q4
- Point72 Asset Management0.03% of portfolio · since 2025 Q2
- ARK Invest0.46% of portfolio · since 2025 Q2
- BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
DoorDash, Inc. Class A Common Stock represents ownership in DoorDash, a technology platform focused on on-demand local commerce. DoorDash connects consumers with merchants and independent delivery partners through a digital marketplace that supports restaurant delivery, pickup, and convenience ordering. Its platform is used for food, groceries, retail items, and other everyday goods, making it a key link between businesses that want to reach customers online and users seeking fast fulfillment. The company’s services also include merchant tools for order management, logistics, and customer engagement, helping businesses expand their digital presence and streamline delivery operations. DoorDash serves customers across the United States and in select international markets, giving it a broad role in the evolving delivery and local commerce ecosystem. DoorDash, Inc. is headquartered in San Francisco, California, and operates as a major participant in the consumer internet and logistics technology space.
What is the Internet sector?
Social, search, and platforms. Ad revenue is cyclical.
DoorDash, Inc. is classified under the Internet sector. See peers below.
DoorDash, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
DoorDash, Inc. vs Internet sector benchmark
Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
DASH segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding DoorDash, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
DASH on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Internet average
Peers · Internet
DASH FAQ
What is DoorDash, Inc. (DASH)?
DoorDash, Inc. Class A Common Stock represents ownership in DoorDash, a technology platform focused on on-demand local commerce. DoorDash connects consumers with merchants and independent delivery partners through a digital marketplace that supports restaurant delivery, pickup, and convenience ordering. Its platform is used for food, groceries, retail items, and other everyday goods, making it a key link between businesses that want to reach customers online and users seeking fast fulfillment. The company’s services also include merchant tools for order management, logistics, and customer engagement, helping businesses expand their digital presence and streamline delivery operations. DoorDash serves customers across the United States and in select international markets, giving it a broad role in the evolving delivery and local commerce ecosystem. DoorDash, Inc. is headquartered in San Francisco, California, and operates as a major participant in the consumer internet and logistics technology space.
What sector is DoorDash, Inc. in?
DoorDash, Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.
What are DoorDash, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 33.6%, Operating margin 3.5%, Net margin 5.3%, ROE 9.3%. Definitions and interpretation are available on Stocklore.
Where can I analyze DoorDash, Inc. (DASH) stock?
On Stocklore you can see DASH's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.