DoorDash, Inc. (DASH)
What changed in recent filings
- United States segment 88% → 77%Jun 30, 2024 → Mar 31, 2026
- Institutions — 8 new · 2 added · 4 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding DoorDash, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2020 Q4: 9 → 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.
- Baillie Gifford & Co1.14% of portfolio · since 2020 Q4
- Temasek Holdings (Singapore)1.71% of portfolio · since 2020 Q4
- 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
- Coatue Management0.20% of portfolio · since 2024 Q3
- Point72 Asset Management0.03% of portfolio · since 2025 Q2
- ARK Invest0.46% of portfolio · since 2025 Q2
- National Pension Service (Korea)0.10% of portfolio · held as of 2026 Q2 or earlier
- Durable Capital Partners7.46% of portfolio · held as of 2026 Q2 or earlier
- Sequoia Capital (SC US)18.28% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.01% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.23% of portfolio · held as of 2026 Q2 or earlier
- Sands Capital Management1.59% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management0.01% of portfolio · held as of 2026 Q2 or earlier
- Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
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.
Company overview
Founded in 2013 within the confines of the San Francisco application renaissance, DoorDash is an online delivery demand aggregator. Consumers can use its app to order food on demand for delivery or in-store pickup from participating merchants. Following the 2022 acquisition of Wolt, the firm also provides this service in Europe and Asia. DoorDash creates a marketplace for merchants to establish an online presence, market their offerings, and meet demand through delivery. The firm provides similar services to non-restaurant businesses, such as grocery, retail, and pet supplies. DoorDash is also rolling out emerging technologies, such as drone delivery, to continually innovate and deliver the best possible service to both supply-side and demand-side participants in its marketplace.
What is the Internet sector?
Social, search, and platforms. Ad revenue is cyclical.
DoorDash, Inc. is classified under the Internet sector. See peers below.
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)?
Founded in 2013 within the confines of the San Francisco application renaissance, DoorDash is an online delivery demand aggregator. Consumers can use its app to order food on demand for delivery or in-store pickup from participating merchants. Following the 2022 acquisition of Wolt, the firm also provides this service in Europe and Asia. DoorDash creates a marketplace for merchants to establish an online presence, market their offerings, and meet demand through delivery. The firm provides similar services to non-restaurant businesses, such as grocery, retail, and pet supplies. DoorDash is also rolling out emerging technologies, such as drone delivery, to continually innovate and deliver the best possible service to both supply-side and demand-side participants in its marketplace.
What sector is DoorDash, Inc. in?
DoorDash, Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.
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.