Sands Capital Management LLC Acquires 473,316 Shares of DoorDash, Inc. $DASH

Sands Capital Management LLC boosted its holdings in shares of DoorDash, Inc. (NASDAQ:DASH) by 11.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,496,607 shares of the company’s stock after buying an additional 473,316 shares during the quarter. DoorDash comprises 3.1% of Sands Capital Management LLC’s portfolio, making the stock its 10th biggest holding. Sands Capital Management LLC’s holdings in DoorDash were worth $1,018,392,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its stake in shares of DoorDash by 1.7% in the fourth quarter. Vanguard Group Inc. now owns 43,426,479 shares of the company’s stock worth $9,835,229,000 after buying an additional 713,571 shares during the last quarter. SC US Ttgp LTD. lifted its stake in shares of DoorDash by 1.6% in the fourth quarter. SC US Ttgp LTD. now owns 31,686,624 shares of the company’s stock worth $7,176,387,000 after buying an additional 506,358 shares during the last quarter. Morgan Stanley lifted its stake in shares of DoorDash by 2.3% in the fourth quarter. Morgan Stanley now owns 17,536,824 shares of the company’s stock worth $3,971,741,000 after buying an additional 391,596 shares during the last quarter. State Street Corp lifted its stake in shares of DoorDash by 3.0% in the fourth quarter. State Street Corp now owns 15,761,072 shares of the company’s stock worth $3,569,568,000 after buying an additional 464,448 shares during the last quarter. Finally, Capital World Investors lifted its stake in shares of DoorDash by 0.9% in the third quarter. Capital World Investors now owns 10,865,927 shares of the company’s stock worth $2,955,424,000 after buying an additional 95,278 shares during the last quarter. 90.64% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at DoorDash

In related news, COO Prabir Adarkar sold 21,739 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $155.25, for a total transaction of $3,374,979.75. Following the completion of the transaction, the chief operating officer directly owned 959,076 shares in the company, valued at $148,896,549. This represents a 2.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Tia Sherringham sold 2,743 shares of the company’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $160.79, for a total transaction of $441,046.97. Following the transaction, the general counsel owned 128,216 shares of the company’s stock, valued at approximately $20,615,850.64. The trade was a 2.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 68,558 shares of company stock valued at $10,914,640 in the last 90 days. 5.83% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of brokerages have recently weighed in on DASH. Guggenheim reduced their price objective on shares of DoorDash from $275.00 to $255.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. BTIG Research reduced their price objective on shares of DoorDash from $280.00 to $225.00 and set a “buy” rating for the company in a research note on Friday. Zacks Research upgraded shares of DoorDash from a “strong sell” rating to a “hold” rating in a research note on Tuesday, May 12th. UBS Group boosted their price objective on shares of DoorDash from $206.00 to $214.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Finally, Susquehanna reduced their price objective on shares of DoorDash from $250.00 to $225.00 and set a “positive” rating for the company in a research note on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, DoorDash has a consensus rating of “Moderate Buy” and a consensus target price of $256.11.

DoorDash Price Performance

NASDAQ:DASH opened at $150.58 on Monday. The stock has a market cap of $65.61 billion, a P/E ratio of 71.71 and a beta of 1.83. DoorDash, Inc. has a one year low of $143.30 and a one year high of $285.50. The company has a fifty day moving average price of $162.74 and a 200 day moving average price of $184.15. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.43 and a quick ratio of 1.43.

DoorDash (NASDAQ:DASH) last released its earnings results on Wednesday, May 6th. The company reported $0.42 EPS for the quarter, beating the consensus estimate of $0.36 by $0.06. The firm had revenue of $4.04 billion during the quarter, compared to analysts’ expectations of $4.15 billion. DoorDash had a net margin of 6.29% and a return on equity of 9.58%. The business’s quarterly revenue was up 33.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.44 EPS. Analysts anticipate that DoorDash, Inc. will post 2.45 earnings per share for the current year.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: DoorDash launched “Ask DoorDash,” a new conversational AI assistant that lets users search for meals and groceries, order with natural-language prompts or photos, and even book restaurant reservations. Investors may see this as a potential engagement and conversion driver. Article Title
• Positive Sentiment: The AI rollout was widely covered across multiple outlets, reinforcing the idea that DoorDash is expanding its platform beyond simple delivery into more personalized shopping and reservation tools, which could help support long-term growth. Article Title
• Positive Sentiment: DoorDash and NJ TRANSIT announced a FIFA World Cup 2026 sponsorship, adding brand visibility ahead of a major global event and potentially supporting consumer awareness. Article Title
• Neutral Sentiment: BTIG Research lowered its price target on DoorDash from $280 to $225, but kept a buy rating and still sees meaningful upside from current levels. This may temper enthusiasm, but it does not signal a bearish shift. Article Title
• Neutral Sentiment: Promotional coverage around World Cup discounts and broader stock-performance articles may have limited direct impact on the shares, but they add to overall visibility around the brand. Article Title

DoorDash Company Profile

DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.

In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.