DoorDash, Inc. $DASH Stake Raised by Evergreen Capital Management LLC

Evergreen Capital Management LLC raised its holdings in DoorDash, Inc. (NASDAQ:DASH) by 36,727.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 618,693 shares of the company’s stock after buying an additional 617,013 shares during the quarter. DoorDash comprises 1.9% of Evergreen Capital Management LLC’s investment portfolio, making the stock its 6th largest position. Evergreen Capital Management LLC’s holdings in DoorDash were worth $113,561,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in DASH. Janus Henderson Group PLC increased its stake in shares of DoorDash by 40.2% during the first quarter. Janus Henderson Group PLC now owns 7,762,553 shares of the company’s stock valued at $1,159,377,000 after buying an additional 2,225,954 shares during the period. Temasek Holdings Private Ltd lifted its stake in DoorDash by 49.4% in the first quarter. Temasek Holdings Private Ltd now owns 3,461,501 shares of the company’s stock worth $519,744,000 after acquiring an additional 1,145,078 shares during the period. Robeco Institutional Asset Management B.V. lifted its stake in DoorDash by 2,304.0% in the third quarter. Robeco Institutional Asset Management B.V. now owns 3,452,110 shares of the company’s stock worth $633,635,000 after acquiring an additional 3,308,512 shares during the period. Bank of America Corp DE lifted its stake in DoorDash by 18.4% in the first quarter. Bank of America Corp DE now owns 3,449,266 shares of the company’s stock worth $517,907,000 after acquiring an additional 536,080 shares during the period. Finally, Assenagon Asset Management S.A. boosted its holdings in DoorDash by 372.0% in the third quarter. Assenagon Asset Management S.A. now owns 3,137,719 shares of the company’s stock valued at $575,928,000 after acquiring an additional 2,472,980 shares in the last quarter. 90.64% of the stock is currently owned by institutional investors.

Trending Headlines about DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Potential Instacart deal: DoorDash is reportedly among the companies discussing a possible acquisition of Instacart, which is valued at approximately $12 billion. A transaction could strengthen DoorDash’s position in grocery and local commerce, although the report does not indicate that a deal is imminent and any acquisition would carry financing, integration and regulatory risks. Instacart explores potential sale, holds talks with Uber and DoorDash
• Positive Sentiment: Analyst support: BTIG Research assigned DoorDash a Buy rating, providing a positive signal for investor sentiment and reinforcing the view that the company’s local-commerce expansion and growth prospects remain attractive. DoorDash earns Buy rating from BTIG Research
• Neutral Sentiment: Mixed consumer-stock comparison: An investor comparison described Airbnb as having a strong travel-market position while highlighting DoorDash’s rapid revenue growth and expansion beyond restaurant delivery. The article does not provide a new company-specific catalyst. Airbnb vs. DoorDash: Which Consumer Stock Is a Better Buy in 2026?
• Neutral Sentiment: Operational and reputational headlines: Reports described a DoorDash driver being killed in California, another driver and a family member being ambushed, and an unrelated criminal investigation in which cleaning supplies were allegedly ordered through DoorDash. These incidents could increase scrutiny of driver and platform safety, but they currently appear unlikely to materially affect financial results. Arrest made after California DoorDash driver found dead in Tesla trunk
• Negative Sentiment: Increasing competition: A new rival reportedly offers lower menu prices, while Grubhub’s co-founder has returned with a delivery service featuring a $1 fee. Lower pricing and aggressive fee competition could pressure DoorDash’s order volumes, merchant economics and margins. DoorDash and Uber Eats have a new rival offering lower menu prices
• Negative Sentiment: Delivery-worker dissatisfaction: Online debate over $1 and $2 tips highlights ongoing challenges around driver pay and service costs, issues that could affect driver retention, customer satisfaction and platform pricing. DoorDash driver calls low tips pathetic

Insider Buying and Selling

In related news, COO Prabir Adarkar sold 55,289 shares of the business’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $231.76, for a total transaction of $12,813,778.64. Following the sale, the chief operating officer owned 930,211 shares of the company’s stock, valued at $215,585,701.36. The trade was a 5.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ravi Inukonda sold 19,505 shares of the business’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $220.62, for a total transaction of $4,303,193.10. Following the sale, the chief financial officer directly owned 232,938 shares in the company, valued at $51,390,781.56. The trade was a 7.73% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 393,998 shares of company stock worth $85,861,330 over the last 90 days. Corporate insiders own 44.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on DASH shares. The Goldman Sachs Group reduced their price objective on shares of DoorDash from $280.00 to $275.00 in a research report on Thursday, August 6th. Barclays cut shares of DoorDash from an “equal weight” rating to a “strong sell” rating in a research report on Monday, August 24th. Guggenheim reaffirmed a “buy” rating and set a $255.00 target price on shares of DoorDash in a research note on Wednesday, October 14th. Cantor Fitzgerald cut their target price on shares of DoorDash from $260.00 to $240.00 and set an “overweight” rating on the stock in a research note on Monday, October 12th. Finally, UBS Group reiterated a “buy” rating and set a $295.00 price target on shares of DoorDash in a research report on Tuesday, September 8th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $254.95.

DoorDash Price Performance

Shares of DASH stock opened at $179.38 on Friday. The business’s fifty day moving average is $202.18 and its 200 day moving average is $185.14. The company has a quick ratio of 1.37, a current ratio of 1.37 and a debt-to-equity ratio of 0.27. The stock has a market cap of $77.73 billion, a price-to-earnings ratio of 93.92 and a beta of 1.90. DoorDash, Inc. has a twelve month low of $143.30 and a twelve month high of $269.00.

DoorDash (NASDAQ:DASH) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.46 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.01). DoorDash had a net margin of 5.29% and a return on equity of 8.48%. The firm had revenue of $4.45 billion for the quarter, compared to analysts’ expectations of $4.34 billion. During the same period in the prior year, the business posted $0.65 EPS. The business’s quarterly revenue was up 35.6% compared to the same quarter last year. Research analysts expect that DoorDash, Inc. will post 2.51 EPS for the current fiscal year.

DoorDash Profile

DoorDash, Inc (NASDAQ:DASH) operates a local commerce platform that connects consumers with restaurants, grocery stores, convenience retailers and other merchants. Through its website and mobile applications, customers can browse products, place orders for delivery or pickup, and access related services.

The company provides merchants with ordering, delivery, logistics, marketing and payment tools. Its offerings include the DoorDash Marketplace, subscription programs such as DashPass, and delivery infrastructure that merchants can use through services including DoorDash Drive.