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DASH
LONGSHORTINSIDER SELLDOORDASH INC
Buyers
4
5.00
Sellers
4
4.00
vs SPY
-10.2%
Stock return (since Q-end)
+6.1%
SPY return (since Q-end)
+16.3%
Current price
$159.29
News Summary
PositiveDoorDash delivered strong Q1 2026 results with 33% revenue growth to $4.04B, record membership signups, and beat EPS guidance ($0.42 vs. $0.37 forecast), though revenue missed Wall Street's $4.15B target. Management raised full-year EPS guidance to $5.62 and provided aggressive Q2 GOV guidance ($32.4-33.4B) signaling accelerating momentum, offset by Deliveroo integration costs, planned exits from four countries, and ongoing regulatory investigations into Dasher classification.
Red flags
- •Revenue miss of ~2.7% vs. consensus ($4.04B actual vs. $4.15B expected)
- •Restructuring charges of $48M from country exits and integration spending pressuring near-term margins
- •Active regulatory investigations by federal, state, and local agencies regarding Dasher classification and worker compensation
- •California EDD audit for payroll tax liabilities disputing independent contractor classification
- •Recent analyst price-target trims in May creating negative sentiment despite strong fundamentals
Funds Buying (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Durable Capital Partners | Henry Ellenbogen | 4.3M | +697K | $642.0B | +19% | Existing |
| D1 Capital | Dan Sundheim | 1.4M | +1.4M | $215.8B | — | NEW |
| Point72 | Steve Cohen | 1.2M | +1.2M | $177.9B | — | NEW |
| Soros Fund Management | Soros Family Office | 170K | +28K | $25.5B | +20% | Existing |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Funds Reducing / Exiting (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Coatue Management | Philippe Laffont | 552K | -3,813,762 | $82.9B | -87% | Existing |
| Lone Pine Capital | Steve Mandel | 0 | — | — | -100% | EXITED |
| Duquesne Family Office | Stanley Druckenmiller | 0 | — | — | -100% | EXITED |
| Maverick Capital | Lee Ainslie | 0 | — | — | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 743 | $153.83 | $0.11M | 2026-05-26 |
| Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 1K | $155.15 | $0.19M | 2026-05-26 |
| Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 500 | $156.44 | $0.08M | 2026-05-26 |
| Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 108 | $158.03 | $0.02M | 2026-05-26 |
| Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 92 | $161.05 | $0.01M | 2026-05-26 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 6K | $153.92 | $0.99M | 2026-05-26 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 9K | $155.25 | $1.43M | 2026-05-26 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 4K | $156.10 | $0.61M | 2026-05-26 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 900 | $157.02 | $0.14M | 2026-05-26 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 1K | $158.07 | $0.21M | 2026-05-26 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 1 | $161.05 | $0.00M | 2026-05-26 |
| Sherringham Tia | GENERAL COUNSEL AND SECRETARY | SELL | 3K | $160.79 | $0.44M | 2026-05-22 |
| Lee Gordon S | CHIEF ACCOUNTING OFFICER | SELL | 2K | $160.79 | $0.35M | 2026-05-22 |
| Fang Andy | — | SELL | 1K | $155.59 | $0.18M | 2026-05-20 |
| Tang Stanley | — | SELL | 2K | $155.59 | $0.25M | 2026-05-20 |
| Sherringham Tia | GENERAL COUNSEL AND SECRETARY | SELL | 8K | $155.59 | $1.20M | 2026-05-20 |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 20K | $155.59 | $3.03M | 2026-05-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 17K | $155.59 | $2.66M | 2026-05-20 |
| Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 4K | $155.59 | $0.66M | 2026-05-20 |
| Lee Gordon S | CHIEF ACCOUNTING OFFICER | SELL | 3K | $155.59 | $0.45M | 2026-05-20 |
| Tang Stanley | — | SELL | 5K | $172.72 | $0.82M | 2026-05-04 |
| Tang Stanley | — | SELL | 11K | $173.79 | $1.84M | 2026-05-04 |
| Tang Stanley | — | SELL | 5K | $174.46 | $0.81M | 2026-05-04 |
| Tang Stanley | — | SELL | 3K | $175.64 | $0.48M | 2026-05-04 |
| Tang Stanley | — | SELL | 400 | $176.32 | $0.07M | 2026-05-04 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 160 | $182.19 | $0.03M | 2026-04-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 280 | $184.44 | $0.05M | 2026-04-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 560 | $185.84 | $0.10M | 2026-04-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 2K | $186.79 | $0.31M | 2026-04-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 2K | $187.74 | $0.36M | 2026-04-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 1K | $188.82 | $0.26M | 2026-04-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 3K | $189.77 | $0.59M | 2026-04-20 |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 920 | $190.63 | $0.18M | 2026-04-20 |
| Brown Shona L | — | SELL | 1K | $175.00 | $0.22M | 2026-04-15 |
| Tang Stanley | — | SELL | 2K | $150.00 | $0.25M | 2026-04-02 |
| Tang Stanley | — | SELL | 21K | $150.00 | $3.21M | 2026-04-02 |