DASH
LONGSHORTINSIDER BUYINSIDER SELLCONGRESS SELLDOORDASH INC
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
NeutralDoorDash delivered mixed Q2 results with revenue and order growth beating expectations, but EPS missed due to legal settlements and elevated R&D spending; guidance remains solid. The company achieved a major milestone with FAA Part 135 air-carrier certification and DoorDash Air launch, positioning it for long-term autonomous delivery dominance, though near-term margin pressures and analyst downgrades signal growth deceleration concerns.
Red flags
- •Q1 2026 revenue missed consensus by $100M ($4.04B vs $4.14B expected)
- •Q2 2026 EPS missed consensus by 2.4% due to $98M in legal/tax/regulatory settlements
- •GAAP net income declined 30% year-over-year in Q2 despite revenue growth
- •R&D spending jumped 52% in Q2, signaling elevated near-term cost structure
- •Significant analyst downgrades in June 2026: Wolfe downgraded to 'Underperform' citing structural slowdown in suburban markets; BTIG cut price target by $55
- •2026 EPS estimate cut 21% from $3.17 to $2.51 per share
- •Notable institutional selling: Coatue removed 87.4% of position, Lone Pine Capital exited entirely
- •Management flagged Q4 2026 margin pressure from seasonal Dasher costs and autonomy investments
- •Analyst price target range very wide ($185-$350), reflecting uncertainty
Funds Buying (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Durable Capital Partners | Henry Ellenbogen | 4.3M | +697K | $642M | 6.6% | +19% | Existing |
| D1 Capital | Dan Sundheim | 1.4M | +1.4M | $216M | 1.9% | — | NEW |
| Point72 | Steve Cohen | 1.2M | +1.2M | $178M | 0.3% | — | NEW |
| Soros Fund Management | Soros Family Office | 170K | +28K | $26M | 0.3% | +20% | Existing |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where DASH ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #2 of this fund's book
- 1RBC BEARINGS INC$1,236M
- 2DOORDASH INC$642M
- 3MERCADOLIBRE INC$607M
- 4API GROUP CORP$599M
- 5QNITY ELECTRONICS INC$587M
position #25 of this fund's book
- 22DISNEY WALT CO$227M
- 23SCHWAB CHARLES CORP$222M
- 24COUPANG INC$219M
- 25DOORDASH INC$216M
- 26CARVANA CO$210M
- 27CAPITAL ONE FINL CORP$204M
- 28MARTIN MARIETTA MATLS INC$190M
Values are quarter-end position sizes. Shown only for funds where DASH ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Funds Reducing / Exiting (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Coatue Management | Philippe Laffont | 552K | -3,813,762 | $83M | 2.5% | -87% | Existing |
| Lone Pine Capital | Steve Mandel | 0 | −2.5M | — | 4.2% | -100% | EXITED |
| Duquesne Family Office | Stanley Druckenmiller | 0 | −36K | — | 0.2% | -100% | EXITED |
| Maverick Capital | Lee Ainslie | 0 | −359K | — | 0.9% | -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. % of Fund is the prior-quarter position size — how much of the book was sold down.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Fang Andy | — | SELL | 15K | $215.00 | $3.23M | 2026-08-06 | ↗ |
| Tang Stanley | — | SELL | 2K | $200.00 | $0.33M | 2026-08-03 | ↗ |
| Tang Stanley | — | SELL | 900 | $198.99 | $0.18M | 2026-08-03 | ↗ |
| Tang Stanley | — | SELL | 36K | $200.09 | $7.15M | 2026-08-03 | ↗ |
| Tang Stanley | — | SELL | 23K | $200.94 | $4.56M | 2026-08-03 | ↗ |
| Tang Stanley | — | SELL | 6K | $201.90 | $1.15M | 2026-08-03 | ↗ |
| Tang Stanley | — | SELL | 3K | $203.00 | $0.53M | 2026-08-03 | ↗ |
| Tang Stanley | — | SELL | 100 | $203.64 | $0.02M | 2026-08-03 | ↗ |
| Fang Andy | — | SELL | 300 | $198.91 | $0.06M | 2026-08-03 | ↗ |
| Fang Andy | — | SELL | 16K | $200.05 | $3.26M | 2026-08-03 | ↗ |
| Fang Andy | — | SELL | 3K | $201.38 | $0.50M | 2026-08-03 | ↗ |
| Fang Andy | — | SELL | 800 | $202.34 | $0.16M | 2026-08-03 | ↗ |
| Fang Andy | — | SELL | 100 | $203.39 | $0.02M | 2026-08-03 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 2K | $183.36 | $0.35M | 2026-07-08 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 2K | $184.46 | $0.31M | 2026-07-08 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 2K | $185.66 | $0.35M | 2026-07-08 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 2K | $186.64 | $0.39M | 2026-07-08 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 4K | $187.64 | $0.73M | 2026-07-08 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 2K | $188.38 | $0.40M | 2026-07-08 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 1K | $189.63 | $0.27M | 2026-07-08 | ↗ |
| Inukonda Ravi | CHIEF FINANCIAL OFFICER | SELL | 4K | $193.21 | $0.79M | 2026-07-08 | ↗ |
| Tang Stanley | — | SELL | 3K | $189.75 | $0.57M | 2026-07-02 | ↗ |
| Tang Stanley | — | SELL | 7K | $190.63 | $1.37M | 2026-07-02 | ↗ |
| Tang Stanley | — | SELL | 11K | $191.72 | $2.08M | 2026-07-02 | ↗ |
| Tang Stanley | — | SELL | 2K | $192.42 | $0.39M | 2026-07-02 | ↗ |
| Tang Stanley | — | SELL | 100 | $193.44 | $0.02M | 2026-07-02 | ↗ |
| Fang Andy | — | SELL | 627 | $183.42 | $0.12M | 2026-07-01 | ↗ |
| Fang Andy | — | SELL | 544 | $184.63 | $0.10M | 2026-07-01 | ↗ |
| Fang Andy | — | SELL | 4K | $185.23 | $0.69M | 2026-07-01 | ↗ |
| Fang Andy | — | SELL | 100 | $189.21 | $0.02M | 2026-07-01 | ↗ |
| Brown Shona L | — | SELL | 582 | $177.06 | $0.10M | 2026-06-26 | ↗ |
| Fang Andy | — | SELL | 5K | $180.00 | $0.90M | 2026-06-24 | ↗ |
| Still Ashley | — | SELL | 1K | $153.58 | $0.18M | 2026-06-10 | ↗ |
| Tang Stanley | — | SELL | 3K | $158.59 | $0.52M | 2026-06-02 | ↗ |
| Tang Stanley | — | SELL | 5K | $155.69 | $0.75M | 2026-06-02 | ↗ |
| Tang Stanley | — | SELL | 6K | $156.63 | $0.87M | 2026-06-02 | ↗ |
| Tang Stanley | — | SELL | 3K | $157.53 | $0.46M | 2026-06-02 | ↗ |
| Tang Stanley | — | SELL | 6K | $159.57 | $1.02M | 2026-06-02 | ↗ |
| Tang Stanley | — | SELL | 200 | $160.28 | $0.03M | 2026-06-02 | ↗ |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 1 | $161.05 | $0.00M | 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 | ↗ |
| 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 | ↗ |
| Lee Gordon S | CHIEF ACCOUNTING OFFICER | SELL | 2K | $160.79 | $0.35M | 2026-05-22 | ↗ |
| Sherringham Tia | GENERAL COUNSEL AND SECRETARY | SELL | 3K | $160.79 | $0.44M | 2026-05-22 | ↗ |
| Adarkar Prabir | PRESIDENT AND COO | SELL | 17K | $155.59 | $2.66M | 2026-05-20 | ↗ |
| Lee Gordon S | CHIEF ACCOUNTING OFFICER | SELL | 3K | $155.59 | $0.45M | 2026-05-20 | ↗ |
| 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 | ↗ |
| Yandell Keith | CHIEF BUSINESS OFFICER | SELL | 4K | $155.59 | $0.66M | 2026-05-20 | ↗ |
| Tang Stanley | — | SELL | 5K | $174.46 | $0.81M | 2026-05-04 | ↗ |
| Tang Stanley | — | SELL | 400 | $176.32 | $0.07M | 2026-05-04 | ↗ |
| 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 | 3K | $175.64 | $0.48M | 2026-05-04 | ↗ |
| 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 | ↗ |
| 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 | ↗ |
| 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 | ↗ |
| Kovac Milan | — | BUY | 20 | $146.53 | $0.00M | 2026-03-27 | ↗ |
| Kovac Milan | — | BUY | 20 | $165.34 | $0.00M | 2026-02-23 | ↗ |
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Tim Moore | house | NC14 | SELL | $1,001 - $15,000 | 2026-06-09 | 2026-07-09 | ↗ |
| Alan Armstrong | senate | — | SELL | $15,001 - $50,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.