Dimensional Fund Advisors LP Has $221.38 Million Holdings in DoorDash, Inc. $DASH

Dimensional Fund Advisors LP grew its position in DoorDash, Inc. (NASDAQ:DASH) by 2.3% in the third quarter, Holdings Channel reports. The fund owned 813,905 shares of the company’s stock after acquiring an additional 18,017 shares during the quarter. Dimensional Fund Advisors LP’s holdings in DoorDash were worth $221,379,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC grew its position in DoorDash by 24.0% during the 4th quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock worth $1,566,000 after acquiring an additional 1,807 shares during the last quarter. Integrated Wealth Concepts LLC boosted its stake in shares of DoorDash by 21.5% during the first quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock valued at $314,000 after purchasing an additional 303 shares in the last quarter. Empowered Funds LLC grew its holdings in shares of DoorDash by 3.6% during the first quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock worth $1,486,000 after purchasing an additional 285 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of DoorDash by 92.9% during the second quarter. Sivia Capital Partners LLC now owns 4,255 shares of the company’s stock worth $1,049,000 after purchasing an additional 2,049 shares during the last quarter. Finally, Huntington National Bank increased its stake in shares of DoorDash by 46.2% in the second quarter. Huntington National Bank now owns 1,003 shares of the company’s stock valued at $247,000 after buying an additional 317 shares during the period. Institutional investors and hedge funds own 90.64% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on DASH. Barclays dropped their price objective on shares of DoorDash from $238.00 to $220.00 and set an “equal weight” rating for the company in a report on Thursday, February 19th. Citizens Jmp dropped their price target on shares of DoorDash from $285.00 to $250.00 and set a “market outperform” rating for the company in a research note on Friday, February 20th. Truist Financial lifted their price target on shares of DoorDash from $330.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Sanford C. Bernstein reduced their price objective on shares of DoorDash from $285.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, February 19th. Finally, UBS Group decreased their price objective on DoorDash from $245.00 to $240.00 and set a “neutral” rating for the company in a report on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, DoorDash presently has a consensus rating of “Moderate Buy” and a consensus target price of $262.82.

Insider Transactions at DoorDash

In related news, COO Prabir Adarkar sold 30,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $234.57, for a total transaction of $7,037,100.00. Following the sale, the chief operating officer owned 874,130 shares in the company, valued at $205,044,674.10. This represents a 3.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Tony Xu sold 16,667 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $230.00, for a total value of $3,833,410.00. Following the sale, the chief executive officer directly owned 1,500 shares of the company’s stock, valued at $345,000. This represents a 91.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 220,826 shares of company stock worth $48,944,946. Corporate insiders own 5.83% of the company’s stock.

DoorDash Trading Down 2.3%

NASDAQ:DASH opened at $179.17 on Friday. DoorDash, Inc. has a 52 week low of $155.40 and a 52 week high of $285.50. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.41 and a current ratio of 1.41. The firm’s fifty day moving average is $196.55 and its 200-day moving average is $225.45. The firm has a market cap of $77.84 billion, a P/E ratio of 84.51 and a beta of 1.82.

DoorDash (NASDAQ:DASH) last announced its earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.10). The firm had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.98 billion. DoorDash had a return on equity of 10.15% and a net margin of 6.82%.DoorDash’s quarterly revenue was up 37.7% on a year-over-year basis. During the same period in the prior year, the business earned $0.33 EPS. Equities analysts expect that DoorDash, Inc. will post 2.22 earnings per share for the current year.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Launched an AI-powered pizza customization experience to drive orders and engagement ahead of Pi Day. DoorDash Launches AI-Powered Pizza Customization Experience Ahead of Pi Day
• Positive Sentiment: Rolled out an autonomous delivery robot pilot in Fremont — incremental automation that could lower last‑mile costs if scaled. DoorDash launches delivery robot in Fremont
• Positive Sentiment: Shifting marketing toward social-first creative with hires (Ziwe, Rob Rausch) to improve ROAS and brand engagement. DoorDash Is Tapping Ziwe and Rob Rausch for Social Ads People Actually Like
• Positive Sentiment: New merchant partnerships (Joe Fresh onboarding; Casey’s Feeding America campaign) expand the platform and support order volume/brand goodwill. Joe Fresh Launches On-Demand Delivery Through DoorDash
• Neutral Sentiment: Company says it will “prioritize investments” during 2026 — signals continued spending on growth and product, which could support long‑term GMV but pressure near‑term margins. DoorDash (DASH) To Prioritize Investments During 2026
• Neutral Sentiment: Promotions and coupon coverage (consumer discounts) can boost short‑term orders but may narrow unit economics. DoorDash Coupons: Get Free Delivery And 15% Off Your First Order
• Neutral Sentiment: Reported short‑interest data in the feed is noisy/unusual (zero shares reported); no clear market signal from short activity. (internal data)
• Negative Sentiment: Mizuho cut its expectations for DASH, lowering price outlook — an analyst downgrade that can weigh on sentiment and selling pressure. Mizuho Has Lowered Expectations for DoorDash (NASDAQ:DASH) Stock Price
• Negative Sentiment: Multiple local stories of drivers being arrested or police completing deliveries (New Jersey, Greenbelt, Gloucester County) are minor reputational/operational hits that can prompt short‑term headlines and investor caution. N.J. police complete DoorDash delivery after arresting driver

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.