Sands Capital Alternatives LLC Has $21.66 Million Holdings in DoorDash, Inc. $DASH

Sands Capital Alternatives LLC raised its position in shares of DoorDash, Inc. (NASDAQ:DASH) by 6.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 95,618 shares of the company’s stock after purchasing an additional 5,476 shares during the quarter. DoorDash accounts for approximately 4.2% of Sands Capital Alternatives LLC’s holdings, making the stock its 5th biggest position. Sands Capital Alternatives LLC’s holdings in DoorDash were worth $21,656,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in DASH. Eastern Bank grew its stake in shares of DoorDash by 714.3% during the 4th quarter. Eastern Bank now owns 114 shares of the company’s stock valued at $26,000 after purchasing an additional 100 shares during the period. Swiss RE Ltd. bought a new stake in shares of DoorDash during the 4th quarter valued at about $28,000. ST Germain D J Co. Inc. bought a new stake in shares of DoorDash during the 4th quarter valued at about $29,000. Sunbelt Securities Inc. grew its stake in shares of DoorDash by 124.1% during the 3rd quarter. Sunbelt Securities Inc. now owns 121 shares of the company’s stock valued at $33,000 after purchasing an additional 67 shares during the period. Finally, Morse Asset Management Inc bought a new stake in shares of DoorDash during the 3rd quarter valued at about $36,000. 90.64% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

DASH has been the subject of a number of recent research reports. KeyCorp boosted their price target on DoorDash from $275.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 price objective on shares of DoorDash in a research report on Thursday, May 7th. Weiss Ratings raised DoorDash from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, May 13th. Moffett Nathanson set a $276.00 price objective on DoorDash in a research report on Wednesday, April 15th. Finally, Wells Fargo & Company lifted their price objective on DoorDash from $198.00 to $200.00 and gave the company an “equal weight” rating in a research report on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $256.11.

Insiders Place Their Bets

In related news, Director Stanley Tang sold 21,433 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $150.00, for a total value of $3,214,950.00. Following the transaction, the director directly owned 19,279 shares of the company’s stock, valued at approximately $2,891,850. The trade was a 52.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $160.79, for a total value of $441,046.97. Following the completion of the transaction, the general counsel directly owned 128,216 shares in the company, valued at approximately $20,615,850.64. This represents a 2.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 68,558 shares of company stock valued at $10,914,640 in the last 90 days. 5.83% of the stock is currently owned by company insiders.

Trending Headlines about 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 Price Performance

NASDAQ DASH opened at $150.58 on Monday. The stock’s 50 day moving average is $162.74 and its 200 day moving average is $184.15. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.27. DoorDash, Inc. has a 12 month low of $143.30 and a 12 month high of $285.50. The stock has a market cap of $65.61 billion, a PE ratio of 71.71 and a beta of 1.83.

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

About DoorDash

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.