DoorDash, Inc. $DASH Shares Bought by Signaturefd LLC

Signaturefd LLC increased its holdings in DoorDash, Inc. (NASDAQ:DASH) by 305.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,434 shares of the company’s stock after acquiring an additional 18,406 shares during the quarter. Signaturefd LLC’s holdings in DoorDash were worth $4,485,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Janus Henderson Group PLC raised its holdings in shares of DoorDash by 40.2% in the 1st quarter. Janus Henderson Group PLC now owns 7,762,553 shares of the company’s stock valued at $1,159,377,000 after purchasing an additional 2,225,954 shares in the last quarter. Temasek Holdings Private Ltd lifted its position in shares of DoorDash by 49.4% in the 1st quarter. Temasek Holdings Private Ltd now owns 3,461,501 shares of the company’s stock worth $519,744,000 after purchasing an additional 1,145,078 shares during the period. Robeco Institutional Asset Management B.V. boosted its stake in shares of DoorDash by 2,304.0% during the third quarter. Robeco Institutional Asset Management B.V. now owns 3,452,110 shares of the company’s stock valued at $633,635,000 after purchasing an additional 3,308,512 shares in the last quarter. Bank of America Corp DE boosted its stake in shares of DoorDash by 18.4% during the first quarter. Bank of America Corp DE now owns 3,449,266 shares of the company’s stock valued at $517,907,000 after purchasing an additional 536,080 shares in the last quarter. Finally, Assenagon Asset Management S.A. boosted its stake in shares of DoorDash by 372.0% during 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 purchasing an additional 2,472,980 shares in the last quarter. 90.64% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on DASH. Argus increased their target price on DoorDash from $190.00 to $270.00 in a research report on Thursday, August 27th. JPMorgan Chase & Co. boosted their price target on DoorDash from $250.00 to $262.00 in a research report on Wednesday, August 5th. Sanford C. Bernstein reissued an “outperform” rating on shares of DoorDash in a research report on Thursday, September 3rd. Loop Capital raised their price objective on DoorDash from $225.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, September 22nd. Finally, Susquehanna lifted their target price on DoorDash from $225.00 to $250.00 and gave the company a “positive” rating in a research note on Friday, August 7th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $254.95.

DoorDash Price Performance

Shares of DASH opened at $179.38 on Friday. The company 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. 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 company has a 50 day moving average of $202.18 and a two-hundred day moving average of $185.14.

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

DoorDash News Roundup

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 Activity at DoorDash

In related news, CEO Tony Xu sold 29,567 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $230.00, for a total transaction of $6,800,410.00. Following the transaction, the chief executive officer directly owned 1,500 shares of the company’s stock, valued at $345,000. This represents a 95.17% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 72,367 shares of the stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $225.16, for a total value of $16,294,153.72. Following the completion of the sale, the director owned 10,361 shares of the company’s stock, valued at approximately $2,332,882.76. This trade represents a 87.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 393,998 shares of company stock worth $85,861,330 over the last ninety days. Corporate insiders own 44.90% of the company’s stock.

About DoorDash

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.