Gladstone Capital Management LLP Invests $14.32 Million in DoorDash, Inc. $DASH

Gladstone Capital Management LLP acquired a new stake in DoorDash, Inc. (NASDAQ:DASH) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 52,636 shares of the company’s stock, valued at approximately $14,316,000. DoorDash makes up approximately 1.6% of Gladstone Capital Management LLP’s portfolio, making the stock its 12th largest holding.

Several other large investors have also recently bought and sold shares of the stock. Physician Wealth Advisors Inc. raised its position in DoorDash by 284.0% during the third quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock worth $26,000 after acquiring an additional 71 shares in the last quarter. Sound Income Strategies LLC increased its stake in shares of DoorDash by 2,760.0% during the 3rd quarter. Sound Income Strategies LLC now owns 143 shares of the company’s stock worth $39,000 after purchasing an additional 138 shares during the last quarter. Rossby Financial LCC raised its stake in DoorDash by 127.8% in the third quarter. Rossby Financial LCC now owns 164 shares of the company’s stock valued at $44,000 after buying an additional 92 shares during the period. Annis Gardner Whiting Capital Advisors LLC boosted its stake in shares of DoorDash by 74.3% during the 3rd quarter. Annis Gardner Whiting Capital Advisors LLC now owns 176 shares of the company’s stock worth $48,000 after acquiring an additional 75 shares during the period. Finally, Concord Wealth Partners acquired a new position in shares of DoorDash during the 3rd quarter worth approximately $50,000. 90.64% of the stock is owned by institutional investors and hedge funds.

DoorDash Trading Down 0.2%

Shares of DASH stock opened at $161.36 on Friday. The stock has a market cap of $70.10 billion, a P/E ratio of 76.11 and a beta of 1.82. DoorDash, Inc. has a 1 year low of $155.40 and a 1 year high of $285.50. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.27. The stock has a 50 day simple moving average of $190.69 and a 200 day simple moving average of $222.90.

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

Insider Activity

In other DoorDash news, CFO Ravi Inukonda sold 1,017 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $215.14, for a total transaction of $218,797.38. Following the completion of the transaction, the chief financial officer directly owned 208,412 shares in the company, valued at $44,837,757.68. The trade was a 0.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Stanley Tang sold 45,410 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $209.01, for a total value of $9,491,144.10. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 205,409 shares of company stock valued at $45,332,298. Company insiders own 5.83% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on DASH shares. Wedbush increased their price target on DoorDash from $260.00 to $270.00 and gave the company an “outperform” rating in a research note on Friday, December 19th. Citizens Jmp reduced their price objective on shares of DoorDash from $285.00 to $250.00 and set a “market outperform” rating for the company in a research report on Friday, February 20th. Benchmark upped their price objective on shares of DoorDash from $280.00 to $285.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Needham & Company LLC dropped their price objective on shares of DoorDash from $275.00 to $265.00 and set a “buy” rating on the stock in a research report on Thursday, February 19th. Finally, DA Davidson reduced their target price on shares of DoorDash from $260.00 to $224.00 and set a “neutral” rating for the company in a report on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $262.82.

DoorDash News Summary

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Strong marketplace growth: Zacks reports DoorDash’s marketplace GOV jumped ~39% to $29.7B in Q4 2025 and Q1 2026 GOV is projected at $31B–$31.8B, signaling continued demand across restaurants, retail and grocery that supports revenue upside. Read More.
• Positive Sentiment: Retail partnership expansion: Convenience chain Casey’s launched a hunger‑relief campaign with DoorDash — a sign DoorDash is deepening local retail and grocery integrations that can lift GOV and merchant service fees. Read More.
• Positive Sentiment: Strong PR / brand goodwill from viral donor response: Multiple outlets report ~$500K raised for a 78‑year‑old DoorDash driver after a viral delivery video. This goodwill can help consumer sentiment and local brand reputation, though it’s unlikely to move fundamentals materially. Read More.
• Neutral Sentiment: Industry tech developments: Grubhub plans drone trials, joining DoorDash and Uber Eats in delivery experimentation — underscores industry innovation but also rising capex/tech competition risks. Read More.
• Negative Sentiment: Insider selling: Director Shona Brown sold 1,250 shares (disclosed in an SEC filing). While not large relative to institutional ownership, insider sales can weigh on short‑term sentiment. Read More.
• Negative Sentiment: Macro / geopolitical headwinds: Benzinga notes fresh geopolitical turmoil in the Middle East pressured shares — DoorDash is sensitive to consumer spending shifts and market volatility that can reduce order frequency. Read More.
• Negative Sentiment: Driver economics under pressure: Local reporting highlights rising gas prices squeezing Dashers in some regions — higher fuel costs can hurt driver supply, consumer prices, or DoorDash’s commission/marketing dynamics. Read More.

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.