Artisan Partners Limited Partnership Has $372.76 Million Position in DoorDash, Inc. $DASH

Artisan Partners Limited Partnership grew its position in DoorDash, Inc. (NASDAQ:DASH) by 14.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,370,479 shares of the company’s stock after purchasing an additional 173,998 shares during the period. Artisan Partners Limited Partnership owned about 0.32% of DoorDash worth $372,757,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in DASH. Physician Wealth Advisors Inc. lifted its holdings in DoorDash by 284.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock valued at $26,000 after purchasing an additional 71 shares during the last quarter. Sound Income Strategies LLC increased its holdings in shares of DoorDash by 2,760.0% during the third quarter. Sound Income Strategies LLC now owns 143 shares of the company’s stock worth $39,000 after buying an additional 138 shares in the last quarter. Rossby Financial LCC raised its stake in shares of 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 acquiring an additional 92 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its stake in shares of DoorDash by 74.3% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 176 shares of the company’s stock valued at $48,000 after acquiring an additional 75 shares during the last quarter. Finally, Asset Planning Inc acquired a new position in shares of DoorDash in the 3rd quarter worth approximately $50,000. Institutional investors own 90.64% of the company’s stock.

Insider Activity

In other DoorDash news, COO Prabir Adarkar sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $234.57, for a total value of $7,037,100.00. Following the completion of the sale, the chief operating officer owned 874,130 shares of the company’s stock, valued at approximately $205,044,674.10. This represents a 3.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Andy Fang sold 30,000 shares of DoorDash stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $222.52, for a total transaction of $6,675,600.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 291,236 shares of company stock worth $63,380,925 in the last ninety days. Company insiders own 5.83% of the company’s stock.

Key Stories Impacting DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Analysts continue to call DoorDash a core holding for internet investors, highlighting durable market share, strong consumer engagement and long-term monetization opportunities—supporting investor confidence. Why analysts see DoorDash as a ‘core holding’ for internet investors
• Positive Sentiment: Integration with Google’s Gemini (natural-language task automation) that can now order rides and DoorDash meals may increase ordering convenience and conversion over time—a constructive product-level catalyst. Gemini Can Now Book You an Uber or Order a DoorDash Meal on Your Phone. Here’s How It Works
• Positive Sentiment: DoorDash’s push into restaurant reservations (competing with Resy/OpenTable) represents a new engagement and revenue vector if it can monetize bookings and deepen restaurant relationships. Restaurant reservation wars heat up as DoorDash enters the arena with Resy, OpenTable
• Neutral Sentiment: Consumer lifestyle coverage (e.g., date-night features) keeps the brand visible but is unlikely to move near-term fundamentals. Spending date night at home? DoorDash has couples covered for a romantic night to remember
• Negative Sentiment: DoorDash announced it will wind down Deliveroo/Wolt operations in Qatar, Singapore, Japan and Uzbekistan to refocus on core markets. While this should cut losses in weak markets, it removes near‑term revenue and raised concerns about international execution—a clear reason for the stock’s volatility. DoorDash to Wind Down Deliveroo and Wolt Operations in Four Countries DoorDash exits 4 markets, including Japan, to focus on growth elsewhere DoorDash to Wind Down Deliveroo, Wolt Operations in Four Countries
• Negative Sentiment: An analyst downgrade after the exits caused shares to gap down earlier in the week, amplifying intraday volatility and prompting technical-sellers to step in. DoorDash (NASDAQ:DASH) Shares Gap Down Following Analyst Downgrade
• Negative Sentiment: Technical analysts flagged downside risk after the stock broke key levels amid the market exits—short-term technical pressure could add to selling if momentum weakens. DoorDash stock: technicals point to a dive as it exits key markets

Wall Street Analyst Weigh In

DASH has been the subject of several research analyst reports. Evercore set a $300.00 price objective on DoorDash in a research report on Thursday, February 19th. Citigroup cut their price target on DoorDash from $283.00 to $280.00 and set a “buy” rating for the company in a report on Friday, February 20th. Truist Financial upped their price target on shares of DoorDash from $330.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Wedbush raised their price objective on shares of DoorDash from $260.00 to $270.00 and gave the company an “outperform” rating in a research report on Friday, December 19th. Finally, KeyCorp boosted their target price on shares of DoorDash from $275.00 to $280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, DoorDash has an average rating of “Moderate Buy” and an average price target of $264.74.

DoorDash Trading Up 4.2%

NASDAQ DASH opened at $180.41 on Friday. DoorDash, Inc. has a 12 month low of $155.40 and a 12 month high of $285.50. The stock has a 50-day simple moving average of $203.18 and a 200 day simple moving average of $228.77. 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 company has a market capitalization of $77.76 billion, a PE ratio of 85.10 and a beta of 1.77.

DoorDash (NASDAQ:DASH) last posted its earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.58 by ($0.10). The company had revenue of $3.96 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.33 earnings per share. Research analysts forecast that DoorDash, Inc. will post 2.22 EPS for the current year.

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.