DoorDash, Inc. $DASH Shares Sold by Greenland Capital Management LP

Greenland Capital Management LP lowered its position in DoorDash, Inc. (NASDAQ:DASH) by 58.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,820 shares of the company’s stock after selling 13,752 shares during the quarter. Greenland Capital Management LP’s holdings in DoorDash were worth $2,671,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Geode Capital Management LLC lifted its holdings in shares of DoorDash by 2.9% in the 2nd quarter. Geode Capital Management LLC now owns 7,951,230 shares of the company’s stock worth $1,950,711,000 after acquiring an additional 223,188 shares during the last quarter. Caprock Group LLC purchased a new position in DoorDash in the third quarter valued at $3,169,000. Williamson Legacy Group LLC purchased a new position in shares of DoorDash in the 2nd quarter valued at about $1,264,000. Brighton Jones LLC grew its holdings 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 in the last quarter. Finally, Mackenzie Financial Corp grew its stake in shares of DoorDash by 34.7% during the second quarter. Mackenzie Financial Corp now owns 95,452 shares of the company’s stock worth $23,530,000 after purchasing an additional 24,595 shares in the last quarter. 90.64% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

DASH has been the topic of a number of analyst reports. Oppenheimer cut their price target on DoorDash from $280.00 to $235.00 and set an “outperform” rating on the stock in a research note on Thursday. Jefferies Financial Group increased their price objective on DoorDash from $260.00 to $270.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Stifel Nicolaus decreased their target price on DoorDash from $253.00 to $224.00 and set a “hold” rating for the company in a research note on Tuesday, January 27th. Royal Bank Of Canada dropped their price target on shares of DoorDash from $300.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, November 6th. Finally, JPMorgan Chase & Co. cut their price objective on shares of DoorDash from $325.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $264.74.

Trending Headlines about DoorDash

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Analysts see rebound/upside: Several analyst notes and MarketBeat coverage highlight a rebound setup after DoorDash’s guidance update, with institutional buying and analysts projecting double-digit upside as the company invests in technology and new markets. This supports medium-term bullish sentiment. Read More.
• Positive Sentiment: Citi keeps DoorDash as a top pick after Q4: Citi reiteration/tone following the quarter provides a trusted-bank vote of confidence that can help stabilize sentiment and capital flows. Read More.
• Neutral Sentiment: Mixed Q4 results — strong growth but some misses: FQ4 2025 revenue grew ~37.7% to $3.96B, showing robust order and value expansion, but DoorDash slightly missed consensus on revenue and EPS metrics. Growth supports long-term thesis; the misses temper near-term expectations. Read More.
• Negative Sentiment: New structural risk flagged — consumer AI agents could bypass apps: Citrini Research warns that AI “agents” that place orders for users may route around delivery marketplaces, posing a potential long-term threat to DoorDash’s marketplace moat and take-rates if realized. Read More.
• Negative Sentiment: Sector/market selloff pressure: DoorDash shares have been hit alongside other tech names in a broader tech-sector pullback — a near-term headwind unrelated to company fundamentals that amplifies downside moves. Read More.
• Negative Sentiment: Weather-related operational pauses and local backlash: DoorDash suspended deliveries across NYC, Philadelphia, New Jersey and Connecticut during a historic blizzard, then later resumed; the pauses reduce short-term revenue and produced negative local reactions (PR risk). Read More. Read More.

DoorDash Stock Down 6.6%

Shares of NASDAQ:DASH opened at $164.66 on Tuesday. DoorDash, Inc. has a 1-year low of $155.40 and a 1-year high of $285.50. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.41 and a quick ratio of 1.41. The stock has a market cap of $70.97 billion, a P/E ratio of 77.67 and a beta of 1.78. The firm has a fifty day moving average price of $206.43 and a 200 day moving average price of $230.17.

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

Insider Activity

In other news, COO Prabir Adarkar sold 15,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $204.59, for a total value of $3,068,850.00. Following the transaction, the chief operating officer owned 874,130 shares of the company’s stock, valued at approximately $178,838,256.70. The trade was a 1.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Ravi Inukonda sold 1,017 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $215.14, for a total value of $218,797.38. Following the sale, the chief financial officer directly owned 208,412 shares of the company’s stock, valued at approximately $44,837,757.68. This represents a 0.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 291,236 shares of company stock worth $63,380,925 over the last quarter. 5.83% of the stock is owned by insiders.

DoorDash 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.