DoorDash, Inc.
MX ˙ BMV ˙ US25809K1051
SecurityMX:DASH / DoorDash, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership8,926,680 shares
Latest Disclosed Value $ 1,334,519,114
Geode Capital Management, Llc reports 0.67% increase in ownership of DASH / DoorDash, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 8,926,680 shares of DoorDash, Inc. (MX:DASH) valued at $1,334,519,114 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 8,867,615 shares of DoorDash, Inc.. This represents a change in shares of 0.67% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F DOORDASH INC - A CL A 25809K105 8,926,680 59,065 0.67 1,334,519 -33.29 0.0444
2026-02-09 2025-12-31 13F DOORDASH INC - A CL A 25809K105 8,867,615 252,471 2.93 2,000,371 -14.25 0.1234
2025-11-12 2025-09-30 13F DOORDASH INC - A CL A 25809K105 8,615,144 663,914 8.35 2,332,706 19.58 0.1488
2025-08-08 2025-06-30 13F DOORDASH INC - A CL A 25809K105 7,951,230 223,188 2.89 1,950,711 38.61 0.1367
2025-05-13 2025-03-31 13F DOORDASH INC - A CL A 25809K105 7,728,042 3,169,221 69.52 1,407,369 84.40 0.1106
2025-02-12 2024-12-31 13F DOORDASH INC - A CL A 25809K105 4,558,821 86,667 1.94 763,198 19.88 0.0591
2024-11-12 2024-09-30 13F DOORDASH INC - A CL A 25809K105 4,472,154 267,855 6.37 636,652 39.26 0.0516
2024-08-09 2024-06-30 13F DOORDASH INC - A CL A 25809K105 4,204,299 -756,221 -15.24 457,152 -33.00 0.0401
2024-05-13 2024-03-31 13F DOORDASH INC - A CL A 25809K105 4,960,520 199,307 4.19 682,269 45.10 0.0631
2024-02-13 2023-12-31 13F DOORDASH INC - A CL A 25809K105 4,761,213 293,297 6.56 470,194 32.57 0.0492
2023-11-13 2023-09-30 13F DOORDASH INC - A CL A 25809K105 4,467,916 711,369 18.94 354,688 23.75 0.0422
2023-08-11 2023-06-30 13F DOORDASH INC - A CL A 25809K105 3,756,547 307,931 8.93 286,608 30.93 0.0337
2023-05-15 2023-03-31 13F DOORDASH INC - A CL A 25809K105 3,448,616 118,173 3.55 218,893 135,019.14 0.0284
2023-02-13 2022-12-31 13F DOORDASH INC - A CL A 25809K105 3,330,443 172,301 5.46 162 -99.90 0.0228
2022-11-14 2022-09-30 13F DOORDASH INC - A CL A 25809K105 3,158,142 817,623 34.93 156,073 4.05 0.0237
2022-08-12 2022-06-30 13F DOORDASH INC - A CL A 25809K105 2,340,519 461,954 24.59 150,004 -31.79 0.0220
2022-05-13 2022-03-31 13F DOORDASH INC - A CL A 25809K105 1,878,565 63,386 3.49 219,907 -18.55 0.0275
2022-02-11 2021-12-31 13F DOORDASH INC - A CL A 25809K105 1,815,179 154,748 9.32 269,991 -20.99 0.0325
2021-11-12 2021-09-30 13F DOORDASH INC - A CL A 25809K105 1,660,431 1,138,925 218.39 341,734 267.46 0.0460
2021-08-13 2021-06-30 13F DOORDASH INC - A CL A 25809K105 521,506 251,489 93.14 93,000 162.66 0.0128
2021-05-12 2021-03-31 13F DOORDASH INC - A CL A 25809K105 270,017 18,005 7.14 35,407 -1.58 0.0054
2021-02-12 2020-12-31 13F DOORDASH INC - A CL A 25809K105 252,012 252,012 35,974 0.0060
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.