DoorDash, Inc.
US ˙ NasdaqGS ˙ US25809K1051

SecurityDASH / DoorDash, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership1,006,458 shares
Latest Disclosed Value $ 227,943,477
Sei Investments Co reports 28.14% increase in ownership of DASH / DoorDash, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 1,006,458 shares of DoorDash, Inc. (US:DASH) valued at $227,942,608 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 785,422 shares of DoorDash, Inc.. This represents a change in shares of 28.14% during the quarter. The current value of the position is $155,578,278 USD.

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)
2026-02-13 2025-12-31 13F DOORDASH CL A 25809K105 1,006,458 221,036 28.14 227,943 6.70 0.2250
2025-11-13 2025-09-30 13F DOORDASH CL A 25809K105 785,422 104,170 15.29 213,627 27.21 0.2297
2025-08-14 2025-06-30 13F DOORDASH CL A 25809K105 681,252 -56,292 -7.63 167,937 24.58 0.1947
2025-05-14 2025-03-31 13F/A-1 DOORDASH CL A 25809K105 737,544 432,173 141.52 134,800 163.15 0.1735
2025-05-13 2025-03-31 13F DOORDASH CL A 25809K105 311,939 6,568 53,281 0.0579
2025-02-11 2024-12-31 13F DOORDASH CL A 25809K105 305,371 37,267 13.90 51,227 33.87 0.0658
2024-11-12 2024-09-30 13F DOORDASH CL A 25809K105 268,104 58,618 27.98 38,266 67.93 0.0497
2024-08-13 2024-06-30 13F DOORDASH CL A 25809K105 209,486 -36,256 -14.75 22,787 -32.67 0.0323
2024-05-07 2024-03-31 13F DOORDASH CL A 25809K105 245,742 83,958 51.90 33,843 111.55 0.0496
2024-02-14 2023-12-31 13F DOORDASH CL A 25809K105 161,784 65,876 68.69 15,998 109.89 0.0257
2023-11-14 2023-09-30 13F DOORDASH CL A 25809K105 95,908 -1,668 -1.71 7,623 2.23 0.0137
2023-08-11 2023-06-30 13F DOORDASH CL A 25809K105 97,576 -536 -0.55 7,456 19.58 0.0130
2023-05-12 2023-03-31 13F DOORDASH CL A 25809K105 98,112 -10,268 -9.47 6,236 17.86 0.0116
2023-02-10 2022-12-31 13F DOORDASH CL A 25809K105 108,380 29,843 38.00 5,291 36.20 0.0118
2022-11-14 2022-09-30 13F DOORDASH CL A 25809K105 78,537 26,293 50.33 3,884 15.87 0.0087
2022-08-15 2022-06-30 13F DOORDASH CL A 25809K105 52,244 24,254 86.65 3,352 2.20 0.0072
2022-05-13 2022-03-31 13F DOORDASH CL A 25809K105 27,990 8,171 41.23 3,280 11.15 0.0066
2022-02-14 2021-12-31 13F DOORDASH CL A 25809K105 19,819 -1,334 -6.31 2,951 -32.27 0.0055
2021-11-12 2021-09-30 13F DOORDASH CL A 25809K105 21,153 3,009 16.58 4,357 34.64 0.0091
2021-08-06 2021-06-30 13F DOORDASH CL A 25809K105 18,144 18,144 3,236 0.0072
2021-05-12 2021-03-31 13F DOORDASH CL A 25809K105 0 -2,451 -100.00 0 -100.00
2021-02-08 2020-12-31 13F DOORDASH CL A 25809K105 2,451 2,451 350 0.0009
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.