DoorDash, Inc. (DASH) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and dashers in the United States and internationally. It operates DoorDash marketplace, which provides an array of services that enable merchants to solve mission-critical challenges, such as customer acquisition, delivery, insights and analytics, merchandising, payment processing, and customer support; and offers DoorDash Drive, a white-label logistics service; DoorDash Storefront that enables merchants to offer consumers on-demand access to e-commerce. The company was formerly known as Palo Alto Delivery Inc. and changed its name to DoorDash, Inc. in 2015. DoorDash, Inc. was incorporated in 2013 and is headquartered in San Francisco, California.
the bull case· 4
7
customers naming DASH as a supplier in their own filings
sec filingsfrom their filings9
of the funds on file reporting a position in DASH
n-portas of Jun 30 '261,044
managers reporting a position in thirteen f filings
13fJun 30 '2646
managers whose positions together make up four fifths of the reported value
13fJun 30 '26the bear case· 4
6 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized3 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '261.74%
of State Street Consumer Discretionary Select Sector SPDR ETF's assets, the largest fund weight on file
n-portJun 30 '263.00%
of Kilroy Realty Corp's revenue is DASH by their own filing
10-Kfrom their filingSides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 4 '26 report. Not a forecast, not advice.
DoorDash, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Business Services, NEC
Of the 6 companies DoorDash, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7389, Services-Business Services, NEC, from each company's own filings. Largest first.
High 199.00 at 8:30 am ET, low 195.13 at 11:15 am ET.
DASH (DoorDash, Inc.) has 5 disclosed suppliers and 7 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
tall tick = annual report · 1 on record
1,047 managers report a position worth $73.3B between them, and 46 of them hold 80% of it.