DOORDASH, INC.
boothcheck covers DOORDASH, INC. (DASH) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Orders through the Marketplaces reached 933 million in the first quarter of 2026, up 27% on the year, and the first-quarter filing attributes the increase to volume across a footprint the 10-K puts at over 40 countries rather than to higher prices per delivery. • Today's price works out to roughly 103 times company-wide operating income while the share count has risen about 6% a year over the last four years, so holders are paying a very full multiple into a slowly widening base. • The next re
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979 institutional managers reported holding DASH in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 40%. 113 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 19.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DASH's share count grew 30.1% over the past five years even with $1.54B spent on repurchases. It pays no dividend. Cash returned over the past three years: $443.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DASH over the trailing three years: 2025: 11 buys totaling $100.28M. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DASH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | -1.4% | -13.6% |
| 2023-11-02 | +17.0% | +7.1% |
| 2024-02-21 | -3.3% | +10.5% |
| 2024-05-02 | -11.7% | -5.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DASH's latest 8-K filings: 2026-08-11 (items 5.07); 2026-08-05 (items 2.02, 7.01, 9.01); 2026-06-12 (items 5.07, 8.01); 2026-05-06 (items 2.02, 7.01, 9.01); 2026-02-18 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.