Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Doordash Inc (DASH)

1K + Investors. Track Smart Money conviction in DASH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — DASH

Based on 1054 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DASH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
1,054 hedge funds hold DASH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DASH is almost the same as a year ago (+21 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

608 buying496 selling
Last quarter: 608 funds bought or added vs 496 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new DASH position: 177 → 192 → 137 → 177. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 31% medium ■ 24% new
464 out of 1,054 hedge funds have held DASH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~177 new funds/quarter

248 → 177 → 192 → 137 → 177 new funds/Q
New funds entering each quarter: 177 → 192 → 137 → 177. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 33% newcomers

■ 49% veterans ■ 18% 1-2yr ■ 33% new
Entry-cohort mix of 1,113 holders: 541 (49%) are 2+ year veterans, 204 entered 1–2 years ago, and 368 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
69 of 1043 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in DASH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DASH

In 2026 Q2, 608 hedge funds were net buyers of DASH (177 opened a new position, 431 added to an existing one), while 496 reduced or exited (358 trimmed, 138 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 52% of total institutional value in DASH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 1054.

Hedge Fund Ownership: DASH

How many hedge funds hold DASH — quarterly history vs. share price
Quarterly hedge fund ownership of DASH vs. share price

Market Analysis: DASH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DASH

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 17 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: DASH
1K + Investors

Track Smart Money conviction in DASH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1030 1015 1.48%
13F Shares 398M 364M 9.53%
Total Value $68.87B $51.49B 33.75%
New Positions 173 137 +36
Increased Positions 405 390 +15
Closed Positions 147 205 -58
Reduced Positions 344 391 -47
Total Calls 35 32 9.38%
Total Puts 33 34 -2.94%
PUT/CALL Ratio 0.94 1.06 Neutral

Statistics: DASH

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DASH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DASH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sc US (ttgp), LTD. 18.28% 31,595,084 $5.83B
2 Ampersand Capital Group, L.P. 16.43% 197,379 $36.4M
3 Khrom Capital Management LLC 14.83% 959,268 $177.0M
4 Crescent Park Management, L.P. 10.55% 22,904 $4.3M
5 Ashe Capital Management, LP 9.82% 495,774 $91.5M
6 Sellaronda Global Management LP 9.71% 84,176 $15.5M
7 Hillman Co 8.74% 133,806 $24.7M
8 Newlands Management Operations LLC 7.87% 7,068,299 $1.30B
9 Long Walk Management LP 7.85% 187,500 $34.6M
10 Durable Capital Partners LP 7.46% 4,154,183 $766.6M
11 Barrier Capital Management, LLC 7.19% 53,281 $9.8M
12 Foxhaven Asset Management, LP 7.16% 1,446,858 $267.0M
13 Kids Capital Management, L.P. 7.10% 49,000 $9.0M
14 Steadview Capital Management LLC 7.02% 126,525 $23.3M
15 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.14% 3,000,000 $553.6M
16 TenCore Partners, LP 6.14% 42,744 $7.9M
17 RDST Capital LLC 5.89% 385,140 $71.1M
18 Bienville Capital Management, LLC 5.74% 233,312 $43.1M
19 Scopia Capital Management LP 5.49% 33,261 $6.1M
20 Soma Equity Partners LP 4.99% 388,049 $71.6M
21 Sunstone Asset Management, LP 4.58% 22,900 $4.2M
22 General Equity Holdings LP 4.50% 40,852 $7.5M
23 Deltec Asset Management LLC 4.49% 164,555 $30.4M
24 PointState Capital LP 4.32% 1,829,987 $337.7M
25 Southpoint Capital Advisors LP 4.20% 1,000,000 $184.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Doordash Inc (DASH)

What does the Smart Money Trend signal show for DASH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DASH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DASH?

Slight buying edge — 55% buying: Last quarter: 608 funds bought or added vs 496 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DASH holders?

Elite ownership — 52% AUM from top-100 funds: 69 of 1043 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in DASH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DASH?

44% of holders stayed for 2+ years: 464 out of 1,054 hedge funds have held DASH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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