undamentalytics Newsletter

DoorDash: which funds bought and sold

Institutions that bought and sold DoorDash shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 554 institutions that filed 13F reports for both quarters added to or opened positions in DoorDash, and 483 cut or closed them. Together they added a net 12.8M shares, +3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.7M shares (+4.0%); index fund managers were net buyers of 3.2M shares (+3.2%). 150 opened a new position and 130 sold out entirely.

Bought, Q2 2026 554 institutions, 150 of them new holders Sold, Q2 2026 483 institutions, 130 of them sold out
Net change, all compared +12.8M shares (+3.6%)
Net change, active managers +3.7M shares (+4.0%), 40 bought, 60 sold

Buyers versus sellers

institutions compared, 1,149
Active managers and hedge funds 40 bought · 60 sold · +3.7M
Index fund managers 10 bought · 2 sold · +3.2M
Other institutions 504 bought · 421 sold · +5.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager +5.8M +114.4% 10.9M $2B
Parnassus Investments, LLC Active manager +3.8M +3884.5% 3.9M $717M
Jpmorgan Chase & Co +2.8M +26.5% 13.4M $2.5B
Capital World Investors Active manager +2.2M +26.1% 10.4M $1.9B
Price T Rowe Associates Inc Active manager +1.2M +9.1% 14.7M $2.7B
Bank Of America Corp +1.1M +31.9% 4.6M $840M
Fil Ltd Active manager +1.0M +2204.7% 1.1M $199M
Vanguard Portfolio Management LLC Index funds +1.0M +6.2% 17.5M $3.2B
Southpoint Capital Advisors LP Hedge fund +1.0M New position 1.0M $185M
Vanguard Capital Management LLC Index funds +991K +4.2% 24.4M $4.5B
FMR LLC Active manager +827K +18.6% 5.3M $972M
Principal Financial Group Inc +813K +190.0% 1.2M $229M
Jennison Associates LLC Active manager +749K New position 749K $138M
Nomura Asset Management International Inc. +727K +107.3% 1.4M $259M
Goldman Sachs Group Inc +679K +17.2% 4.6M $852M
Ameriprise Financial Inc +582K +40.9% 2.0M $370M
State Street Corp Index funds +506K +3.2% 16.1M $3B
Raymond James Financial Inc +407K +159.1% 662K $122M
Bessemer Group Inc +400K +35.7% 1.5M $280M
Blackrock, Inc. Index funds +398K +1.5% 26.9M $5B

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −2.7M −41.3% 3.8M $709M
Sands Capital Management, LLC Active manager −1.6M −41.2% 2.3M $429M
Nordea Investment Management AB −1.4M −74.1% 494K $92M
Scge Management, L.P. Hedge fund −1.1M −71.9% 448K $82.6M
Point72 Asset Management, L.P. Hedge fund −1.0M −86.8% 157K $28.9M
D. E. Shaw & Co., Inc. Hedge fund −887K −82.6% 187K $34.5M
Holocene Advisors, LP Hedge fund −878K Sold out 0 —
Millennium Management LLC Hedge fund −852K −58.4% 608K $112M
Deutsche Bank Ag\ −818K −46.6% 939K $173M
Qube Research & Technologies Ltd Hedge fund −814K Sold out 0 —
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −749K −24.5% 2.3M $425M
Squarepoint Ops LLC Hedge fund −719K −97.6% 18K $3.3M
Neuberger Berman Group LLC Active manager −598K −90.1% 66K $12.2M
Renaissance Technologies LLC Hedge fund −537K −37.6% 889K $164M
Beacon Pointe Advisors, LLC −521K −99.2% 4,416 $814,885
Allspring Global Investments Holdings, LLC −502K −50.8% 487K $91.9M
Baillie Gifford & Co Active manager −433K −6.0% 6.8M $1.3B
Franklin Resources Inc Active manager −432K −19.6% 1.8M $327M
Adage Capital Partners Gp, L.L.C. Hedge fund −356K −46.5% 409K $75.5M
Alkeon Capital Management LLC Hedge fund −250K −21.1% 933K $172M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Southpoint Capital Advisors LPHedge fund 1.0M $185M
Jennison Associates LLCActive manager 749K $138M
Triple Frond Partners LLC 300K $55.4M
Hmi Capital Management, L.P. 143K $26.5M
Hillman Co 134K $24.7M
Owl Creek Asset Management, L.P.Hedge fund 130K $24M
1832 Asset Management L.P. 128K $23.6M
Group One Trading LLC 124K $22.9M
Kr Capital LP 90K $16.6M
Gentrust, LLC 87K $16M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Holocene Advisors, LPHedge fund 878K $132M
Qube Research & Technologies LtdHedge fund 814K $122M
Trexquant Investment LPHedge fund 221K $33.2M
Y-Intercept (Hong Kong) Ltd 220K $33M
Ninety One Uk Ltd 219K $32.8M
Headwater Capital Co Ltd 210K $31.5M
Tudor Investment Corp Et AlHedge fund 205K $30.8M
Avala Global LPHedge fund 199K $29.9M
Tairen Capital Ltd 181K $27.2M
Mn Services Vermogensbeheer B.V. 139K $20.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,037
Ten largest holders
47.7%
of 13F-reported shares
Index fund managers
27.0%
of 13F-reported shares
Active managers and hedge funds
24.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 40 60 10 19 +3.7M +4.0%
Index fund managers 10 2 0 0 +3.2M +3.2%
Other institutions 504 421 140 111 +5.9M +3.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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