GetCoattail Research — DoorDash is the largest food-delivery platform in the United States, and in October it sits on AltIndex's meme-stock list with a bearish sentiment flag — after a quarter in which revenue grew 35.6% and the stock still closed the period down 16.5% for the year on our price file. The filings describe a register that accumulated broadly while its centre of gravity barely moved: four tracked superinvestors hold the stock and added 6.85% in the June quarter, the full market added 68,243,776 shares, its insiders recorded $100,283,387.82 of purchases in the last year against $932,699,415.23 of sales across the parsed record, one member of Congress bought eight times, and the borrow against the stock has fallen 23.8% since June 30.
Start with the narrative. AltIndex's meme-stock list, updated on October 11, ranked DoorDash by Reddit mentions over the prior 24 hours, with 25 mentions, a 150% jump in mentions and a bearish sentiment flag, at a displayed price of $196.50. The business backdrop behind the ranking is fast growth at scale, as reported across financial outlets: second-quarter 2026 revenue of $4.45 billion, up 35.6% from the year-earlier period. The autumn calendar adds two dated catalysts: on October 5, Deliveroo, a DoorDash brand, announced an exclusive partnership with Coco Robotics for autonomous deliveries in the United Kingdom, and on October 9 the company scheduled its third-quarter results for November 4, 2026. The analyst backdrop, as aggregated by MarketBeat and reported on October 5, is a Moderate Buy consensus from 36 analysts with an average price target of $257.47; the most recent individual move in that window was Wells Fargo lifting its target to $230 from $225 while keeping an Equal Weight rating on October 5, after Scotiabank initiated coverage at Sector Outperform with a $275 target on September 9. Our own price file, which ends October 2, puts the last close at $189.15 — down 16.5% year to date on that file, and 32.9% below the 252-session closing high of $281.74 set on October 6, 2025.
Now the filings. For DoorDash — the forty-third Filing Tape audit — the tape shows accumulation at every level of the institutional register, a genuinely two-sided insider record that is still heavily one-sided in dollars, and a borrow that has been shrinking since the quarter the 13F lenses describe.
Lens 1: the superinvestors — four holders, 5,665,870 shares, up 6.85%
We track 83 large, mostly long-only managers whose 13F portfolios we collect directly from SEC EDGAR. As of June 30, 2026, 4 held DoorDash long — no option rows — totalling 5,665,870 shares worth $1,045,522,597. The direction count, on the collection's own labels, is one new, one increased, one decreased and one unchanged — all four directions in a register of four.
Henry Ellenbogen's Durable Capital Partners holds most of it: 4,154,183 shares worth $766,571,389, a 7.46% portfolio weight, flagged decreased by 2.8% — 73.3% of the tracked cohort's DoorDash shares. Thomas Russo's Gardner Russo & Quinn holds 1,186,104 shares worth $218,871,771, a 2.45% weight, flagged increased by 18.5%. Triple Frond Partners holds 300,246 shares worth $55,404,000, a 4.94% weight, flagged new. Chase Coleman's Tiger Global Management holds 25,337 shares worth $4,675,437, a 0.02% weight, flagged unchanged. The cohort total moved from 5,302,555 shares at March 31 to 5,665,870 at June 30, a change of +6.85%, a difference of +363,315 shares. The components net out exactly as the labels suggest: Durable trimmed 121,823 shares, Gardner Russo & Quinn added 184,909, Triple Frond opened 300,246, Tiger Global stood still, and First Eagle Investment Management's 17-share first-quarter row disappeared into the collection's exit list, at a prior reported value of $2,553. The two collections' second-quarter share totals match to the share; on value they differ by $55,348,596, because the pipeline carries Triple Frond's row at $55,404 where the EDGAR collection carries $55,404,000 — and 300,246 shares at the June 30 close of $184.53 is about $55,404,394, so we headline the EDGAR figure (see methodology). The cohort's implied price on that figure, $184.53 per share, matches the June 30 close exactly. The price rose from $150.15 at March 31 to $184.53 at June 30, a change of +22.9%: the tracked register added, on net, into a rising quarter — while its largest member trimmed.
Lens 2: institutions — 1,049 filers, up 48, shares up 21.82%
Zoom out to the whole 13F market and the June quarter was a widening register. At June 30, 2026, 1,049 institutions reported positions, up 48 from 1,001 at March 31 (+4.80%), and 1,040 reported long positions. Reported shares rose 21.82%, from 312,747,375 to 380,991,151 shares — 68,243,776 more shares than the prior quarter, held across more filers. Reported aggregate value rose 49.55% to $68,850,668,326; the aggregate includes option rows, so we headline filer and share counts and label dollars "reported" (see methodology). The implied value per share, $180.71, sits 2.1% below the June 30 close of $184.53. Set the two 13F lenses side by side and they agree on direction and disagree on pace: the tracked cohort added 6.85% on shares while the full market added 21.82% — the broad register accumulated roughly three times faster than the famous-money register in the same quarter.
Lens 3: the 5% register — seven filings, all of them passive, and the largest name went to zero
Our full parse holds seven SC 13D/G filings for DoorDash — two SC 13G originals and five SC 13G/A amendments, and no SC 13D filing at all, six reporting persons on a row basis, the most recent filed April 29, 2026. The register's maximum percentage belongs to The Vanguard Group: 39,828,909 shares (10.0%) as of April 30, 2025, after 39,397,286 shares (9.98%) as of March 31, 2025. The same reporting person's next row prints 0 shares (0.0%) as of March 13, 2026. The register's most recent filing is a different Vanguard name: Vanguard Capital Management prints 27,144,745 shares (6.62%) as of March 31, 2026, filed April 29, 2026. We report the rows exactly as filed, under the names exactly as they appear, and do not merge two distinct reporting persons into one holder. The remaining rows are Tony Xu at 27,646,692 shares (6.6%) as of December 31, 2024, BlackRock, Inc. at 24,007,000 shares (6.1%) as of March 31, 2025, and Morgan Stanley at 18,783,361 shares (4.8%) as of December 31, 2024, with Morgan Stanley Investment Management Inc. printed in the same filing at 17,706,588 shares (4.6%). We report rows as filed and never sum them across the register: the aggregation's total across these rows would add different dates together and present a history as if it were a register total. The structural fact of this lens is again the empty half: seven filings, all passive 13G paper, and not one 13D — no filer in this register has declared an active intent.
Lens 4: insiders — $100,283,387.82 of purchases in a year, against $932,699,415.23 of sales
The parsed Form 4 record holds 249 filings through October 2, 2026. Across it, open-market purchases total 13 transactions — 514,087 shares for $100,283,387.82, by two buyers — and every one of those 13 sits inside the last year: the purchase column before October 2025 is empty. None of the 13 is recorded as an officer purchase. Against that stand 771 sales totalling 4,387,522 shares and $932,699,415.23, by ten sellers, 403 of the 771 recorded as officer sales. The last year holds the same 13 purchases against 353 sales of 1,682,477 shares for $348,753,615.03 by ten sellers, and the last 90 days hold zero purchases against 88 sales of 487,018 shares for $105,618,697.37 by eight sellers, 49 of the 88 recorded as officer sales. Our site's insider aggregate, compiled as of October 11 over its 90-day window, records the same zero purchases and the same eight sellers, but 71 sales totalling $96,681,626.49 — 17 transactions and $8,937,070.88 below the full parse's 90-day window. We headline the full parse and note the difference here rather than blending two figures. This is the rare Filing Tape register with something in both columns — and the columns are not close: for every purchase dollar in the parsed record there are more than nine sale dollars, and the most recent quarter of the record is sales only. We assign no motives to any of it; the record's shape is the fact.
Lens 5: Congress — one member, eight purchases, two sales, all in the House
Across the congressional record we maintain (combined record as of October 3, 2026), DoorDash shows one member, with 8 purchase transactions and 2 sale transactions, the most recent purchase dated May 29, 2026, and the member's party recorded as D. The House aggregate (as of October 3, 2026) carries the identical record — one member, eight purchases, two sales — and the Senate aggregate (as of October 1, 2026) carries no DoorDash row at all, so the combined record is a House record. Congressional disclosures report value ranges rather than amounts, so this lens records direction and counts only; here the direction, unusually for this series, leans to the buy side by count.
Lens 6: short interest — 16,297,098 shares, down 23.8% since June 30
FINRA's files carry the borrow across 137 settlements, from January 15, 2021. As of September 15, 2026 — the most recent settlement — 16,297,098 DoorDash shares were sold short, with days-to-cover of 4.83, down 10.57% from the prior settlement. Against the fundamentals file's 427,043,000 shares outstanding, that is 3.82% of the share count. The direction depends on the window, and we print both: against the June 30, 2026 settlement reading of 21,383,277 shares — the same date the 13F lenses snapshot — the latest reading is down 23.8%, so the borrow shrank through the summer the institutions were accumulating. Against September 15, 2025, the latest reading is up 38.5% from 11,768,411 shares. The series maximum is 24,582,540 shares on October 31, 2022, which puts the latest reading 33.7% below the peak, and the series minimum is 8,048,443 shares on January 29, 2021.
The recent settlements run 18,781,477 on July 15, then 18,087,013, 16,166,524, 18,224,246 and 16,297,098 — a choppy, shrinking borrow rather than a build. Set beside the price file, the geometry is the year's tension in one line: the stock closed at $189.15 on October 2, down 16.5% year to date, while the borrow against it has been cut by almost a quarter since the June quarter-end.
The gap, stated plainly
The registers describe a stock the analyst community rates Moderate Buy at an average target of $257.47 — with the price down 16.5% this year on our file — months after its institutions had already moved, in the same direction at different speeds. The tracked superinvestors held 5,665,870 shares at June 30 across four holders, with Durable Capital Partners at 73.3% of it, having added 6.85% in a quarter when the price rose 22.9%. The full market moved faster: 1,049 filers, up 48, holding 380,991,151 reported shares, up 68,243,776. The 5% register printed seven filings, every one of them passive: The Vanguard Group's rows run from 39,828,909 shares (10.0%) to zero, the register's newest row is a separate Vanguard Capital Management at 6.62%, and there is not one 13D. Insiders, across 249 parsed filings, recorded 13 purchases for $100,283,387.82 — all of them in the last year, none of them officer purchases — against $932,699,415.23 of sales by ten sellers, with the last 90 days sales only. Congress registers one House member who bought eight times and sold twice. And the borrow, at 16,297,098 shares, stands 23.8% below where it stood at the June quarter-end, even as it remains 38.5% above its year-ago level. One plausible reading is that the registers run on different clocks and different mandates: the broad market accumulated three times faster than the tracked cohort whose largest member was trimming, the 5% register's biggest name rotated between two distinct Vanguard reporting persons, its own insiders bought nine figures in a year and sold more than nine times that, and short sellers spent the summer reducing a borrow the falling price did not rebuild. The record supports each clause separately; it does not say which register is right.
What would change the picture
Nothing above is a recommendation. It is a record. These are the filings that would change the description:
- 1. The 2026Q3 13Fs (filing window closing mid-November 2026). The tracked cohort held 5,665,870 shares at June 30 across four holders, after a 6.85% increase in which the largest holder trimmed. Whether Durable Capital Partners' 4,154,183 shares grow, hold or shrink — and whether the cohort's other three rows keep four distinct directions — is the whole lens.
- 2. Whether insider purchases resume. The parsed record holds 13 purchase transactions, all inside the last year and none in the last 90 days, against $932,699,415.23 of sales. A new purchase print — above all a first officer purchase — would restart the buy column; continued silence would date the buying to a closed window.
- 3. A first 13D filing. The 5% register holds seven filings, all passive 13G paper, headed in this window by a 10.0% row that has since printed zero. A first 13D — any filer declaring active intent — would change this lens from a register of index and founder positions into something else.
- 4. Whether the borrow keeps shrinking. Short interest stands at 16,297,098 shares, down 23.8% since the June 30 settlement and 33.7% below its series maximum. A return toward the June reading of 21,383,277 would reverse the summer's unwind; a fall toward the September 2025 reading of 11,768,411 would extend it.
- 5. Whether Congress adds a second member. The congressional register holds one House member, with eight purchases against two sales and a most recent purchase on May 29, 2026. A second member's print, in either chamber and in either direction, would widen this lens beyond a single name.
Until one of those prints, the record describes a stock held by four of our 83 tracked superinvestors — 5,665,870 shares, 73.3% of it one holder who trimmed in the quarter — whose full market added 68,243,776 reported shares across 48 more filers in the same quarter, whose 5% register is entirely passive paper in which the largest name printed zero while a distinct namesake printed 6.62%, whose insiders bought $100,283,387.82 in the last year against $932,699,415.23 of sales across the parsed record, whose congressional register is one House member leaning buy-side by count, and whose borrow has fallen 23.8% since the quarter-end the 13F lenses describe.
Related reading: One of 83: The Only Superinvestor in Remitly Added 29.0% in Q2. Short Interest Just Hit a Record. — Filing Tape #42; One of 83: The Only Superinvestor in Coinbase Added in Q2. Its Insiders Have Never Bought a Share. — Filing Tape #41; Zero of 83: The Superinvestors Aren't in IREN — Filing Tape #1. DoorDash's own page: DoorDash, Inc. (DASH) on GetCoattail.
Methodology and data notes
- Superinvestor lens: 83 managers collected directly from SEC EDGAR Form 13F (managers_13f collection), positions as of June 30, 2026; DoorDash identified by CUSIP 25809K105. Four distinct managers hold long positions totalling 5,665,870 shares; all four reported rows are long (no put or call rows); the direction count on the collection's labels is one new, one increased, one decreased and one unchanged, and the collection's exit list contains one row for this CUSIP (First Eagle Investment Management, 17 shares, prior reported value $2,553). Quarter-to-quarter cohort totals (5,302,555 shares at March 31 across four filing rows; 5,665,870 shares at June 30 across four filing rows; change +6.85%) are from the site pipeline's holdings files on the same CUSIP basis in both quarters, and the pipeline's second-quarter share total matches the EDGAR collection's long total exactly (difference of 0 shares). On reported value the two collections differ by $55,348,596: the pipeline carries Triple Frond Partners' second-quarter row at $55,404, where the EDGAR collection carries $55,404,000 for 300,246 shares — about $55,404,394 at the June 30, 2026 close of $184.53 — so this audit headlines the EDGAR collection's value total of $1,045,522,597 and derives the cohort's implied price from it. Durable Capital Partners' share of the cohort is 73.3% = 4,154,183 / 5,665,870.
- Full-market lens: SEC Form 13F Data Sets full-market aggregation. The primary table is the full13f collection's by-ticker file (holders = distinct filers reporting the CUSIP; 1,040 of the 1,049 reported long positions), and its figures match the backfill fixtures' by-CUSIP row for 25809K105 exactly on holders, shares, reported value, prior holders and prior reported value. The by-ticker file's entered/exited fields (917 and 869, a net of +48 that matches the change in holder count) have no counterpart in the by-CUSIP aggregation, which does not publish them, so this audit does not rely on them. Reported-value caution: the aggregate value ($68,850,668,326 over 380,991,151 shares) implies ≈$180.71 per share against a June 30, 2026 close of $184.53 in our price file, a gap of -2.1%. The aggregate sums the VALUE of every information-table row — including put and call option rows — while the share count covers long common-stock rows only, so we headline filer and share counts and label dollar values "reported."
- Insider lens: full-parse Form 4 aggregation (agg_by_ticker), record as of October 2, 2026 (249 filings). Sale and purchase counts are transaction-code counts (S and P) in non-derivative rows; grants and exercises are not counted as purchases, and one filing can contain many transaction rows. Purchase transactions total 13 across the parsed record (514,087 shares, $100,283,387.82, two buyers, none of the 13 recorded as an officer purchase) — all 13 in the year through October 2, 2026, and none in the 90 days through October 2, 2026. Sale transactions total 771 across the record (4,387,522 shares, $932,699,415.23, ten sellers, 403 of the 771 recorded as officer sales), 353 in the year through October 2, 2026 (1,682,477 shares, $348,753,615.03, ten sellers), and 88 in the 90 days through October 2, 2026 (487,018 shares, $105,618,697.37, eight sellers, 49 of the 88 recorded as officer sales). The site's insider aggregate (compiled as of October 11, 2026, 90-day window) records zero purchases, 71 sales, eight sellers and $96,681,626.49 of sale value — 17 transactions and $8,937,070.88 below the full parse's 90-day window, with the same zero purchases and the same seller count. "Purchases" in this audit is scoped to this parsed record, whose 249 filings are the coverage stated here.
- 13D/G lens: full-parse SC 13D/G aggregation and parsed filings (7 filings matching CUSIP 25809K105 and issuer CIK 1792789, six reporting persons on a row basis: 2 SC 13G originals and 5 SC 13G/A amendments, no SC 13D filings), filings through April 29, 2026. The Vanguard Group's rows (39,397,286 shares at 9.98% as of March 31, 2025, filed April 30, 2025; 39,828,909 shares at 10.0% as of April 30, 2025, filed May 7, 2025; and 0 shares at 0.0% as of March 13, 2026, filed March 26, 2026), Vanguard Capital Management's row (27,144,745 shares at 6.62% as of March 31, 2026, filed April 29, 2026 — a distinct reporting-person name, reported as filed and not merged with The Vanguard Group), Tony Xu's row (27,646,692 shares at 6.6% as of December 31, 2024, filed February 13, 2025), BlackRock, Inc.'s row (24,007,000 shares at 6.1% as of March 31, 2025, filed April 23, 2025) and Morgan Stanley's rows (18,783,361 shares at 4.8% as of December 31, 2024, filed February 3, 2025, with Morgan Stanley Investment Management Inc. printed in the same filing at 17,706,588 shares at 4.6%) are reported as filed, under the reporting-person names exactly as they appear. No rows are summed, because the aggregation's totalSharesReported field (194,514,581 shares) adds different dates together. No reason for any change is asserted — the filings themselves are the record.
- Congress lens: Senate PTR archive and House PTR archive as maintained on this site, combined record as of October 3, 2026 — one member, 8 purchase transactions and 2 sale transactions, most recent purchase May 29, 2026, party D. The House aggregate (as of October 3, 2026) carries the identical record, and the Senate aggregate (as of October 1, 2026) carries no DoorDash row. Congressional disclosures report value ranges, so this lens records direction and counts only.
- Short interest lens: FINRA Equity Short Interest files (biweekly settlement dates), collected directly from FINRA's public distribution. The published series covers 137 settlements from January 15, 2021 (9,805,359 shares) to September 15, 2026. The latest reading is 16,297,098 shares on September 15, 2026, which sits 23.8% below the June 30, 2026 settlement reading of 21,383,277 and 38.5% above the September 15, 2025 reading of 11,768,411; the change from the prior settlement is -10.57%. The latest row's prior-settlement field (18,224,246) matches the prior settlement file's reported figure exactly. The series maximum is 24,582,540 shares on October 31, 2022 and the series minimum is 8,048,443 shares on January 29, 2021. FINRA publishes each settlement about two weeks after the fact. The share-count ratio (3.82%) uses the fundamentals file's shares-outstanding figure below.
- Fundamentals note: our fundamentals collection carries DoorDash's revenue of $13,717,000,000 labelled fiscal 2025, its net income of $935,000,000 labelled fiscal 2025, and its assets of $19,659,000,000 labelled fiscal 2025 — all three fields carry the same fiscal year in the file. The file is marked ok for this name, with no missing fields: shares outstanding of 427,043,000 (as of December 31, 2025, sourced in the file to a us-gaap WeightedAverageNumberOfSharesOutstandingBasic count) and a file-computed market value of $82,684,063,574.8291. The file's price for the name is $193.62 as of October 6, 2026; our daily-close file ends October 2, 2026 at $189.15, and we keep the two files' figures separate rather than blending them.
- Prices: our own daily-close file for DoorDash through October 2, 2026 ($189.15 close, -16.5% year to date on that file; 252-session closing high $281.74 on October 6, 2025; 252-session closing low $146.60 on March 27, 2026; closes of $150.15 at March 31, 2026 and $184.53 at June 30, 2026, a second-quarter change of +22.9%; change from June 30 to October 2 of +2.5% ((189.15 / 184.53) − 1)). The drawdown from the 252-session closing high is -32.9%, the gain from the 252-session closing low is +29.0%, and the series in our price file begins June 1, 2021 at $149.27.
- Market context sources: AltIndex's meme-stock list as updated on October 11, 2026 (DoorDash ranked by Reddit mentions over the prior 24 hours, 25 mentions, a 150% increase in mentions, bearish sentiment flag, displayed price $196.50), checked October 12, 2026 (KST); second-quarter 2026 revenue of $4.45 billion, up 35.6% year over year, as reported across financial outlets in August–October 2026; the Deliveroo–Coco Robotics autonomous-delivery partnership announced October 5, 2026; the company's October 9, 2026 scheduling of third-quarter results for November 4, 2026; and the analyst backdrop aggregated by MarketBeat (Moderate Buy consensus, average price target of $257.47, 36 analysts) as reported on October 5, 2026, with Wells Fargo's target lift to $230 from $225 at Equal Weight on October 5 and Scotiabank's initiation at Sector Outperform with a $275 target on September 9. Figures we could not confirm against two sources were left out.
- DoorDash is in the GetCoattail stock-page universe: DoorDash, Inc. (DASH) stock page. Series data: dash_lens_data.csv · dash_short_interest_series.csv. Earlier audits: Remitly · Coinbase · IREN.
Past patterns are not a promise of future results. For education only — not investment advice.
This article describes public filings as of the dates stated. It is not investment advice and makes no recommendation. Filings lag reality: 13F positions are as of June 30, 2026, and later trading is not yet public.
Revision history
- v1.0 — October 12, 2026: first publication.