DoorDash (DASH) reported third-quarter 2026 revenue of $4.6 billion, up 34% year over year, while GAAP net income attributable to common stockholders rose 91% to $466 million.
The company also announced a definitive agreement to acquire Instacart for $65.00 per share, representing an equity value of about $17 billion. The transaction is expected to close at the end of 2027 or in the first half of 2028, subject to stockholder and regulatory approvals.
- Total Orders increased 28% year over year to 993 million.
- Marketplace GOV increased 36% to $33.9 billion.
- Adjusted EBITDA rose 41% to $1.06 billion.
- DoorDash forecast Q4 Marketplace GOV of $35.4 billion to $36.4 billion and adjusted EBITDA of $900 million to $1.1 billion.
- Instacart consideration will be payable in at least 75% cash and up to 25% DoorDash common stock, subject to election and proration mechanics.
$DASH Insider Trading Activity
$DASH insiders have traded $DASH stock on the open market 112 times in the past 6 months. Of those trades, 0 have been purchases and 112 have been sales.
Here’s a breakdown of recent trading of $DASH stock by insiders over the last 6 months:
- STANLEY TANG has made 0 purchases and 41 sales selling 287,359 shares for an estimated $58,580,739.
- PRABIR ADARKAR (PRESIDENT AND COO) has made 0 purchases and 23 sales selling 102,892 shares for an estimated $21,547,600.
- ANDY FANG has made 0 purchases and 13 sales selling 47,755 shares for an estimated $9,606,759.
- RAVI INUKONDA (CHIEF FINANCIAL OFFICER) has made 0 purchases and 11 sales selling 40,634 shares for an estimated $8,309,521.
- TONY XU (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 2 sales selling 33,334 shares for an estimated $7,666,938.
- KEITH YANDELL (INTERNATIONAL COO) has made 0 purchases and 8 sales selling 14,972 shares for an estimated $3,006,639.
- TIA SHERRINGHAM (GENERAL COUNSEL AND SECRETARY) has made 0 purchases and 8 sales selling 12,697 shares for an estimated $2,653,032.
- GORDON S LEE (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 4 sales selling 7,732 shares for an estimated $1,577,451.
- ASHLEY STILL sold 1,164 shares for an estimated $178,767
- SHONA L BROWN sold 582 shares for an estimated $103,048
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DASH Hedge Fund Activity
We have seen 583 institutional investors add shares of $DASH stock to their portfolio, and 479 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 13,437,684 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,479,655,828
- INVESCO LTD. added 9,001,607 shares (+221.9%) to their portfolio in Q2 2026, for an estimated $1,661,066,539
- CAPITAL RESEARCH GLOBAL INVESTORS added 5,840,368 shares (+114.4%) to their portfolio in Q2 2026, for an estimated $1,077,723,107
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 4,930,345 shares (+1163.5%) to their portfolio in Q2 2026, for an estimated $909,796,562
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,052,858 shares (+inf%) to their portfolio in Q2 2026, for an estimated $563,343,886
- WELLINGTON MANAGEMENT GROUP LLP removed 2,700,723 shares (-41.3%) from their portfolio in Q2 2026, for an estimated $498,364,415
- SANDS CAPITAL MANAGEMENT, LLC removed 2,170,812 shares (-48.3%) from their portfolio in Q2 2026, for an estimated $400,579,938
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$DASH Congressional Stock Trading
Members of Congress have traded $DASH stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DASH stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 4 purchases worth up to $60,000 on 05/29, 05/11, 05/07, 05/01 and 1 sale worth up to $15,000 on 08/28.
- REPRESENTATIVE TIM MOORE sold up to $15,000 on 06/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
