Sei Investments Co. Acquires 104,170 Shares of DoorDash, Inc. $DASH

Sei Investments Co. lifted its holdings in shares of DoorDash, Inc. (NASDAQ:DASH) by 15.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 785,422 shares of the company’s stock after purchasing an additional 104,170 shares during the period. Sei Investments Co. owned 0.18% of DoorDash worth $213,627,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Physician Wealth Advisors Inc. raised its position in DoorDash by 284.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 96 shares of the company’s stock worth $26,000 after purchasing an additional 71 shares during the last quarter. Sound Income Strategies LLC grew its position in shares of DoorDash by 2,760.0% in the 3rd quarter. Sound Income Strategies LLC now owns 143 shares of the company’s stock valued at $39,000 after buying an additional 138 shares during the last quarter. Rossby Financial LCC grew its position in shares of DoorDash by 127.8% in the 3rd quarter. Rossby Financial LCC now owns 164 shares of the company’s stock valued at $44,000 after buying an additional 92 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its stake in shares of DoorDash by 74.3% in the third quarter. Annis Gardner Whiting Capital Advisors LLC now owns 176 shares of the company’s stock valued at $48,000 after buying an additional 75 shares during the period. Finally, Concord Wealth Partners bought a new position in shares of DoorDash during the third quarter worth about $50,000. 90.64% of the stock is currently owned by institutional investors and hedge funds.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

• Positive Sentiment: Zacks highlights a jump in DoorDash’s marketplace GOV (up ~39% to $29.7B in Q4 2025) and projects Q1 2026 GOV of about $31B–$31.8B — evidence that retail and grocery expansion is meaningfully driving volume and revenue upside. Zacks: DASH Gains From Robust Marketplace GOV
• Positive Sentiment: DoorDash partnered with Casey’s on a hunger relief campaign — a retail partnership that can deepen merchant relationships and local brand presence in convenience/retail channels. Casey’s Partners With DoorDash for Hunger Relief Campaign
• Positive Sentiment: Local PR wins: a Starbucks DoorDash request that turned into a community help campaign generated positive visibility and goodwill for the platform. Starbucks + DoorDash community campaign
• Neutral Sentiment: Grubhub is trialing drone delivery in New Jersey — the technology push validates industry innovation but also signals increased competition and capex/operational complexity across delivery platforms. Grubhub to Trial Drone Delivery
• Neutral Sentiment: Coverage pieces are debating whether DASH is underperforming the consumer cyclical sector — useful for framing expectations but not an immediate catalyst. Is DASH underperforming?
• Neutral Sentiment: Promotional activity: gift card deals with DoorDash and peers could support short-term volume through discounts/promo effectiveness but also compress take-rate economics if used heavily. Gift card deals article
• Negative Sentiment: Benzinga and other outlets point to fresh geopolitical turmoil in the Middle East as a reason for today’s weaker trading — macro/geopolitical shocks can reduce consumer discretionary spending and increase delivery costs/volatility. Why DoorDash Stock Is Down
• Negative Sentiment: DoorDash notified users of a data breach — potential reputational risk, regulatory scrutiny and short-term user/merchant friction could hurt engagement. DoorDash data breach notice
• Negative Sentiment: Rising gasoline prices are squeezing Dashers in some markets; higher driver costs can raise delivery fees or compress margins if DoorDash absorbs costs to maintain delivery times. Rising gas prices squeeze DoorDash drivers
• Negative Sentiment: Insider selling: a director sold 1,250 shares last week (SEC filing disclosed) — small in scale but often watched by investors for signaling. Director insider sale SEC filing

DoorDash Trading Down 4.6%

Shares of DASH stock opened at $161.75 on Friday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.41 and a current ratio of 1.41. The company has a market capitalization of $70.27 billion, a price-to-earnings ratio of 76.30 and a beta of 1.82. DoorDash, Inc. has a 52-week low of $155.40 and a 52-week high of $285.50. The company has a 50-day simple moving average of $191.86 and a two-hundred day simple moving average of $223.48.

DoorDash (NASDAQ:DASH) last posted its earnings results on Wednesday, February 18th. The company reported $0.48 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.10). DoorDash had a return on equity of 10.15% and a net margin of 6.82%.The firm had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.98 billion. During the same period in the prior year, the business earned $0.33 EPS. DoorDash’s quarterly revenue was up 37.7% compared to the same quarter last year. Research analysts anticipate that DoorDash, Inc. will post 2.22 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Cantor Fitzgerald cut their price objective on DoorDash from $285.00 to $230.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Jefferies Financial Group increased their target price on shares of DoorDash from $260.00 to $270.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. KeyCorp boosted their price target on shares of DoorDash from $275.00 to $280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. UBS Group decreased their price objective on shares of DoorDash from $245.00 to $240.00 and set a “neutral” rating for the company in a research report on Thursday, February 19th. Finally, Argus lowered their target price on shares of DoorDash from $275.00 to $260.00 and set a “buy” rating for the company in a research note on Friday, December 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, DoorDash has an average rating of “Moderate Buy” and an average price target of $262.82.

Insider Activity at DoorDash

In related news, Director Stanley Tang sold 45,410 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $209.01, for a total transaction of $9,491,144.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Ravi Inukonda sold 1,017 shares of DoorDash stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $215.14, for a total value of $218,797.38. Following the sale, the chief financial officer owned 208,412 shares in the company, valued at $44,837,757.68. This trade represents a 0.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 205,409 shares of company stock valued at $45,332,298 in the last ninety days. Insiders own 5.83% of the company’s stock.

DoorDash Company Profile

DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.

In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.