DoorDash, Inc. $DASH Stake Boosted by Bessemer Group Inc.

Posted by Brenda Bartman on May 15th, 2026

Bessemer Group Inc. grew its stake in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) by 130.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,099,244 shares of the company’s stock after purchasing an additional 621,875 shares during the quarter. Bessemer Group Inc.’s holdings in DoorDash were worth $248,956,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in DASH. Brighton Jones LLC grew its holdings in shares of DoorDash by 24.0% during the fourth quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock valued at $1,566,000 after purchasing an additional 1,807 shares during the last quarter. Integrated Wealth Concepts LLC grew its holdings in shares of DoorDash by 21.5% during the first quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock valued at $314,000 after purchasing an additional 303 shares during the last quarter. Empowered Funds LLC grew its holdings in shares of DoorDash by 3.6% during the first quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock valued at $1,486,000 after purchasing an additional 285 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in DoorDash by 92.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,255 shares of the company’s stock worth $1,049,000 after buying an additional 2,049 shares in the last quarter. Finally, Baird Financial Group Inc. bought a new stake in DoorDash during the 2nd quarter valued at $222,000. 90.64% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other DoorDash news, COO Prabir Adarkar sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $188.34, for a total value of $1,883,400.00. Following the completion of the sale, the chief operating officer directly owned 843,678 shares in the company, valued at $158,898,314.52. This represents a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 21,433 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $150.00, for a total value of $3,214,950.00. Following the completion of the sale, the director owned 19,279 shares of the company’s stock, valued at $2,891,850. This trade represents a 52.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 42,683 shares of company stock worth $6,908,813 over the last ninety days. Company insiders own 5.83% of the company’s stock.

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

Positive Sentiment: DoorDash was upgraded by Zacks Research from “strong sell” to “hold,” which can improve sentiment by signaling less downside risk than before.
Positive Sentiment: Urban Outfitters launched on DoorDash through a new nationwide partnership, expanding DASH’s on-demand retail offering and reinforcing its push beyond restaurant delivery into broader local commerce. Urban Outfitters and DoorDash Partner to Bring On-Demand Style to Gen Z
Positive Sentiment: An analyst said DoorDash could pose a disruption risk to payments firms, suggesting the company’s platform may have growing influence across the broader commerce and payments ecosystem.
Positive Sentiment: Recent coverage highlighted that DoorDash stock is up, likely reflecting investor relief after the company posted strong Q1 growth and continued to show expansion in revenue and usage trends.
Neutral Sentiment: Several news items about driver safety incidents and a separate report about a DoorDash executive’s cruise have little direct fundamental impact on the company’s operating outlook, though they may add headline risk.
Negative Sentiment: DoorDash recently trimmed its margin outlook despite strong first-quarter growth, which could temper enthusiasm if investors focus more on profitability than revenue expansion. DoorDash posts strong Q1 growth but trims margin outlook

Analyst Upgrades and Downgrades

Several analysts have weighed in on DASH shares. Piper Sandler cut their target price on DoorDash from $220.00 to $205.00 and set a “neutral” rating on the stock in a research note on Thursday, May 7th. TD Cowen started coverage on DoorDash in a research note on Monday, April 27th. They set a “buy” rating and a $225.00 target price on the stock. Sanford C. Bernstein cut their target price on DoorDash from $285.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, February 19th. UBS Group lifted their target price on DoorDash from $206.00 to $214.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Finally, Truist Financial cut their target price on DoorDash from $340.00 to $330.00 and set a “buy” rating on the stock in a research note on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $259.58.

View Our Latest Stock Report on DoorDash

DoorDash Stock Performance

DASH opened at $153.70 on Friday. The company has a market capitalization of $66.77 billion, a price-to-earnings ratio of 73.19 and a beta of 1.87. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.43 and a quick ratio of 1.43. DoorDash, Inc. has a 1-year low of $143.30 and a 1-year high of $285.50. The business has a 50 day moving average price of $164.95 and a two-hundred day moving average price of $193.39.

DoorDash (NASDAQ:DASH – Get Free Report) last released its earnings results on Wednesday, May 6th. The company reported $0.42 earnings per share for the quarter, topping analysts’ consensus estimates of $0.36 by $0.06. The firm had revenue of $4.04 billion during the quarter, compared to the consensus estimate of $4.15 billion. DoorDash had a return on equity of 9.58% and a net margin of 6.29%.The firm’s revenue for the quarter was up 33.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.44 earnings per share. Research analysts predict that DoorDash, Inc. will post 2.45 EPS for the current fiscal year.

About DoorDash

(Free Report)

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.