What is the 13F Pro Quality Score for DASH?

13F Pro ranks DoorDash, Inc. (DASH) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DASH's current score at https://13fpro.ai/company/DASH (free sign-up required for the full ranking).

Which hedge funds own the most DASH stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DASH include SC US (TTGP), LTD., BlackRock,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/DASH as soon as new 13F filings post.

Where does 13F Pro source DASH data?

All DoorDash, Inc. fundamentals and ownership data come directly from SEC EDGAR. DoorDash, Inc. files with the SEC under CIK 1792789. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DASH in?

DoorDash, Inc. (DASH) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives DASH's revenue?

Per DoorDash, Inc.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: United States ($3,457M); International ($997M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/DASH.

What are DASH's largest expenses?

DoorDash, Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenue, exclusive of D&A ($2,107M, +30% YoY); Sales and marketing ($821M, +35% YoY); General and administrative ($538M, +39% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is DASH research updated on 13F Pro?

DASH's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

DoorDash, Inc.(DASH)Stock Analysis

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13F Pro Quality Score

71.0/100

Rank #203 of 2,961 stocksTOP 10%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

87.7/100

Profitability

46.1/100

Balance Sheet

67.9/100

Earnings Quality

85.6/100

Free Cash Flow

67.3/100

Institutional Flow

88.4/100

Revenue Scale

90.9/100

Dilution Risk

19.5/100

Email me the moment this company reports earnings

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Why DASH Scores 71/100

exact factor attribution · 2026-09-11

DASH's composite is driven by revenue growth and scale, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.5 pts

88th pct

Scale

+6.1 pts

91th pct

Earnings quality

+3.6 pts

86th pct

Free cash flow

+2.6 pts

67th pct

Institutional flow

+1.9 pts

88th pct

Capital efficiency

+1.8 pts

68th pct

Earnings growth

-0.5 pts

41th pct

Profitability

-0.6 pts

46th pct

Shareholder dilution

-1.5 pts

20th pct

Latest change (2026-08-05): 71 → 66 · ↓ Profit margin 71→59; ↓ Revenue growth 84→74

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

DASH Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for DoorDash, Inc. (DASH), a Industrials sector company. 13F Pro's AI-powered ranking engine scores DASH at 71.0/100 on a 32-signal composite quality model, placing it at rank #203 of 2,961 stocks — the top 10% of the AI-ranked universe. DASH scores in the top quartile across revenue scale (90.9), institutional flow (88.4), revenue growth (87.7). Shareholder dilution risk is elevated at 19.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), DoorDash, Inc. reports quarterly revenue of $4.5B, net income of $200.0M, an operating margin of 3.5%. Top institutional holders of DASH by reported 13-F value include SC US (TTGP), LTD., BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DASH trades on the Nasdaq exchange and files with the SEC under CIK 1792789. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DASH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DoorDash, Inc. directly from SEC EDGAR. DoorDash, Inc.'s 13F Pro composite quality score has ranged between 45 and 78 since 2021, currently 71.0 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.

✦

Fun facts about DoorDash, Inc.

Quirks, history, and lore behind DASH — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology-enabled services company · large-cap · listed on the NYSE · headquartered in San Francisco.
2
The Numbers
Annual revenue around $10 billion, yet the company spent years losing money at scale before inching toward profitability — a classic Silicon Valley patience test.
3
The History
Founded in 2013 by four Stanford students, it started as a scrappy local delivery experiment and grew into the dominant player in its market within a decade.
4
The Secret
Its real money-maker isn't the delivery fee — it's the commissions and advertising charged to the restaurants and merchants who depend on its platform to survive.
5
The Lore
It holds roughly two-thirds of the U.S. market share in its space, survived a brutal pandemic-era boom-and-bust, and once made headlines for a controversial tip-pooling policy that drivers hated.
6
The Giveaway
A red-and-white insulated bag on a bicycle, a harried Dasher at your door, and the eternal question: did they eat your french fries on the way over?

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What's Driving DASH's Business? Latest 10-Q Breakdown

✓ 43/43 datapoints verified

AI-extracted from DoorDash, Inc.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 36% YoY to $4.45B on 36% Marketplace GOV growth, but net income fell to $200M from $285M as D&A jumped 86% and legal reserves climbed.

Biggest Revenue Drivers

United States$3,457M

Revenue growth primarily driven by a 36% increase in Marketplace GOV

International$997M

Total Orders growth driven primarily by growth in consumers and the acquisition of Deliveroo

Biggest Revenue Drivers

Total revenue: $4,454M+36% YoY

United States$3,457M

Revenue growth primarily driven by a 36% increase in Marketplace GOV

International$997M

Total Orders growth driven primarily by growth in consumers and the acquisition of Deliveroo

Largest Expense Items

Cost of revenue, exclusive of D&A$2,107M+30% YoY

$302M increase in order management costs and $120M in platform costs, both driven by growth in Total Orders

Sales and marketing$821M+35% YoY

$133M increase in advertising expenses and $71M in personnel-related compensation

General and administrative$538M+39% YoY

$108M increase in legal, tax, and regulatory expenses and $49M in personnel-related compensation

Research and development$535M+52% YoY

$187M increase in personnel costs and $70M in third-party software, offset by $78M more capitalized software

Margins: GAAP gross margin improved to 49.9% from 49.0%, and Contribution Margin to 36.8% from 34.9%. Net Revenue Margin was 13.5%, consistent with the prior-year quarter.

Watch Items from the Filing

Litigation reserves rose to $406M from $263M at year-end 2025, reflecting regulatory audits on delivery worker pay and consumer protection disputes.
Legal, tax, and regulatory settlements/reserves excluded from adjusted results were $98M this quarter versus $29M a year ago.
In February 2026, the Milan Public Prosecutor placed Italian operations under temporary judicial administration pending an investigation into Deliveroo's rider pay practices.
D&A rose 86% to $295M, driven by $82M more acquired-intangible amortization; Deliveroo added $1,498M of intangibles and $1,987M of goodwill.
Repurchased 5.7 million shares at $156.88 average for $887M; $4.0B remains under the $5.0B authorization.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$4.5B

Net Income

Q2 2026

$200.0M

Free Cash Flow

Q2 2026

$883.0M

Operating Margin

Q2 2026

3.5%

ROIC

Q2 2026

6.3%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+27.9% YoY

$13.72BFY 2025

FY22 $6.58BFY23 $8.63BFY24 $10.72BFY25 $13.72B

Net Income

+660.2% YoY

$935.0MFY 2025

FY22 $-1.36BFY23 $-558.0MFY24 $123.0MFY25 $935.0M

Operating Income

+2002.6% YoY

$723.0MFY 2025

FY22 $-1.12BFY23 $-579.0MFY24 $-38.0MFY25 $723.0M

EPS (Diluted)

+634.5% YoY

$2.13FY 2025

FY22 $-3.68FY23 $-1.42FY24 $0.29FY25 $2.13

Total Assets

+53.0% YoY

$19.66BFY 2025

FY22 $9.79BFY23 $10.84BFY24 $12.85BFY25 $19.66B

Op. Cash Flow

+14.0% YoY

$2.43BFY 2025

FY22 $367.0MFY23 $1.67BFY24 $2.13BFY25 $2.43B

Free Cash Flow

+7.2% YoY

$2.17BFY 2025

FY22 $191.0MFY23 $1.55BFY24 $2.03BFY25 $2.17B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$13.72B +27.9%	$10.72B +24.2%	$8.63B +31.2%	$6.58B +34.7%	$4.89B +69.4%	$2.89B
Net Income	$935.0M +660.2%	$123.0M +122.0%	$-558.0M +59.1%	$-1.36B -191.7%	$-468.0M -1.5%	$-461.0M
Operating Income	$723.0M +2002.6%	$-38.0M +93.4%	$-579.0M +48.5%	$-1.12B -148.7%	$-452.0M -3.7%	$-436.0M
EPS (Diluted)	$2.13 +634.5%	$0.29 +120.4%	$-1.42 +61.4%	$-3.68 -164.7%	$-1.39 +81.2%	$-7.39
Total Assets	$19.66B +53.0%	$12.85B +18.5%	$10.84B +10.7%	$9.79B +43.8%	$6.81B +7.2%	$6.35B
Operating Cash Flow	$2.43B +14.0%	$2.13B +27.4%	$1.67B +355.9%	$367.0M -47.0%	$692.0M +174.6%	$252.0M
Free Cash Flow	$2.17B +7.2%	$2.03B +30.8%	$1.55B +711.5%	$191.0M -66.1%	$563.0M +285.6%	$146.0M

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Available Research

13F Pro tracks comprehensive data for DoorDash, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DASH

SC US (TTGP), LTD.
$5.8B31,595,084 sh
BlackRock, Inc.
$5.0B26,863,944 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.5B24,446,398 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.2B17,476,520 sh
STATE STREET CORP
$3.0B16,102,666 sh
PRICE T ROWE ASSOCIATES INC /MD/
$2.7B14,721,793 sh
MORGAN STANLEY
$2.7B14,513,536 sh
JPMORGAN CHASE & CO
$2.5B13,437,684 sh
Invesco Ltd.
$2.4B13,058,612 sh
Capital Research Global Investors
$2.0B10,944,937 sh

Fund	Value	Shares
SC US (TTGP), LTD.	$5.8B	31,595,084
BlackRock, Inc.	$5.0B	26,863,944
VANGUARD CAPITAL MANAGEMENT LLC	$4.5B	24,446,398
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.2B	17,476,520
STATE STREET CORP	$3.0B	16,102,666
PRICE T ROWE ASSOCIATES INC /MD/	$2.7B	14,721,793
MORGAN STANLEY	$2.7B	14,513,536
JPMORGAN CHASE & CO	$2.5B	13,437,684
Invesco Ltd.	$2.4B	13,058,612
Capital Research Global Investors	$2.0B	10,944,937

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Is DASH a good stock to buy?

13F Pro's AI-powered analysis of DoorDash, Inc. (DASH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DASH are available on the DASH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DASH is classified as a large company.

Which hedge funds own DASH?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DASH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DoorDash, Inc.'s investment landscape.