DoorDash

At a glance

DoorDash reported 2025 revenue of $13.72B, up 27.9% from $10.72B in 2024. Over 4 years since 2021 ($4.89B), that is growth of about 29.4% a year. Operating margin was 5.3%, up from -9.2% in 2021. 2025 was the highest revenue year in this period. The company posted a loss in 2021, 2022, 2023 and 2024.

In the last 12 months 12 insiders reported 2 open-market purchases ($100.3M) and 102 sales ($324.2M). 73 of the sales were made under pre-arranged 10b5-1 plans. The largest was a purchase of $100.3M by Director Alfred Lin on Nov 28, 2025. Net, insiders were sellers of $223.9M.

DoorDash filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (5), shareholder vote results (2), material agreement (1) and other events (1). The latest officer or director change was reported on Jan 20, 2026. It reported a material agreement or a completed acquisition or disposal 1 time.

7 of the 20 investors tracked here held DoorDash at the last quarter end, worth $535.2M combined. It is the largest weight for Soros Fund Management (0.8% of its portfolio), followed by ARK Investment Management (0.5%). Added: Soros Fund Management, ARK Investment Management and National Pension Service (Korea). Reduced: Renaissance Technologies, Coatue Management and Bridgewater Associates.

Annual results

Fiscal year ends Dec 31 · incorporated in NV

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.