DoorDash, Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 999 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• DUAL-CLASS DENOMINATOR. DoorDash has two classes of outstanding common stock plus an authorized but unissued third class. Per the 10-Q cover page as of 30 Jul 2026 (the latest available count): Class A 408,992,917 shares outstanding (1 vote/share, Nasdaq-listed as DASH), Class B 24,302,737 shares outstanding (20 votes/share, not publicly traded, held almost entirely by the three co-founders Tony Xu, Andy Fang and Stanley Tang and their trusts, plus a handful of other current/former directors and officers via option exercises), and Class C common stock (2,000,000 shares authorized, zero issued and outstanding as of 31 Dec 2025 and 30 Jun 2026 per the 10-Q balance sheet; its voting terms were not sourced since no shares are outstanding). company.shares_outstanding (433,295,654) is the sum of Class A and Class B only, matching stockanalysis.com's independently reported 433.30 million shares outstanding and $93.74bn market cap as of 18 Aug 2026, a useful cross-check.
• FOUNDER VOTING CONTROL, the real story for this dual-class, founder-led company. Per the 2026 proxy's beneficial ownership table (as of 1 Mar 2026): Tony Xu individually holds 24.0% of total voting power from his own 11,099,103 Class B shares (option-inclusive per the proxy's own convention). But under a voting agreement and irrevocable proxy disclosed in footnote 2, Messrs. Xu, Fang and Tang have agreed that Xu alone directs the vote on ALL Class B shares held by Fang and Tang and their permitted trusts (14,576,170 shares, 59.5% of Class B as of the proxy date). Combined, the proxy's own table shows Xu controlling the vote (though not the beneficial ownership) of 25,675,273 Class B shares, 100.0% of Class B then outstanding, giving him 55.5% of the company's total voting power as of 1 Mar 2026, despite his own actually-owned economic stake being only about 2.3% of the company (9,916,547 of 433,295,654 shares). This voting-control percentage cannot be derived from the share-count register above; it is recorded here as prose only, per the brief, because the chart has no mechanism to display a voting proxy. All 15 current executive officers and directors as a group control approximately 44.9% of total voting power per the same proxy table (option-inclusive), versus about 8.5% of the company by actually-owned share count (Xu 2.289% + Fang 1.365% + Tang 0.838% + residual group 0.533% = 5.025% aggregate row, which together with Xu/Fang/Tang's own rows sums the same 21,773,261 shares once, per the self-gate below).
• OWNERSHIP VS VOTING CONTROL, kept separate per the brief. `shares` on every insider row records only shares actually owned (direct holdings, family trusts, and estate-planning entities), never option-derived or RSU-derived shares. Xu's and Tang's proxy-table totals each include stock options exercisable within 60 days that are excluded here (1,184,139 Class B for Xu, 31,640 Class B for Tang); Fang's Class B total included no options. The group aggregate row also excludes 84,966 Class A, 1,215,779 Class B options, and 288 Class A RSUs from its actually-owned total. Xu's voting-proxy arrangement over Fang's and Tang's shares is recorded only as prose in this note and NOT added to Xu's `shares`, since he does not beneficially own those shares; Fang and Tang each keep their own actually-owned shares in their own rows, so no double count and no need to reduce either founder's row for `rolls_up_into`.
• Holdings are empty by design, a sourced finding rather than a gap. The Q2 2026 10-Q (period ended 30 Jun 2026) and the FY2025 10-K (period ended 31 Dec 2025) were both searched via filing.py for 'equity method', 'non-marketable', 'strategic investment', 'privately-held' / 'privately held', 'noncontrolling interest' / 'non-controlling interest', 'joint venture', 'variable interest entity' and 'equity investment'. Neither filing named any individual equity-method investee, joint venture, or strategic-investment target. DoorDash's two large international acquisitions (Wolt Enterprises Oy, closed May 2022, and Deliveroo, closed October 2025) were both searched specifically for 'noncontrolling'/'minority interest' language and returned no hits tying either to a retained third-party minority; both read as wholly owned per the Wolt/Deliveroo restricted-stock and purchase-price-allocation disclosures found, consistent with the brief's rule to exclude wholly owned operating subsidiaries.
• REDEEMABLE NON-CONTROLLING INTERESTS, found but NOT sized as a holding. DoorDash's balance sheet carries a small mezzanine-equity line item, 'Redeemable non-controlling interests,' of $13 million as of 31 Dec 2025 and $11 million as of 30 Jun 2026, with net losses attributable to it of $1-2 million per quarter. This represents OTHER parties' minority stake in a DoorDash-consolidated entity (the reverse direction from a DoorDash holding in someone else), and the 10-K's accounting-policy note attributes it to 'entities consolidated under the variable interest entity model.' No specific subsidiary name, country, or DoorDash ownership percentage was found in either filing within the time budget, and at $11-13 million it is immaterial relative to DoorDash's $19.6 billion balance sheet. Recorded here as a searched-and-inconclusive item rather than fabricated as a holdings row, per the brief's rule against inventing a number.
• TREASURY, EXPLICITLY EXCLUDED. DoorDash's balance sheet carries $923 million of short-term investments and $869 million of long-term investments as of 30 Jun 2026 (down from $1,128 million and up from $837 million respectively at 31 Dec 2025), consisting of certificates of deposit, commercial paper, corporate bonds, and U.S. government agency/Treasury securities, plus $4,424 million of cash and cash equivalents. This is corporate treasury management of operating and acquisition cash, not equity stakes in other companies, and is deliberately excluded from `holdings` per the brief.
• CONVERTIBLE NOTES DoorDash ISSUED are a LIABILITY, not a holding. DoorDash carries $2,727 million net carrying value of 'Convertible notes, net' as of 30 Jun 2026 (its 2030 Convertible Senior Notes, referenced in the 10-Q's Note 8), the reverse direction of a holding (debt DoorDash owes to investors), and excluded from any share count here.
• NON-MARKETABLE EQUITY INVESTMENTS, a combined unnamed bucket. The 10-Q's Item 3 (Quantitative and Qualitative Disclosures About Market Risk) states the aggregate carrying value of DoorDash's non-marketable equity investments in privately-held companies was $124 million as of 30 Jun 2026 (up from a smaller balance at 31 Dec 2025; the Company made $57 million of such investments in H1 2026 per the notes to the financial statements), with no individual investee named anywhere in the 10-Q or the FY2025 10-K. Per the brief's rule on combined balances covering unnamed investees, no individual holding is recorded and the combined figure is placed here and in `unknowns` instead.
• A SEPARATE non-marketable investment in convertible notes of one (unnamed) private company was also found: fair value $37 million as of 31 Dec 2025 and $40 million as of 30 Jun 2026, arising from a EUR31 million (approx. $37 million) principal purchase of convertible notes issued by a private company 'in which the Company has a pre-existing equity investment' (10-Q fair-value note). This is a debt instrument (a convertible note DoorDash holds, not shares), so per the brief's rule that convertible notes are not shares, it is excluded from `holdings`; the underlying 'pre-existing equity investment' in the same unnamed private company is presumed to be part of the $124 million combined non-marketable equity bucket above, but this was not confirmed line-by-line in the filing.
• Self-gate, computed exactly per the chart's own arithmetic (raw shares for every row, with the aggregate row reduced to its residual beyond its three rolled-up founder members): 15 register rows. Eleven Q2 2026 13F institutional/strategic rows (Vanguard, SC US/Sequoia, BlackRock, Capital Group, T. Rowe Price, State Street, Morgan Stanley, JPMorgan, Geode, Newlands, FMR) sum to 211,191,568 shares. The three founder rows (full value, as members) sum to 19,465,225 shares. The officers-and-directors aggregate is reduced to its residual of 2,308,036 shares (21,773,261 minus the 19,465,225 already counted via its three founder members). Total: 211,191,568 + 19,465,225 + 2,308,036 = 232,964,829 shares against 433,295,654 shares outstanding, or 53.77%. This sits near the top of the brief's typical 25-45% band but under its 55% ceiling, and is explained by DoorDash's concentration: an unusually large single early-VC holder (Sequoia at 7.29%, itself larger than several index managers), plus eleven sizeable institutional 13F holders, plus a founder-led insider block, together cross 53.8% of the raw share count even though the three founders' own combined actually-owned economic stake is only about 4.49% (9,916,547 + 5,916,391 + 3,632,287 = 19,465,225 shares, 4.492% of 433,295,654).