Fernbridge Capital Management’s DoorDash DASH Stock Holding History

Fernbridge Capital Management’s Portfolio DASH Stock Details DASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.5M	Buy	+83,106	New	+$15.4M	0.8%	17
2025 Q3	–	Sell	-161,454	Closed	-$39.8M	–	25
2025 Q2	$39.8M	Sell	161,454 -5,058	-3%	-$1.01M	1.9%	14
2025 Q1	$30.4M	Sell	166,512 -143,495	-46%	-$27M	1.69%	14
2024 Q4	$52M	Buy	310,007 +27,271	+10%	+$4.48M	2.73%	12
2024 Q3	$40.4M	Buy	282,736 +29,690	+12%	+$3.6M	2.48%	12
2024 Q2	$27.5M	Sell	253,046 -69,994	-22%	-$8.43M	1.83%	20
2024 Q1	$44.5M	Buy	+323,040	New	+$38.1M	3.42%	13
2022 Q1	–	Sell	-41,162	Closed	-$6.13M	–	20
2021 Q4	$6.13M	Buy	+41,162	New	+$7.79M	0.61%	20

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernbridge Capital Management's DASH Position: Q1 2026 in Review

Fernbridge Capital Management opened a new position in DoorDash (DASH) in Q1 2026: 83,106 shares worth $12.5M. The stake represents 0.8% of the portfolio and ranks #17 among its holdings. This is a return to the name: Fernbridge Capital Management previously reported a position in DASH as recently as Q2 2025.

Fernbridge Capital Management first reported a position in DASH in Q4 2021 and has held it in 8 quarters since. The position peaked at $52M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

Fernbridge Capital Management held 83,106 shares of DoorDash worth $12.5M as of Q1 2026.
DoorDash was a new Fernbridge Capital Management position in Q1 2026.
DoorDash made up 0.8% of Fernbridge Capital Management's portfolio in Q1 2026, its #17 holding.
Fernbridge Capital Management first reported a position in DoorDash in Q4 2021 and has held it in 8 quarters since.
Fernbridge Capital Management's DoorDash position peaked at $52M in Q4 2024.
1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Fernbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.