LWM
DASH icon

Long Walk Management’s DoorDash DASH Stock Holding History

Long Walk 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 		$42.4M Sell
282,500
-90,500
-24% -$16.7M 12.35% 1
2025
Q4 		$84.5M Buy
373,000
+161,000
+76% +$37.8M 18.79% 2
2025
Q3 		$57.7M Sell
212,000
-52,750
-20% -$13.2M 11.65% 3
2025
Q2 		$65.3M Buy
264,750
+95,750
+57% +$19.2M 16.52% 3
2025
Q1 		$30.9M Buy
169,000
+54,800
+48% +$10.3M 10.01% 4
2024
Q4 		$24.2M Buy
114,200
+200
+0.2% +$32.9K 8.66% 6
2024
Q3 		$16.3M Buy
+114,000
New +$13.8M 6.73% 8

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Long Walk Management's DASH Position: Q1 2026 in Review

Long Walk Management reduced its DoorDash (DASH) stake by 24% in Q1 2026, selling an estimated $16.7M and leaving 282,500 shares worth $42.4M. The position accounts for 12.35% of the portfolio, ranked #1.

Long Walk Management first reported a position in DASH in Q3 2024 and has held it in 7 quarters since. The position peaked at $84.5M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Long Walk Management held 282,500 shares of DoorDash worth $42.4M as of Q1 2026.
  • Long Walk Management sold 90,500 DoorDash shares in Q1 2026, an estimated $16.7M.
  • DoorDash made up 12.35% of Long Walk Management's portfolio in Q1 2026, its #1 holding.
  • Long Walk Management first reported a position in DoorDash in Q3 2024 and has held it in 7 quarters since.
  • Long Walk Management's DoorDash position peaked at $84.5M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Long Walk Management's 13F filing for Q1 2026, filed 14 May 2026.