OF
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Optimize Financial’s DoorDash DASH Stock Holding History

Optimize Financial’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 		$537K Buy
3,576
+1,126
+46% +$208K 0.26% 88
2025
Q4 		$555K Buy
2,450
+32
+1% +$7.51K 0.28% 99
2025
Q3 		$658K Buy
+2,418
New +$607K 0.34% 55

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

Optimize Financial's DASH Position: Q1 2026 in Review

Optimize Financial increased its DoorDash (DASH) stake by 46% in Q1 2026, buying an estimated $208K and bringing the position to 3,576 shares worth $537K. The position accounts for 0.26% of the portfolio, ranked #88.

Optimize Financial first reported a position in DASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $658K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Optimize Financial held 3,576 shares of DoorDash worth $537K as of Q1 2026.
  • Optimize Financial bought 1,126 DoorDash shares in Q1 2026, an estimated $208K.
  • DoorDash made up 0.26% of Optimize Financial's portfolio in Q1 2026, its #88 holding.
  • Optimize Financial first reported a position in DoorDash in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's DoorDash position peaked at $658K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.