Spruce House Investment Management’s DoorDash DASH Stock Holding History

Spruce House Investment 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
2025 Q1	–	Sell	-300,000	Closed	-$50.3M	–	10
2024 Q4	$50.3M	Hold	300,000	–	–	1.85%	9
2024 Q3	$42.8M	Hold	300,000	–	–	2.1%	8
2024 Q2	$32.6M	Hold	300,000	–	–	2.15%	7
2024 Q1	$41.3M	Hold	300,000	–	–	2.97%	6
2023 Q4	$29.7M	Hold	300,000	–	–	2.33%	6
2023 Q3	$23.8M	Buy	300,000 +150,000	+100%	+$12.2M	2.12%	6
2023 Q2	$11.5M	Buy	+150,000	New	+$9.95M	1.31%	6
2022 Q1	–	Sell	-500,000	Closed	-$74.5M	–	10
2021 Q4	$74.5M	Buy	+500,000	New	+$94.7M	2.33%	8

Other funds holding DASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Spruce House Investment Management's DASH Position: Q1 2025 in Review

Spruce House Investment Management sold out of DoorDash (DASH) in Q1 2025, closing a stake of 300,000 shares — an estimated $50.3M sold.

Spruce House Investment Management first reported a position in DASH in Q4 2021 and held it in 8 quarters. The position peaked at $74.5M in Q4 2021. 875 funds tracked by Wall St. Rank hold DASH as of Q1 2025.

Spruce House Investment Management reported no remaining DoorDash position as of Q1 2025 after selling out during the quarter.
Spruce House Investment Management sold 300,000 DoorDash shares in Q1 2025, an estimated $50.3M.
Spruce House Investment Management first reported a position in DoorDash in Q4 2021 and held it in 8 quarters.
Spruce House Investment Management's DoorDash position peaked at $74.5M in Q4 2021.
875 funds tracked by Wall St. Rank held DoorDash as of Q1 2025.

Based on Spruce House Investment Management's 13F filing for Q1 2025, filed 15 May 2025.