DASH DoorDash, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (6 insiders)
Horizon days Filed May 22, 2026 Processed 18d 10h ago
Insider cluster: 2 insiders, $1.6M total
Latest settled — T+5d
DASH ▲ +7.00% at T+5d
NEUTRAL call ✓ call won +7.00% · α vs SPY +5.92% · entry $154.00 → $164.78
Next anchor: T+20d in 13d
Last close $152.49 (close Jun 8) · -0.98% from $154.00 entry
Entry anchored
May 22, 03:59 PM ET
via Databento tick
T+1d
+3.34%
call +3.34% · α +3.38%
$159.15
settled 15d ago
T+5d
+7.00%
call +7.00% · α +5.92%
$164.78
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Six DoorDash insiders, including the CFO, COO, and Chief Business Officer, sold a combined $8.25M in open-market sales on May 20, 2026, at ~$155.59/share. The cluster is large in absolute dollars but represents only ~0.012% of DoorDash's $69.4B market cap, making it trivial relative to company size. The sales are concentrated on a single day, likely tied to a 10b5-1 plan or post-blackout-window opening, and carry no material bearish signal per the academic literature on cluster sales.

Key Financial Metrics

Direction
selling
Total Value
$8.3M
Insiders
6

Actionable Insight

The cluster is routine and non-informative. The single-day concentration and C-suite participation suggest a 10b5-1 plan execution or post-earnings blackout window opening, not a coordinated bearish signal. Monitor the next 8-K or 10-Q for any operational updates, but this filing alone does not warrant a trading response.

Key Facts

  • Six insiders sold a total of 53,050 shares on May 20, 2026, at $155.588/share.
  • Total sale value: $8.25M (0.012% of $69.4B market cap).
  • Sellers include CFO Ravi Inukonda ($3.03M), COO Prabir Adarkar ($2.66M), CBO Keith Yandell ($658K), General Counsel Tia Sherringham ($1.20M), CAO Gordon Lee ($453K), and Director Stanley Tang ($248K).
  • All sales were open-market, same-day, same-price — consistent with a pre-arranged 10b5-1 plan or post-blackout window opening.
  • No insider purchases occurred in the cluster; net direction is selling.

Financial Impact

$8.25M in insider sales, representing 0.012% of market cap

insider holdingsfloat

Risk Factors

  • Insider sales could accelerate if the stock continues to rally, but no evidence of front-running negative news.
  • If a future filing reveals a material adverse event (e.g., guidance cut), the cluster would be viewed retrospectively as informed — but no such event is present here.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
78% bullish (54 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DASH-1779480389244
16 reports for DASH
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +16.10%Feb 28, 2026
Filters
Rows
Reports for DASH — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$152.47 awaiting T+5awaiting T+5$152.49 (+0.01%)
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$202.32 $195.98▼ −3.13%▼ −5.79%$152.49 (−24.63%)
May 27, 2026
13d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$174.06 $172.57▼ −0.86%▼ −1.26%$152.49 (−12.39%)
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$154.00 $164.78▲ +7.00%▲ +5.92%$152.49 (−0.98%)
May 6, 2026
4w ago
10-K/A
NEUTRAL ★ 2/10
$171.35 $149.07▼ −13.00%▼ −14.51%$152.49 (−11.01%)
May 1, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$202.32 $195.98▼ −3.13%▼ −5.79%$152.49 (−24.63%)
Apr 27, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$174.06 $172.57▼ −0.86%▼ −1.26%$152.49 (−12.39%)
Apr 20, 2026
7w ago
DEFA14A
NEUTRAL ★ 3/10
$182.45 $171.97▼ −5.74%▼ −6.83%$152.49 (−16.42%)
Apr 15, 2026
7w ago
144
NEUTRAL ★ 3/10
$179.33 $177.00▼ −1.30%▼ −2.28%$152.49 (−14.97%)
Feb 28, 2026
14w ago
Institutional Cluster
BEARISH ★ 7/10
$176.41 $176.59▼ −0.10%▼ −1.31%$152.49 (+13.56%)
Showing 10 of 16

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