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Insider Cluster (4 insiders) ·Filed Sep 4, 2026

DASH

DoorDash, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago
Insider cluster: 4 insiders, $5.3M total
Actionable Insight • Neutral

The sales are small relative to market cap and involve both C-suite and directors, but the absence of 10b5-1 plan disclosure and the concentration in CEO selling warrants monitoring for any upcoming corporate events or earnings that might have prompted the activity.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d ⚠ clustered
DASH ▼ -3.40% at T+20d
NEUTRAL call -3.40% · α vs SPY -5.37% · entry $200.44 → $193.62
Next anchor: T+60d in 5w
Latest observation: T+33 -21.60% FF3 residual α
Entry = T+0 close
Sep 8, 2026
via day close
T+1d
-1.59%
call -1.59% · α -1.13%
$197.25
settled 7w ago
T+5d
-1.09%
call -1.09% · α +0.03%
$198.26
settled 6w ago
T+20d
-3.40%
call -3.40% · α -5.37%
$193.62
settled 21d ago
T+60d
Pending
in 5w

Price Chart

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Executive Summary

Four DoorDash insiders, including CEO Tony Xu and CFO Ravi Inukonda, sold a total of $5.31M in open-market sales over a four-day window. CEO Xu alone accounted for $3.83M of the total. The sales represent approximately 0.06% of DoorDash's market cap, falling below the 0.1% threshold for materiality, and no 10b5-1 plan indication is present, but the dollar value is modest relative to the company's size.

Key Financial Metrics

Direction
selling
Total Value
$5.3M
Insiders
4

Key Facts

  • Total insider sales of $5.31M over Aug 27–Sep 3, 2026
  • CEO Tony Xu sold 16,700 shares for $3.83M
  • CFO Ravi Inukonda sold 2,800 shares for $638K
  • Two directors (Fang Andy and Tang Stanley) sold a combined $843K
  • Sales represent ~0.06% of DoorDash's market cap, well below the 0.1% materiality threshold

Financial Impact

Total insider sales of $5.31M, approximately 0.06% of market cap

insider ownershipdilution

Risk Factors

  • CEO selling could signal personal diversification rather than bearish outlook, but lack of plan disclosure adds uncertainty
  • Cluster sales without 10b5-1 plans may indicate opportunistic selling ahead of a catalyst

Investment Themes

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DASH-1788897939257
32 reports for DASH
Performance horizon
100% Hit rate @ T+60 4 of 4 directional calls Went positive at some point 7 of 7 best @ T+20▲ +16.10%Feb 28, 2026
Filters
Rows
Reports for DASH — sortable, filterable
TypeNow
Oct 20, 2026
6d ago
Institutional Cluster
NEUTRAL ★ 3/10
$184.45awaiting T+60—$168.44 (−8.68%)
Oct 5, 2026
21d ago
Insider Cluster
BEARISH ★ 4/10
$193.62awaiting T+60—$168.44 (+13.00%)
Sep 9, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$201.03awaiting T+60—$168.44 (−16.21%)
Sep 9, 2026
6w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$197.25awaiting T+60—$168.44 (−14.60%)
Sep 4, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$200.44awaiting T+60—$168.44 (−15.96%)
Sep 4, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$200.44awaiting T+60—$168.44 (−15.96%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$211.73awaiting T+60—$168.44 (−20.45%)
Sep 1, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$225.66awaiting T+60—$168.44 (−25.36%)
Aug 27, 2026
8w ago
Insider Cluster
NEUTRAL ★ 3/10
$236.74awaiting T+60—$168.44 (−28.85%)
Aug 26, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$231.89awaiting T+60—$168.44 (−27.36%)
Showing 10 of 32

US Market Status

Market Closed — Opens Wed (10h 15m)

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Report published Sep 4, 2026