DASH Chief ExecutiveWhat Tony Xu says in public, and what their own SEC filings show they own.
Co-Founder & CEO · DoorDash, Inc.
Co-founded DoorDash in 2013 as Stanford MBA student. Chinese immigrant, built largest US food delivery platform.
Xu owns 6.6% of DoorDash, Inc., worth $5.07B at the last close.
Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.
Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.
Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.
| Security | Held via | Shares |
|---|---|---|
| Class B Common Stock | Direct | 3,588,449 |
| Class B Common Stock | See footnote | 2,113,302 |
| Class A Common Stock | See footnote | 8,159 |
| Class A Common Stock | Direct | 1,500 |
| Reported as of 2026-09-01 | 5,711,410 | |
The 13G/A cover page counts 27.6M shares — 21.9M more than the Forms 4 report, usually options exercisable within 60 days or shares held through a vehicle the person controls but does not file for. Never add them together.
| Date | Type | What happened | Shares | Price | Value | Note |
|---|---|---|---|---|---|---|
| Sep 1, 2026 filing: Exercise, Option or RSU conversion · Class A Common Stock | Exercise | Option or RSU conversion · Class A Common Stock | +16,667 | $7.16 | $119K | |
| Sep 1, 2026 filing: Sale, Open-market sale · Class A Common Stock | Sale | Open-market sale · Class A Common Stock | −16,667 | $230.00 | $3.8M | under a 10b5-1 plan |
| Aug 25, 2026 filing: Exercise, Option or RSU conversion · Class A Common Stock | Exercise | Option or RSU conversion · Class A Common Stock | +3,767 | $7.16 | $27K | |
| Aug 25, 2026 filing: Sale, Open-market sale · Class A Common Stock | Sale | Open-market sale · Class A Common Stock | −3,767 | $230.00 | $866K | under a 10b5-1 plan |
| Aug 24, 2026 filing: Exercise, Option or RSU conversion · Class A Common Stock | Exercise | Option or RSU conversion · Class A Common Stock | +29,567 | $7.16 | $212K | |
| Aug 24, 2026 filing: Sale, Open-market sale · Class A Common Stock | Sale | Open-market sale · Class A Common Stock | −29,567 | $230.00 | $6.8M | under a 10b5-1 plan |
| Aug 7, 2026 filing: Other, Other acquisition or disposition · Class A Common Stock | Other | Other acquisition or disposition · Class A Common Stock | +8,159 | — | — | Through See footnote |
| Mar 4, 2026 filing: Gift, Gift · Class A Common Stock | Gift | Gift · Class A Common Stock | −83 | — | — | Through See footnote |
| Jan 5, 2026 filing: Exercise, Option or RSU conversion · Class A Common Stock | Exercise | Option or RSU conversion · Class A Common Stock | +16,667 | $7.16 | $119K | |
| Jan 5, 2026 filing: Sale, Open-market sale · Class A Common Stock | Sale | Open-market sale · Class A Common Stock | −16,667 | $230.00 | $3.8M | under a 10b5-1 plan |
| Company | Role | Reported | Beneficial | % of class |
|---|---|---|---|---|
| DASH DoorDash, Inc. This page | CHIEF EXECUTIVE OFFICER | 5,711,410 2026-09-01 |
28M | 6.6% |
| DASH: 21,935,282 shares on the Section 16 filings are additional to the SCHEDULE 13G/A figure — read the cover page for why. | ||||
| META Meta Platforms, Inc. | Director | 8,269 2026-05-15 |
— | — |
Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.
125 filings under CIK 0001832617 · captured 2026-09-05 · All filings on EDGAR ↗
5 recorded appearances
Xu said DoorDash won't spend on AI without a customer outcome attached, citing 35-50% faster merchant onboarding, and argued the 2021 bet on 'atoms' over 'bits' insulates the moat from frontier-lab competition while making recruiting harder.
Watch or read: Tony Xu on AI Consumption, Atoms vs. Bits, and the 1% Better Mentality, Jul 28, 2026 →Xu introduced Dot, DoorDash's autonomous delivery robot, and argued real autonomy is won in the 'last two feet'; he also recounted spending 40% of remaining cash on refunds early on to protect reputation.
Watch or read: The economics and trends of the restaurant industry, with Tony Xu of DoorDash, Apr 21, 2026 →A long founder-history conversation on DoorDash's near-death early years, Xu's immigrant background, and the operating habits he credits for surviving a market everyone else abandoned.
Watch or read: Tony Xu of DoorDash: Surviving 1,000 Days of Startup Hell, Mar 29, 2026 →Xu explained why he does not think AI agents disintermediate DoorDash — the hard part is the physical logistics network, not the ordering interface — and revisited being rejected by 100+ investors.
Watch or read: We Asked DoorDash's CEO If AI Competitors Scare Him, Feb 26, 2026 →Xu described the culture he deliberately built — humility, experimentation, continuous 1% improvement — and how DoorDash outlasted better-funded competitors.
Watch or read: How DoorDash Won: Tony Xu on Culture, Resilience & Making the Right Play, Nov 24, 2025 →
