Ninety One UK Ltd Increases Stake in DoorDash

Institutional investor boosts ownership in food delivery giant

Apr. 18, 2026 at 11:43am by

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A photorealistic studio still life featuring a stack of delivery boxes, a tablet displaying delivery metrics, and a set of car keys, all arranged elegantly on a clean, monochromatic background and using dramatic lighting to symbolize the technology and logistics behind the on-demand delivery industry.A conceptual still life capturing the technology and logistics powering the growth of on-demand delivery services like DoorDash.San Francisco Today

Ninety One UK Ltd, a major institutional investor, increased its stake in DoorDash, Inc. (NASDAQ:DASH) by 4.7% during the fourth quarter, according to a recent SEC filing. The fund now owns approximately 997,706 shares of the company's stock, worth around $226 million.

Why it matters

DoorDash's stock performance and institutional ownership are closely watched by investors as the company continues to grow its food delivery and logistics platform. This increase in Ninety One UK Ltd's stake suggests confidence in DoorDash's long-term potential despite recent market volatility.

The details

Ninety One UK Ltd, an asset management firm, added 44,898 shares of DoorDash to its portfolio in the fourth quarter, bringing its total ownership to around 0.23% of the company. Other major institutional investors in DoorDash include American Century Companies Inc., Mitsubishi UFJ Asset Management Co. Ltd., and Jefferies Financial Group Inc.

  • Ninety One UK Ltd increased its DoorDash stake during the fourth quarter of 2025.
  • DoorDash's stock price has ranged from $143.30 to $285.50 over the past 52 weeks.

The players

Ninety One UK Ltd

A major institutional investor and asset management firm that owns a significant stake in DoorDash.

DoorDash, Inc.

A technology-driven logistics and food-delivery marketplace that connects consumers, merchants, and independent delivery contractors.

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What they’re saying

“We must continue to monitor DoorDash's performance and growth as the company expands its platform beyond restaurant deliveries.”

— Analyst

What’s next

Investors will be closely watching DoorDash's upcoming quarterly earnings report to gauge the company's financial performance and growth trajectory.

The takeaway

DoorDash's ability to attract and retain major institutional investors like Ninety One UK Ltd suggests confidence in the company's long-term potential, despite recent market volatility in the tech and delivery sectors.