DATADOG INC DDOG
CL A COM · Common Stock · CUSIP 23804L103 · ISIN US23804L1035
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersNew York, NY
- Founded2010
- Websitedatadoghq.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($28.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.47. Options: 38 managers hold calls ($946.9m notional), 33 hold puts ($482.5m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 663 |
| Q4 2022 | 668 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.3bn | $626.8m | 0.48 |
| Q4 2022 | $946.9m | $482.5m | 0.51 |
Biggest buyers
| WCM INVESTMENT MANAGEMENT, LLC | Added | +2.6m |
| SC US (TTGP), LTD. | Added | +1.3m |
| ICONIQ Capital, LLC | Added | +1.2m |
| SANDS CAPITAL MANAGEMENT, LLC | Added | +965.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +945.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +929.6k |
| GOLDMAN SACHS GROUP INC | Added | +594.6k |
| DEUTSCHE BANK AG\ | Added | +580.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +518.3k |
| CAPITAL FUND MANAGEMENT S.A. | Added | +513.5k |
Biggest sellers
| TIGER GLOBAL MANAGEMENT LLC | Reduced | -4.8m |
| SCGE MANAGEMENT, L.P. | Sold out | -1.2m |
| Capital Research Global Investors | Reduced | -1.1m |
| Amundi | Reduced | -708.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -675.2k |
| JPMORGAN CHASE & CO | Reduced | -610.4k |
| Invesco Ltd. | Reduced | -586.2k |
| CITADEL ADVISORS LLC | Reduced | -583.8k |
| Dragoneer Investment Group, LLC | Reduced | -491.6k |
| Durable Capital Partners LP | Reduced | -475.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $386.9m5.3m shares |
| Aptus Capital Advisors, LLC | New | $147.0m2.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $117.0m1.6m shares |
| JANE STREET GROUP, LLC | Reduced | $67.4m917.5k shares |
| Walleye Trading LLC | Added | $34.7m472.0k shares |
| SIMPLEX TRADING, LLC | Added | $31.5m428.5k shares |
| IMC-Chicago, LLC | Reduced | $25.0m339.8k shares |
| D. E. Shaw & Co., Inc. | Added | $22.2m301.4k shares |
| GOLDMAN SACHS GROUP INC | Added | $19.4m263.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $17.4m237.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $143.7m2.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $74.2m1.0m shares |
| JANE STREET GROUP, LLC | Reduced | $35.1m476.9k shares |
| BARCLAYS PLC | First filing | $32.6m443.9k shares |
| Walleye Trading LLC | Reduced | $30.4m414.1k shares |
| SIMPLEX TRADING, LLC | Added | $30.2m410.8k shares |
| Squarepoint Ops LLC | Added | $23.6m321.0k shares |
| SUMMIT SECURITIES GROUP LLC | New | $18.4m250.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $18.3m248.7k shares |
| IMC-Chicago, LLC | Reduced | $12.5m169.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 8.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
| FMR LLC 13G · institution new · filed 2025-11-05 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 10 | $606.3m | — |
| Q1 2022 | 0 | — | 12 | $104.3m | — |
| Q2 2022 | 0 | — | 10 | $16.7m | — |
| Q3 2022 | 0 | — | 9 | $15.9m | — |
| Q4 2022 | 1 | $84.7m | 8 | $15.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-13 | Blitzer Adam Chief Operating Officer | Sold | $552.2k6.6k shares |
| 2022-12-12 | Walters Sean Michael Chief Revenue Officer | Sold | $530.6k6.9k shares |
| 2022-12-06 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Bought | $2.8m41.2k shares |
| 2022-12-06 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Bought | $1.9m28.0k shares |
| 2022-12-05 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Bought | $5.1m73.2k shares |
| 2022-12-05 | Le-Quoc Alexis President & CTO, director | Sold | $5.1m71.4k shares |
| 2022-12-05 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Bought | $3.5m49.7k shares |
| 2022-12-02 | Pomel Olivier Chief Executive Officer, director | Sold | $1.0m13.8k shares |
| 2022-12-02 | Le-Quoc Alexis President & CTO, director | Sold | $720.9k9.7k shares |
| 2022-12-02 | OBSTLER DAVID M Chief Financial Officer | Sold | $720.9k9.7k shares |
| 2022-12-02 | Agarwal Amit Chief Product Officer | Sold | $636.4k8.5k shares |
| 2022-12-02 | Blitzer Adam Chief Operating Officer | Sold | $532.8k7.1k shares |
| 2022-12-02 | Walters Sean Michael Chief Revenue Officer | Sold | $214.4k2.9k shares |
| 2022-12-02 | De Madre Armelle Chief People Officer | Sold | $203.6k2.7k shares |
| 2022-12-02 | Acocella Kerry General Counsel/Corp Secy | Sold | $23.2k311 shares |
| 2022-11-30 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Bought | $826.5k11.7k shares |
| 2022-11-30 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Bought | $560.9k8.0k shares |
| 2022-11-14 | Le-Quoc Alexis President & CTO, director | Sold | $5.6m71.4k shares |
| 2022-11-09 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Bought | $11.9m176.9k shares |
| 2022-11-09 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Bought | $8.1m120.1k shares |
| 2022-11-08 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Bought | $395.2k5.6k shares |
| 2022-11-08 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Bought | $268.2k3.8k shares |
| 2022-11-07 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Bought | $29.4m423.2k shares |
| 2022-11-07 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Bought | $19.9m287.2k shares |
| 2022-10-03 | De Madre Armelle Chief People Officer | Sold | $168.8k1.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 24.6m $1.8bn | Added +425.8k |
| MORGAN STANLEY 0.14% of their portfolio | 16.9m $1.2bn | Reduced -464.0k |
| BlackRock Inc. 0.03% of their portfolio | 15.1m $1.1bn | Added +316.7k |
| ICONIQ Capital, LLC 14.27% of their portfolio | 13.2m $968.4m | Added +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 10.0m $734.0m | Added +929.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.53% of their portfolio | 6.3m $459.6m | Added +945.5k |
| Capital Research Global Investors 0.13% of their portfolio | 5.9m $433.8m | Reduced -1.1m |
| BAILLIE GIFFORD & CO 0.44% of their portfolio | 5.8m $424.1m | Reduced -143.3k |
| STATE STREET CORP 0.02% of their portfolio | 5.2m $382.1m | Reduced -35.2k |
| WCM INVESTMENT MANAGEMENT, LLC 1.20% of their portfolio | 4.9m $360.3m | Added +2.6m |
| PUBLIC INVESTMENT FUND 1.07% of their portfolio | 4.5m $330.7m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 4.3m $318.4m | Added +594.6k |
| SANDS CAPITAL MANAGEMENT, LLC 1.13% of their portfolio | 4.1m $298.9m | Added +965.0k |
| Dragoneer Investment Group, LLC 8.03% of their portfolio | 3.5m $259.2m | Reduced -491.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 3.5m $256.9m | Added +116.1k |
| BROWN CAPITAL MANAGEMENT LLC 4.15% of their portfolio | 3.4m $250.7m | Added +49.4k |
| FMR LLC 0.02% of their portfolio | 3.2m $238.6m | Added +334.3k |
| FRANKLIN RESOURCES INC 0.11% of their portfolio | 3.0m $217.3m | Added +163.9k |
| Durable Capital Partners LP 2.13% of their portfolio | 2.8m $205.2m | Reduced -475.8k |
| NORGES BANK 0.05% of their portfolio | 2.8m $202.9m | Reduced -12.7k |
| 1832 Asset Management L.P. 0.42% of their portfolio | 2.8m $202.9m | Added +215.8k |
| SC US (TTGP), LTD. 2.32% of their portfolio | 2.4m $175.6m | Added +1.3m |
| FIRST TRUST ADVISORS LP 0.19% of their portfolio | 2.1m $156.1m | Added +219.7k |
| Artisan Partners Limited Partnership 0.27% of their portfolio | 2.0m $150.3m | Added +136.2k |
| FRED ALGER MANAGEMENT, LLC 0.77% of their portfolio | 1.9m $142.3m | Added +434.6k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.9m $141.6m | Added +292.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.25% of their portfolio | 1.9m $138.6m | Added +66.3k |
| D. E. Shaw & Co., Inc. 0.22% of their portfolio | 1.8m $132.6m | Reduced -395.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.18% of their portfolio | 1.8m $129.7m | Added +197.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.17% of their portfolio | 1.7m $122.3m | Reduced -675.2k |
| AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio | 1.7m $121.6m | Added +122.0k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $114.2m | Added +22.6k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 1.4m $105.6m | Added +75.7k |
| Jasper Ridge Partners, L.P. 6.01% of their portfolio | 1.4m $101.0m | Unchanged |
| Ashe Capital Management, LP 10.93% of their portfolio | 1.4m $99.6m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.4m $99.4m | Added +238.8k |
| Legal & General Group Plc 0.04% of their portfolio | 1.3m $97.7m | Reduced -67.5k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.3m $95.5m | Added +580.4k |
| Strategy Capital LLC 17.48% of their portfolio | 1.2m $85.2m | Added +24.7k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.1m $84.3m | Added +186.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.1m $78.8m | Reduced -610.4k |
| Swiss National Bank 0.05% of their portfolio | 1.0m $73.8m | Reduced -38.2k |
| Amundi 0.04% of their portfolio | 988.6k $68.2m | Reduced -708.2k |
| TIGER GLOBAL MANAGEMENT LLC 0.87% of their portfolio | 966.0k $71.0m | Reduced -4.8m |
| Meritech Capital Associates V L.L.C. 16.82% of their portfolio | 938.4k $69.0m | Unchanged |
| INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC 20.53% of their portfolio | 936.7k $68.8m | Unchanged |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 902.0k $66.3m | Reduced -23.5k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 899.6k $66.1m | Added +518.3k |
| Invesco Ltd. 0.02% of their portfolio | 888.2k $65.3m | Reduced -586.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 862.2k $63.4m | Reduced -166.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 826.5k $60.7m | Added +75.0k |
| BARCLAYS PLC 0.05% of their portfolio | 819.6k $60.2m | First filing |
| D1 Capital Partners L.P. 1.23% of their portfolio | 816.0k $60.0m | Added +86.6k |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 813.7k $59.8m | Reduced -23.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 812.7k $59.7m | Added +30.0k |
| BAMCO INC /NY/ 0.19% of their portfolio | 776.1k $57.0m | Added +41.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 718.5k $52.8m | Added +2.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 713.7k $52.5m | Reduced -21.3k |
| SOMA EQUITY PARTNERS LP 3.02% of their portfolio | 700.0k $51.5m | Added +150.0k |
| Qube Research & Technologies Ltd 0.31% of their portfolio | 698.3k $51.3m | Added +500.2k |
| Squarepoint Ops LLC 0.32% of their portfolio | 666.1k $49.0m | Added +337.7k |
| Optimus Prime Fund Management Co., Ltd. 6.12% of their portfolio | 665.0k $48.9m | Added +190.0k |
| Spyglass Capital Management LLC 3.86% of their portfolio | 653.5k $48.0m | Added +88.2k |
| CAPITAL FUND MANAGEMENT S.A. 1.00% of their portfolio | 615.4k $45.2m | Added +513.5k |
| EAGLE ASSET MANAGEMENT INC 0.26% of their portfolio | 587.0k $42.3m | Reduced -231.6k |
| California Public Employees Retirement System 0.04% of their portfolio | 584.9k $43.0m | Reduced -11.8k |
| AlpInvest Partners B.V. 11.36% of their portfolio | 571.0k $42.0m | Reduced -163.4k |
| Railway Pension Investments Ltd 0.42% of their portfolio | 563.7k $41.4m | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.06% of their portfolio | 511.7k $37.6m | Added +90.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.10% of their portfolio | 507.8k $37.3m | Reduced -3.1k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.73% of their portfolio | 505.9k $37.2m | Reduced -1.7k |
| Steadview Capital Management LLC 10.24% of their portfolio | 447.8k $32.9m | Unchanged |
| Varma Mutual Pension Insurance Co 0.44% of their portfolio | 426.5k $31.3m | Reduced -255.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 419.2k $30.8m | Added +12.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 417.2k $30.7m | Reduced -20.9k |
| Caisse de depot et placement du Quebec 0.09% of their portfolio | 407.3k $29.9m | Reduced -9.2k |
| IEQ CAPITAL, LLC 0.83% of their portfolio | 405.4k $29.8m | Reduced -20.6k |
| National Pension Service 0.06% of their portfolio | 392.5k $28.8m | Added +59.3k |
| Whale Rock Capital Management LLC 0.96% of their portfolio | 390.0k $28.7m | New |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 385.2k $28.3m | Added +16.5k |
| CADIAN CAPITAL MANAGEMENT, LP 2.04% of their portfolio | 383.0k $28.2m | New |
| Ensign Peak Advisors, Inc 0.06% of their portfolio | 382.3k $28.1m | Added +219.4k |
| Assenagon Asset Management S.A. 0.11% of their portfolio | 376.1k $27.6m | Added +57.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 339.2k $24.9m | Added +15.9k |
| Duquesne Family Office LLC 1.22% of their portfolio | 332.3k $24.4m | Reduced -456.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 330.3k $24.3m | Added +135.3k |
| GLYNN CAPITAL MANAGEMENT LLC 5.79% of their portfolio | 325.3k $23.9m | Reduced -2.6k |
| LA FINANCIERE DE L'ECHIQUIER 1.50% of their portfolio | 323.0k $23.7m | Added +50.0k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 319.0k $23.4m | Added +220.7k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 318.8k $23.4m | Reduced -1.5k |
| TD Asset Management Inc 0.03% of their portfolio | 311.9k $22.9m | Reduced -96.4k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 306.8k $22.5m | Added +24.2k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 304.9k $22.4m | Added +31.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio | 300.9k $22.1m | Reduced -3.7k |
| Employees Provident Fund Board 0.64% of their portfolio | 300.0k $22.1m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 291.3k $21.4m | Reduced -1.4k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 290.9k $21.4m | Added +52.3k |
| TWO SIGMA ADVISERS, LP 0.06% of their portfolio | 286.8k $21.1m | Reduced -462.5k |
| APG Asset Management N.V. 0.04% of their portfolio | 283.2k $20.8m | Added +239.2k |
| Cubist Systematic Strategies, LLC 0.18% of their portfolio | 283.0k $20.8m | Added +117.4k |