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 ($18.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.63. Options: 36 managers hold calls ($1.0bn notional), 28 hold puts ($520.6m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 663 |
| Q4 2022 | 668 |
| Q1 2023 | 662 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 345 | 304 |
| Q1 2023 | 356 | 295 |
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 |
| Q1 2023 | $1.0bn | $520.6m | 0.50 |
Biggest buyers
| FMR LLC | Added | +3.3m |
| Holocene Advisors, LP | New | +2.5m |
| TIGER GLOBAL MANAGEMENT LLC | Added | +1.7m |
| SRS Investment Management, LLC | New | +1.3m |
| Atreides Management, LP | New | +1.3m |
| Amundi | Added | +1.2m |
| CITADEL ADVISORS LLC | Added | +1.2m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.0m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +996.2k |
| Alyeska Investment Group, L.P. | New | +891.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -10.2m |
| Capital Research Global Investors | Reduced | -3.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.8m |
| Durable Capital Partners LP | Reduced | -2.0m |
| 1832 Asset Management L.P. | Reduced | -1.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.5m |
| D. E. Shaw & Co., Inc. | Reduced | -1.3m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -883.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -855.8k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -761.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $393.8m5.4m shares |
| Aptus Capital Advisors, LLC | Unchanged | $145.3m2.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $108.6m1.5m shares |
| JANE STREET GROUP, LLC | Added | $87.1m1.2m shares |
| D. E. Shaw & Co., Inc. | Added | $47.3m650.9k shares |
| SIMPLEX TRADING, LLC | Added | $44.8m617.2k shares |
| Walleye Trading LLC | Reduced | $31.8m438.2k shares |
| IMC-Chicago, LLC | Added | $28.0m385.5k shares |
| Parallax Volatility Advisers, L.P. | Added | $23.0m317.1k shares |
| BARCLAYS PLC | Added | $18.8m258.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $114.0m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $81.8m1.1m shares |
| JANE STREET GROUP, LLC | Added | $59.9m823.9k shares |
| SIMPLEX TRADING, LLC | Added | $37.6m517.7k shares |
| SUMMIT SECURITIES GROUP LLC | Added | $29.1m400.0k shares |
| Walleye Trading LLC | Reduced | $27.7m380.9k shares |
| Squarepoint Ops LLC | Reduced | $23.1m317.7k shares |
| D. E. Shaw & Co., Inc. | Added | $21.4m294.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $21.2m292.4k shares |
| PEAK6 Investments LLC | Added | $20.9m287.3k 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 8 | $45.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-13 | Le-Quoc Alexis President & CTO, director | Sold | $4.7m71.4k shares |
| 2023-03-08 | Pomel Olivier Chief Executive Officer, director | Sold | $6.2m85.6k shares |
| 2023-03-06 | Walters Sean Michael Chief Revenue Officer | Sold | $242.3k3.1k shares |
| 2023-03-06 | Acocella Kerry General Counsel/Corp Secy | Sold | $192.7k2.5k shares |
| 2023-03-02 | Pomel Olivier Chief Executive Officer, director | Sold | $1.9m26.4k shares |
| 2023-03-02 | OBSTLER DAVID M Chief Financial Officer | Sold | $1.6m21.8k shares |
| 2023-03-02 | Le-Quoc Alexis President & CTO, director | Sold | $1.5m20.5k shares |
| 2023-03-02 | Agarwal Amit Chief Product Officer | Sold | $1.3m17.6k shares |
| 2023-03-02 | Walters Sean Michael Chief Revenue Officer | Sold | $1.1m15.2k shares |
| 2023-03-02 | Blitzer Adam Chief Operating Officer | Sold | $810.8k11.0k shares |
| 2023-03-02 | De Madre Armelle Chief People Officer | Sold | $545.6k7.4k shares |
| 2023-03-02 | Acocella Kerry General Counsel/Corp Secy | Sold | $269.9k3.7k shares |
| 2023-02-15 | De Madre Armelle Chief People Officer | Sold | $861.8k9.6k shares |
| 2023-02-13 | Pomel Olivier Chief Executive Officer, director | Sold | $7.1m85.6k shares |
| 2023-02-06 | Le-Quoc Alexis President & CTO, director | Sold | $5.6m71.4k shares |
| 2023-02-01 | Walters Sean Michael Chief Revenue Officer | Sold | $196.7k2.5k shares |
| 2023-01-26 | Pomel Olivier Chief Executive Officer, director | Sold | $6.3m85.6k shares |
| 2023-01-04 | Le-Quoc Alexis President & CTO, director | Sold | $5.0m71.4k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 24.9m $1.8bn | Added +282.6k |
| BlackRock Inc. 0.03% of their portfolio | 15.3m $1.1bn | Added +168.0k |
| ICONIQ Capital, LLC 14.54% of their portfolio | 13.2m $957.4m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 7.2m $521.8m | Reduced -2.8m |
| MORGAN STANLEY 0.05% of their portfolio | 6.8m $491.6m | Reduced -10.2m |
| FMR LLC 0.02% of their portfolio | 6.5m $472.5m | Added +3.3m |
| BAILLIE GIFFORD & CO 0.40% of their portfolio | 6.1m $442.8m | Added +324.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.42% of their portfolio | 5.4m $390.2m | Reduced -883.0k |
| STATE STREET CORP 0.02% of their portfolio | 5.3m $385.9m | Added +111.8k |
| WCM INVESTMENT MANAGEMENT, LLC 1.10% of their portfolio | 4.8m $345.7m | Reduced -144.9k |
| PUBLIC INVESTMENT FUND 0.92% of their portfolio | 4.5m $326.9m | Unchanged |
| Dragoneer Investment Group, LLC 7.10% of their portfolio | 4.1m $300.1m | Added +603.1k |
| SANDS CAPITAL MANAGEMENT, LLC 0.97% of their portfolio | 4.0m $294.2m | Reduced -16.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 3.6m $262.0m | Added +111.7k |
| BROWN CAPITAL MANAGEMENT LLC 3.91% of their portfolio | 3.6m $261.9m | Added +193.4k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 3.5m $252.6m | Reduced -855.8k |
| FRANKLIN RESOURCES INC 0.11% of their portfolio | 2.9m $214.0m | Reduced -10.4k |
| NORGES BANK 0.04% of their portfolio | 2.8m $203.4m | Added +39.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.27% of their portfolio | 2.8m $200.7m | Added +996.2k |
| TIGER GLOBAL MANAGEMENT LLC 1.75% of their portfolio | 2.6m $192.0m | Added +1.7m |
| Holocene Advisors, LP 0.92% of their portfolio | 2.5m $182.8m | New |
| SC US (TTGP), LTD. 2.05% of their portfolio | 2.4m $173.6m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.13% of their portfolio | 2.3m $167.3m | Added +647.9k |
| Capital Research Global Investors 0.05% of their portfolio | 2.3m $165.7m | Reduced -3.6m |
| FIRST TRUST ADVISORS LP 0.19% of their portfolio | 2.3m $165.3m | Added +151.3k |
| Amundi 0.08% of their portfolio | 2.2m $145.3m | Added +1.2m |
| FRED ALGER MANAGEMENT, LLC 0.74% of their portfolio | 1.9m $138.8m | Reduced -26.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.9m $134.8m | Added +502.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.7m $123.6m | Added +629.5k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.7m $121.1m | Added +366.3k |
| Artisan Partners Limited Partnership 0.20% of their portfolio | 1.7m $120.6m | Reduced -385.7k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.6m $115.6m | Reduced -336.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $114.1m | Added +17.1k |
| D1 Capital Partners L.P. 1.95% of their portfolio | 1.4m $103.8m | Added +612.0k |
| Jasper Ridge Partners, L.P. 4.76% of their portfolio | 1.4m $99.9m | Unchanged |
| Legal & General Group Plc 0.04% of their portfolio | 1.4m $99.1m | Added +35.7k |
| Ashe Capital Management, LP 8.92% of their portfolio | 1.4m $98.5m | Unchanged |
| Qube Research & Technologies Ltd 0.56% of their portfolio | 1.3m $97.2m | Added +639.0k |
| SRS Investment Management, LLC 1.36% of their portfolio | 1.3m $95.0m | New |
| Strategy Capital LLC 15.14% of their portfolio | 1.3m $94.8m | Added +144.6k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 1.3m $93.6m | Added +1.2m |
| Atreides Management, LP 3.32% of their portfolio | 1.3m $93.6m | New |
| TWO SIGMA INVESTMENTS, LP 0.25% of their portfolio | 1.1m $83.5m | Added +1.0m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $83.0m | Added +428.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.13% of their portfolio | 1.1m $81.7m | Reduced -761.9k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 1.1m $77.3m | Reduced -324.2k |
| SOMA EQUITY PARTNERS LP 3.73% of their portfolio | 1.0m $72.7m | Added +300.0k |
| Swiss National Bank 0.05% of their portfolio | 985.2k $71.6m | Reduced -19.5k |
| Invesco Ltd. 0.02% of their portfolio | 966.3k $70.2m | Added +78.1k |
| 1832 Asset Management L.P. 0.14% of their portfolio | 942.0k $68.4m | Reduced -1.8m |
| Meritech Capital Associates V L.L.C. 14.33% of their portfolio | 938.4k $68.2m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 908.5k $66.0m | Added +46.2k |
| Alyeska Investment Group, L.P. 0.57% of their portfolio | 891.9k $64.8m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 881.8k $64.1m | Added +163.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 859.2k $62.4m | Added +32.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 821.4k $59.7m | Added +8.6k |
| Durable Capital Partners LP 0.56% of their portfolio | 817.0k $59.4m | Reduced -2.0m |
| Spyglass Capital Management LLC 4.44% of their portfolio | 810.1k $58.9m | Added +156.6k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 783.3k $56.9m | Reduced -116.2k |
| BAMCO INC /NY/ 0.17% of their portfolio | 782.2k $56.8m | Added +6.0k |
| Employees Provident Fund Board 1.45% of their portfolio | 773.2k $56.2m | Added +473.2k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 728.5k $52.9m | Reduced -173.5k |
| INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC 16.08% of their portfolio | 702.5k $51.0m | Reduced -234.2k |
| CITIGROUP INC 0.07% of their portfolio | 688.7k $50.0m | Added +503.6k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 682.4k $49.6m | Reduced -465.3k |
| Optimus Prime Fund Management Co., Ltd. 6.95% of their portfolio | 680.0k $49.4m | Added +15.0k |
| CIBC Private Wealth Group LLC 0.05% of their portfolio | 675.2k $49.1m | Added +590.0k |
| CADIAN CAPITAL MANAGEMENT, LP 3.05% of their portfolio | 675.0k $49.0m | Added +292.0k |
| BARCLAYS PLC 0.05% of their portfolio | 658.8k $47.9m | Reduced -160.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.87% of their portfolio | 610.3k $44.3m | Reduced -5.1k |
| TWO SIGMA ADVISERS, LP 0.11% of their portfolio | 602.5k $43.8m | Added +315.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.06% of their portfolio | 595.9k $42.4m | Added +84.2k |
| EAGLE ASSET MANAGEMENT INC 0.25% of their portfolio | 591.3k $43.0m | Added +4.3k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 585.3k $42.5m | Added +294.4k |
| Railway Pension Investments Ltd 0.42% of their portfolio | 563.7k $41.0m | Unchanged |
| California Public Employees Retirement System 0.03% of their portfolio | 496.9k $36.1m | Reduced -88.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.66% of their portfolio | 495.2k $36.0m | Reduced -10.7k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 487.7k $35.4m | Reduced -1.3m |
| Trivest Advisors Ltd 2.69% of their portfolio | 477.0k $34.7m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 470.6k $34.2m | Reduced -37.2k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 469.1k $34.1m | Added +150.3k |
| 12 West Capital Management LP 2.82% of their portfolio | 451.5k $32.8m | New |
| Steadview Capital Management LLC 9.59% of their portfolio | 435.8k $31.7m | Reduced -12.0k |
| Kinetic Partners Management, LP 4.35% of their portfolio | 435.8k $31.7m | Added +256.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 415.9k $30.2m | Reduced -3.3k |
| Assenagon Asset Management S.A. 0.12% of their portfolio | 411.6k $29.9m | Added +35.6k |
| IEQ CAPITAL, LLC 0.68% of their portfolio | 401.7k $29.2m | Reduced -3.7k |
| SUMMIT SECURITIES GROUP LLC 8.05% of their portfolio | 400.0k $29.1m | Added +154.9k |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 397.3k $28.9m | Reduced -10.0k |
| Twin Tree Management, LP 0.80% of their portfolio | 391.2k $28.4m | Added +382.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 371.4k $27.0m | Added +118.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 369.6k $26.9m | Added +39.3k |
| National Pension Service 0.05% of their portfolio | 367.9k $25.0m | Reduced -24.6k |
| LA FINANCIERE DE L'ECHIQUIER 1.38% of their portfolio | 363.0k $26.4m | Added +40.0k |
| MARSHALL WACE, LLP 0.06% of their portfolio | 355.9k $25.9m | New |
| COUNTRY TRUST BANK 0.73% of their portfolio | 353.6k $25.7m | New |
| Keenan Capital, LLC 4.50% of their portfolio | 340.9k $24.8m | New |
| Man Group plc 0.09% of their portfolio | 332.6k $24.2m | New |
| GLYNN CAPITAL MANAGEMENT LLC 5.72% of their portfolio | 330.7k $24.0m | Added +5.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 326.2k $23.7m | Added +200.0k |