Vault-13

DATADOG INC DDOG

CL A COM · Common Stock · CUSIP 23804L103 · ISIN US23804L1035

719 institutional holders +57 vs Q1 2023
226,282,007226.3m shares reported held*
$22.2bnreported value*
130 new 251 added 234 reduced 79 sold out net sold ≈ $45.8m (-240.5k shares)

* 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 ≈ $98.23. Options: 39 managers hold calls ($1.1bn notional), 36 hold puts ($725.5m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 663Q4 22: 668Q1 23: 662Q2 23: 719719Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022663
Q4 2022668
Q1 2023662
Q2 2023719

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 345 bought or addedQ4 22: 304 cut or sold outQ4 22Q1 23: 356 bought or addedQ1 23: 295 cut or sold outQ1 23Q2 23: 381 bought or addedQ2 23: 313 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022345304
Q1 2023356295
Q2 2023381313

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bnQ3 22 calls: $1.3bnQ3 22 puts: $626.8mQ3 22P/C 0.48Q4 22 calls: $946.9mQ4 22 puts: $482.5mQ4 22P/C 0.51Q1 23 calls: $1.0bnQ1 23 puts: $520.6mQ1 23P/C 0.50Q2 23 calls: $1.1bnQ2 23 puts: $725.5mQ2 23P/C 0.67
Numbers
QuarterCallsPutsP/C
Q3 2022$1.3bn$626.8m0.48
Q4 2022$946.9m$482.5m0.51
Q1 2023$1.0bn$520.6m0.50
Q2 2023$1.1bn$725.5m0.67

Biggest buyers

BAILLIE GIFFORD & CO Added +4,296,835+4.3m
1832 Asset Management L.P. Added +1,565,400+1.6m
WCM INVESTMENT MANAGEMENT, LLC Added +1,446,993+1.4m
Balyasny Asset Management L.P. Added +1,296,214+1.3m
Invesco Ltd. Added +1,207,463+1.2m
Trivest Advisors Ltd Added +1,130,000+1.1m
AMERICAN CENTURY COMPANIES INC Added +1,114,937+1.1m
SRS Investment Management, LLC Added +1,044,105+1.0m
Nuveen Asset Management, LLC Added +1,042,843+1.0m
VIKING GLOBAL INVESTORS LP New +879,878+879.9k

Biggest sellers

ICONIQ Capital, LLC Reduced -5,358,863-5.4m
MORGAN STANLEY Reduced -2,524,242-2.5m
FMR LLC Reduced -2,325,501-2.3m
TIGER GLOBAL MANAGEMENT LLC Reduced -1,662,879-1.7m
Holocene Advisors, LP Reduced -1,606,449-1.6m
RENAISSANCE TECHNOLOGIES LLC Reduced -1,388,208-1.4m
Atreides Management, LP Sold out -1,287,691-1.3m
D1 Capital Partners L.P. Reduced -1,193,435-1.2m
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -1,103,975-1.1m
FRED ALGER MANAGEMENT, LLC Reduced -855,747-855.7k

Biggest calls

CITADEL ADVISORS LLC Reduced $287.5m2.9m shares
JANE STREET GROUP, LLC Added $163.1m1.7m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $149.7m1.5m shares
Parallax Volatility Advisers, L.P. Added $69.2m703.5k shares
Walleye Trading LLC Added $59.8m607.6k shares
SIMPLEX TRADING, LLC Reduced $51.3m521.0k shares
Twin Tree Management, LP Added $50.8m516.6k shares
GOLDMAN SACHS GROUP INC Added $41.2m419.2k shares
PEAK6 Investments LLC Added $37.2m377.8k shares
IMC-Chicago, LLC Reduced $36.4m369.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $173.4m1.8m shares
CITADEL ADVISORS LLC Reduced $128.5m1.3m shares
JANE STREET GROUP, LLC Reduced $47.1m479.1k shares
Squarepoint Ops LLC Added $46.6m473.9k shares
SIMPLEX TRADING, LLC Reduced $45.4m461.4k shares
Parallax Volatility Advisers, L.P. Added $42.6m432.7k shares
D. E. Shaw & Co., Inc. Added $37.7m383.2k shares
IMC-Chicago, LLC Added $34.4m349.4k shares
Walleye Trading LLC Reduced $34.0m345.6k shares
MILLENNIUM MANAGEMENT LLC Added $24.8m252.5k 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-10-17 8.2% 26.6m≈ $6.9bn 2025-10-17
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.5% new 24.5m≈ $6.4bn 2026-04-29
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.4% new 17.7m≈ $4.6bn 2026-04-29
FMR LLC 13G · institution new · filed 2025-11-05 5.1% new 16.3m≈ $4.3bn 2025-11-05

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 Q2 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)

BuyingSelling
20020Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 10 sellingQ4 21Q1 22: 0 buyingQ1 22: 12 sellingQ2 22: 0 buyingQ2 22: 10 sellingQ2 22Q3 22: 0 buyingQ3 22: 9 sellingQ4 22: 1 buyingQ4 22: 8 sellingQ4 22Q1 23: 0 buyingQ1 23: 8 sellingQ2 23: 0 buyingQ2 23: 10 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—10$606.3m—
Q1 20220—12$104.3m—
Q2 20220—10$16.7m—
Q3 20220—9$15.9m—
Q4 20221$84.7m8$15.3m—
Q1 20230—8$45.5m—
Q2 20230—10$78.2m$54.1m
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-28 OBSTLER DAVID M Chief Financial Officer Sold plan 25,330 $99.49 $2.5m25.3k shares -8%
2023-06-14 Pomel Olivier Chief Executive Officer, director Sold plan 85,637 $96.86 $8.3m85.6k shares -20%
2023-06-14 Jacobson Matthew Director Sold 40,800 $96.38 $3.9m40.8k shares -6%
2023-06-14 Jacobson Matthew Director · By ICONIQ Strategic Partners II-B, L.P. Sold 14,357 $97.67 $1.4m14.4k shares -2%
2023-06-14 Jacobson Matthew Director Sold 11,239 $97.67 $1.1m11.2k shares -2%
2023-06-13 OBSTLER DAVID M Chief Financial Officer Sold plan 4,670 $100.11 $467.5k4.7k shares -2%
2023-06-12 OBSTLER DAVID M Chief Financial Officer Sold plan 70,000 $96.19 $6.7m70.0k shares -20%
2023-06-07 COLE TITILOPE Director Sold 3,633 $95.08 $345.4k3.6k shares -49%
2023-06-06 Le-Quoc Alexis Chief Technology Officer, director Sold plan 71,364 $102.09 $7.3m71.4k shares -21%
2023-06-05 De Madre Armelle Chief People Officer Sold plan 2,080 $100.13 $208.3k2.1k shares -2%
2023-06-05 Walters Sean Michael Chief Revenue Officer Sold plan 1,111 $110.29 $122.5k1.1k shares -1%
2023-06-02 De Madre Armelle Chief People Officer Sold plan 23,911 $100.06 $2.4m23.9k shares -19%
2023-06-02 Pomel Olivier Chief Executive Officer, director Sold 18,652 $100.33 $1.9m18.7k shares -5%
2023-06-02 OBSTLER DAVID M Chief Financial Officer Sold 14,561 $100.33 $1.5m14.6k shares -5%
2023-06-02 Le-Quoc Alexis Chief Technology Officer, director Sold plan 13,741 $100.33 $1.4m13.7k shares -5%
2023-06-02 Agarwal Amit President Sold 11,003 $100.33 $1.1m11.0k shares -4%
2023-06-02 Blitzer Adam Chief Operating Officer Sold 8,428 $100.33 $845.6k8.4k shares -4%
2023-06-02 Walters Sean Michael Chief Revenue Officer Sold plan 6,502 $100.33 $652.3k6.5k shares -3%
2023-06-02 Acocella Kerry General Counsel/Corp Secy Sold 1,070 $100.33 $107.4k1.1k shares -2%
2023-06-01 De Madre Armelle Chief People Officer Sold plan 1,875 $93.00 $174.4k1.9k shares -2%
2023-05-17 De Madre Armelle Chief People Officer Sold plan 6,543 $90.00 $588.9k6.5k shares -6%
2023-05-11 Le-Quoc Alexis Chief Technology Officer, director Sold plan 71,364 $86.25 $6.2m71.4k shares -20%
2023-05-09 Acocella Kerry General Counsel/Corp Secy Sold 1,349 $80.47 $108.6k1.3k shares -2%
2023-05-08 Agarwal Amit President Sold 151,900 $77.73 $11.8m151.9k shares -35%
2023-05-08 Pomel Olivier Chief Executive Officer, director Sold plan 85,637 $77.10 $6.6m85.6k shares -19%
2023-04-10 Pomel Olivier Chief Executive Officer, director Sold plan 85,637 $65.30 $5.6m85.6k shares -24%
2023-04-04 Le-Quoc Alexis President & CTO, director Sold plan 71,364 $69.78 $5.0m71.4k shares -26%

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.06% of their portfolio Valley Forge, PA 25,333,13325.3m $2.5bn $2.5bn 0.06% Added +477.9k +477,915
2 BlackRock Inc. 0.04% of their portfolio New York, NY 15,642,08415.6m $1.5bn $1.5bn 0.04% Added +391.1k +391,065
3 BAILLIE GIFFORD & CO 0.87% of their portfolio EDINBURGH, X0 10,391,63710.4m $1.0bn $1.0bn 0.87% Added +4.3m +4,296,835
4 ICONIQ Capital, LLC 12.90% of their portfolio SAN FRANCISCO, CA 7,816,9027.8m $769.0m $769.0m 12.90% Reduced -5.4m -5,358,863
5 WCM INVESTMENT MANAGEMENT, LLC 1.82% of their portfolio LAGUNA BEACH, CA 6,204,1736.2m $610.4m $610.4m 1.82% Added +1.4m +1,446,993
6 PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio BALTIMORE, MD 6,077,4636.1m $597.9m $597.9m 0.08% Reduced -1.1m -1,103,975
7 VOYA INVESTMENT MANAGEMENT LLC 0.57% of their portfolio ATLANTA, GA 5,618,3085.6m $552.7m $552.7m 0.57% Added +248.0k +248,016
8 STATE STREET CORP 0.03% of their portfolio BOSTON, MA 5,353,1785.4m $526.6m $526.6m 0.03% Added +42.5k +42,520
9 SANDS CAPITAL MANAGEMENT, LLC 1.39% of their portfolio ARLINGTON, VA 4,554,5894.6m $448.1m $448.1m 1.39% Added +505.2k +505,196
10 PUBLIC INVESTMENT FUND 1.14% of their portfolio AL AQIQ DISTRICT, RIYADH, T0 4,498,8454.5m $442.6m $442.6m 1.14% Unchanged
11 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 4,242,1624.2m $417.3m $417.3m 0.04% Reduced -2.5m -2,524,242
12 FMR LLC 0.03% of their portfolio BOSTON, MA 4,176,8474.2m $410.9m $410.9m 0.03% Reduced -2.3m -2,325,501
13 GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio BOSTON, MA 3,784,7143.8m $371.7m $371.7m 0.04% Added +173.7k +173,742
14 Dragoneer Investment Group, LLC 7.30% of their portfolio SAN FRANCISCO, CA 3,594,9053.6m $353.7m $353.7m 7.30% Reduced -534.7k -534,667
15 BROWN CAPITAL MANAGEMENT LLC 4.78% of their portfolio BALTIMORE, MD 3,428,1443.4m $337.3m $337.3m 4.78% Reduced -176.7k -176,689
16 AMERICAN CENTURY COMPANIES INC 0.25% of their portfolio KANSAS CITY, MO 3,417,3773.4m $336.2m $336.2m 0.25% Added +1.1m +1,114,937
17 GOLDMAN SACHS GROUP INC 0.08% of their portfolio NEW YORK, NY 3,231,8143.2m $317.9m $317.9m 0.08% Reduced -244.9k -244,917
18 NORGES BANK 0.06% of their portfolio OSLO, Q8 2,862,0572.9m $281.6m $281.6m 0.06% Added +62.2k +62,198
19 FRANKLIN RESOURCES INC 0.13% of their portfolio San Mateo, CA 2,827,0312.8m $278.1m $278.1m 0.13% Reduced -118.8k -118,825
20 1832 Asset Management L.P. 0.48% of their portfolio TORONTO, A6 2,507,4002.5m $246.7m $246.7m 0.48% Added +1.6m +1,565,400
21 SC US (TTGP), LTD. 2.21% of their portfolio Menlo Park, CA 2,389,4072.4m $235.1m $235.1m 2.21% Unchanged
22 WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio Boston, MA 2,352,4392.4m $231.4m $231.4m 0.04% Added +497.8k +497,783
23 SRS Investment Management, LLC 2.66% of their portfolio New York, NY 2,351,7482.4m $231.4m $231.4m 2.66% Added +1.0m +1,044,105
24 Capital Research Global Investors 0.06% of their portfolio Los Angeles, CA 2,281,4482.3m $224.4m $224.4m 0.06% Added +1.0k +1,024
25 FIRST TRUST ADVISORS LP 0.25% of their portfolio Wheaton, IL 2,266,1002.3m $222.9m $222.9m 0.25% Reduced -9.4k -9,374
26 Invesco Ltd. 0.06% of their portfolio ATLANTA, GA 2,173,7582.2m $213.9m $213.9m 0.06% Added +1.2m +1,207,463
27 DEUTSCHE BANK AG\ 0.11% of their portfolio FRANKFURT AM MAIN, 2M 2,124,4112.1m $209.0m $209.0m 0.11% Added +458.2k +458,229
28 Artisan Partners Limited Partnership 0.33% of their portfolio Milwaukee, WI 2,085,8372.1m $205.2m $205.2m 0.33% Added +426.0k +425,985
29 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,924,2031.9m $189.3m $189.3m 0.02% Added +223.1k +223,091
30 Amundi 0.09% of their portfolio Paris, I0 1,833,9811.8m $180.3m $180.3m 0.09% Reduced -363.5k -363,504
31 Nuveen Asset Management, LLC 0.06% of their portfolio CHICAGO, IL 1,771,3131.8m $174.3m $174.3m 0.06% Added +1.0m +1,042,843
32 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 1,664,3431.7m $163.7m $163.7m 0.02% Added +522.5k +522,476
33 Trivest Advisors Ltd 5.45% of their portfolio Hong Kong, K3 1,607,0001.6m $158.1m $158.1m 5.45% Added +1.1m +1,130,000
34 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 1,556,9581.6m $153.2m $153.2m 0.03% Reduced -13.8k -13,795
35 Legal & General Group Plc 0.05% of their portfolio London, X0 1,476,8561.5m $145.3m $145.3m 0.05% Added +112.4k +112,442
36 MILLENNIUM MANAGEMENT LLC 0.15% of their portfolio NEW YORK, NY 1,476,1881.5m $145.2m $145.2m 0.15% Added +692.9k +692,853
37 Durable Capital Partners LP 1.27% of their portfolio Bethesda, MD 1,474,4741.5m $145.1m $145.1m 1.27% Added +657.4k +657,430
38 Strategy Capital LLC 18.89% of their portfolio LOS ALTOS, CA 1,388,9431.4m $136.6m $136.6m 18.89% Added +84.6k +84,633
39 RENAISSANCE TECHNOLOGIES LLC 0.19% of their portfolio NEW YORK, NY 1,373,2921.4m $135.1m $135.1m 0.19% Reduced -1.4m -1,388,208
40 Ashe Capital Management, LP 10.45% of their portfolio Englewood Cliffs, NJ 1,355,2791.4m $133.3m $133.3m 10.45% Unchanged
41 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 1,344,7861.3m $132.3m $132.3m 0.03% Reduced -245.8k -245,802
42 Balyasny Asset Management L.P. 0.36% of their portfolio Chicago, IL 1,328,8771.3m $130.7m $130.7m 0.36% Added +1.3m +1,296,214
43 CITADEL ADVISORS LLC 0.14% of their portfolio MIAMI, FL 1,251,2511.3m $123.1m $123.1m 0.14% Reduced -37.4k -37,355
44 Whale Rock Capital Management LLC 1.92% of their portfolio Boston, MA 1,131,9991.1m $111.4m $111.4m 1.92% Added +876.7k +876,672
45 CANADA PENSION PLAN INVESTMENT BOARD 0.17% of their portfolio TORONTO ONTARIO, A6 1,124,0901.1m $110.6m $110.6m 0.17% Reduced -3 -3
46 CIBC Private Wealth Group LLC 0.12% of their portfolio ATLANTA, GA 1,074,6201.1m $105.7m $105.7m 0.12% Added +399.4k +399,448
47 FRED ALGER MANAGEMENT, LLC 0.53% of their portfolio NEW YORK, NY 1,053,8781.1m $103.7m $103.7m 0.53% Reduced -855.7k -855,747
48 Jasper Ridge Partners, L.P. 5.11% of their portfolio MENLO PARK, CA 1,032,2471.0m $101.6m $101.6m 5.11% Reduced -342.3k -342,298
49 TWO SIGMA INVESTMENTS, LP 0.26% of their portfolio NEW YORK, NY 990,574990.6k $97.5m $97.5m 0.26% Reduced -158.8k -158,814
50 TIGER GLOBAL MANAGEMENT LLC 0.81% of their portfolio New York, NY 979,400979.4k $96.4m $96.4m 0.81% Reduced -1.7m -1,662,879
51 Meritech Capital Associates V L.L.C. 22.11% of their portfolio PALO ALTO, CA 938,437938.4k $92.3m $92.3m 22.11% Unchanged
52 Holocene Advisors, LP 0.39% of their portfolio New York, NY 908,805908.8k $89.4m $89.4m 0.39% Reduced -1.6m -1,606,449
53 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio NEW YORK, NY 908,453908.5k $66.0m $66.0m 0.03% Unchanged
54 PICTET ASSET MANAGEMENT SA 0.11% of their portfolio GENEVA 73, V8 907,798907.8k $89.3m $89.3m 0.11% Added +820.0k +819,967
55 Swiss National Bank 0.06% of their portfolio ZURICH, V8 902,700902.7k $88.8m $88.8m 0.06% Reduced -82.5k -82,500
56 SOMA EQUITY PARTNERS LP 4.92% of their portfolio San Francisco, CA 900,000900.0k $88.5m $88.5m 4.92% Reduced -100.0k -100,000
57 VIKING GLOBAL INVESTORS LP 0.35% of their portfolio STAMFORD, CT 879,878879.9k $86.6m $86.6m 0.35% New
58 GILDER GAGNON HOWE & CO LLC 1.17% of their portfolio New York, NY 867,691867.7k $85.4m $85.4m 1.17% Added +830.4k +830,358
59 NEW YORK STATE COMMON RETIREMENT FUND 0.11% of their portfolio ALBANY, NY 854,530854.5k $84.1m $84.1m 0.11% Reduced -4.7k -4,691
60 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 850,540850.5k $83.7m $83.7m 0.02% Added +29.2k +29,181
61 CREDIT SUISSE AG/ 0.08% of their portfolio ZURICH, V8 820,958821.0k $80.8m $80.8m 0.08% Added +235.7k +235,658
62 CITIGROUP INC 0.10% of their portfolio NEW YORK, NY 816,086816.1k $80.3m $80.3m 0.10% Added +127.4k +127,413
63 Spyglass Capital Management LLC 5.31% of their portfolio Greenbrae, CA 746,533746.5k $73.4m $73.4m 5.31% Reduced -63.6k -63,609
64 Employees Provident Fund Board 1.65% of their portfolio SHAH ALAM, N8 706,711706.7k $69.5m $69.5m 1.65% Reduced -66.4k -66,446
65 INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC 21.35% of their portfolio MENLO PARK, CA 702,516702.5k $69.1m $69.1m 21.35% Unchanged
66 BAMCO INC /NY/ 0.18% of their portfolio NEW YORK, NY 677,168677.2k $66.6m $66.6m 0.18% Reduced -105.0k -105,016
67 BARCLAYS PLC 0.04% of their portfolio LONDON, X0 645,821645.8k $63.5m $63.5m 0.04% Reduced -13.0k -12,993
68 Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio CHIYODA-KU, TOKYO, M0 635,960636.0k $62.6m $62.6m 0.05% Reduced -245.8k -245,828
69 MARSHALL WACE, LLP 0.13% of their portfolio LONDON, X0 601,082601.1k $59.1m $59.1m 0.13% Added +245.2k +245,175
70 Mitsubishi UFJ Trust & Banking Corp 0.13% of their portfolio TOKYO, M0 587,901587.9k $57.8m $57.8m 0.13% Added +117.3k +117,284
71 EAGLE ASSET MANAGEMENT INC 0.32% of their portfolio ST PETERSBURG, FL 582,642582.6k $57.3m $57.3m 0.32% Reduced -8.6k -8,622
72 Railway Pension Investments Ltd 0.55% of their portfolio LONDON, X0 563,661563.7k $55.5m $55.5m 0.55% Unchanged
73 TWO SIGMA ADVISERS, LP 0.14% of their portfolio NEW YORK, NY 562,572562.6k $55.3m $55.3m 0.14% Reduced -39.9k -39,900
74 Allspring Global Investments Holdings, LLC 0.09% of their portfolio CHARLOTTE, NC 559,112559.1k $55.0m $55.0m 0.09% Added +237.6k +237,596
75 CADIAN CAPITAL MANAGEMENT, LP 2.53% of their portfolio NEW YORK, NY 545,000545.0k $53.6m $53.6m 2.53% Reduced -130.0k -130,000
76 12 West Capital Management LP 4.23% of their portfolio NEW YORK, NY 501,500501.5k $49.3m $49.3m 4.23% Added +50.0k +50,000
77 EVENTIDE ASSET MANAGEMENT, LLC 0.82% of their portfolio Boston, MA 495,873495.9k $48.8m $48.8m 0.82% Added +641 +641
78 Qube Research & Technologies Ltd 0.19% of their portfolio LONDON, X0 485,294485.3k $47.7m $47.7m 0.19% Reduced -851.9k -851,924
79 Steadview Capital Management LLC 11.66% of their portfolio SAN FRANCISCO, CA 480,840480.8k $47.3m $47.3m 11.66% Added +45.0k +45,008
80 IEQ CAPITAL, LLC 0.93% of their portfolio Foster City, CA 470,244470.2k $46.3m $46.3m 0.93% Added +68.6k +68,561
81 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 459,659459.7k $45.2m $45.2m 0.01% Reduced -222.7k -222,700
82 Capital International Investors 0.01% of their portfolio Los Angeles, CA 448,254448.3k $44.1m $44.1m 0.01% New
83 NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio NEW YORK, NY 447,076447.1k $44.0m $44.0m 0.04% Reduced -660.7k -660,672
84 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 439,322439.3k $43.2m $43.2m 0.04% Reduced -29.8k -29,778
85 Keenan Capital, LLC 7.54% of their portfolio BURLINGAME, CA 427,938427.9k $42.1m $42.1m 7.54% Added +87.0k +87,000
86 Alta Park Capital, LP 4.73% of their portfolio San Francisco, CA 425,819425.8k $41.9m $41.9m 4.73% New
87 CAPITAL FUND MANAGEMENT S.A. 0.64% of their portfolio PARIS, I0 411,904411.9k $40.5m $40.5m 0.64% Reduced -198.4k -198,383
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio WEST SACRAMENTO, CA 410,737410.7k $40.4m $40.4m 0.06% Reduced -5.1k -5,128
89 California Public Employees Retirement System 0.03% of their portfolio Sacramento, CA 397,374397.4k $39.1m $39.1m 0.03% Reduced -99.5k -99,532
90 Nishkama Capital, LLC 6.74% of their portfolio DORADO, PR 372,450372.4k $36.6m $36.6m 6.74% New
91 RHUMBLINE ADVISERS 0.04% of their portfolio BOSTON, MA 371,199371.2k $36.5m $36.5m 0.04% Added +48.5k +48,462
92 Oribel Capital Management, LP 3.40% of their portfolio NEW YORK, NY 369,600369.6k $36.4m $36.4m 3.40% New
93 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio LOS ANGELES, CA 367,442367.4k $36.1m $36.1m 0.10% Reduced -4.0k -3,989
94 National Pension Service 0.06% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 359,777359.8k $34.7m $34.7m 0.06% Reduced -8.1k -8,133
95 Employees Retirement System of Texas 0.48% of their portfolio AUSTIN, TX 357,000357.0k $35.1m $35.1m 0.48% New
96 LA FINANCIERE DE L'ECHIQUIER 1.69% of their portfolio PARIS, I0 344,000344.0k $33.8m $33.8m 1.69% Reduced -19.0k -19,000
97 COUNTRY TRUST BANK 0.91% of their portfolio Bloomington, IL 342,565342.6k $33.7m $33.7m 0.91% Reduced -11.1k -11,078
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio BALA CYNWYD, PA 341,800341.8k $33.6m $33.6m 0.05% Added +15.6k +15,560
99 GLYNN CAPITAL MANAGEMENT LLC 7.14% of their portfolio MENLO PARK, CA 326,805326.8k $32.2m $32.2m 7.14% Reduced -3.9k -3,896
100 Ensign Peak Advisors, Inc 0.06% of their portfolio SALT LAKE CITY, UT 325,072325.1k $32.0m $32.0m 0.06% Added +104.6k +104,607