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 ≈ $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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 663 |
| Q4 2022 | 668 |
| Q1 2023 | 662 |
| Q2 2023 | 719 |
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 |
| Q2 2023 | 381 | 313 |
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 |
| Q2 2023 | $1.1bn | $725.5m | 0.67 |
Biggest buyers
| BAILLIE GIFFORD & CO | Added | +4.3m |
| 1832 Asset Management L.P. | Added | +1.6m |
| WCM INVESTMENT MANAGEMENT, LLC | Added | +1.4m |
| Balyasny Asset Management L.P. | Added | +1.3m |
| Invesco Ltd. | Added | +1.2m |
| Trivest Advisors Ltd | Added | +1.1m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.1m |
| SRS Investment Management, LLC | Added | +1.0m |
| Nuveen Asset Management, LLC | Added | +1.0m |
| VIKING GLOBAL INVESTORS LP | New | +879.9k |
Biggest sellers
| ICONIQ Capital, LLC | Reduced | -5.4m |
| MORGAN STANLEY | Reduced | -2.5m |
| FMR LLC | Reduced | -2.3m |
| TIGER GLOBAL MANAGEMENT LLC | Reduced | -1.7m |
| Holocene Advisors, LP | Reduced | -1.6m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.4m |
| Atreides Management, LP | Sold out | -1.3m |
| D1 Capital Partners L.P. | Reduced | -1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.1m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -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.
| 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 10 | $78.2m | $54.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-28 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $2.5m25.3k shares |
| 2023-06-14 | Pomel Olivier Chief Executive Officer, director | Sold plan | $8.3m85.6k shares |
| 2023-06-14 | Jacobson Matthew Director | Sold | $3.9m40.8k shares |
| 2023-06-14 | Jacobson Matthew Director · By ICONIQ Strategic Partners II-B, L.P. | Sold | $1.4m14.4k shares |
| 2023-06-14 | Jacobson Matthew Director | Sold | $1.1m11.2k shares |
| 2023-06-13 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $467.5k4.7k shares |
| 2023-06-12 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $6.7m70.0k shares |
| 2023-06-07 | COLE TITILOPE Director | Sold | $345.4k3.6k shares |
| 2023-06-06 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $7.3m71.4k shares |
| 2023-06-05 | De Madre Armelle Chief People Officer | Sold plan | $208.3k2.1k shares |
| 2023-06-05 | Walters Sean Michael Chief Revenue Officer | Sold plan | $122.5k1.1k shares |
| 2023-06-02 | De Madre Armelle Chief People Officer | Sold plan | $2.4m23.9k shares |
| 2023-06-02 | Pomel Olivier Chief Executive Officer, director | Sold | $1.9m18.7k shares |
| 2023-06-02 | OBSTLER DAVID M Chief Financial Officer | Sold | $1.5m14.6k shares |
| 2023-06-02 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $1.4m13.7k shares |
| 2023-06-02 | Agarwal Amit President | Sold | $1.1m11.0k shares |
| 2023-06-02 | Blitzer Adam Chief Operating Officer | Sold | $845.6k8.4k shares |
| 2023-06-02 | Walters Sean Michael Chief Revenue Officer | Sold plan | $652.3k6.5k shares |
| 2023-06-02 | Acocella Kerry General Counsel/Corp Secy | Sold | $107.4k1.1k shares |
| 2023-06-01 | De Madre Armelle Chief People Officer | Sold plan | $174.4k1.9k shares |
| 2023-05-17 | De Madre Armelle Chief People Officer | Sold plan | $588.9k6.5k shares |
| 2023-05-11 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $6.2m71.4k shares |
| 2023-05-09 | Acocella Kerry General Counsel/Corp Secy | Sold | $108.6k1.3k shares |
| 2023-05-08 | Agarwal Amit President | Sold | $11.8m151.9k shares |
| 2023-05-08 | Pomel Olivier Chief Executive Officer, director | Sold plan | $6.6m85.6k shares |
| 2023-04-10 | Pomel Olivier Chief Executive Officer, director | Sold plan | $5.6m85.6k shares |
| 2023-04-04 | Le-Quoc Alexis President & CTO, director | Sold plan | $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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 25.3m $2.5bn | Added +477.9k |
| BlackRock Inc. 0.04% of their portfolio | 15.6m $1.5bn | Added +391.1k |
| BAILLIE GIFFORD & CO 0.87% of their portfolio | 10.4m $1.0bn | Added +4.3m |
| ICONIQ Capital, LLC 12.90% of their portfolio | 7.8m $769.0m | Reduced -5.4m |
| WCM INVESTMENT MANAGEMENT, LLC 1.82% of their portfolio | 6.2m $610.4m | Added +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 6.1m $597.9m | Reduced -1.1m |
| VOYA INVESTMENT MANAGEMENT LLC 0.57% of their portfolio | 5.6m $552.7m | Added +248.0k |
| STATE STREET CORP 0.03% of their portfolio | 5.4m $526.6m | Added +42.5k |
| SANDS CAPITAL MANAGEMENT, LLC 1.39% of their portfolio | 4.6m $448.1m | Added +505.2k |
| PUBLIC INVESTMENT FUND 1.14% of their portfolio | 4.5m $442.6m | Unchanged |
| MORGAN STANLEY 0.04% of their portfolio | 4.2m $417.3m | Reduced -2.5m |
| FMR LLC 0.03% of their portfolio | 4.2m $410.9m | Reduced -2.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 3.8m $371.7m | Added +173.7k |
| Dragoneer Investment Group, LLC 7.30% of their portfolio | 3.6m $353.7m | Reduced -534.7k |
| BROWN CAPITAL MANAGEMENT LLC 4.78% of their portfolio | 3.4m $337.3m | Reduced -176.7k |
| AMERICAN CENTURY COMPANIES INC 0.25% of their portfolio | 3.4m $336.2m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.2m $317.9m | Reduced -244.9k |
| NORGES BANK 0.06% of their portfolio | 2.9m $281.6m | Added +62.2k |
| FRANKLIN RESOURCES INC 0.13% of their portfolio | 2.8m $278.1m | Reduced -118.8k |
| 1832 Asset Management L.P. 0.48% of their portfolio | 2.5m $246.7m | Added +1.6m |
| SC US (TTGP), LTD. 2.21% of their portfolio | 2.4m $235.1m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.4m $231.4m | Added +497.8k |
| SRS Investment Management, LLC 2.66% of their portfolio | 2.4m $231.4m | Added +1.0m |
| Capital Research Global Investors 0.06% of their portfolio | 2.3m $224.4m | Added +1.0k |
| FIRST TRUST ADVISORS LP 0.25% of their portfolio | 2.3m $222.9m | Reduced -9.4k |
| Invesco Ltd. 0.06% of their portfolio | 2.2m $213.9m | Added +1.2m |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 2.1m $209.0m | Added +458.2k |
| Artisan Partners Limited Partnership 0.33% of their portfolio | 2.1m $205.2m | Added +426.0k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.9m $189.3m | Added +223.1k |
| Amundi 0.09% of their portfolio | 1.8m $180.3m | Reduced -363.5k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.8m $174.3m | Added +1.0m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.7m $163.7m | Added +522.5k |
| Trivest Advisors Ltd 5.45% of their portfolio | 1.6m $158.1m | Added +1.1m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.6m $153.2m | Reduced -13.8k |
| Legal & General Group Plc 0.05% of their portfolio | 1.5m $145.3m | Added +112.4k |
| MILLENNIUM MANAGEMENT LLC 0.15% of their portfolio | 1.5m $145.2m | Added +692.9k |
| Durable Capital Partners LP 1.27% of their portfolio | 1.5m $145.1m | Added +657.4k |
| Strategy Capital LLC 18.89% of their portfolio | 1.4m $136.6m | Added +84.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.19% of their portfolio | 1.4m $135.1m | Reduced -1.4m |
| Ashe Capital Management, LP 10.45% of their portfolio | 1.4m $133.3m | Unchanged |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.3m $132.3m | Reduced -245.8k |
| Balyasny Asset Management L.P. 0.36% of their portfolio | 1.3m $130.7m | Added +1.3m |
| CITADEL ADVISORS LLC 0.14% of their portfolio | 1.3m $123.1m | Reduced -37.4k |
| Whale Rock Capital Management LLC 1.92% of their portfolio | 1.1m $111.4m | Added +876.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.17% of their portfolio | 1.1m $110.6m | Reduced -3 |
| CIBC Private Wealth Group LLC 0.12% of their portfolio | 1.1m $105.7m | Added +399.4k |
| FRED ALGER MANAGEMENT, LLC 0.53% of their portfolio | 1.1m $103.7m | Reduced -855.7k |
| Jasper Ridge Partners, L.P. 5.11% of their portfolio | 1.0m $101.6m | Reduced -342.3k |
| TWO SIGMA INVESTMENTS, LP 0.26% of their portfolio | 990.6k $97.5m | Reduced -158.8k |
| TIGER GLOBAL MANAGEMENT LLC 0.81% of their portfolio | 979.4k $96.4m | Reduced -1.7m |
| Meritech Capital Associates V L.L.C. 22.11% of their portfolio | 938.4k $92.3m | Unchanged |
| Holocene Advisors, LP 0.39% of their portfolio | 908.8k $89.4m | Reduced -1.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 908.5k $66.0m | Unchanged |
| PICTET ASSET MANAGEMENT SA 0.11% of their portfolio | 907.8k $89.3m | Added +820.0k |
| Swiss National Bank 0.06% of their portfolio | 902.7k $88.8m | Reduced -82.5k |
| SOMA EQUITY PARTNERS LP 4.92% of their portfolio | 900.0k $88.5m | Reduced -100.0k |
| VIKING GLOBAL INVESTORS LP 0.35% of their portfolio | 879.9k $86.6m | New |
| GILDER GAGNON HOWE & CO LLC 1.17% of their portfolio | 867.7k $85.4m | Added +830.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.11% of their portfolio | 854.5k $84.1m | Reduced -4.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 850.5k $83.7m | Added +29.2k |
| CREDIT SUISSE AG/ 0.08% of their portfolio | 821.0k $80.8m | Added +235.7k |
| CITIGROUP INC 0.10% of their portfolio | 816.1k $80.3m | Added +127.4k |
| Spyglass Capital Management LLC 5.31% of their portfolio | 746.5k $73.4m | Reduced -63.6k |
| Employees Provident Fund Board 1.65% of their portfolio | 706.7k $69.5m | Reduced -66.4k |
| INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC 21.35% of their portfolio | 702.5k $69.1m | Unchanged |
| BAMCO INC /NY/ 0.18% of their portfolio | 677.2k $66.6m | Reduced -105.0k |
| BARCLAYS PLC 0.04% of their portfolio | 645.8k $63.5m | Reduced -13.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 636.0k $62.6m | Reduced -245.8k |
| MARSHALL WACE, LLP 0.13% of their portfolio | 601.1k $59.1m | Added +245.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.13% of their portfolio | 587.9k $57.8m | Added +117.3k |
| EAGLE ASSET MANAGEMENT INC 0.32% of their portfolio | 582.6k $57.3m | Reduced -8.6k |
| Railway Pension Investments Ltd 0.55% of their portfolio | 563.7k $55.5m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.14% of their portfolio | 562.6k $55.3m | Reduced -39.9k |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 559.1k $55.0m | Added +237.6k |
| CADIAN CAPITAL MANAGEMENT, LP 2.53% of their portfolio | 545.0k $53.6m | Reduced -130.0k |
| 12 West Capital Management LP 4.23% of their portfolio | 501.5k $49.3m | Added +50.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.82% of their portfolio | 495.9k $48.8m | Added +641 |
| Qube Research & Technologies Ltd 0.19% of their portfolio | 485.3k $47.7m | Reduced -851.9k |
| Steadview Capital Management LLC 11.66% of their portfolio | 480.8k $47.3m | Added +45.0k |
| IEQ CAPITAL, LLC 0.93% of their portfolio | 470.2k $46.3m | Added +68.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 459.7k $45.2m | Reduced -222.7k |
| Capital International Investors 0.01% of their portfolio | 448.3k $44.1m | New |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 447.1k $44.0m | Reduced -660.7k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 439.3k $43.2m | Reduced -29.8k |
| Keenan Capital, LLC 7.54% of their portfolio | 427.9k $42.1m | Added +87.0k |
| Alta Park Capital, LP 4.73% of their portfolio | 425.8k $41.9m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.64% of their portfolio | 411.9k $40.5m | Reduced -198.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 410.7k $40.4m | Reduced -5.1k |
| California Public Employees Retirement System 0.03% of their portfolio | 397.4k $39.1m | Reduced -99.5k |
| Nishkama Capital, LLC 6.74% of their portfolio | 372.4k $36.6m | New |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 371.2k $36.5m | Added +48.5k |
| Oribel Capital Management, LP 3.40% of their portfolio | 369.6k $36.4m | New |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 367.4k $36.1m | Reduced -4.0k |
| National Pension Service 0.06% of their portfolio | 359.8k $34.7m | Reduced -8.1k |
| Employees Retirement System of Texas 0.48% of their portfolio | 357.0k $35.1m | New |
| LA FINANCIERE DE L'ECHIQUIER 1.69% of their portfolio | 344.0k $33.8m | Reduced -19.0k |
| COUNTRY TRUST BANK 0.91% of their portfolio | 342.6k $33.7m | Reduced -11.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 341.8k $33.6m | Added +15.6k |
| GLYNN CAPITAL MANAGEMENT LLC 7.14% of their portfolio | 326.8k $32.2m | Reduced -3.9k |
| Ensign Peak Advisors, Inc 0.06% of their portfolio | 325.1k $32.0m | Added +104.6k |