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 ($23.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.14. Options: 41 managers hold calls ($1.1bn notional), 39 hold puts ($1.1bn).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 663 |
| Q4 2022 | 668 |
| Q1 2023 | 662 |
| Q2 2023 | 719 |
| Q3 2023 | 741 |
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 |
| Q3 2023 | 413 | 300 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $946.9m | $482.5m | 0.51 |
| Q1 2023 | $1.0bn | $520.6m | 0.50 |
| Q2 2023 | $1.1bn | $725.5m | 0.67 |
| Q3 2023 | $1.1bn | $1.1bn | 1.06 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +4.8m |
| MARSHALL WACE, LLP | Added | +2.5m |
| BlackRock Inc. | Added | +2.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +2.1m |
| ALKEON CAPITAL MANAGEMENT LLC | New | +1.4m |
| VANGUARD GROUP INC | Added | +1.2m |
| FMR LLC | Added | +1.1m |
| LORD, ABBETT & CO. LLC | Added | +864.6k |
| Alyeska Investment Group, L.P. | Added | +844.0k |
| FIRST TRUST ADVISORS LP | Added | +665.6k |
Biggest sellers
| ICONIQ Capital, LLC | Reduced | -2.0m |
| Balyasny Asset Management L.P. | Sold out | -1.3m |
| Trivest Advisors Ltd | Reduced | -1.2m |
| CITADEL ADVISORS LLC | Reduced | -1.2m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -938.4k |
| Holocene Advisors, LP | Sold out | -908.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -906.4k |
| SRS Investment Management, LLC | Reduced | -888.2k |
| DEUTSCHE BANK AG\ | Reduced | -843.0k |
| Durable Capital Partners LP | Reduced | -789.8k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $187.5m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $179.6m2.0m shares |
| CITADEL ADVISORS LLC | Reduced | $171.9m1.9m shares |
| UBS Group AG | Added | $93.0m1.0m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $58.8m645.7k shares |
| SIMPLEX TRADING, LLC | Added | $57.8m634.1k shares |
| GOLDMAN SACHS GROUP INC | Added | $38.6m423.6k shares |
| IMC-Chicago, LLC | Added | $36.2m397.4k shares |
| Walleye Trading LLC | Reduced | $35.7m391.6k shares |
| WOLVERINE TRADING, LLC | Added | $31.6m347.3k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $206.8m2.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $200.5m2.2m shares |
| CITADEL ADVISORS LLC | Added | $180.4m2.0m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $70.4m773.4k shares |
| Walleye Trading LLC | Added | $68.6m752.6k shares |
| UBS Group AG | Added | $53.4m586.0k shares |
| Squarepoint Ops LLC | Added | $53.1m582.4k shares |
| Parallax Volatility Advisers, L.P. | Added | $51.6m566.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $41.1m451.4k shares |
| WOLVERINE TRADING, LLC | Added | $32.6m357.4k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 10 | $154.3m | $142.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-28 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $884.6k10.0k shares |
| 2023-09-13 | Pomel Olivier Chief Executive Officer, director | Sold plan | $8.4m85.6k shares |
| 2023-09-13 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $981.6k10.0k shares |
| 2023-09-11 | Ittycheria Dev Director | Sold plan | $6.9m68.8k shares |
| 2023-09-11 | Ittycheria Dev Director | Sold plan | $5.5m55.0k shares |
| 2023-09-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $240.1k2.4k shares |
| 2023-09-06 | Blitzer Adam Chief Operating Officer | Sold plan | $660.4k6.8k shares |
| 2023-09-05 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $8.2m85.1k shares |
| 2023-09-05 | Pomel Olivier Chief Executive Officer, director | Sold | $1.8m18.7k shares |
| 2023-09-05 | OBSTLER DAVID M Chief Financial Officer | Sold | $1.4m14.6k shares |
| 2023-09-05 | Agarwal Amit President | Sold | $1.1m11.0k shares |
| 2023-09-05 | Blitzer Adam Chief Operating Officer | Sold plan | $813.3k8.4k shares |
| 2023-09-05 | Walters Sean Michael Chief Revenue Officer | Sold | $627.6k6.5k shares |
| 2023-09-05 | Ittycheria Dev Director | Sold plan | $596.9k6.2k shares |
| 2023-09-05 | Ittycheria Dev Director | Sold plan | $477.6k5.0k shares |
| 2023-09-05 | De Madre Armelle Chief People Officer | Sold | $387.5k4.0k shares |
| 2023-09-05 | Acocella Kerry General Counsel/Corp Secy | Sold | $134.7k1.4k shares |
| 2023-08-29 | Jacobson Matthew Director · By ICONIQ Strategic Partners IV-B, L.P. | Sold | $1.3m14.0k shares |
| 2023-08-29 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $939.6k10.0k shares |
| 2023-08-29 | Jacobson Matthew Director · By ICONIQ Strategic Partners IV, L.P. | Sold | $790.5k8.4k shares |
| 2023-08-24 | Agarwal Amit President | Sold plan | $10.4m112.5k shares |
| 2023-08-23 | Agarwal Amit President | Sold plan | $10.6m112.0k shares |
| 2023-08-22 | Agarwal Amit President | Sold plan | $10.5m112.0k shares |
| 2023-08-17 | Agarwal Amit President | Sold plan | $11.2m124.0k shares |
| 2023-08-16 | Agarwal Amit President | Sold plan | $11.2m124.0k shares |
| 2023-08-16 | Jacobson Matthew Director · By ICONIQ Strategic Partners II, L.P. | Sold | $993.0k11.0k shares |
| 2023-08-16 | Jacobson Matthew Director · By ICONIQ Strategic Partners II-B, L.P. | Sold | $777.4k8.6k shares |
| 2023-08-15 | Agarwal Amit President | Sold plan | $11.0m124.0k shares |
| 2023-08-15 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $884.5k10.0k shares |
| 2023-08-14 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $6.4m71.4k shares |
The latest 30 of 46 trades.
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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 26.5m $2.4bn | Added +1.2m |
| BlackRock Inc. 0.05% of their portfolio | 17.8m $1.6bn | Added +2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.14% of their portfolio | 10.8m $988.3m | Added +4.8m |
| BAILLIE GIFFORD & CO 0.84% of their portfolio | 10.2m $924.6m | Reduced -240.9k |
| WCM INVESTMENT MANAGEMENT, LLC 1.68% of their portfolio | 6.3m $573.2m | Added +88.1k |
| ICONIQ Capital, LLC 10.43% of their portfolio | 5.8m $530.2m | Reduced -2.0m |
| VOYA INVESTMENT MANAGEMENT LLC 0.57% of their portfolio | 5.7m $514.8m | Added +32.9k |
| STATE STREET CORP 0.03% of their portfolio | 5.6m $513.4m | Added +283.2k |
| FMR LLC 0.04% of their portfolio | 5.3m $482.8m | Added +1.1m |
| PUBLIC INVESTMENT FUND 1.12% of their portfolio | 4.5m $409.8m | Unchanged |
| SANDS CAPITAL MANAGEMENT, LLC 1.36% of their portfolio | 4.4m $401.0m | Reduced -151.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.3m $391.3m | Added +516.2k |
| AMERICAN CENTURY COMPANIES INC 0.26% of their portfolio | 3.7m $337.7m | Added +289.7k |
| MORGAN STANLEY 0.03% of their portfolio | 3.6m $327.1m | Reduced -651.6k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.4m $308.6m | Added +156.0k |
| BROWN CAPITAL MANAGEMENT LLC 4.54% of their portfolio | 3.3m $296.4m | Reduced -174.6k |
| MARSHALL WACE, LLP 0.61% of their portfolio | 3.1m $282.4m | Added +2.5m |
| Dragoneer Investment Group, LLC 6.41% of their portfolio | 3.1m $278.6m | Reduced -536.8k |
| NORGES BANK 0.05% of their portfolio | 3.0m $269.0m | Added +91.4k |
| FIRST TRUST ADVISORS LP 0.32% of their portfolio | 2.9m $267.1m | Added +665.6k |
| FRANKLIN RESOURCES INC 0.12% of their portfolio | 2.6m $236.6m | Reduced -229.2k |
| SC US (TTGP), LTD. 2.01% of their portfolio | 2.4m $217.7m | Unchanged |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.3m $213.5m | Added +419.9k |
| Artisan Partners Limited Partnership 0.36% of their portfolio | 2.3m $212.3m | Added +244.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.3m $208.1m | Reduced -67.6k |
| Capital Research Global Investors 0.06% of their portfolio | 2.3m $208.0m | Added +1.6k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.2m $201.3m | Added +546.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 2.1m $189.7m | New |
| Invesco Ltd. 0.05% of their portfolio | 2.1m $187.2m | Reduced -118.8k |
| 1832 Asset Management L.P. 0.34% of their portfolio | 1.8m $161.4m | Reduced -735.9k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.7m $159.0m | Reduced -25.5k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.7m $153.8m | Added +131.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 1.5m $139.6m | Added +624.2k |
| SRS Investment Management, LLC 1.92% of their portfolio | 1.5m $133.3m | Reduced -888.2k |
| Legal & General Group Plc 0.05% of their portfolio | 1.4m $132.0m | Reduced -27.3k |
| ALKEON CAPITAL MANAGEMENT LLC 0.81% of their portfolio | 1.4m $127.5m | New |
| Whale Rock Capital Management LLC 2.57% of their portfolio | 1.4m $127.3m | Added +266.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $125.6m | Added +33.7k |
| Ashe Capital Management, LP 10.25% of their portfolio | 1.4m $123.5m | Unchanged |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 1.3m $116.7m | Reduced -843.0k |
| Strategy Capital LLC 15.14% of their portfolio | 1.2m $108.5m | Reduced -197.6k |
| Amundi 0.05% of their portfolio | 1.2m $104.0m | Reduced -652.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.18% of their portfolio | 1.1m $103.3m | Reduced -239.7k |
| Alyeska Investment Group, L.P. 0.70% of their portfolio | 1.1m $102.0m | Added +844.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.15% of their portfolio | 1.1m $101.1m | Reduced -13.9k |
| EAGLE ASSET MANAGEMENT INC 0.58% of their portfolio | 1.1m $97.4m | Added +486.6k |
| Jasper Ridge Partners, L.P. 4.41% of their portfolio | 1.0m $94.0m | Unchanged |
| SOMA EQUITY PARTNERS LP 5.47% of their portfolio | 1.0m $91.1m | Added +100.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 999.6k $91.1m | Added +149.1k |
| TIGER GLOBAL MANAGEMENT LLC 0.66% of their portfolio | 979.4k $89.2m | Unchanged |
| LORD, ABBETT & CO. LLC 0.16% of their portfolio | 947.2k $86.3m | Added +864.6k |
| Meritech Capital Associates V L.L.C. 27.19% of their portfolio | 938.4k $85.5m | Unchanged |
| Employees Provident Fund Board 1.86% of their portfolio | 903.3k $82.3m | Added +196.6k |
| Capital International Investors 0.02% of their portfolio | 897.2k $81.7m | Added +448.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.11% of their portfolio | 874.0k $79.6m | Added +19.4k |
| CREDIT SUISSE AG/ 0.08% of their portfolio | 820.9k $74.8m | Reduced -30 |
| Swiss National Bank 0.06% of their portfolio | 810.0k $73.8m | Reduced -92.7k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 799.8k $72.9m | First filing |
| BARCLAYS PLC 0.05% of their portfolio | 780.2k $71.1m | Added +134.4k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.20% of their portfolio | 730.9k $66.6m | Added +235.1k |
| Polar Capital Holdings Plc 0.49% of their portfolio | 723.0k $65.9m | Added +491.7k |
| Ensign Peak Advisors, Inc 0.13% of their portfolio | 689.6k $62.8m | Added +364.5k |
| Durable Capital Partners LP 0.57% of their portfolio | 684.6k $62.4m | Reduced -789.8k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 676.0k $61.6m | Added +216.3k |
| Allspring Global Investments Holdings, LLC 0.11% of their portfolio | 674.3k $61.4m | Added +115.2k |
| FRED ALGER MANAGEMENT, LLC 0.35% of their portfolio | 669.8k $61.0m | Reduced -384.0k |
| VIKING GLOBAL INVESTORS LP 0.25% of their portfolio | 668.5k $60.9m | Reduced -211.4k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 652.4k $59.4m | Added +205.4k |
| Assenagon Asset Management S.A. 0.21% of their portfolio | 646.9k $58.9m | Added +394.7k |
| Spyglass Capital Management LLC 4.52% of their portfolio | 633.9k $57.7m | Reduced -112.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 630.8k $57.5m | Reduced -5.1k |
| CIBC Private Wealth Group LLC 0.13% of their portfolio | 597.7k $54.4m | Reduced -477.0k |
| BAMCO INC /NY/ 0.15% of their portfolio | 572.9k $52.2m | Reduced -104.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.13% of their portfolio | 569.9k $51.9m | Reduced -18.0k |
| Railway Pension Investments Ltd 0.56% of their portfolio | 563.7k $51.3m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 537.8k $49.0m | Reduced -938.4k |
| Anatole Investment Management Ltd 8.01% of their portfolio | 520.6k $47.4m | New |
| 12 West Capital Management LP 4.14% of their portfolio | 501.5k $45.7m | Unchanged |
| CADIAN CAPITAL MANAGEMENT, LP 1.82% of their portfolio | 497.0k $45.3m | Reduced -48.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.31% of their portfolio | 493.3k $44.9m | New |
| Employees Retirement System of Texas 0.62% of their portfolio | 459.0k $41.8m | Added +102.0k |
| CITIGROUP INC 0.06% of their portfolio | 429.4k $39.1m | Reduced -386.7k |
| Keenan Capital, LLC 6.88% of their portfolio | 427.9k $39.0m | Unchanged |
| IEQ CAPITAL, LLC 0.79% of their portfolio | 427.9k $39.0m | Reduced -42.4k |
| Squarepoint Ops LLC 0.19% of their portfolio | 424.8k $38.7m | Added +352.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 413.4k $37.7m | Added +71.6k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 409.3k $37.3m | Reduced -30.1k |
| California Public Employees Retirement System 0.03% of their portfolio | 405.3k $36.9m | Added +7.9k |
| TD Asset Management Inc 0.04% of their portfolio | 403.6k $36.8m | Added +118.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 389.3k $35.5m | Reduced -21.5k |
| Trivest Advisors Ltd 2.51% of their portfolio | 374.0k $34.1m | Reduced -1.2m |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 371.0k $33.8m | Added +51.3k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 368.2k $33.5m | Reduced -3.0k |
| National Pension Service 0.05% of their portfolio | 359.2k $31.1m | Reduced -624 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 357.4k $32.6m | Reduced -10.0k |
| Rokos Capital Management LLP 1.16% of their portfolio | 344.3k $31.8m | Added +284.8k |
| LA FINANCIERE DE L'ECHIQUIER 1.62% of their portfolio | 344.0k $31.3m | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio | 341.5k $31.1m | Added +68.7k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 334.4k $30.5m | Added +18.5k |
| COUNTRY TRUST BANK 0.88% of their portfolio | 329.4k $30.0m | Reduced -13.2k |