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 ($114.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $121.34. Options: 46 managers hold calls ($2.0bn notional), 43 hold puts ($1.5bn).
Trends to Q4 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 |
| Q4 2023 | 812 |
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 |
| Q4 2023 | 395 | 379 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $1.0bn | $520.6m | 0.50 |
| Q2 2023 | $1.1bn | $725.5m | 0.67 |
| Q3 2023 | $1.1bn | $1.1bn | 1.06 |
| Q4 2023 | $2.0bn | $1.5bn | 0.74 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +5.1m |
| MORGAN STANLEY | Added | +4.6m |
| FMR LLC | Added | +1.9m |
| BlackRock Inc. | Added | +1.5m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +957.4k |
| Holocene Advisors, LP | New | +938.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +869.4k |
| 1832 Asset Management L.P. | Added | +848.0k |
| VANGUARD GROUP INC | Added | +734.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +698.3k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -2.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.2m |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | -1.1m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.1m |
| Alyeska Investment Group, L.P. | Reduced | -1.0m |
| Whale Rock Capital Management LLC | Reduced | -903.4k |
| BROWN CAPITAL MANAGEMENT LLC | Reduced | -742.9k |
| VIKING GLOBAL INVESTORS LP | Sold out | -668.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -658.8k |
| Spyglass Capital Management LLC | Sold out | -633.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $434.4m3.6m shares |
| CITADEL ADVISORS LLC | Added | $427.0m3.5m shares |
| JANE STREET GROUP, LLC | Added | $294.3m2.4m shares |
| Squarepoint Ops LLC | Added | $122.9m1.0m shares |
| Walleye Trading LLC | Added | $81.3m670.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $77.3m636.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $73.0m601.2k shares |
| IMC-Chicago, LLC | Added | $60.8m500.6k shares |
| Optiver Holding B.V. | Added | $42.3m348.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $39.8m328.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $253.9m2.1m shares |
| JANE STREET GROUP, LLC | Reduced | $191.9m1.6m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $165.9m1.4m shares |
| CITADEL ADVISORS LLC | Reduced | $124.4m1.0m shares |
| Walleye Trading LLC | Added | $96.2m792.7k shares |
| Squarepoint Ops LLC | Added | $76.3m628.3k shares |
| BARCLAYS PLC | New | $66.5m548.1k shares |
| GOLDMAN SACHS GROUP INC | Added | $60.0m494.3k shares |
| IMC-Chicago, LLC | Added | $59.7m491.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $53.7m442.2k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2023 | 0 | — | 8 | $82.5m | $76.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-18 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $15.7m127.1k shares |
| 2023-12-12 | Acocella Kerry General Counsel/Corp Secy | Sold plan | $2.0m17.5k shares |
| 2023-12-12 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $1.1m10.0k shares |
| 2023-12-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $1.5m13.3k shares |
| 2023-12-06 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $14.7m127.1k shares |
| 2023-12-05 | Blitzer Adam Chief Operating Officer | Sold plan | $796.9k6.8k shares |
| 2023-12-04 | Pomel Olivier Chief Executive Officer, director | Sold plan | $12.2m104.3k shares |
| 2023-12-04 | OBSTLER DAVID M Chief Financial Officer | Sold | $1.7m14.6k shares |
| 2023-12-04 | Le-Quoc Alexis Chief Technology Officer, director | Sold | $1.6m13.8k shares |
| 2023-12-04 | Agarwal Amit President | Sold | $1.3m11.0k shares |
| 2023-12-04 | Blitzer Adam Chief Operating Officer | Sold plan | $991.1k8.5k shares |
| 2023-12-04 | Walters Sean Michael Chief Revenue Officer | Sold | $761.7k6.5k shares |
| 2023-12-04 | De Madre Armelle Chief People Officer | Sold | $470.2k4.0k shares |
| 2023-12-04 | Acocella Kerry General Counsel/Corp Secy | Sold | $171.2k1.5k shares |
| 2023-11-29 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $1.2m10.0k shares |
| 2023-11-15 | Pomel Olivier Chief Executive Officer, director | Sold plan | $9.4m85.6k shares |
| 2023-11-14 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $1.1m10.0k shares |
| 2023-10-26 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $814.1k10.0k shares |
| 2023-10-11 | Pomel Olivier Chief Executive Officer, director | Sold plan | $7.7m85.6k shares |
| 2023-10-11 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $901.1k10.0k shares |
| 2023-10-03 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $6.3m71.4k 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 27.3m $3.3bn | Added +734.5k |
| BlackRock Inc. 0.06% of their portfolio | 19.3m $2.3bn | Added +1.5m |
| BAILLIE GIFFORD & CO 0.95% of their portfolio | 9.9m $1.2bn | Reduced -230.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.14% of their portfolio | 8.6m $1.0bn | Reduced -2.2m |
| MORGAN STANLEY 0.04% of their portfolio | 8.1m $988.2m | Added +4.6m |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 7.4m $899.7m | Added +5.1m |
| FMR LLC 0.07% of their portfolio | 7.2m $879.7m | Added +1.9m |
| WCM INVESTMENT MANAGEMENT, LLC 2.14% of their portfolio | 6.3m $775.5m | Reduced -1.5k |
| STATE STREET CORP 0.04% of their portfolio | 5.9m $721.7m | Added +309.6k |
| ICONIQ Capital, LLC 11.77% of their portfolio | 5.2m $630.5m | Reduced -626.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.57% of their portfolio | 4.6m $556.2m | Reduced -1.1m |
| SANDS CAPITAL MANAGEMENT, LLC 1.68% of their portfolio | 4.6m $554.1m | Added +162.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 4.6m $551.9m | Added +252.7k |
| PUBLIC INVESTMENT FUND 1.55% of their portfolio | 4.5m $546.1m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.34% of their portfolio | 4.0m $490.0m | Added +329.8k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 3.9m $470.0m | Added +484.3k |
| NORGES BANK 0.07% of their portfolio | 3.2m $385.0m | Added +218.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.11% of their portfolio | 2.7m $331.8m | Added +651.2k |
| 1832 Asset Management L.P. 0.60% of their portfolio | 2.6m $318.0m | Added +848.0k |
| BROWN CAPITAL MANAGEMENT LLC 4.57% of their portfolio | 2.5m $304.8m | Reduced -742.9k |
| FRANKLIN RESOURCES INC 0.14% of their portfolio | 2.5m $303.4m | Reduced -98.2k |
| Dragoneer Investment Group, LLC 6.48% of their portfolio | 2.5m $298.5m | Reduced -599.3k |
| FIRST TRUST ADVISORS LP 0.32% of their portfolio | 2.4m $290.6m | Reduced -537.6k |
| SC US (TTGP), LTD. 2.39% of their portfolio | 2.4m $290.0m | Unchanged |
| Capital Research Global Investors 0.07% of their portfolio | 2.3m $277.1m | Reduced -367 |
| Artisan Partners Limited Partnership 0.40% of their portfolio | 2.1m $256.5m | Reduced -217.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.39% of their portfolio | 2.1m $253.8m | Added +957.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 2.1m $251.9m | Reduced -209.2k |
| Nuveen Asset Management, LLC 0.08% of their portfolio | 2.0m $248.0m | Added +297.7k |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 1.8m $221.7m | Added +545.3k |
| Invesco Ltd. 0.05% of their portfolio | 1.8m $220.3m | Reduced -240.3k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.6m $199.7m | Reduced -43.1k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.6m $188.3m | Reduced -658.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 1.5m $182.4m | Reduced -29.9k |
| Legal & General Group Plc 0.06% of their portfolio | 1.5m $179.7m | Added +30.7k |
| LORD, ABBETT & CO. LLC 0.31% of their portfolio | 1.4m $174.7m | Added +492.1k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $169.3m | Added +16.4k |
| SRS Investment Management, LLC 1.78% of their portfolio | 1.2m $147.3m | Reduced -250.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.19% of their portfolio | 1.2m $146.8m | Added +99.6k |
| Ashe Capital Management, LP 12.63% of their portfolio | 1.2m $145.3m | Reduced -158.0k |
| Ensign Peak Advisors, Inc 0.27% of their portfolio | 1.1m $137.4m | Added +442.4k |
| Employees Provident Fund Board 2.66% of their portfolio | 1.1m $136.0m | Added +216.8k |
| Strategy Capital LLC 14.72% of their portfolio | 1.1m $135.4m | Reduced -75.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.0m $127.3m | Added +49.1k |
| Amundi 0.05% of their portfolio | 996.2k $120.7m | Reduced -185.1k |
| TIGER GLOBAL MANAGEMENT LLC 0.85% of their portfolio | 979.4k $118.9m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.28% of their portfolio | 953.6k $115.7m | Added +869.4k |
| Meritech Capital Associates V L.L.C. 27.71% of their portfolio | 938.4k $113.9m | Unchanged |
| Holocene Advisors, LP 0.45% of their portfolio | 938.0k $113.9m | New |
| Capital International Investors 0.02% of their portfolio | 897.2k $108.9m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 877.0k $106.5m | Added +339.2k |
| BARCLAYS PLC 0.05% of their portfolio | 836.2k $101.5m | Added +56.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.14% of their portfolio | 830.2k $100.8m | Reduced -43.7k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.58% of their portfolio | 797.5k $96.8m | Added +66.6k |
| Swiss National Bank 0.07% of their portfolio | 794.9k $96.5m | Reduced -15.1k |
| Jasper Ridge Partners, L.P. 3.84% of their portfolio | 788.9k $95.8m | Reduced -243.3k |
| EAGLE ASSET MANAGEMENT INC 0.49% of their portfolio | 755.1k $91.7m | Reduced -314.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.33% of their portfolio | 698.3k $84.8m | New |
| CREDIT SUISSE AG/ 0.08% of their portfolio | 685.2k $83.2m | Reduced -135.7k |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 678.1k $82.3m | Added +409.9k |
| MARSHALL WACE, LLP 0.15% of their portfolio | 664.0k $80.6m | Reduced -2.4m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.11% of their portfolio | 661.6k $80.3m | Added +556.3k |
| Polar Capital Holdings Plc 0.48% of their portfolio | 642.5k $78.0m | Reduced -80.6k |
| TWO SIGMA ADVISERS, LP 0.18% of their portfolio | 639.7k $77.6m | Added +496.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 636.7k $77.3m | Added +5.9k |
| Allspring Global Investments Holdings, LLC 0.12% of their portfolio | 606.9k $73.7m | Reduced -67.3k |
| CIBC Private Wealth Group LLC 0.15% of their portfolio | 601.6k $73.0m | Added +3.9k |
| SOMA EQUITY PARTNERS LP 4.27% of their portfolio | 600.8k $72.9m | Reduced -399.2k |
| Squarepoint Ops LLC 0.28% of their portfolio | 565.7k $68.7m | Added +141.0k |
| Railway Pension Investments Ltd 0.71% of their portfolio | 563.7k $68.4m | Unchanged |
| Pictet Asset Management Holding SA 0.08% of their portfolio | 562.8k $68.3m | Reduced -237.0k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 552.6k $67.1m | Added +438.5k |
| Durable Capital Partners LP 0.52% of their portfolio | 542.7k $65.9m | Reduced -142.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.15% of their portfolio | 536.4k $65.1m | Reduced -33.5k |
| TWINBEECH CAPITAL LP 1.04% of their portfolio | 529.1k $64.2m | New |
| BAMCO INC /NY/ 0.17% of their portfolio | 519.3k $63.0m | Reduced -53.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.36% of their portfolio | 511.0k $62.0m | Added +17.7k |
| CITIGROUP INC 0.08% of their portfolio | 498.2k $60.5m | Added +68.8k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 496.1k $60.2m | Added +424.6k |
| Whale Rock Capital Management LLC 1.07% of their portfolio | 494.6k $60.0m | Reduced -903.4k |
| Qube Research & Technologies Ltd 0.13% of their portfolio | 491.0k $59.6m | New |
| Balyasny Asset Management L.P. 0.16% of their portfolio | 488.7k $59.3m | New |
| California Public Employees Retirement System 0.04% of their portfolio | 488.3k $59.3m | Added +83.0k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 478.2k $58.0m | Reduced -174.2k |
| Employees Retirement System of Texas 0.67% of their portfolio | 468.3k $56.8m | Added +9.3k |
| 12 West Capital Management LP 5.17% of their portfolio | 451.5k $54.8m | Reduced -50.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 443.5k $53.8m | Added +115.7k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 404.1k $49.1m | Added +93.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 396.8k $48.2m | Added +7.5k |
| IEQ CAPITAL, LLC 0.80% of their portfolio | 396.6k $48.1m | Reduced -31.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 394.3k $47.9m | Added +88.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 374.0k $45.4m | Reduced -302.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 370.0k $44.9m | Reduced -1.1k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 368.1k $44.7m | Reduced -117 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 363.0k $44.1m | Added +5.6k |
| Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio | 359.9k $43.7m | Added +18.4k |
| National Pension Service 0.06% of their portfolio | 359.2k $43.6m | Unchanged |
| LA FINANCIERE DE L'ECHIQUIER 1.99% of their portfolio | 354.2k $43.0m | Added +10.2k |
| UBS Group AG 0.02% of their portfolio | 352.2k $42.7m | Added +170.1k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 325.3k $39.5m | Reduced -83.9k |