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 ($96.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $123.45. Options: 48 managers hold calls ($2.0bn notional), 39 hold puts ($1.7bn).
Trends to Q1 2024
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 |
| Q1 2024 | 832 |
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 |
| Q1 2024 | 453 | 349 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.1bn | $725.5m | 0.67 |
| Q3 2023 | $1.1bn | $1.1bn | 1.06 |
| Q4 2023 | $2.0bn | $1.5bn | 0.74 |
| Q1 2024 | $2.0bn | $1.7bn | 0.85 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +2.1m |
| CITADEL ADVISORS LLC | Added | +2.1m |
| MORGAN STANLEY | Added | +1.7m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.5m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.4m |
| FMR LLC | Added | +1.2m |
| JPMORGAN CHASE & CO | Added | +1.1m |
| MARSHALL WACE, LLP | Added | +1.0m |
| Kodai Capital Management LP | New | +939.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +879.7k |
Biggest sellers
| PUBLIC INVESTMENT FUND | Sold out | -4.5m |
| Dragoneer Investment Group, LLC | Reduced | -2.2m |
| Capital Research Global Investors | Reduced | -1.0m |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -898.9k |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -846.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -712.3k |
| ICONIQ Capital, LLC | Reduced | -551.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -512.5k |
| Whale Rock Capital Management LLC | Sold out | -494.6k |
| TWINBEECH CAPITAL LP | Reduced | -492.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $488.0m3.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $377.8m3.1m shares |
| GOLDMAN SACHS GROUP INC | Added | $142.1m1.1m shares |
| Parallax Volatility Advisers, L.P. | Added | $105.8m856.1k shares |
| JANE STREET GROUP, LLC | Reduced | $88.5m716.0k shares |
| Squarepoint Ops LLC | Reduced | $84.3m681.9k shares |
| UBS Group AG | Added | $82.0m663.4k shares |
| Walleye Trading LLC | Reduced | $72.3m584.6k shares |
| IMC-Chicago, LLC | Added | $63.0m510.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $58.0m469.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $283.1m2.3m shares |
| CITADEL ADVISORS LLC | Added | $208.4m1.7m shares |
| JANE STREET GROUP, LLC | Added | $202.5m1.6m shares |
| GOLDMAN SACHS GROUP INC | Added | $114.3m924.5k shares |
| Walleye Trading LLC | Added | $110.2m891.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $96.9m784.3k shares |
| Squarepoint Ops LLC | Added | $78.2m632.3k shares |
| SIMPLEX TRADING, LLC | Added | $66.6m539.1k shares |
| IMC-Chicago, LLC | Reduced | $56.7m458.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $49.3m398.8k 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 2024
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 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 |
| Q1 2024 | 0 | — | 9 | $163.4m | $145.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-21 | OBSTLER DAVID M CHIEF FINANCIAL OFFICER · By Trust | Sold plan | $480.5k3.8k shares |
| 2024-03-21 | OBSTLER DAVID M CHIEF FINANCIAL OFFICER | Sold plan | $467.8k3.7k shares |
| 2024-03-14 | Ittycheria Dev Director | Sold plan | $16.5m135.0k shares |
| 2024-03-14 | Ittycheria Dev Director · By LLC | Sold plan | $6.1m50.0k shares |
| 2024-03-13 | Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER, director | Sold plan | $15.7m127.1k shares |
| 2024-03-13 | OBSTLER DAVID M CHIEF FINANCIAL OFFICER | Sold plan | $1.4m11.3k shares |
| 2024-03-13 | OBSTLER DAVID M CHIEF FINANCIAL OFFICER · By Trust | Sold plan | $1.4m11.2k shares |
| 2024-03-13 | De Madre Armelle CHIEF PEOPLE OFFICER | Sold plan | $534.5k4.3k shares |
| 2024-03-13 | Walters Sean Michael CHIEF REVENUE OFFICER | Sold plan | $529.6k4.2k shares |
| 2024-03-12 | De Madre Armelle CHIEF PEOPLE OFFICER | Sold plan | $520.8k4.3k shares |
| 2024-03-11 | OBSTLER DAVID M CHIEF FINANCIAL OFFICER | Sold plan | $8.5m70.0k shares |
| 2024-03-11 | OBSTLER DAVID M CHIEF FINANCIAL OFFICER · By Trust | Sold plan | $8.5m70.0k shares |
| 2024-03-11 | Walters Sean Michael CHIEF REVENUE OFFICER | Sold plan | $682.9k5.7k shares |
| 2024-03-05 | Pomel Olivier CHIEF EXECUTIVE OFFICER, director | Sold plan | $10.6m85.6k shares |
| 2024-03-05 | Blitzer Adam CHIEF OPERATING OFFICER | Sold plan | $916.0k7.4k shares |
| 2024-03-04 | Pomel Olivier CHIEF EXECUTIVE OFFICER, director | Sold plan | $5.4m42.1k shares |
| 2024-03-04 | Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER, director | Sold | $4.8m37.2k shares |
| 2024-03-04 | Agarwal Amit PRESIDENT | Sold | $4.3m33.3k shares |
| 2024-03-04 | OBSTLER DAVID M CHIEF FINANCIAL OFFICER | Sold | $4.0m31.0k shares |
| 2024-03-04 | Blitzer Adam CHIEF OPERATING OFFICER | Sold plan | $2.7m20.9k shares |
| 2024-03-04 | Walters Sean Michael CHIEF REVENUE OFFICER | Sold | $2.7m20.7k shares |
| 2024-03-04 | De Madre Armelle CHIEF PEOPLE OFFICER | Sold | $1.6m12.7k shares |
| 2024-03-04 | Acocella Kerry GENERAL COUNSEL/CORP SECY | Sold | $840.7k6.5k shares |
| 2024-02-26 | Pomel Olivier CHIEF EXECUTIVE OFFICER, director | Sold plan | $2.5m19.2k shares |
| 2024-02-16 | Agarwal Amit PRESIDENT | Sold | $16.7k128 shares |
| 2024-02-12 | Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER, director | Sold plan | $17.2m127.1k shares |
| 2024-02-06 | Pomel Olivier CHIEF EXECUTIVE OFFICER, director | Sold plan | $17.3m133.3k shares |
| 2024-01-24 | Pomel Olivier CHIEF EXECUTIVE OFFICER, director | Sold plan | $1.3m10.0k shares |
| 2024-01-17 | Walters Sean Michael CHIEF REVENUE OFFICER | Sold plan | $1.3m10.0k shares |
| 2024-01-10 | Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER, director | Sold plan | $15.3m127.1k shares |
The latest 30 of 31 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 27.4m $3.4bn | Added +171.7k |
| BlackRock Inc. 0.06% of their portfolio | 19.3m $2.4bn | Reduced -465 |
| MORGAN STANLEY 0.03% of their portfolio | 9.8m $1.2bn | Added +1.7m |
| BAILLIE GIFFORD & CO 0.93% of their portfolio | 9.6m $1.2bn | Reduced -296.6k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 8.5m $1.1bn | Added +1.1m |
| FMR LLC 0.07% of their portfolio | 8.4m $1.0bn | Added +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 8.2m $1.0bn | Reduced -441.0k |
| STATE STREET CORP 0.03% of their portfolio | 6.2m $760.2m | Added +204.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.73% of their portfolio | 6.0m $740.1m | Added +1.4m |
| WCM INVESTMENT MANAGEMENT, LLC 1.60% of their portfolio | 5.4m $672.9m | Reduced -846.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.8m $586.7m | Added +200.1k |
| ICONIQ Capital, LLC 10.00% of their portfolio | 4.6m $573.8m | Reduced -551.7k |
| SANDS CAPITAL MANAGEMENT, LLC 1.48% of their portfolio | 4.3m $530.7m | Reduced -271.4k |
| AMERICAN CENTURY COMPANIES INC 0.31% of their portfolio | 4.0m $489.6m | Reduced -75.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.13% of their portfolio | 3.6m $446.6m | Added +879.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 3.5m $436.5m | Added +1.5m |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.2m $390.6m | Reduced -712.3k |
| NORGES BANK 0.06% of their portfolio | 3.0m $371.1m | Reduced -169.5k |
| MILLENNIUM MANAGEMENT LLC 0.31% of their portfolio | 3.0m $365.0m | Added +2.1m |
| FIRST TRUST ADVISORS LP 0.34% of their portfolio | 2.7m $332.9m | Added +299.2k |
| CITADEL ADVISORS LLC 0.30% of their portfolio | 2.5m $315.2m | Added +2.1m |
| SC US (TTGP), LTD. 2.18% of their portfolio | 2.4m $295.3m | Unchanged |
| 1832 Asset Management L.P. 0.53% of their portfolio | 2.3m $290.2m | Reduced -271.6k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.3m $286.1m | Reduced -185.1k |
| Invesco Ltd. 0.06% of their portfolio | 2.1m $264.1m | Added +322.0k |
| BROWN CAPITAL MANAGEMENT LLC 4.57% of their portfolio | 2.1m $258.4m | Reduced -420.3k |
| Artisan Partners Limited Partnership 0.34% of their portfolio | 1.9m $235.5m | Reduced -208.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.37% of their portfolio | 1.9m $234.5m | Reduced -193.5k |
| LORD, ABBETT & CO. LLC 0.37% of their portfolio | 1.8m $225.6m | Added +385.5k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.8m $219.5m | Added +224.7k |
| DEUTSCHE BANK AG\ 0.10% of their portfolio | 1.7m $208.2m | Reduced -142.4k |
| MARSHALL WACE, LLP 0.34% of their portfolio | 1.7m $207.9m | Added +1.0m |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.6m $202.9m | Reduced -401.5k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.6m $202.0m | Reduced -11.0k |
| Legal & General Group Plc 0.05% of their portfolio | 1.5m $190.1m | Added +57.7k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.22% of their portfolio | 1.5m $189.5m | Added +871.6k |
| SRS Investment Management, LLC 2.53% of their portfolio | 1.5m $183.0m | Added +267.0k |
| Squarepoint Ops LLC 0.71% of their portfolio | 1.4m $173.0m | Added +834.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.3m $162.1m | Reduced -83.4k |
| Amundi 0.07% of their portfolio | 1.3m $160.9m | Added +290.7k |
| Capital Research Global Investors 0.04% of their portfolio | 1.3m $155.5m | Reduced -1.0m |
| Ashe Capital Management, LP 12.08% of their portfolio | 1.2m $148.0m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.2m $145.9m | Reduced -322.7k |
| Ensign Peak Advisors, Inc 0.26% of their portfolio | 1.2m $144.4m | Added +35.9k |
| BARCLAYS PLC 0.06% of their portfolio | 1.1m $141.7m | Added +310.1k |
| Strategy Capital LLC 14.29% of their portfolio | 1.1m $140.7m | Added +22.9k |
| Point72 Asset Management, L.P. 0.41% of their portfolio | 1.1m $139.8m | Added +873.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.1m $133.0m | Added +27.3k |
| TWO SIGMA INVESTMENTS, LP 0.32% of their portfolio | 1.0m $129.4m | Added +93.4k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.97% of their portfolio | 1.0m $125.7m | Added +219.1k |
| Durable Capital Partners LP 0.95% of their portfolio | 997.1k $123.2m | Added +454.4k |
| TIGER GLOBAL MANAGEMENT LLC 0.66% of their portfolio | 979.4k $121.1m | Unchanged |
| Employees Provident Fund Board 2.05% of their portfolio | 946.3k $117.0m | Reduced -173.8k |
| Kodai Capital Management LP 2.71% of their portfolio | 939.0k $116.1m | New |
| Meritech Capital Associates V L.L.C. 38.78% of their portfolio | 938.4k $116.0m | Unchanged |
| Capital International Investors 0.02% of their portfolio | 898.1k $111.0m | Added +879 |
| Allspring Global Investments Holdings, LLC 0.17% of their portfolio | 895.2k $110.6m | Added +288.3k |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 892.8k $110.4m | Added +414.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 821.0k $101.5m | Added +184.2k |
| Swiss National Bank 0.07% of their portfolio | 818.0k $101.1m | Added +23.1k |
| Jasper Ridge Partners, L.P. 3.07% of their portfolio | 788.9k $97.5m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.13% of their portfolio | 776.2k $95.9m | Reduced -54.0k |
| UBS Group AG 0.03% of their portfolio | 755.6k $93.4m | Added +403.4k |
| CREDIT SUISSE AG/ 0.09% of their portfolio | 741.0k $91.6m | Added +55.8k |
| Anomaly Capital Management, LP 3.12% of their portfolio | 714.5k $88.3m | Added +475.2k |
| Qube Research & Technologies Ltd 0.16% of their portfolio | 696.7k $86.1m | Added +205.7k |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 674.1k $83.3m | Reduced -3.9k |
| TWO SIGMA ADVISERS, LP 0.19% of their portfolio | 651.3k $80.5m | Added +11.6k |
| Holocene Advisors, LP 0.29% of their portfolio | 643.6k $79.5m | Reduced -294.4k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 643.0k $79.5m | Added +80.2k |
| Polar Capital Holdings Plc 0.41% of their portfolio | 633.6k $78.3m | Reduced -8.8k |
| Balyasny Asset Management L.P. 0.20% of their portfolio | 630.5k $77.9m | Added +141.8k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 592.3k $73.2m | Added +39.7k |
| SOMA EQUITY PARTNERS LP 4.13% of their portfolio | 570.7k $70.5m | Reduced -30.1k |
| EAGLE ASSET MANAGEMENT INC 0.36% of their portfolio | 568.3k $70.0m | Reduced -186.8k |
| Railway Pension Investments Ltd 0.68% of their portfolio | 563.7k $69.7m | Unchanged |
| Woodline Partners LP 0.63% of their portfolio | 555.3k $68.6m | Added +503.6k |
| CIBC Private Wealth Group LLC 0.13% of their portfolio | 540.5k $66.6m | Reduced -61.1k |
| BAMCO INC /NY/ 0.18% of their portfolio | 538.5k $66.6m | Added +19.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.32% of their portfolio | 499.6k $61.7m | Reduced -11.5k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 491.7k $60.8m | Added +87.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.14% of their portfolio | 490.8k $60.7m | Reduced -45.6k |
| California Public Employees Retirement System 0.04% of their portfolio | 487.7k $60.3m | Reduced -573 |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 480.4k $59.4m | Added +287.0k |
| Employees Retirement System of Texas 0.65% of their portfolio | 478.3k $59.1m | Added +10.0k |
| JENNISON ASSOCIATES LLC 0.03% of their portfolio | 421.7k $52.1m | Added +96.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 419.6k $51.9m | Added +22.9k |
| Atreides Management, LP 1.55% of their portfolio | 417.8k $51.6m | New |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 413.3k $51.1m | Added +211.6k |
| Assenagon Asset Management S.A. 0.13% of their portfolio | 406.2k $50.2m | Added +284.4k |
| IEQ CAPITAL, LLC 0.71% of their portfolio | 397.4k $49.1m | Added +823 |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 395.5k $48.9m | Added +105.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 382.4k $47.3m | Added +8.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 379.9k $47.0m | Reduced -63.6k |
| DekaBank Deutsche Girozentrale 0.09% of their portfolio | 375.0k $46.4m | Added +285.1k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 373.0k $46.1m | Added +4.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 351.7k $43.5m | Reduced -11.4k |
| National Pension Service 0.05% of their portfolio | 343.5k $42.5m | Reduced -15.7k |
| LA FINANCIERE DE L'ECHIQUIER 1.78% of their portfolio | 334.5k $41.3m | Reduced -19.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 329.6k $40.7m | Reduced -40.4k |