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 ($101.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $115.21. Options: 51 managers hold calls ($1.8bn notional), 51 hold puts ($1.7bn).
Trends to Q3 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 |
| Q2 2024 | 845 |
| Q3 2024 | 873 |
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 |
| Q2 2024 | 484 | 333 |
| Q3 2024 | 461 | 363 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $2.0bn | $1.5bn | 0.74 |
| Q1 2024 | $2.0bn | $1.7bn | 0.85 |
| Q2 2024 | $2.2bn | $1.7bn | 0.75 |
| Q3 2024 | $1.8bn | $1.7bn | 0.96 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.2m |
| VANGUARD GROUP INC | Added | +1.6m |
| GROUPAMA ASSET MANAGMENT | New | +1.3m |
| Holocene Advisors, LP | Added | +1.1m |
| Qube Research & Technologies Ltd | New | +992.5k |
| MACQUARIE GROUP LTD | Added | +812.4k |
| DNB Asset Management AS | Added | +788.3k |
| FEDERATED HERMES, INC. | Added | +662.3k |
| AMERIPRISE FINANCIAL INC | Added | +517.0k |
| Champlain Investment Partners, LLC | New | +456.8k |
Biggest sellers
| Capital Research Global Investors | Sold out | -2.2m |
| CITADEL ADVISORS LLC | Reduced | -2.2m |
| VIKING GLOBAL INVESTORS LP | Sold out | -1.4m |
| MORGAN STANLEY | Reduced | -1.4m |
| MARSHALL WACE, LLP | Reduced | -1.3m |
| Amundi | Reduced | -1.3m |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -1.0m |
| LORD, ABBETT & CO. LLC | Reduced | -998.5k |
| Durable Capital Partners LP | Sold out | -858.9k |
| EVENTIDE ASSET MANAGEMENT, LLC | Reduced | -545.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $390.2m3.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $330.1m2.9m shares |
| GOLDMAN SACHS GROUP INC | Added | $136.3m1.2m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $110.2m957.4k shares |
| JANE STREET GROUP, LLC | Added | $85.6m744.3k shares |
| Walleye Trading LLC | Reduced | $67.2m584.4k shares |
| IMC-Chicago, LLC | Reduced | $53.8m467.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $50.1m435.1k shares |
| Twin Tree Management, LP | Reduced | $48.4m421.0k shares |
| BARCLAYS PLC | Reduced | $48.3m420.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $249.4m2.2m shares |
| CITADEL ADVISORS LLC | Added | $239.4m2.1m shares |
| BARCLAYS PLC | New | $180.8m1.6m shares |
| JANE STREET GROUP, LLC | Added | $124.7m1.1m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $101.8m884.6k shares |
| GOLDMAN SACHS GROUP INC | Added | $96.0m834.7k shares |
| Walleye Trading LLC | Reduced | $78.4m681.7k shares |
| SIMPLEX TRADING, LLC | Added | $63.4m550.7k shares |
| IMC-Chicago, LLC | Reduced | $54.2m470.8k shares |
| Squarepoint Ops LLC | Added | $51.4m446.6k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 11 | $102.8m | $93.9m |
| Q3 2024 | 0 | — | 8 | $97.7m | $91.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-11 | Jacobson Matthew Director · By ICONIQ Strategic Partners II, L.P. | Sold | $561.0k5.2k shares |
| 2024-09-11 | Jacobson Matthew Director · By ICONIQ Strategic Partners II-B, L.P. | Sold | $439.1k4.1k shares |
| 2024-09-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $336.4k3.1k shares |
| 2024-09-09 | Pomel Olivier Chief Executive Officer, director | Sold plan | $9.2m85.6k shares |
| 2024-09-03 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $15.6m138.6k shares |
| 2024-09-03 | Pomel Olivier Chief Executive Officer, director | Sold | $1.5m13.2k shares |
| 2024-09-03 | Blitzer Adam Chief Operating Officer | Sold | $1.4m12.1k shares |
| 2024-09-03 | Agarwal Amit President | Sold | $1.3m11.5k shares |
| 2024-09-03 | OBSTLER DAVID M Chief Financial Officer | Sold | $1.2m10.9k shares |
| 2024-09-03 | Walters Sean Michael Chief Revenue Officer | Sold | $963.7k8.5k shares |
| 2024-09-03 | Acocella Kerry General Counsel and Secretary | Sold | $364.5k3.2k shares |
| 2024-08-12 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $14.2m127.1k shares |
| 2024-08-05 | Pomel Olivier Chief Executive Officer, director | Sold plan | $8.9m85.6k shares |
| 2024-07-08 | Pomel Olivier Chief Executive Officer, director | Sold plan | $26.3m201.0k shares |
| 2024-07-01 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $16.6m127.1k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 30.1m $3.5bn | Added +1.6m |
| BlackRock, Inc. 0.05% of their portfolio | 20.6m $2.4bn | First filing |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 10.3m $1.2bn | Added +152.1k |
| FMR LLC 0.07% of their portfolio | 9.4m $1.1bn | Added +284.9k |
| BAILLIE GIFFORD & CO 0.81% of their portfolio | 9.4m $1.1bn | Reduced -72.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 7.1m $812.3m | Added +2.2m |
| STATE STREET CORP 0.03% of their portfolio | 6.6m $754.3m | Added +82.1k |
| JENNISON ASSOCIATES LLC 0.45% of their portfolio | 6.3m $721.8m | Added +126.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.65% of their portfolio | 5.5m $631.8m | Added +382.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 5.2m $595.4m | Added +125.5k |
| WCM INVESTMENT MANAGEMENT, LLC 1.13% of their portfolio | 4.4m $498.2m | Reduced -1.0m |
| SANDS CAPITAL MANAGEMENT, LLC 1.49% of their portfolio | 4.3m $491.4m | Added +67.3k |
| AMERICAN CENTURY COMPANIES INC 0.28% of their portfolio | 4.2m $485.0m | Reduced -243.1k |
| ICONIQ Capital, LLC 9.84% of their portfolio | 4.0m $458.0m | Reduced -8.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.13% of their portfolio | 3.9m $443.1m | Reduced -94.1k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 3.6m $414.7m | Added +208.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 3.2m $371.9m | Reduced -88.3k |
| NORGES BANK 0.05% of their portfolio | 3.2m $367.5m | Reduced -6.1k |
| MORGAN STANLEY 0.02% of their portfolio | 2.7m $311.2m | Reduced -1.4m |
| Nuveen Asset Management, LLC 0.08% of their portfolio | 2.5m $293.2m | Added +240.9k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.4m $311.2m | Added +101.9k |
| SC US (TTGP), LTD. 2.01% of their portfolio | 2.4m $274.9m | Unchanged |
| FIRST TRUST ADVISORS LP 0.26% of their portfolio | 2.3m $268.1m | Reduced -204.4k |
| Invesco Ltd. 0.05% of their portfolio | 2.3m $265.8m | Added +173.0k |
| Artisan Partners Limited Partnership 0.38% of their portfolio | 2.2m $256.1m | Added +118.8k |
| DEUTSCHE BANK AG\ 0.10% of their portfolio | 2.1m $240.0m | Added +266.7k |
| 1832 Asset Management L.P. 0.40% of their portfolio | 2.1m $238.3m | Reduced -415.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 2.0m $233.0m | Added +46.7k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.8m $209.7m | Added +157.1k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.7m $199.7m | Reduced -26.7k |
| Legal & General Group Plc 0.05% of their portfolio | 1.7m $196.9m | Added +97.3k |
| BROWN CAPITAL MANAGEMENT LLC 4.09% of their portfolio | 1.7m $189.9m | Reduced -240.0k |
| DNB Asset Management AS 0.85% of their portfolio | 1.6m $188.2m | Added +788.3k |
| Holocene Advisors, LP 0.76% of their portfolio | 1.6m $187.9m | Added +1.1m |
| D. E. Shaw & Co., Inc. 0.24% of their portfolio | 1.6m $184.0m | Added +317.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.27% of their portfolio | 1.6m $182.3m | Reduced -158.3k |
| BARCLAYS PLC 0.08% of their portfolio | 1.5m $171.3m | Added +355.0k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 1.4m $160.6m | Reduced -3.7k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $157.7m | Reduced -6.8k |
| GROUPAMA ASSET MANAGMENT 0.04% of their portfolio | 1.3m $1.4m | New |
| MACQUARIE GROUP LTD 0.16% of their portfolio | 1.3m $147.3m | Added +812.4k |
| Amundi 0.06% of their portfolio | 1.3m $156.8m | Reduced -1.3m |
| Ashe Capital Management, LP 10.97% of their portfolio | 1.2m $137.8m | Unchanged |
| FEDERATED HERMES, INC. 0.30% of their portfolio | 1.2m $136.6m | Added +662.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.2m $135.4m | Added +29.4k |
| NEUBERGER BERMAN GROUP LLC 0.10% of their portfolio | 1.1m $124.1m | Added +99.2k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.1m $121.4m | Added +517.0k |
| Allspring Global Investments Holdings, LLC 0.19% of their portfolio | 1.1m $121.3m | Reduced -14.0k |
| Qube Research & Technologies Ltd 0.21% of their portfolio | 992.5k $114.2m | New |
| TIGER GLOBAL MANAGEMENT LLC 0.48% of their portfolio | 979.4k $112.7m | Unchanged |
| Meritech Capital Associates V L.L.C. 36.14% of their portfolio | 938.4k $108.0m | Unchanged |
| Ensign Peak Advisors, Inc 0.19% of their portfolio | 933.9k $107.4m | Reduced -74.7k |
| EAGLE ASSET MANAGEMENT INC 0.58% of their portfolio | 914.8k $113.8m | Added +384.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 886.2k $102.0m | Added +7.3k |
| Allianz Asset Management GmbH 0.15% of their portfolio | 851.9k $98.0m | Added +200.7k |
| Strategy Capital LLC 9.39% of their portfolio | 847.8k $97.5m | Added +99.2k |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 839.7k $96.6m | Added +403.1k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 838.6k $96.5m | Added +107.6k |
| Employees Provident Fund Board 1.31% of their portfolio | 832.2k $95.8m | Reduced -43.5k |
| Swiss National Bank 0.06% of their portfolio | 824.0k $94.8m | Added +8.8k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 822.7k $94.0m | Added +211.7k |
| Jasper Ridge Partners, L.P. 2.59% of their portfolio | 788.9k $90.8m | Unchanged |
| Pictet Asset Management Holding SA 0.10% of their portfolio | 773.3k $89.0m | Reduced -291.5k |
| SOMA EQUITY PARTNERS LP 5.03% of their portfolio | 747.6k $86.0m | Reduced -39.9k |
| Capital International Investors 0.02% of their portfolio | 727.5k $83.7m | Unchanged |
| Thrivent Financial for Lutherans 0.16% of their portfolio | 723.1k $83.2m | Reduced -62.1k |
| UBS Group AG 0.02% of their portfolio | 631.3k $72.6m | Reduced -65.7k |
| Employees Retirement System of Texas 0.61% of their portfolio | 616.0k $70.9m | Added +642 |
| Robeco Institutional Asset Management B.V. 0.14% of their portfolio | 608.3k $70.0m | Added +206.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.31% of their portfolio | 597.8k $68.8m | Added +31.1k |
| CIBC Private Wealth Group LLC 0.12% of their portfolio | 592.2k $68.1m | Added +3.2k |
| Korea Investment CORP 0.16% of their portfolio | 580.3k $66.8m | Added +309.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 576.3k $66.3m | Added +25.7k |
| PANAGORA ASSET MANAGEMENT INC 0.32% of their portfolio | 574.7k $66.1m | Added +162.5k |
| BAMCO INC /NY/ 0.17% of their portfolio | 556.1k $64.0m | Reduced -15.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 518.5k $59.7m | Reduced -148.5k |
| California Public Employees Retirement System 0.04% of their portfolio | 509.3k $58.6m | Added +3.1k |
| Squarepoint Ops LLC 0.19% of their portfolio | 493.9k $56.8m | Reduced -82.2k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.94% of their portfolio | 475.4k $54.7m | Reduced -545.9k |
| Champlain Investment Partners, LLC 0.32% of their portfolio | 456.8k $52.6m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 456.4k $52.5m | Added +89.0k |
| DekaBank Deutsche Girozentrale 0.10% of their portfolio | 454.5k $51.5m | Reduced -48.3k |
| LBP AM SA 0.77% of their portfolio | 443.8k $51.1m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.12% of their portfolio | 442.1k $50.9m | Reduced -25.0k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 441.4k $50.8m | Reduced -1.3m |
| TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio | 440.6k $50.7m | Reduced -203.5k |
| National Pension Service 0.05% of their portfolio | 432.4k $49.8m | Added +39.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 430.5k $49.5m | Reduced -237 |
| CITIGROUP INC 0.04% of their portfolio | 416.4k $47.9m | Added +28.7k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 401.5k $46.2m | Added +62 |
| IEQ CAPITAL, LLC 0.56% of their portfolio | 396.7k $45.6m | Added +1.5k |
| Anomaly Capital Management, LP 1.60% of their portfolio | 391.2k $45.0m | Reduced -199.0k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 385.6k $44.4m | Added +46.9k |
| GILDER GAGNON HOWE & CO LLC 0.53% of their portfolio | 382.7k $44.0m | Added +94.2k |
| Man Group plc 0.12% of their portfolio | 374.0k $43.0m | Added +90.2k |
| Railway Pension Investments Ltd 0.51% of their portfolio | 371.8k $42.8m | Reduced -161.5k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.92% of their portfolio | 370.7k $42.7m | Reduced -7.8k |
| Compagnie Lombard Odier SCmA 0.65% of their portfolio | 363.1k $41.8m | Added +26.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 348.3k $40.1m | Reduced -7.7k |
| COUNTRY TRUST BANK 0.95% of their portfolio | 339.0k $39.0m | Added +45.4k |