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 ($105.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $142.93. Options: 49 managers hold calls ($2.8bn notional), 56 hold puts ($2.5bn).
Trends to Q4 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 |
| Q4 2024 | 971 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 524 | 370 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $2.0bn | $1.7bn | 0.85 |
| Q2 2024 | $2.2bn | $1.7bn | 0.75 |
| Q3 2024 | $1.8bn | $1.7bn | 0.96 |
| Q4 2024 | $2.8bn | $2.5bn | 0.88 |
Biggest buyers
| GROUPAMA ASSET MANAGMENT | Added | +5.3m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +4.1m |
| JANUS HENDERSON GROUP PLC | Added | +4.0m |
| FMR LLC | Added | +3.8m |
| JENNISON ASSOCIATES LLC | Added | +3.0m |
| BROWN ADVISORY INC | Added | +2.7m |
| Invesco Ltd. | Added | +2.1m |
| BAILLIE GIFFORD & CO | Added | +1.5m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +1.2m |
| Fullerton Fund Management Co Ltd. | New | +1.2m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -4.9m |
| Holocene Advisors, LP | Sold out | -1.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.6m |
| Nuveen Asset Management, LLC | Reduced | -1.4m |
| 1832 Asset Management L.P. | Reduced | -1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.3m |
| D. E. Shaw & Co., Inc. | Reduced | -1.2m |
| ICONIQ Capital, LLC | Reduced | -1.2m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.0m |
| BARCLAYS PLC | Reduced | -881.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $574.2m4.0m shares |
| JANE STREET GROUP, LLC | Added | $327.7m2.3m shares |
| PEAK6 LLC | First filing | $290.9m2.0m shares |
| CITADEL ADVISORS LLC | Reduced | $258.5m1.8m shares |
| BARCLAYS PLC | Added | $152.3m1.1m shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $149.8m10.5k shares |
| Walleye Trading LLC | Added | $135.5m948.6k shares |
| IMC-Chicago, LLC | Added | $105.9m741.0k shares |
| NOMURA HOLDINGS INC | Added | $99.5m696.1k shares |
| TORONTO DOMINION BANK | New | $87.1m609.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $348.1m2.4m shares |
| GOLDMAN SACHS GROUP INC | Added | $253.3m1.8m shares |
| CITADEL ADVISORS LLC | Reduced | $196.7m1.4m shares |
| JANE STREET GROUP, LLC | Added | $191.8m1.3m shares |
| BARCLAYS PLC | Reduced | $145.1m1.0m shares |
| Walleye Trading LLC | Added | $122.3m855.7k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $122.2m8.6k shares |
| BlackRock, Inc. | New | $100.0m699.7k shares |
| Twin Tree Management, LP | Added | $97.7m683.4k shares |
| IMC-Chicago, LLC | Added | $85.7m600.1k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2024 | 0 | — | 9 | $223.4m | $208.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-26 | Agarwal Amit President | Sold plan | $3.7m25.0k shares |
| 2024-12-18 | Pomel Olivier Chief Executive Officer, director | Sold plan | $3.0m19.2k shares |
| 2024-12-16 | Shah Shardul Director · By Trust | Sold plan | $1.2m7.9k shares |
| 2024-12-11 | Agarwal Amit President | Sold plan | $3.9m25.0k shares |
| 2024-12-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $1.2m7.8k shares |
| 2024-12-09 | Pomel Olivier Chief Executive Officer, director | Sold plan | $28.8m178.7k shares |
| 2024-12-04 | Acocella Kerry General Counsel and Secretary | Sold plan | $393.2k2.5k shares |
| 2024-12-03 | Blitzer Adam Chief Operating Officer | Sold plan | $1.8m11.3k shares |
| 2024-12-02 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $21.1m138.5k shares |
| 2024-12-02 | Pomel Olivier Chief Executive Officer, director | Sold | $2.0m13.1k shares |
| 2024-12-02 | Blitzer Adam Chief Operating Officer | Sold plan | $1.8m11.9k shares |
| 2024-12-02 | Agarwal Amit President | Sold | $1.7m11.4k shares |
| 2024-12-02 | OBSTLER DAVID M Chief Financial Officer | Sold | $1.6m10.7k shares |
| 2024-12-02 | Walters Sean Michael Chief Revenue Officer | Sold | $1.3m8.4k shares |
| 2024-12-02 | Acocella Kerry General Counsel and Secretary | Sold | $483.0k3.2k shares |
| 2024-11-27 | Agarwal Amit President | Sold plan | $3.8m25.0k shares |
| 2024-11-25 | Pomel Olivier Chief Executive Officer, director | Sold plan | $18.0m115.4k shares |
| 2024-11-25 | Agarwal Amit President | Sold plan | $9.2m59.2k shares |
| 2024-11-22 | Agarwal Amit President | Sold plan | $14.1m90.8k shares |
| 2024-11-22 | Walters Sean Michael Chief Revenue Officer | Sold plan | $701.1k4.7k shares |
| 2024-11-20 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $4.5m33.3k shares |
| 2024-11-20 | Walters Sean Michael Chief Revenue Officer | Sold plan | $572.9k4.2k shares |
| 2024-11-18 | Jacobson Matthew Director | Sold | $3.2m25.0k shares |
| 2024-11-15 | Agarwal Amit President | Sold plan | $18.9m150.0k shares |
| 2024-11-15 | Shah Shardul Director · By Trust | Sold plan | $998.0k7.9k shares |
| 2024-11-13 | Blitzer Adam Chief Operating Officer | Sold plan | $5.2m40.4k shares |
| 2024-11-12 | Jacobson Matthew Director · By ICONIQ Strategic Partners IV-B, L.P. | Sold | $3.9m31.5k shares |
| 2024-11-12 | Jacobson Matthew Director · By ICONIQ Strategic Partners IV, L.P. | Sold | $2.3m19.0k shares |
| 2024-11-11 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $15.6m127.1k shares |
| 2024-11-11 | Jacobson Matthew Director · By ICONIQ Strategic Partners IV-B, L.P. | Sold | $264.6k2.1k shares |
The latest 30 of 40 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 30.4m $4.3bn | Added +220.5k |
| BlackRock, Inc. 0.06% of their portfolio | 21.6m $3.1bn | Added +1.1m |
| FMR LLC 0.11% of their portfolio | 13.2m $1.9bn | Added +3.8m |
| BAILLIE GIFFORD & CO 1.20% of their portfolio | 10.9m $1.6bn | Added +1.5m |
| JENNISON ASSOCIATES LLC 0.81% of their portfolio | 9.3m $1.3bn | Added +3.0m |
| STATE STREET CORP 0.04% of their portfolio | 6.6m $948.8m | Added +83.8k |
| GROUPAMA ASSET MANAGMENT 0.13% of their portfolio | 6.6m $6.4m | Added +5.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 5.7m $811.1m | Added +499.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 5.5m $781.4m | Reduced -1.6m |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 5.4m $772.6m | Reduced -4.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.20% of their portfolio | 4.5m $639.6m | Added +625.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.66% of their portfolio | 4.5m $637.3m | Reduced -1.0m |
| Invesco Ltd. 0.12% of their portfolio | 4.4m $629.9m | Added +2.1m |
| AMERICAN CENTURY COMPANIES INC 0.36% of their portfolio | 4.3m $621.4m | Added +133.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.66% of their portfolio | 4.3m $617.2m | Added +4.1m |
| WCM INVESTMENT MANAGEMENT, LLC 1.46% of their portfolio | 4.3m $618.8m | Reduced -70.4k |
| JANUS HENDERSON GROUP PLC 0.29% of their portfolio | 4.0m $573.9m | Added +4.0m |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 3.9m $551.9m | Added +258.9k |
| SANDS CAPITAL MANAGEMENT, LLC 1.49% of their portfolio | 3.5m $503.9m | Reduced -744.5k |
| MORGAN STANLEY 0.03% of their portfolio | 3.4m $486.7m | Added +701.4k |
| NORGES BANK 0.06% of their portfolio | 3.2m $462.9m | Added +45.4k |
| FRANKLIN RESOURCES INC 0.11% of their portfolio | 2.8m $406.0m | Added +430.6k |
| ICONIQ Capital, LLC 6.14% of their portfolio | 2.8m $394.4m | Reduced -1.2m |
| BROWN ADVISORY INC 0.50% of their portfolio | 2.7m $392.8m | Added +2.7m |
| SC US (TTGP), LTD. 2.75% of their portfolio | 2.4m $341.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 2.2m $315.1m | Added +382.3k |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 2.2m $308.5m | Added +73.1k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.1m $300.8m | Added +369.4k |
| FIRST TRUST ADVISORS LP 0.24% of their portfolio | 1.9m $277.4m | Reduced -388.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.9m $276.1m | Reduced -1.3m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 1.9m $273.2m | Reduced -112.7k |
| Qube Research & Technologies Ltd 0.40% of their portfolio | 1.7m $243.6m | Added +712.3k |
| Legal & General Group Plc 0.06% of their portfolio | 1.7m $239.1m | Reduced -38.0k |
| Artisan Partners Limited Partnership 0.36% of their portfolio | 1.6m $235.5m | Reduced -577.7k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.6m $229.5m | Added +235.8k |
| DNB Asset Management AS 0.98% of their portfolio | 1.6m $225.6m | Reduced -57.2k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.5m $215.3m | Added +451.7k |
| FEDERATED HERMES, INC. 0.47% of their portfolio | 1.5m $214.5m | Added +313.9k |
| MACQUARIE GROUP LTD 0.25% of their portfolio | 1.4m $205.2m | Added +155.6k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 1.4m $198.4m | First filing |
| BROWN CAPITAL MANAGEMENT LLC 4.49% of their portfolio | 1.4m $193.9m | Reduced -293.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.3m $179.3m | Added +78.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.42% of their portfolio | 1.2m $173.2m | New |
| UBS Group AG 0.04% of their portfolio | 1.2m $169.4m | Added +553.8k |
| Fullerton Fund Management Co Ltd. 5.79% of their portfolio | 1.2m $165.8m | New |
| Employees Provident Fund Board 2.00% of their portfolio | 1.1m $161.3m | Added +296.7k |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 1.1m $157.1m | Reduced -1.4m |
| RENAISSANCE TECHNOLOGIES LLC 0.22% of their portfolio | 1.0m $149.0m | Reduced -541.9k |
| Polar Capital Holdings Plc 0.81% of their portfolio | 1.0m $144.0m | Added +801.1k |
| TIGER GLOBAL MANAGEMENT LLC 0.53% of their portfolio | 979.4k $139.9m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 954.1k $136.3m | Reduced -441.8k |
| Meritech Capital Associates V L.L.C. 51.81% of their portfolio | 938.4k $134.1m | Unchanged |
| Ashe Capital Management, LP 10.98% of their portfolio | 933.9k $133.4m | Reduced -263.4k |
| Ensign Peak Advisors, Inc 0.23% of their portfolio | 917.1k $131.0m | Reduced -16.8k |
| Amundi 0.04% of their portfolio | 881.8k $125.1m | Reduced -385.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 872.3k $124.6m | Reduced -13.9k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 822.5k $117.5m | Reduced -16.1k |
| Strategy Capital LLC 9.48% of their portfolio | 815.3k $116.5m | Reduced -32.4k |
| Swiss National Bank 0.08% of their portfolio | 792.8k $113.3m | Reduced -31.2k |
| Pictet Asset Management Holding SA 0.12% of their portfolio | 763.7k $109.1m | Reduced -9.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 762.6k $109.0m | Added +467.0k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 747.7k $106.8m | Reduced -330.4k |
| Allspring Global Investments Holdings, LLC 0.17% of their portfolio | 744.1k $106.8m | Reduced -309.9k |
| 1832 Asset Management L.P. 0.19% of their portfolio | 731.8k $104.6m | Reduced -1.3m |
| Capital International Investors 0.02% of their portfolio | 728.6k $104.1m | Added +1.1k |
| SOMA EQUITY PARTNERS LP 5.67% of their portfolio | 718.0k $102.6m | Reduced -29.6k |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 708.1k $101.0m | Reduced -15.1k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 684.8k $97.8m | Added +108.5k |
| COATUE MANAGEMENT LLC 0.32% of their portfolio | 670.0k $95.7m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 631.2k $90.2m | Added +282.9k |
| Employees Retirement System of Texas 0.75% of their portfolio | 616.0k $88.0m | Unchanged |
| Allianz Asset Management GmbH 0.13% of their portfolio | 610.5k $87.2m | Reduced -241.3k |
| Champlain Investment Partners, LLC 0.55% of their portfolio | 607.8k $86.9m | Added +151.0k |
| BARCLAYS PLC 0.04% of their portfolio | 607.3k $86.8m | Reduced -881.8k |
| CIBC Private Wealth Group LLC 0.15% of their portfolio | 577.7k $82.0m | Reduced -14.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.29% of their portfolio | 577.5k $82.5m | Added +555.9k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.35% of their portfolio | 566.4k $80.9m | Reduced -31.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 560.7k $80.1m | New |
| PANAGORA ASSET MANAGEMENT INC 0.37% of their portfolio | 560.3k $80.1m | Reduced -14.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.22% of their portfolio | 541.3k $77.3m | Added +258.7k |
| CI INVESTMENTS INC. 0.29% of their portfolio | 534.5k $76.4m | Added +345.8k |
| BAMCO INC /NY/ 0.20% of their portfolio | 530.9k $75.9m | Reduced -25.2k |
| LORD, ABBETT & CO. LLC 0.24% of their portfolio | 525.0k $75.0m | Added +476.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.10% of their portfolio | 512.7k $73.3m | Reduced -5.7k |
| Korea Investment CORP 0.17% of their portfolio | 489.9k $70.0m | Reduced -90.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 482.8k $69.0m | Added +26.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.16% of their portfolio | 475.4k $67.9m | Added +33.3k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 474.4k $67.8m | Added +88.8k |
| California Public Employees Retirement System 0.05% of their portfolio | 470.9k $67.3m | Reduced -38.4k |
| MARSHALL WACE, LLP 0.08% of their portfolio | 459.1k $65.6m | Added +17.7k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 455.0k $65.0m | Added +188.3k |
| DekaBank Deutsche Girozentrale 0.12% of their portfolio | 454.5k $65.3m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.12% of their portfolio | 443.2k $63.3m | Reduced -165.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 420.8k $60.1m | Reduced -9.7k |
| National Pension Service 0.06% of their portfolio | 413.0k $59.0m | Reduced -19.5k |
| Munro Partners 2.03% of their portfolio | 408.4k $58.4m | New |
| IEQ CAPITAL, LLC 0.56% of their portfolio | 407.8k $58.3m | Added +11.2k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 395.7k $56.5m | Reduced -5.8k |
| Baird Financial Group, Inc. 0.11% of their portfolio | 390.9k $55.9m | Added +385.1k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.02% of their portfolio | 390.6k $55.8m | Reduced -84.8k |