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 ($63.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $99.28. Options: 55 managers hold calls ($1.9bn notional), 58 hold puts ($1.3bn).
Trends to Q1 2025
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 |
| Q1 2025 | 920 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 518 | 459 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $2.2bn | $1.7bn | 0.75 |
| Q3 2024 | $1.8bn | $1.7bn | 0.96 |
| Q4 2024 | $2.8bn | $2.5bn | 0.88 |
| Q1 2025 | $1.9bn | $1.3bn | 0.70 |
Biggest buyers
| BROWN ADVISORY INC | Added | +2.1m |
| JANUS HENDERSON GROUP PLC | Added | +2.0m |
| GOLDMAN SACHS GROUP INC | Added | +2.0m |
| Holocene Advisors, LP | New | +1.9m |
| BAILLIE GIFFORD & CO | Added | +1.4m |
| BANK OF NOVA SCOTIA | Added | +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.3m |
| Assenagon Asset Management S.A. | Added | +1.2m |
| Alyeska Investment Group, L.P. | New | +1.1m |
| VANGUARD GROUP INC | Added | +1.1m |
Biggest sellers
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -4.2m |
| JENNISON ASSOCIATES LLC | Reduced | -2.9m |
| Invesco Ltd. | Reduced | -2.0m |
| Artisan Partners Limited Partnership | Sold out | -1.6m |
| BlackRock, Inc. | Reduced | -1.6m |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -1.5m |
| FMR LLC | Reduced | -1.1m |
| Polar Capital Holdings Plc | Sold out | -1.0m |
| TIGER GLOBAL MANAGEMENT LLC | Sold out | -979.4k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -930.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $370.4m3.7m shares |
| BARCLAYS PLC | Added | $231.7m2.3m shares |
| CITADEL ADVISORS LLC | Added | $214.8m2.2m shares |
| JANE STREET GROUP, LLC | Reduced | $178.5m1.8m shares |
| BNP PARIBAS FINANCIAL MARKETS | First filing | $114.3m11.5k shares |
| PEAK6 LLC | Reduced | $107.9m1.1m shares |
| IMC-Chicago, LLC | Added | $74.9m755.0k shares |
| SIMPLEX TRADING, LLC | Added | $74.4m750.0k shares |
| D. E. Shaw & Co., Inc. | Added | $53.0m534.4k shares |
| NOMURA HOLDINGS INC | Reduced | $48.6m490.2k shares |
Biggest puts
| GOLDMAN SACHS GROUP INC | Added | $234.0m2.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $169.6m1.7m shares |
| CITADEL ADVISORS LLC | Added | $138.7m1.4m shares |
| BARCLAYS PLC | Added | $104.6m1.1m shares |
| JANE STREET GROUP, LLC | Reduced | $72.2m728.1k shares |
| UBS Group AG | Added | $54.7m551.3k shares |
| IMC-Chicago, LLC | Reduced | $51.7m520.9k shares |
| SIMPLEX TRADING, LLC | Added | $45.7m460.3k shares |
| Twin Tree Management, LP | Reduced | $43.9m442.2k shares |
| Walleye Trading LLC | Reduced | $37.5m378.0k 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 2025
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 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 |
| Q1 2025 | 0 | — | 8 | $140.5m | $125.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-21 | Agarwal Amit Director | Sold plan | $2.6m25.0k shares |
| 2025-03-12 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $13.0m127.1k shares |
| 2025-03-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $862.7k8.5k shares |
| 2025-03-07 | Pomel Olivier Chief Executive Officer, director | Sold plan | $11.8m107.4k shares |
| 2025-03-05 | Agarwal Amit Director | Sold plan | $2.9m25.0k shares |
| 2025-03-04 | Blitzer Adam Chief Operating Officer | Sold plan | $3.0m26.2k shares |
| 2025-03-03 | Pomel Olivier Chief Executive Officer, director | Sold | $4.3m37.4k shares |
| 2025-03-03 | Le-Quoc Alexis Chief Technology Officer, director | Sold | $3.7m32.1k shares |
| 2025-03-03 | OBSTLER DAVID M Chief Financial Officer | Sold | $3.2m27.8k shares |
| 2025-03-03 | Blitzer Adam Chief Operating Officer | Sold plan | $2.9m25.3k shares |
| 2025-03-03 | Walters Sean Michael Chief Revenue Officer | Sold | $2.3m20.0k shares |
| 2025-03-03 | Acocella Kerry General Counsel and Secretary | Sold | $1.3m11.5k shares |
| 2025-03-03 | Agarwal Amit Director | Sold plan | $1.2m10.2k shares |
| 2025-02-19 | Agarwal Amit Director | Sold plan | $3.2m25.0k shares |
| 2025-02-14 | Shah Shardul Director · By Trust | Sold plan | $1.0m7.9k shares |
| 2025-02-10 | Pomel Olivier Chief Executive Officer, director | Sold plan | $17.4m118.6k shares |
| 2025-02-05 | Agarwal Amit Director | Sold plan | $3.6m25.0k shares |
| 2025-02-03 | Le-Quoc Alexis CHIEF TECHNOLOGY OFFICER, director | Sold plan | $18.1m127.1k shares |
| 2025-01-27 | Pomel Olivier Chief Executive Officer, director | Sold plan | $1.6m11.2k shares |
| 2025-01-22 | Agarwal Amit Director | Sold plan | $3.5m25.0k shares |
| 2025-01-15 | Shah Shardul Director · By Trust | Sold plan | $1.1m7.9k shares |
| 2025-01-13 | Pomel Olivier Chief Executive Officer, director | Sold plan | $16.3m118.6k shares |
| 2025-01-08 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $17.9m127.1k shares |
| 2025-01-08 | Agarwal Amit Director | Sold plan | $3.5m25.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 31.4m $3.1bn | Added +1.1m |
| BlackRock, Inc. 0.04% of their portfolio | 20.1m $2.0bn | Reduced -1.6m |
| BAILLIE GIFFORD & CO 1.06% of their portfolio | 12.3m $1.2bn | Added +1.4m |
| FMR LLC 0.08% of their portfolio | 12.1m $1.2bn | Reduced -1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 6.7m $667.6m | Added +1.3m |
| STATE STREET CORP 0.03% of their portfolio | 6.6m $655.4m | Reduced -33.0k |
| GROUPAMA ASSET MANAGMENT 0.12% of their portfolio | 6.6m $5.8m | Unchanged |
| JENNISON ASSOCIATES LLC 0.44% of their portfolio | 6.4m $633.9m | Reduced -2.9m |
| JANUS HENDERSON GROUP PLC 0.33% of their portfolio | 6.0m $608.2m | Added +2.0m |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 5.8m $579.0m | Added +2.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 5.6m $553.0m | Reduced -99.1k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 5.5m $550.2m | Added +139.1k |
| BROWN ADVISORY INC 0.69% of their portfolio | 4.9m $481.5m | Added +2.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.15% of their portfolio | 4.7m $462.0m | Added +180.1k |
| AMERICAN CENTURY COMPANIES INC 0.25% of their portfolio | 4.1m $409.6m | Reduced -220.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.19% of their portfolio | 3.5m $350.0m | Reduced -930.7k |
| MORGAN STANLEY 0.02% of their portfolio | 3.2m $321.6m | Reduced -164.3k |
| NORGES BANK 0.04% of their portfolio | 3.2m $315.7m | Reduced -57.6k |
| SANDS CAPITAL MANAGEMENT, LLC 0.98% of their portfolio | 2.9m $289.2m | Reduced -610.9k |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 2.9m $289.1m | Added +754.6k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 2.9m $285.8m | Added +39.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 2.8m $281.4m | Added +923.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.72% of their portfolio | 2.8m $279.0m | Reduced -1.5m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.4m $239.2m | Added +206.1k |
| Invesco Ltd. 0.04% of their portfolio | 2.4m $237.3m | Reduced -2.0m |
| SC US (TTGP), LTD. 2.24% of their portfolio | 2.4m $237.1m | Unchanged |
| FIRST TRUST ADVISORS LP 0.21% of their portfolio | 2.4m $234.8m | Added +425.2k |
| DNB Asset Management AS 1.01% of their portfolio | 2.2m $218.9m | Added +627.8k |
| ICONIQ Capital, LLC 3.69% of their portfolio | 2.1m $208.1m | Reduced -662.8k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.0m $203.1m | Reduced -58.3k |
| Holocene Advisors, LP 0.54% of their portfolio | 1.9m $183.6m | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.50% of their portfolio | 1.8m $177.2m | Added +573.9k |
| Legal & General Group Plc 0.05% of their portfolio | 1.8m $174.8m | Added +89.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.7m $170.8m | Added +115.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 1.7m $165.9m | Reduced -259.8k |
| Assenagon Asset Management S.A. 0.28% of their portfolio | 1.6m $155.7m | Added +1.2m |
| Employees Provident Fund Board 1.72% of their portfolio | 1.5m $151.1m | Added +393.7k |
| MACQUARIE GROUP LTD 0.18% of their portfolio | 1.5m $145.2m | Added +27.2k |
| Amundi 0.05% of their portfolio | 1.4m $129.2m | Added +485.4k |
| Qube Research & Technologies Ltd 0.21% of their portfolio | 1.4m $135.4m | Reduced -340.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.4m $135.0m | Added +106.1k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 1.3m $130.2m | Reduced -75.9k |
| Capital International Investors 0.03% of their portfolio | 1.3m $128.5m | Added +566.8k |
| BANK OF NOVA SCOTIA 0.29% of their portfolio | 1.3m $127.0m | Added +1.3m |
| UBS Group AG 0.03% of their portfolio | 1.3m $124.4m | Added +68.6k |
| BROWN CAPITAL MANAGEMENT LLC 3.64% of their portfolio | 1.2m $120.7m | Reduced -140.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.17% of their portfolio | 1.2m $115.1m | Added +117.5k |
| Alyeska Investment Group, L.P. 0.45% of their portfolio | 1.1m $112.6m | New |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.1m $118.2m | Reduced -384.4k |
| FEDERATED HERMES, INC. 0.22% of their portfolio | 1.0m $103.5m | Reduced -457.2k |
| Allianz Asset Management GmbH 0.14% of their portfolio | 966.8k $95.9m | Added +356.2k |
| Nuveen, LLC 0.03% of their portfolio | 957.3k $95.0m | First filing |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 945.1k $93.8m | Added +260.3k |
| Meritech Capital Associates V L.L.C. 59.71% of their portfolio | 938.4k $93.1m | Unchanged |
| Ashe Capital Management, LP 8.28% of their portfolio | 933.9k $92.7m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 924.7k $90.3m | Added +469.6k |
| SOMA EQUITY PARTNERS LP 5.53% of their portfolio | 924.3k $91.7m | Added +206.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 873.3k $86.6m | Added +914 |
| Ensign Peak Advisors, Inc 0.16% of their portfolio | 855.8k $84.9m | Reduced -61.3k |
| Swiss National Bank 0.06% of their portfolio | 795.0k $78.9m | Added +2.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 787.3k $78.1m | Added +156.2k |
| Strategy Capital LLC 7.21% of their portfolio | 775.3k $76.9m | Reduced -40.1k |
| Pictet Asset Management Holding SA 0.08% of their portfolio | 766.5k $76.0m | Added +2.8k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 764.2k $75.8m | Reduced -189.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 756.5k $75.1m | Reduced -6.0k |
| Thrivent Financial for Lutherans 0.15% of their portfolio | 704.0k $70.0m | Reduced -4.0k |
| Champlain Investment Partners, LLC 0.49% of their portfolio | 684.4k $67.9m | Added +76.5k |
| SG Americas Securities, LLC 0.23% of their portfolio | 667.5k $66.2m | Added +649.2k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 659.0k $65.4m | Reduced -163.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.31% of their portfolio | 640.5k $63.5m | Added +74.1k |
| BARCLAYS PLC 0.03% of their portfolio | 617.3k $61.2m | Added +10.0k |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 597.6k $59.3m | Added +390.2k |
| BAMCO INC /NY/ 0.17% of their portfolio | 578.8k $57.4m | Added +47.9k |
| CIBC Private Wealth Group LLC 0.11% of their portfolio | 573.6k $49.9m | Reduced -4.1k |
| Rokos Capital Management LLP 1.54% of their portfolio | 573.6k $56.9m | Added +273.6k |
| PANAGORA ASSET MANAGEMENT INC 0.28% of their portfolio | 559.0k $55.5m | Reduced -1.3k |
| Freestone Grove Partners LP 0.56% of their portfolio | 548.8k $54.5m | New |
| CONGRESS ASSET MANAGEMENT CO 0.39% of their portfolio | 526.6k $52.2m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 520.4k $51.6m | Added +7.6k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.89% of their portfolio | 509.9k $50.6m | Added +197.2k |
| Point72 Asset Management, L.P. 0.14% of their portfolio | 493.4k $48.9m | Added +492.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.13% of their portfolio | 490.1k $48.6m | Added +14.7k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 475.8k $47.2m | Reduced -271.9k |
| SEI INVESTMENTS CO 0.06% of their portfolio | 470.2k $46.6m | Reduced -4.2k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 461.4k $45.8m | Added +363.0k |
| National Pension Service 0.04% of their portfolio | 460.3k $45.7m | Added +47.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 454.7k $45.1m | First filing |
| Compagnie Lombard Odier SCmA 0.55% of their portfolio | 449.1k $44.6m | Added +70.2k |
| IEQ CAPITAL, LLC 0.34% of their portfolio | 429.9k $42.7m | Added +22.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio | 420.0k $41.7m | Added +343.5k |
| LBP AM SA 0.64% of their portfolio | 419.8k $41.6m | Added +120.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 417.3k $41.4m | Reduced -3.5k |
| ProShare Advisors LLC 0.09% of their portfolio | 415.6k $41.2m | Added +58.3k |
| Fullerton Fund Management Co Ltd. 2.60% of their portfolio | 408.9k $40.6m | Reduced -751.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 403.9k $40.1m | Added +35.9k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 398.5k $39.5m | Added +174.1k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 395.1k $39.2m | Reduced -640 |
| Stony Point Capital LLC 4.13% of their portfolio | 385.1k $38.2m | Added +203.8k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 376.9k $37.4m | Added +275.0k |
| DekaBank Deutsche Girozentrale 0.07% of their portfolio | 375.0k $37.4m | Reduced -79.5k |