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 ($79.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $134.37. Options: 64 managers hold calls ($2.6bn notional), 56 hold puts ($1.8bn).
Trends to Q2 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 |
| Q2 2025 | 975 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 564 | 413 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.8bn | $1.7bn | 0.96 |
| Q4 2024 | $2.8bn | $2.5bn | 0.88 |
| Q1 2025 | $1.9bn | $1.3bn | 0.70 |
| Q2 2025 | $2.6bn | $1.8bn | 0.68 |
Biggest buyers
| JANUS HENDERSON GROUP PLC | Added | +2.3m |
| Dragoneer Investment Group, LLC | Added | +2.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.4m |
| Balyasny Asset Management L.P. | Added | +1.2m |
| BROWN ADVISORY INC | Added | +1.1m |
| ROYAL BANK OF CANADA | Added | +1.1m |
| Capital International Investors | Added | +1.0m |
| Alyeska Investment Group, L.P. | Added | +1.0m |
| AQR CAPITAL MANAGEMENT LLC | Added | +923.0k |
| Altimeter Capital Management, LP | New | +881.7k |
Biggest sellers
| WCM INVESTMENT MANAGEMENT, LLC | Sold out | -2.8m |
| DEUTSCHE BANK AG\ | Reduced | -1.9m |
| Qube Research & Technologies Ltd | Sold out | -1.4m |
| FMR LLC | Reduced | -1.3m |
| Holocene Advisors, LP | Reduced | -1.2m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.0m |
| Assenagon Asset Management S.A. | Reduced | -919.2k |
| ICONIQ Capital, LLC | Reduced | -864.3k |
| JENNISON ASSOCIATES LLC | Reduced | -844.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -784.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $506.9m3.8m shares |
| CITADEL ADVISORS LLC | Added | $348.3m2.6m shares |
| JANE STREET GROUP, LLC | Added | $315.9m2.4m shares |
| PEAK6 LLC | Added | $197.7m1.5m shares |
| BARCLAYS PLC | Reduced | $144.2m1.1m shares |
| IMC-Chicago, LLC | Added | $102.0m759.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $100.9m7.5k shares |
| D. E. Shaw & Co., Inc. | Added | $99.6m741.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $67.4m501.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $66.4m494.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $272.2m2.0m shares |
| CITADEL ADVISORS LLC | Added | $202.4m1.5m shares |
| JANE STREET GROUP, LLC | Added | $197.8m1.5m shares |
| BARCLAYS PLC | Added | $181.5m1.4m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $144.9m1.1m shares |
| IMC-Chicago, LLC | Added | $87.0m647.7k shares |
| D. E. Shaw & Co., Inc. | Added | $72.4m539.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $56.7m422.0k shares |
| BANK OF AMERICA CORP /DE/ | Added | $49.6m369.5k shares |
| Walleye Trading LLC | Reduced | $49.3m366.9k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 10 | $162.1m | $130.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-30 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $2.0m15.0k shares |
| 2025-06-25 | Pomel Olivier Chief Executive Officer, director | Sold plan | $13.3m100.8k shares |
| 2025-06-25 | Agarwal Amit Director | Sold plan | $3.0m23.1k shares |
| 2025-06-18 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $2.0m15.0k shares |
| 2025-06-17 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $2.5m20.0k shares |
| 2025-06-17 | Walters Sean Michael Chief Revenue Officer | Sold plan | $1.2m9.5k shares |
| 2025-06-16 | Shah Shardul Director · By Trust | Sold plan | $956.7k7.9k shares |
| 2025-06-11 | Agarwal Amit Director | Sold plan | $3.0m25.0k shares |
| 2025-06-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $498.3k4.2k shares |
| 2025-06-09 | Pomel Olivier Chief Executive Officer, director | Sold plan | $13.1m107.4k shares |
| 2025-06-04 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $15.2m127.1k shares |
| 2025-06-04 | Shah Shardul Director | Sold plan | $2.8m23.7k shares |
| 2025-06-04 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $2.4m20.0k shares |
| 2025-06-03 | Blitzer Adam Chief Operating Officer | Sold plan | $1.7m14.7k shares |
| 2025-06-02 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $4.1m35.0k shares |
| 2025-06-02 | Blitzer Adam Chief Operating Officer | Sold plan | $1.8m15.6k shares |
| 2025-06-02 | Pomel Olivier Chief Executive Officer, director | Sold | $1.8m15.2k shares |
| 2025-06-02 | Le-Quoc Alexis Chief Technology Officer, director | Sold | $1.6m13.8k shares |
| 2025-06-02 | Walters Sean Michael Chief Revenue Officer | Sold | $1.3m11.2k shares |
| 2025-06-02 | Galloreese David Chief People Officer | Sold | $1.2m10.2k shares |
| 2025-06-02 | Acocella Kerry General Counsel and Secretary | Sold | $595.8k5.1k shares |
| 2025-05-28 | Agarwal Amit Director | Sold plan | $2.9m25.0k shares |
| 2025-05-14 | Agarwal Amit Director | Sold plan | $3.0m25.0k shares |
| 2025-05-08 | Jacobson Matthew Director · By ICONIQ Strategic Partners II, L.P. | Sold | $5.3m49.3k shares |
| 2025-05-08 | Jacobson Matthew Director · By ICONIQ Strategic Partners II-B, L.P. | Sold | $4.2m38.6k shares |
| 2025-05-08 | Jacobson Matthew Director · By ICONIQ Strategic Partners III-B, L.P. | Sold | $4.1m37.8k shares |
| 2025-05-08 | Jacobson Matthew Director · By ICONIQ Strategic Partners III, L.P. | Sold | $3.8m35.4k shares |
| 2025-05-08 | Jacobson Matthew Director · By ICONIQ Strategic Partners IV, L.P. | Sold | $2.7m25.5k shares |
| 2025-05-07 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $13.5m127.1k shares |
| 2025-05-07 | Jacobson Matthew Director · By ICONIQ Strategic Partners II, L.P. | Sold | $1.3m12.5k shares |
The latest 30 of 38 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 32.2m $4.3bn | Added +740.5k |
| BlackRock, Inc. 0.05% of their portfolio | 20.7m $2.8bn | Added +659.7k |
| BAILLIE GIFFORD & CO 1.20% of their portfolio | 12.0m $1.6bn | Reduced -317.2k |
| FMR LLC 0.08% of their portfolio | 10.8m $1.5bn | Reduced -1.3m |
| JANUS HENDERSON GROUP PLC 0.55% of their portfolio | 8.4m $1.1bn | Added +2.3m |
| STATE STREET CORP 0.03% of their portfolio | 6.6m $892.2m | Added +35.1k |
| GROUPAMA ASSET MANAGMENT 0.10% of their portfolio | 6.6m $6.3m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.14% of their portfolio | 6.3m $848.8m | Added +482.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 6.0m $810.3m | Reduced -697.0k |
| BROWN ADVISORY INC 1.06% of their portfolio | 6.0m $803.8m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 5.8m $780.7m | Added +242.3k |
| JENNISON ASSOCIATES LLC 0.44% of their portfolio | 5.5m $744.9m | Reduced -844.6k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 5.2m $693.3m | Reduced -385.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.18% of their portfolio | 4.2m $570.8m | Reduced -407.1k |
| AMERICAN CENTURY COMPANIES INC 0.29% of their portfolio | 3.9m $529.5m | Reduced -186.2k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 3.1m $413.8m | Added +669.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 3.0m $402.8m | Added +162.6k |
| MORGAN STANLEY 0.03% of their portfolio | 2.9m $391.3m | Reduced -328.9k |
| SANDS CAPITAL MANAGEMENT, LLC 1.07% of their portfolio | 2.8m $372.4m | Reduced -143.5k |
| NORGES BANK 0.04% of their portfolio | 2.6m $347.7m | Reduced -593.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.33% of their portfolio | 2.5m $334.4m | Reduced -1.0m |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 2.4m $321.3m | Reduced -488.8k |
| SC US (TTGP), LTD. 2.27% of their portfolio | 2.4m $321.0m | Unchanged |
| Capital International Investors 0.05% of their portfolio | 2.3m $314.6m | Added +1.0m |
| Dragoneer Investment Group, LLC 6.18% of their portfolio | 2.3m $302.9m | Added +2.0m |
| Alyeska Investment Group, L.P. 1.04% of their portfolio | 2.2m $292.8m | Added +1.0m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.77% of their portfolio | 2.2m $291.6m | Added +385.3k |
| MILLENNIUM MANAGEMENT LLC 0.26% of their portfolio | 2.1m $286.9m | Added +1.4m |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 2.0m $268.9m | Added +1.1m |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.9m $258.0m | Added +198.9k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.9m $250.7m | Reduced -180.1k |
| Invesco Ltd. 0.04% of their portfolio | 1.9m $249.8m | Reduced -532.4k |
| AQR CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 1.8m $248.0m | Added +923.0k |
| FIRST TRUST ADVISORS LP 0.19% of their portfolio | 1.8m $240.3m | Reduced -577.7k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.8m $237.8m | Added +647.6k |
| Legal & General Group Plc 0.06% of their portfolio | 1.8m $236.4m | Reduced -2.3k |
| DNB Asset Management AS 0.91% of their portfolio | 1.6m $218.8m | Reduced -577.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.6m $209.3m | Reduced -114.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.5m $195.3m | Added +93.5k |
| RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio | 1.4m $183.9m | Added +56.0k |
| Point72 Asset Management, L.P. 0.43% of their portfolio | 1.4m $182.2m | Added +863.2k |
| UBS Group AG 0.04% of their portfolio | 1.3m $179.0m | Added +78.8k |
| ICONIQ Capital, LLC 2.80% of their portfolio | 1.2m $165.7m | Reduced -864.3k |
| MACQUARIE GROUP LTD 0.20% of their portfolio | 1.2m $163.3m | Reduced -247.9k |
| Champlain Investment Partners, LLC 1.14% of their portfolio | 1.2m $163.2m | Added +530.8k |
| Balyasny Asset Management L.P. 0.36% of their portfolio | 1.2m $159.2m | Added +1.2m |
| Pictet Asset Management Holding SA 0.16% of their portfolio | 1.1m $152.7m | Added +370.1k |
| BROWN CAPITAL MANAGEMENT LLC 4.43% of their portfolio | 1.1m $152.2m | Reduced -83.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.11% of their portfolio | 1.1m $152.1m | Added +375.8k |
| CITADEL ADVISORS LLC 0.12% of their portfolio | 1.0m $140.7m | Added +670.8k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.0m $138.6m | Reduced -1.9m |
| Meritech Capital Associates V L.L.C. 52.65% of their portfolio | 938.4k $126.1m | Unchanged |
| SOMA EQUITY PARTNERS LP 6.99% of their portfolio | 935.9k $125.7m | Added +11.6k |
| Ashe Capital Management, LP 9.77% of their portfolio | 933.9k $125.4m | Unchanged |
| Amundi 0.04% of their portfolio | 895.1k $120.8m | Reduced -472.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 882.6k $118.6m | Added +9.3k |
| Altimeter Capital Management, LP 1.71% of their portfolio | 881.7k $118.4m | New |
| Swiss National Bank 0.07% of their portfolio | 869.7k $116.8m | Added +74.7k |
| Employees Provident Fund Board 0.99% of their portfolio | 850.0k $114.2m | Reduced -672.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 820.3k $110.2m | Added +32.9k |
| Allianz Asset Management GmbH 0.15% of their portfolio | 819.9k $110.1m | Reduced -146.9k |
| Strategy Capital LLC 7.33% of their portfolio | 810.4k $108.9m | Added +35.1k |
| Southpoint Capital Advisors LP 2.71% of their portfolio | 800.0k $107.5m | New |
| Freestone Grove Partners LP 0.81% of their portfolio | 796.1k $106.9m | Added +247.3k |
| Ensign Peak Advisors, Inc 0.18% of their portfolio | 763.9k $102.6m | Reduced -91.9k |
| 1832 Asset Management L.P. 0.18% of their portfolio | 756.3k $101.6m | New |
| Russell Investments Group, Ltd. 0.13% of their portfolio | 743.0k $99.8m | Added +145.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 728.0k $97.8m | Added +460.6k |
| Nuveen, LLC 0.03% of their portfolio | 720.5k $96.8m | Reduced -236.8k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 1.50% of their portfolio | 701.5k $94.2m | Added +191.6k |
| Rokos Capital Management LLP 1.57% of their portfolio | 698.5k $93.8m | Added +125.0k |
| Holocene Advisors, LP 0.23% of their portfolio | 695.6k $93.4m | Reduced -1.2m |
| Cartenna Capital, LP 5.52% of their portfolio | 670.0k $90.0m | New |
| Assenagon Asset Management S.A. 0.14% of their portfolio | 650.1k $87.3m | Reduced -919.2k |
| Thrivent Financial for Lutherans 0.18% of their portfolio | 627.1k $84.2m | Reduced -77.0k |
| BAMCO INC /NY/ 0.23% of their portfolio | 618.2k $83.0m | Added +39.5k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 611.3k $82.1m | Reduced -47.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 596.1k $80.1m | Added +320.8k |
| TWO SIGMA ADVISERS, LP 0.16% of their portfolio | 591.3k $79.4m | Added +522.1k |
| BARCLAYS PLC 0.03% of their portfolio | 590.1k $79.3m | Reduced -27.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.30% of their portfolio | 586.3k $78.8m | Added +333.1k |
| PANAGORA ASSET MANAGEMENT INC 0.35% of their portfolio | 586.2k $78.7m | Added +27.2k |
| CIBC Private Wealth Group LLC 0.13% of their portfolio | 559.3k $75.1m | Reduced -14.3k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 527.4k $70.8m | Added +57.2k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 517.6k $69.5m | Added +119.1k |
| BANK OF NOVA SCOTIA 0.14% of their portfolio | 516.4k $69.4m | Reduced -763.3k |
| MAVERICK CAPITAL LTD 1.06% of their portfolio | 516.1k $69.3m | New |
| IEQ CAPITAL, LLC 0.42% of their portfolio | 513.9k $69.0m | Added +84.0k |
| Junto Capital Management LP 1.45% of their portfolio | 509.1k $68.4m | New |
| California Public Employees Retirement System 0.04% of their portfolio | 505.2k $67.9m | Added +145.0k |
| Compagnie Lombard Odier SCmA 0.89% of their portfolio | 501.8k $67.4m | Added +52.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 499.6k $67.1m | Reduced -20.8k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 468.6k $62.9m | Reduced -7.2k |
| RDST Capital LLC 6.26% of their portfolio | 466.7k $62.7m | Added +139.2k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 462.8k $62.2m | Reduced -580.9k |
| DekaBank Deutsche Girozentrale 0.11% of their portfolio | 454.5k $60.3m | Added +79.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.14% of their portfolio | 453.1k $60.9m | Reduced -37.0k |
| CONGRESS ASSET MANAGEMENT CO 0.41% of their portfolio | 444.7k $59.7m | Reduced -81.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 439.3k $59.0m | Added +35.4k |
| ProShare Advisors LLC 0.12% of their portfolio | 437.7k $58.8m | Added +22.1k |