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 ($164.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $135.95. Options: 53 managers hold calls ($1.9bn notional), 46 hold puts ($1.8bn).
Trends to Q4 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 |
| Q3 2025 | 986 |
| Q4 2025 | 1,060 |
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 2024 | 453 | 349 |
| Q2 2024 | 484 | 333 |
| Q3 2024 | 461 | 363 |
| Q4 2024 | 524 | 370 |
| Q1 2025 | 518 | 459 |
| Q2 2025 | 564 | 413 |
| Q3 2025 | 539 | 456 |
| Q4 2025 | 571 | 422 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $1.9bn | $1.3bn | 0.70 |
| Q2 2025 | $2.6bn | $1.8bn | 0.68 |
| Q3 2025 | $2.2bn | $2.4bn | 1.05 |
| Q4 2025 | $1.9bn | $1.8bn | 0.95 |
Biggest buyers
| Invesco Ltd. | Added | +8.3m |
| JENNISON ASSOCIATES LLC | Added | +2.3m |
| FMR LLC | Added | +1.9m |
| BlackRock, Inc. | Added | +1.1m |
| Amundi | Added | +979.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +957.0k |
| 1832 Asset Management L.P. | Added | +842.5k |
| CITADEL ADVISORS LLC | Added | +816.2k |
| Harel Insurance Investments & Financial Services Ltd. | Added | +746.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +663.5k |
Biggest sellers
| BAILLIE GIFFORD & CO | Reduced | -7.5m |
| JPMORGAN CHASE & CO | Reduced | -6.3m |
| GROUPAMA ASSET MANAGMENT | Sold out | -4.6m |
| SC US (TTGP), LTD. | Sold out | -2.4m |
| Capital International Investors | Reduced | -1.8m |
| JANUS HENDERSON GROUP PLC | Reduced | -1.8m |
| MACQUARIE GROUP LTD | Reduced | -1.5m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.4m |
| BROWN ADVISORY INC | Reduced | -1.3m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -708.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $292.5m2.2m shares |
| JANE STREET GROUP, LLC | Reduced | $279.0m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $273.9m2.0m shares |
| IMC-Chicago, LLC | Reduced | $114.0m838.5k shares |
| UBS Group AG | Added | $86.5m636.0k shares |
| PEAK6 LLC | Reduced | $84.9m624.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $73.0m536.8k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $63.1m4.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $60.8m447.1k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $58.4m429.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $275.7m2.0m shares |
| JANE STREET GROUP, LLC | Added | $212.3m1.6m shares |
| CITADEL ADVISORS LLC | Added | $182.6m1.3m shares |
| D. E. Shaw & Co., Inc. | Added | $142.1m1.0m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $131.1m964.1k shares |
| PEAK6 LLC | Added | $94.2m692.6k shares |
| IMC-Chicago, LLC | Reduced | $92.6m681.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $81.7m600.5k shares |
| Parallax Volatility Advisers, L.P. | Added | $59.5m437.4k shares |
| BARCLAYS PLC | Reduced | $58.3m428.9k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 12 | $171.5m | $61.0m |
| Q4 2025 | 0 | — | 12 | $224.9m | $129.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-29 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $4.5m32.4k shares |
| 2025-12-17 | Pomel Olivier Chief Executive Officer, director | Sold plan | $1.5m11.2k shares |
| 2025-12-12 | Shah Shardul Director · By Trust | Sold plan | $1.2m7.9k shares |
| 2025-12-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $1.5m9.8k shares |
| 2025-12-08 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $8.3m53.9k shares |
| 2025-12-05 | Acocella Kerry General Counsel and Secretary | Sold plan | $596.0k3.9k shares |
| 2025-12-03 | Pomel Olivier Chief Executive Officer, director | Sold plan | $5.1m32.9k shares |
| 2025-12-03 | Blitzer Adam Chief Operating Officer | Sold plan | $1.2m8.0k shares |
| 2025-12-02 | Pomel Olivier Chief Executive Officer, director | Sold plan | $2.4m15.2k shares |
| 2025-12-02 | Le-Quoc Alexis Chief Technology Officer, director | Sold | $2.2m13.8k shares |
| 2025-12-02 | OBSTLER DAVID M Chief Financial Officer | Sold | $2.0m12.5k shares |
| 2025-12-02 | Walters Sean Michael Chief Revenue Officer | Sold | $1.7m10.5k shares |
| 2025-12-02 | Blitzer Adam Chief Operating Officer | Sold plan | $1.3m8.5k shares |
| 2025-12-02 | Li Yanbing Chief Product Officer | Sold | $1.1m6.7k shares |
| 2025-12-02 | Acocella Kerry General Counsel and Secretary | Sold | $795.9k5.0k shares |
| 2025-12-02 | Galloreese David Chief People Officer | Sold | $405.1k2.6k shares |
| 2025-11-24 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $6.9m43.2k shares |
| 2025-11-17 | Pomel Olivier Chief Executive Officer, director | Sold plan | $18.3m100.8k shares |
| 2025-11-13 | Shah Shardul Director · By Trust | Sold plan | $1.5m7.9k shares |
| 2025-11-11 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $10.7m53.9k shares |
| 2025-11-11 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Sold | $3.8m19.0k shares |
| 2025-11-11 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Sold | $2.6m12.9k shares |
| 2025-11-10 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI-B, L.P. | Sold | $48.1m240.9k shares |
| 2025-11-10 | Jacobson Matthew Director · By ICONIQ Strategic Partners VI, L.P. | Sold | $32.6m163.5k shares |
| 2025-11-06 | Callahan Michael James Director · By Trust | Sold plan | $2.3m12.5k shares |
| 2025-11-03 | Pomel Olivier Chief Executive Officer, director | Sold plan | $10.3m62.7k shares |
| 2025-10-22 | Pomel Olivier Chief Executive Officer, director | Sold plan | $1.7m11.2k shares |
| 2025-10-14 | Callahan Michael James Director · By Trust | Sold plan | $1.3m8.3k shares |
| 2025-10-13 | Shah Shardul Director · By Trust | Sold plan | $1.3m7.9k shares |
| 2025-10-09 | Pomel Olivier Chief Executive Officer, director | Sold plan | $10.6m63.9k shares |
The latest 30 of 36 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 41.9m $5.7bn | Added +10.7k |
| BlackRock, Inc. 0.07% of their portfolio | 28.3m $3.9bn | Added +1.1m |
| FMR LLC 0.13% of their portfolio | 18.2m $2.5bn | Added +1.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.21% of their portfolio | 14.4m $2.0bn | Added +957.0k |
| STATE STREET CORP 0.06% of their portfolio | 14.0m $1.9bn | Added +298.7k |
| Invesco Ltd. 0.16% of their portfolio | 12.3m $1.7bn | Added +8.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 9.1m $1.2bn | Added +197.8k |
| JENNISON ASSOCIATES LLC 0.62% of their portfolio | 7.6m $1.0bn | Added +2.3m |
| JANUS HENDERSON GROUP PLC 0.38% of their portfolio | 6.3m $849.4m | Reduced -1.8m |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 4.8m $647.8m | Reduced -1.4m |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 4.3m $582.8m | Reduced -6.3m |
| MORGAN STANLEY 0.03% of their portfolio | 4.0m $549.1m | Added +414.2k |
| BAILLIE GIFFORD & CO 0.45% of their portfolio | 4.0m $538.7m | Reduced -7.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.17% of their portfolio | 3.8m $520.4m | Reduced -462.5k |
| AMERICAN CENTURY COMPANIES INC 0.25% of their portfolio | 3.6m $496.2m | Reduced -54.8k |
| BROWN ADVISORY INC 0.66% of their portfolio | 3.5m $470.5m | Reduced -1.3m |
| NORGES BANK 0.05% of their portfolio | 3.5m $469.5m | Not comparable |
| NORTHERN TRUST CORP 0.05% of their portfolio | 2.8m $374.6m | Added +47.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 2.4m $325.2m | Added +80.8k |
| Amundi 0.09% of their portfolio | 2.4m $320.9m | Added +979.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 2.2m $299.8m | Reduced -132.5k |
| Legal & General Group Plc 0.06% of their portfolio | 2.1m $289.6m | Added +154.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.0m $277.9m | Reduced -277.4k |
| FIRST TRUST ADVISORS LP 0.20% of their portfolio | 2.0m $276.2m | Added +131.3k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 2.0m $276.2m | Reduced -201.7k |
| Employees Provident Fund Board 1.85% of their portfolio | 1.9m $251.6m | Added +80.0k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.8m $241.5m | Reduced -368.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.24% of their portfolio | 1.8m $238.5m | Reduced -708.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.34% of their portfolio | 1.7m $226.8m | First filing |
| SANDS CAPITAL MANAGEMENT, LLC 0.63% of their portfolio | 1.5m $205.9m | Reduced -380.9k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.5m $205.5m | Reduced -82.5k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 1.4m $195.5m | Added +116.1k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.4m $191.0m | Added +164.6k |
| Clearbridge Investments, LLC 0.15% of their portfolio | 1.3m $181.8m | Reduced -145.4k |
| UBS Group AG 0.04% of their portfolio | 1.3m $179.2m | Reduced -53.9k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 1.2m $169.5m | Reduced -91.9k |
| 1832 Asset Management L.P. 0.21% of their portfolio | 1.2m $166.9m | Added +842.5k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.2m $160.6m | Added +167.3k |
| BARCLAYS PLC 0.06% of their portfolio | 1.2m $159.5m | Added +54.9k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 1.2m $159.1m | Added +565.1k |
| Assenagon Asset Management S.A. 0.22% of their portfolio | 1.1m $147.9m | Added +474.4k |
| FEDERATED HERMES, INC. 0.24% of their portfolio | 1.1m $143.7m | Added +361.9k |
| Harel Insurance Investments & Financial Services Ltd. 1.24% of their portfolio | 1.0m $142.8m | Added +746.0k |
| Altshuler Shaham Ltd 2.12% of their portfolio | 1.0m $138.9m | Added +281.7k |
| Nuveen, LLC 0.03% of their portfolio | 945.1k $128.5m | Added +19.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio | 938.8k $127.7m | Added +158.7k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 902.1k $122.7m | Added +816.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 876.7k $119.2m | Reduced -7.0k |
| Swiss National Bank 0.07% of their portfolio | 841.5k $114.4m | Added +12.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 839.5k $114.2m | Added +369.6k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 812.2k $110.4m | Added +165.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% of their portfolio | 761.0k $103.5m | Added +590.7k |
| Ashe Capital Management, LP 9.97% of their portfolio | 756.5k $102.9m | Reduced -177.4k |
| Strategy Capital LLC 7.26% of their portfolio | 724.3k $98.5m | Reduced -84.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 709.9k $96.5m | Reduced -7.0k |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 702.9k $95.6m | Added +663.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 699.0k $93.5m | Added +68.9k |
| Meritech Capital Associates V L.L.C. 51.42% of their portfolio | 679.6k $92.4m | Reduced -258.8k |
| BIT Capital GmbH 3.90% of their portfolio | 658.3k $89.5m | Added +365.7k |
| Thrivent Financial for Lutherans 0.16% of their portfolio | 655.4k $89.1m | Reduced -2.2k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 637.9k $86.7m | Reduced -832 |
| Pictet Asset Management Holding SA 0.08% of their portfolio | 631.7k $85.9m | Reduced -55.5k |
| CITIGROUP INC 0.06% of their portfolio | 631.6k $85.9m | Added +64.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 606.8k $82.5m | Reduced -5.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 599.1k $81.5m | Added +559.8k |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 597.4k $81.2m | Reduced -279.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.29% of their portfolio | 586.0k $79.7m | Unchanged |
| ProShare Advisors LLC 0.14% of their portfolio | 583.8k $79.4m | Added +161.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 572.1k $77.8m | Reduced -74.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 552.9k $75.2m | Reduced -417.1k |
| California Public Employees Retirement System 0.04% of their portfolio | 537.4k $73.1m | Added +4.9k |
| Freestone Grove Partners LP 0.53% of their portfolio | 536.4k $72.9m | Reduced -57.2k |
| CIBC Private Wealth Group LLC 0.12% of their portfolio | 516.0k $70.2m | Reduced -32.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 511.8k $69.6m | Added +24.8k |
| Champlain Investment Partners, LLC 0.69% of their portfolio | 504.4k $68.6m | Reduced -415.1k |
| SG Americas Securities, LLC 0.09% of their portfolio | 501.8k $68.2m | Added +340.6k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 491.7k $66.9m | Added +5 |
| BAMCO INC /NY/ 0.18% of their portfolio | 490.6k $66.7m | Reduced -48.9k |
| IEQ CAPITAL, LLC 0.20% of their portfolio | 480.8k $65.4m | Reduced -21.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.10% of their portfolio | 468.4k $63.7m | Added +74.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 457.6k $62.2m | Added +29.9k |
| DekaBank Deutsche Girozentrale 0.11% of their portfolio | 454.5k $64.1m | Unchanged |
| Compagnie Lombard Odier SCmA 0.65% of their portfolio | 442.7k $60.2m | Added +8.7k |
| National Pension Service 0.04% of their portfolio | 442.3k $60.2m | Added +15.7k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 424.4k $57.7m | Reduced -21.9k |
| Squarepoint Ops LLC 0.12% of their portfolio | 424.0k $57.7m | Added +396.2k |
| LORD, ABBETT & CO. LLC 0.18% of their portfolio | 421.3k $57.3m | Added +388.2k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 404.2k $55.0m | Reduced -125.5k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 404.2k $55.0m | Reduced -49.4k |
| Rokos Capital Management LLP 0.78% of their portfolio | 391.9k $53.3m | Reduced -60.9k |
| MAVERICK CAPITAL LTD 0.56% of their portfolio | 386.3k $52.5m | Added +44.8k |
| SOROS FUND MANAGEMENT LLC 0.69% of their portfolio | 380.1k $51.7m | Reduced -48.6k |
| RDST Capital LLC 4.77% of their portfolio | 372.4k $50.6m | Reduced -102.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% of their portfolio | 370.2k $50.5m | Added +39.0k |
| Quantinno Capital Management LP 0.10% of their portfolio | 365.6k $49.7m | Added +19.3k |
| CANADA LIFE ASSURANCE Co 0.08% of their portfolio | 353.5k $48.1m | Reduced -19.0k |
| PANAGORA ASSET MANAGEMENT INC 0.17% of their portfolio | 344.0k $46.8m | Reduced -276.8k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.66% of their portfolio | 341.1k $46.4m | Reduced -321.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 341.1k $46.4m | Reduced -339.6k |
| Pacer Advisors, Inc. 0.12% of their portfolio | 339.6k $46.2m | Added +55.2k |