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 ($137.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $117.96. Options: 51 managers hold calls ($1.4bn notional), 49 hold puts ($1.2bn).
Trends to Q1 2026
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 |
| Q1 2026 | 1,058 |
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 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 |
| Q1 2026 | 583 | 501 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.6bn | $1.8bn | 0.68 |
| Q3 2025 | $2.2bn | $2.4bn | 1.05 |
| Q4 2025 | $1.9bn | $1.8bn | 0.95 |
| Q1 2026 | $1.4bn | $1.2bn | 0.89 |
Biggest buyers
| BlackRock, Inc. | Added | +6.9m |
| CITADEL ADVISORS LLC | Added | +1.8m |
| FIRST TRUST ADVISORS LP | Added | +1.7m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.6m |
| JANUS HENDERSON GROUP PLC | Added | +1.4m |
| Balyasny Asset Management L.P. | Added | +1.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.3m |
| VAN ECK ASSOCIATES CORP | Added | +1.3m |
| UBS Group AG | Added | +1.2m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
Biggest sellers
| FMR LLC | Reduced | -4.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -4.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -2.6m |
| JENNISON ASSOCIATES LLC | Reduced | -1.7m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -1.2m |
| Altshuler Shaham Ltd | Reduced | -993.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -911.2k |
| BAILLIE GIFFORD & CO | Reduced | -879.4k |
| Invesco Ltd. | Reduced | -712.4k |
| BIT Capital GmbH | Sold out | -658.3k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $290.4m2.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $282.7m2.4m shares |
| CITADEL ADVISORS LLC | Reduced | $158.6m1.3m shares |
| IMC-Chicago, LLC | Added | $117.8m997.6k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $58.0m4.9k shares |
| NOMURA HOLDINGS INC | Unchanged | $47.2m400.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $37.2m315.0k shares |
| Optiver Holding B.V. | Added | $30.1m255.3k shares |
| Squarepoint Ops LLC | Reduced | $28.2m238.6k shares |
| Walleye Trading LLC | Reduced | $25.7m217.7k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $222.9m1.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $202.3m1.7m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $84.7m717.8k shares |
| Parallax Volatility Advisers, L.P. | Added | $73.1m619.0k shares |
| CITADEL ADVISORS LLC | Reduced | $62.1m526.1k shares |
| IMC-Chicago, LLC | Reduced | $60.5m512.8k shares |
| Caption Management, LLC | Added | $59.6m504.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $45.1m382.4k shares |
| BARCLAYS PLC | Reduced | $38.8m328.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $33.1m280.0k 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 2026
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 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 |
| Q1 2026 | 0 | — | 10 | $82.2m | $55.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-23 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $4.1m32.4k shares |
| 2026-03-23 | Agarwal Amit Director · By Trust | Sold plan | $2.5m20.0k shares |
| 2026-03-16 | Pomel Olivier Chief Executive Officer, director | Sold plan | $5.4m42.4k shares |
| 2026-03-16 | Agarwal Amit Director · By Trust | Sold plan | $2.5m20.0k shares |
| 2026-03-13 | Shah Shardul Director · By Trust | Sold plan | $1.0m7.9k shares |
| 2026-03-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $2.8m22.3k shares |
| 2026-03-10 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $6.8m53.9k shares |
| 2026-03-09 | Agarwal Amit Director · By Trust | Sold plan | $2.5m20.0k shares |
| 2026-03-03 | Blitzer Adam Chief Operating Officer | Sold plan | $3.5m32.1k shares |
| 2026-03-02 | Pomel Olivier Chief Executive Officer, director | Sold | $7.6m68.9k shares |
| 2026-03-02 | Le-Quoc Alexis Chief Technology Officer, director | Sold | $5.9m53.5k shares |
| 2026-03-02 | OBSTLER DAVID M Chief Financial Officer | Sold | $4.4m40.1k shares |
| 2026-03-02 | Blitzer Adam Chief Operating Officer | Sold plan | $3.7m33.4k shares |
| 2026-03-02 | Walters Sean Michael Chief Revenue Officer | Sold | $3.6m32.1k shares |
| 2026-03-02 | Li Yanbing Chief Product Officer | Sold | $2.5m23.0k shares |
| 2026-03-02 | Acocella Kerry General Counsel and Secretary | Sold | $2.0m17.7k shares |
| 2026-03-02 | Galloreese David Chief People Officer | Sold | $1.2m10.7k shares |
| 2026-02-23 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $2.3m21.6k shares |
| 2026-02-13 | Shah Shardul Director · By Trust | Sold plan | $998.9k7.9k shares |
| 2026-02-11 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $5.5m43.1k shares |
| 2026-01-28 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $4.6m32.4k shares |
| 2026-01-13 | Shah Shardul Director · By Trust | Sold plan | $988.6k7.9k shares |
| 2026-01-05 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $5.8m43.1k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.07% of their portfolio | 35.3m $4.2bn | Added +6.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 21.3m $2.5bn | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.11% of their portfolio | 17.6m $2.1bn | First filing |
| STATE STREET CORP 0.06% of their portfolio | 14.1m $1.7bn | Added +29.5k |
| FMR LLC 0.08% of their portfolio | 13.3m $1.6bn | Reduced -4.9m |
| Invesco Ltd. 0.13% of their portfolio | 11.6m $1.4bn | Reduced -712.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.14% of their portfolio | 10.4m $1.2bn | Reduced -4.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 9.3m $1.1bn | Added +282.2k |
| JANUS HENDERSON GROUP PLC 0.43% of their portfolio | 7.7m $905.6m | Added +1.4m |
| JENNISON ASSOCIATES LLC 0.48% of their portfolio | 5.9m $699.2m | Reduced -1.7m |
| MORGAN STANLEY 0.04% of their portfolio | 5.1m $597.6m | Added +1.0m |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 4.3m $495.3m | Reduced -8.4k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 4.3m $503.2m | Reduced -500.7k |
| AMERICAN CENTURY COMPANIES INC 0.23% of their portfolio | 3.8m $449.1m | Added +155.8k |
| FIRST TRUST ADVISORS LP 0.31% of their portfolio | 3.7m $435.1m | Added +1.7m |
| BAILLIE GIFFORD & CO 0.37% of their portfolio | 3.1m $363.8m | Reduced -879.4k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.8m $332.9m | Added +65.1k |
| BROWN ADVISORY INC 0.54% of their portfolio | 2.8m $331.4m | Reduced -652.6k |
| CITADEL ADVISORS LLC 0.23% of their portfolio | 2.7m $319.4m | Added +1.8m |
| Bank of New York Mellon Corp 0.06% of their portfolio | 2.6m $312.3m | Added +615.1k |
| AQR CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 2.6m $301.7m | Added +1.1m |
| UBS Group AG 0.05% of their portfolio | 2.6m $301.5m | Added +1.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 2.5m $290.4m | Added +68.3k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.2m $260.9m | Added +166.8k |
| Legal & General Group Plc 0.06% of their portfolio | 2.2m $254.7m | Added +27.4k |
| Amundi 0.07% of their portfolio | 2.1m $244.5m | Reduced -288.1k |
| Employees Provident Fund Board 1.78% of their portfolio | 2.0m $236.1m | Added +150.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.0m $234.4m | Reduced -219.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.9m $224.2m | Added +1.3m |
| VANGUARD FIDUCIARY TRUST CO 0.06% of their portfolio | 1.9m $223.1m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.16% of their portfolio | 1.8m $217.6m | Added +1.6m |
| VOYA INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 1.7m $198.9m | Reduced -69.6k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 1.6m $188.0m | Reduced -183.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio | 1.6m $185.5m | Added +971.9k |
| Clearbridge Investments, LLC 0.16% of their portfolio | 1.6m $185.1m | Added +230.5k |
| 1832 Asset Management L.P. 0.24% of their portfolio | 1.5m $180.6m | Added +302.5k |
| Balyasny Asset Management L.P. 0.34% of their portfolio | 1.5m $174.1m | Added +1.4m |
| SANDS CAPITAL MANAGEMENT, LLC 0.65% of their portfolio | 1.4m $166.0m | Reduced -107.4k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.3m $158.6m | Added +531.2k |
| VAN ECK ASSOCIATES CORP 0.12% of their portfolio | 1.3m $157.4m | Added +1.3m |
| Harel Insurance Investments & Financial Services Ltd. 1.06% of their portfolio | 1.3m $156.8m | Added +278.6k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.3m $151.2m | Reduced -123.5k |
| BARCLAYS PLC 0.05% of their portfolio | 1.3m $150.3m | Added +100.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 1.3m $150.5m | Reduced -2.6m |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 1.3m $146.7m | Added +21.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.09% of their portfolio | 1.2m $145.5m | Added +393.1k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.2m $139.5m | Added +1.3k |
| Freestone Grove Partners LP 0.93% of their portfolio | 1.1m $128.1m | Added +548.8k |
| Nuveen, LLC 0.03% of their portfolio | 1.0m $121.8m | Added +87.0k |
| Swiss National Bank 0.06% of their portfolio | 907.3k $107.1m | Added +65.8k |
| Assenagon Asset Management S.A. 0.17% of their portfolio | 886.0k $104.6m | Reduced -201.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 874.1k $103.2m | Reduced -2.6k |
| CITIGROUP INC 0.06% of their portfolio | 842.4k $99.4m | Added +210.9k |
| FEDERATED HERMES, INC. 0.16% of their portfolio | 829.0k $97.9m | Reduced -227.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 751.2k $88.7m | Added +52.2k |
| Ashe Capital Management, LP 10.90% of their portfolio | 736.5k $86.9m | Reduced -20.0k |
| Strategy Capital LLC 7.05% of their portfolio | 730.7k $86.3m | Added +6.4k |
| Woodline Partners LP 0.32% of their portfolio | 722.4k $85.3m | Added +662.9k |
| Vanguard Global Advisers, LLC 0.05% of their portfolio | 716.5k $84.6m | First filing |
| Champlain Investment Partners, LLC 1.05% of their portfolio | 703.5k $83.0m | Added +199.1k |
| Meritech Capital Associates V L.L.C. 56.83% of their portfolio | 679.6k $80.2m | Unchanged |
| Thrivent Financial for Lutherans 0.15% of their portfolio | 662.3k $78.2m | Added +6.9k |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 642.1k $75.8m | Added +44.6k |
| RHUMBLINE ADVISERS 0.06% of their portfolio | 641.9k $75.8m | Added +4.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 637.0k $75.2m | Added +30.2k |
| Pictet Asset Management Holding SA 0.08% of their portfolio | 634.3k $74.9m | Added +2.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 633.6k $74.8m | Added +61.5k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 599.6k $70.8m | Reduced -911.2k |
| RDST Capital LLC 6.79% of their portfolio | 597.1k $70.5m | Added +224.7k |
| BAMCO INC /NY/ 0.21% of their portfolio | 587.4k $69.3m | Added +96.8k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.26% of their portfolio | 563.4k $66.5m | Reduced -22.6k |
| CIBC Bancorp USA Inc. 0.09% of their portfolio | 547.2k $64.6m | First filing |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 544.7k $64.4m | Reduced -623.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.16% of their portfolio | 538.7k $63.6m | Added +386.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.05% of their portfolio | 532.4k $62.8m | First filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% of their portfolio | 527.8k $62.2m | Added +59.4k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 514.5k $60.7m | New |
| Squarepoint Ops LLC 0.13% of their portfolio | 495.7k $58.5m | Added +71.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 487.1k $57.5m | Reduced -451.7k |
| ProShare Advisors LLC 0.08% of their portfolio | 480.1k $56.7m | Reduced -103.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 477.7k $56.4m | Reduced -34.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.10% of their portfolio | 476.0k $56.2m | Reduced -1.2m |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 474.4k $56.0m | New |
| BANK OF NOVA SCOTIA 0.10% of their portfolio | 471.8k $55.7m | Added +396.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 470.5k $55.5m | Reduced -239.4k |
| DekaBank Deutsche Girozentrale 0.09% of their portfolio | 454.5k $53.5m | Unchanged |
| National Pension Service 0.04% of their portfolio | 453.4k $53.5m | Added +11.1k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 453.4k $61.7m | Added +29.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 447.1k $52.8m | Reduced -10.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio | 444.1k $52.4m | Added +200.3k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 426.9k $50.4m | Reduced -64.8k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 424.7k $50.1m | Added +20.4k |
| Quantinno Capital Management LP 0.08% of their portfolio | 416.1k $49.1m | Added +50.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 397.5k $46.9m | Reduced -139.9k |
| Compagnie Lombard Odier SCmA 0.56% of their portfolio | 385.1k $45.5m | Reduced -57.7k |
| IEQ CAPITAL, LLC 0.21% of their portfolio | 377.0k $44.5m | Reduced -103.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 376.4k $44.4m | Added +183.9k |
| CANADA LIFE ASSURANCE Co 0.08% of their portfolio | 369.3k $43.7m | Added +15.9k |
| Candriam S.C.A. 0.22% of their portfolio | 362.4k $42.8m | Added +67.4k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.62% of their portfolio | 362.2k $42.8m | Added +21.1k |