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 ($369.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $259.47. Options: 60 managers hold calls ($5.3bn notional), 50 hold puts ($3.2bn).
Trends to Q2 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 |
| Q2 2026 | 1,276 |
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 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 |
| Q2 2026 | 723 | 520 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.2bn | $2.4bn | 1.05 |
| Q4 2025 | $1.9bn | $1.8bn | 0.95 |
| Q1 2026 | $1.4bn | $1.2bn | 0.89 |
| Q2 2026 | $5.3bn | $3.2bn | 0.61 |
Biggest buyers
| FMR LLC | Added | +6.5m |
| T. Rowe Price Investment Management, Inc. | New | +3.1m |
| Invesco Ltd. | Added | +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.4m |
| JANE STREET GROUP, LLC | Added | +1.1m |
| JENNISON ASSOCIATES LLC | Added | +937.8k |
| Assenagon Asset Management S.A. | Added | +754.2k |
| LORD, ABBETT & CO. LLC | Added | +718.1k |
| STATE STREET CORP | Added | +646.4k |
| Swedbank AB | Added | +631.7k |
Biggest sellers
| BAILLIE GIFFORD & CO | Reduced | -1.7m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.6m |
| BROWN ADVISORY INC | Reduced | -1.6m |
| CITADEL ADVISORS LLC | Reduced | -1.3m |
| UBS Group AG | Reduced | -1.2m |
| Freestone Grove Partners LP | Sold out | -1.1m |
| FIRST TRUST ADVISORS LP | Reduced | -905.5k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -762.4k |
| Woodline Partners LP | Reduced | -648.9k |
| Champlain Investment Partners, LLC | Reduced | -628.2k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $1.3bn4.9m shares |
| UBS Group AG | Added | $855.8m3.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $725.5m2.8m shares |
| CITADEL ADVISORS LLC | Added | $522.4m2.0m shares |
| IMC-Chicago, LLC | Added | $367.3m1.4m shares |
| Walleye Trading LLC | Added | $155.9m598.6k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $141.5m543.3k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $119.8m4.6k shares |
| Optiver Holding B.V. | Added | $115.2m442.3k shares |
| NOMURA HOLDINGS INC | Unchanged | $104.1m400.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $710.2m2.7m shares |
| CITADEL ADVISORS LLC | Added | $517.2m2.0m shares |
| JANE STREET GROUP, LLC | Reduced | $463.6m1.8m shares |
| IMC-Chicago, LLC | Added | $259.2m995.5k shares |
| GOLDMAN SACHS GROUP INC | Added | $238.4m915.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $135.9m521.8k shares |
| Optiver Holding B.V. | Added | $102.1m392.2k shares |
| Caption Management, LLC | Reduced | $88.5m340.0k shares |
| UBS Group AG | Added | $74.4m285.8k shares |
| Squarepoint Ops LLC | Added | $61.8m237.4k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 15 | $306.1m | $225.5m |
| Q3 2026 | 0 | — | 12 | $295.1m | $255.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-23 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $10.9m43.2k shares |
| 2026-09-21 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $2.4m10.0k shares |
| 2026-09-21 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $723.8k3.0k shares |
| 2026-09-21 | OBSTLER DAVID M Chief Financial Officer · By Trust | Sold plan | $723.8k3.0k shares |
| 2026-09-14 | OBSTLER DAVID M Chief Financial Officer | Sold plan | $9.1m40.0k shares |
| 2026-09-14 | OBSTLER DAVID M Chief Financial Officer · By Trust | Sold plan | $5.5m24.0k shares |
| 2026-09-14 | Acocella Kerry General Counsel and Secretary | Sold plan | $1.2m5.3k shares |
| 2026-09-11 | Li Yanbing Chief Product Officer | Sold plan | $2.8m12.7k shares |
| 2026-09-11 | Walters Sean Michael Chief Revenue Officer | Sold plan | $2.6m11.7k shares |
| 2026-09-08 | Pomel Olivier Chief Executive Officer, director | Sold plan | $18.6m89.5k shares |
| 2026-09-04 | Richardson Julie Director | Sold plan | $1.2m5.6k shares |
| 2026-09-03 | Blitzer Adam Chief Operating Officer | Sold plan | $2.6m12.0k shares |
| 2026-09-03 | Richardson Julie Director | Sold plan | $1.2m5.6k shares |
| 2026-09-02 | Pomel Olivier Chief Executive Officer, director | Sold | $5.6m26.3k shares |
| 2026-09-02 | Le-Quoc Alexis Chief Technology Officer, director | Sold | $4.6m21.8k shares |
| 2026-09-02 | OBSTLER DAVID M Chief Financial Officer | Sold | $3.5m16.5k shares |
| 2026-09-02 | Blitzer Adam Chief Operating Officer | Sold | $2.9m13.8k shares |
| 2026-09-02 | Walters Sean Michael Chief Revenue Officer | Sold | $2.9m13.6k shares |
| 2026-09-02 | Li Yanbing Chief Product Officer | Sold | $2.4m11.2k shares |
| 2026-09-02 | Acocella Kerry General Counsel and Secretary | Sold | $1.6m7.3k shares |
| 2026-09-02 | Galloreese David Chief People Officer | Sold | $1.0m4.8k shares |
| 2026-09-01 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $12.2m53.9k shares |
| 2026-09-01 | Galloreese David Chief People Officer | Sold plan | $230.7k991 shares |
| 2026-08-24 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $9.9m43.2k shares |
| 2026-08-19 | Pomel Olivier Chief Executive Officer, director | Sold plan | $11.1m47.1k shares |
| 2026-08-14 | Jacobson Matthew Director | Sold | $5.0m19.5k shares |
| 2026-08-13 | Jacobson Matthew Director | Sold | $10.0m39.9k shares |
| 2026-08-13 | Agarwal Amit Director · By Trust | Sold plan | $5.0m20.0k shares |
| 2026-08-10 | Le-Quoc Alexis Chief Technology Officer, director | Sold plan | $13.7m53.9k shares |
| 2026-08-06 | Agarwal Amit Director · By Trust | Sold plan | $4.7m20.0k shares |
The latest 30 of 93 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.14% of their portfolio | 35.5m $9.3bn | Added +295.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 21.6m $5.6bn | Added +284.1k |
| FMR LLC 0.22% of their portfolio | 19.8m $5.1bn | Added +6.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.21% of their portfolio | 17.6m $4.6bn | Reduced -17.2k |
| STATE STREET CORP 0.11% of their portfolio | 14.7m $3.8bn | Added +646.4k |
| Invesco Ltd. 0.27% of their portfolio | 13.2m $3.4bn | Added +1.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.28% of their portfolio | 10.6m $2.8bn | Added +257.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 9.5m $2.5bn | Added +198.7k |
| Jupiter Topco LLC 0.74% of their portfolio | 6.9m $1.8bn | First filing |
| JENNISON ASSOCIATES LLC 1.07% of their portfolio | 6.9m $1.8bn | Added +937.8k |
| MORGAN STANLEY 0.06% of their portfolio | 4.6m $1.2bn | Reduced -418.8k |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 4.5m $1.1bn | Added +174.8k |
| GOLDMAN SACHS GROUP INC 0.12% of their portfolio | 4.3m $1.1bn | Added +66.9k |
| NORGES BANK 0.11% of their portfolio | 4.1m $1.1bn | Not comparable |
| AMERICAN CENTURY COMPANIES INC 0.43% of their portfolio | 3.8m $977.4m | Reduced -50.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.15% of their portfolio | 3.3m $859.6m | Added +1.4m |
| T. Rowe Price Investment Management, Inc. 0.53% of their portfolio | 3.1m $806.9m | New |
| NORTHERN TRUST CORP 0.09% of their portfolio | 2.9m $762.0m | Added +106.7k |
| FIRST TRUST ADVISORS LP 0.43% of their portfolio | 2.8m $723.8m | Reduced -905.5k |
| Bank of New York Mellon Corp 0.12% of their portfolio | 2.8m $722.3m | Added +128.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 2.6m $689.6m | Added +188.7k |
| Amundi 0.15% of their portfolio | 2.4m $632.7m | Added +358.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% of their portfolio | 2.4m $622.4m | Added +405.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.25% of their portfolio | 2.2m $571.6m | Added +624.5k |
| Legal & General Group Plc 0.12% of their portfolio | 2.2m $569.6m | Added +30.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.47% of their portfolio | 2.1m $543.0m | Added +401.2k |
| FRANKLIN RESOURCES INC 0.11% of their portfolio | 2.0m $516.8m | Added +392.4k |
| VANGUARD FIDUCIARY TRUST CO 0.11% of their portfolio | 1.9m $494.9m | Added +10.7k |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 1.8m $454.9m | Reduced -762.4k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 1.8m $456.2m | Reduced -458.2k |
| Assenagon Asset Management S.A. 0.28% of their portfolio | 1.6m $427.0m | Added +754.2k |
| Nuveen, LLC 0.10% of their portfolio | 1.6m $407.7m | Added +534.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.12% of their portfolio | 1.5m $383.3m | Added +196.5k |
| CITADEL ADVISORS LLC 0.21% of their portfolio | 1.4m $370.5m | Reduced -1.3m |
| Employees Provident Fund Board 2.09% of their portfolio | 1.4m $364.5m | Reduced -600.0k |
| UBS Group AG 0.06% of their portfolio | 1.4m $357.7m | Reduced -1.2m |
| BAILLIE GIFFORD & CO 0.32% of their portfolio | 1.3m $350.8m | Reduced -1.7m |
| RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio | 1.3m $330.4m | Added +10.6k |
| FEDERATED HERMES, INC. 0.45% of their portfolio | 1.2m $314.5m | Added +379.0k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 1.2m $313.9m | Reduced -137.6k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 1.2m $313.7m | Reduced -76.0k |
| BROWN ADVISORY INC 0.48% of their portfolio | 1.2m $312.2m | Reduced -1.6m |
| VAN ECK ASSOCIATES CORP 0.19% of their portfolio | 1.2m $308.3m | Reduced -148.8k |
| 1832 Asset Management L.P. 0.37% of their portfolio | 1.1m $298.5m | Reduced -382.9k |
| CITIGROUP INC 0.14% of their portfolio | 1.1m $296.1m | Added +295.0k |
| Clearbridge Investments, LLC 0.24% of their portfolio | 1.1m $295.7m | Reduced -432.1k |
| Pictet Asset Management Holding SA 0.27% of their portfolio | 1.1m $285.7m | Added +463.2k |
| JANE STREET GROUP, LLC 0.18% of their portfolio | 1.1m $284.8m | Added +1.1m |
| SANDS CAPITAL MANAGEMENT, LLC 0.97% of their portfolio | 999.8k $260.3m | Reduced -406.6k |
| BARCLAYS PLC 0.08% of their portfolio | 968.7k $252.2m | Reduced -304.3k |
| Harel Insurance Investments & Financial Services Ltd. 1.20% of their portfolio | 950.7k $247.5m | Reduced -377.7k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 950.1k $247.4m | Reduced -232.1k |
| Balyasny Asset Management L.P. 0.43% of their portfolio | 911.4k $237.3m | Reduced -563.1k |
| Swiss National Bank 0.12% of their portfolio | 881.2k $229.4m | Reduced -26.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.13% of their portfolio | 878.5k $228.7m | Added +4.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.12% of their portfolio | 818.1k $213.0m | Added +66.8k |
| LORD, ABBETT & CO. LLC 0.60% of their portfolio | 807.9k $210.3m | Added +718.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.11% of their portfolio | 790.3k $205.8m | Reduced -442.3k |
| Swedbank AB 0.17% of their portfolio | 763.7k $198.8m | Added +631.7k |
| Vanguard Global Advisers, LLC 0.09% of their portfolio | 714.5k $186.0m | Reduced -2.0k |
| Strategy Capital LLC 11.39% of their portfolio | 709.9k $184.8m | Reduced -20.8k |
| Ashe Capital Management, LP 19.33% of their portfolio | 691.5k $180.0m | Reduced -45.0k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 683.3k $177.9m | Added +83.7k |
| CIBC Bancorp USA Inc. 0.22% of their portfolio | 681.6k $177.4m | Added +134.4k |
| Russell Investments Group, Ltd. 0.15% of their portfolio | 675.8k $175.5m | Added +251.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 662.8k $172.5m | Added +25.8k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 649.5k $169.1m | Added +525.8k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.64% of their portfolio | 629.4k $163.9m | New |
| Robeco Institutional Asset Management B.V. 0.20% of their portfolio | 629.3k $163.8m | Added +552.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.11% of their portfolio | 627.0k $163.2m | Added +94.6k |
| RHUMBLINE ADVISERS 0.12% of their portfolio | 605.7k $157.7m | Reduced -36.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio | 601.3k $156.6m | Added +114.2k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 587.4k $152.8m | Added +42.7k |
| California Public Employees Retirement System 0.08% of their portfolio | 546.2k $142.2m | Added +148.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% of their portfolio | 540.2k $140.2m | Added +12.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 525.4k $136.8m | Reduced -108.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio | 514.6k $134.0m | Added +44.1k |
| BAMCO INC /NY/ 0.20% of their portfolio | 508.4k $132.4m | Reduced -79.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.28% of their portfolio | 506.0k $131.7m | Reduced -32.7k |
| Thrivent Financial for Lutherans 0.22% of their portfolio | 503.4k $131.1m | Reduced -158.9k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 489.5k $57.8m | Added +36.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 465.5k $121.2m | Added +18.3k |
| TD Asset Management Inc 0.10% of their portfolio | 461.0k $120.0m | Added +223.4k |
| DekaBank Deutsche Girozentrale 0.09% of their portfolio | 454.5k $52.4m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 448.9k $116.9m | Reduced -28.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.17% of their portfolio | 444.3k $115.7m | Reduced -31.7k |
| Quantinno Capital Management LP 0.13% of their portfolio | 425.7k $110.8m | Added +9.5k |
| Avala Global LP 4.01% of their portfolio | 417.5k $108.7m | New |
| National Pension Service 0.07% of their portfolio | 415.5k $108.2m | Reduced -37.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.15% of their portfolio | 404.8k $105.4m | Reduced -39.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 2.69% of their portfolio | 397.0k $103.4m | New |
| Holocene Advisors, LP 0.23% of their portfolio | 392.3k $102.1m | New |
| Squarepoint Ops LLC 0.20% of their portfolio | 386.0k $100.5m | Reduced -109.7k |
| CANADA LIFE ASSURANCE Co 0.16% of their portfolio | 385.8k $100.3m | Added +16.5k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.35% of their portfolio | 385.1k $100.3m | Reduced -178.4k |
| Candriam S.C.A. 0.44% of their portfolio | 375.7k $97.7m | Added +13.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.30% of their portfolio | 372.5k $97.0m | Reduced -3.8k |
| ProShare Advisors LLC 0.14% of their portfolio | 369.6k $96.2m | Reduced -110.6k |
| Meritech Capital Associates V L.L.C. 61.27% of their portfolio | 356.0k $92.7m | Reduced -323.6k |
| APG Asset Management N.V. 0.20% of their portfolio | 354.7k $80.8m | Added +218.1k |