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DDOG · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DDOGMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DDOG
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterDDOGMSFT
Q3 202020 holders, $5.5bn63 holders, $218bn
Q4 202024 holders, $5.9bn66 holders, $228bn
Q1 202118 holders, $4.5bn65 holders, $241bn
Q2 202125 holders, $6.3bn62 holders, $273bn
Q3 202131 holders, $8.7bn64 holders, $283bn
Q4 202141 holders, $11.4bn65 holders, $336bn
Q1 202239 holders, $9.9bn63 holders, $297bn
Q2 202230 holders, $4.9bn67 holders, $245bn
Q3 202224 holders, $4.3bn68 holders, $216bn
Q4 202219 holders, $3.0bn62 holders, $217bn
Q1 202322 holders, $2.8bn65 holders, $254bn
Q2 202329 holders, $4.5bn69 holders, $304bn
Q3 202321 holders, $4.4bn71 holders, $281bn
Q4 202334 holders, $6.1bn66 holders, $333bn
Q1 202439 holders, $7.4bn68 holders, $361bn
Q2 202437 holders, $7.1bn67 holders, $374bn
Q3 202432 holders, $5.8bn69 holders, $356bn
Q4 202427 holders, $7.8bn70 holders, $338bn
Q1 202524 holders, $5.1bn67 holders, $294bn
Q2 202538 holders, $8.2bn65 holders, $401bn
Q3 202523 holders, $9.2bn70 holders, $427bn
Q4 202524 holders, $8.9bn68 holders, $411bn
Q1 202630 holders, $7.6bn64 holders, $312bn
Q2 202632 holders, $17.5bn60 holders, $291bn
DDOG

Datadog Inc

Holders
37
Reported value
$7.1bn
Buyers
17
Sellers
18

Breadth -1 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
67
Reported value
$374bn
Buyers
27
Sellers
38

Breadth -11 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2024

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (34)

Acadian Asset Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Element Capital Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only DDOG (3)

Dragoneer Investment Group LLC, Durable Capital Partners LP, Soros Fund Management LLC

Only MSFT (33)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, Maverick Capital Ltd, Polen Capital Management LLC, Ruane Cunniff & Goldfarb LP, and 8 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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