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DDOG in the 13F filings

Datadog Inc · CUSIP 23804L103

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 30 Jul 2025
Managers listing it
38
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 21 listed it in both
Shares listed
61,020,491
combined, among listed positions
Reported value
$8.2bn
combined, at the quarter end

Among the 95 comparable managers: 30 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing DDOG in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

38 of 38 holders

ActionFiling
Baillie Gifford & Co11,957,462$1.6bn1.20%Trimmed-317,1936 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)10,810,006$1.5bn0.08%Trimmed-1,269,24814 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd8,359,824$1.1bn0.55%Added+2,342,50014 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc6,032,230$810m0.09%Trimmed-697,02414 Aug 2025 (the filing on sec.gov)
MFS Investment Management4,249,294$571m0.18%Trimmed-407,0858 Aug 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC2,254,563$303m6.18%Added+1,982,76314 Aug 2025 (the filing on sec.gov)
Millennium Management LLC2,135,449$287m0.14%Addedn.a.14 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,847,722$248m0.21%Added+923,03814 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP1,558,195$209munder 0.1%Trimmed-114,28214 Aug 2025 (the filing on sec.gov)
Point72 Asset Management LP1,356,537$182m0.36%Added+863,18514 Aug 2025 (the filing on sec.gov)
Balyasny Asset Management LLC1,185,161$159m0.24%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,132,343$152m0.11%Added+375,79913 Aug 2025 (the filing on sec.gov)
Altimeter Capital Management LP881,730$118m1.71%Newnew14 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP796,120$107m0.81%Added+247,27914 Aug 2025 (the filing on sec.gov)
Rokos Capital Management LLP698,520$94m0.41%Added+124,95314 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP695,572$93m0.23%Trimmed-1,155,22814 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP591,272$79m0.16%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP517,618$70m0.12%Added+119,11414 Aug 2025 (the filing on sec.gov)
Maverick Capital Ltd516,079$69m1.04%Newnew14 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC468,619$63munder 0.1%Trimmed-7,20127 Oct 2026 (the filing on sec.gov)
Renaissance Technologies LLC376,252$51m0.07%Trimmed-784,10013 Aug 2025 (the filing on sec.gov)
Soros Fund Management LLC356,502$48m0.60%Added+56,54414 Aug 2025 (the filing on sec.gov)
Man Group PLC284,633$38m0.07%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Steadfast Capital Management LP226,700$30m0.54%Newnew14 Aug 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP221,370$30m0.10%Addedn.a.18 Aug 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
32 in Q3 2024 to 32 in Q2 2026

Tracked managers listing it, at least.

02040602020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DDOG by quarter
QuarterHoldersReported valueBuyersSellers
Q3 201914$436mn.a.n.a.
Q4 201913$636mn.a.n.a.
Q1 202016$1.8bnn.a.n.a.
Q2 202024$5.0bnn.a.n.a.
Q3 202020$5.5bnn.a.n.a.
Q4 202024$5.9bnn.a.n.a.
Q1 202118$4.5bnn.a.n.a.
Q2 202125$6.3bnn.a.n.a.
Q3 202131$8.7bnn.a.n.a.
Q4 202141$11.4bnn.a.n.a.
Q1 202239$9.9bnn.a.n.a.
Q2 202230$4.9bnn.a.n.a.
Q3 202224$4.3bnn.a.n.a.
Q4 202219$3.0bnn.a.n.a.
Q1 202322$2.8bnn.a.n.a.
Q2 202329$4.5bnn.a.n.a.
Q3 202321$4.4bnn.a.n.a.
Q4 202334$6.1bn2213
Q1 202439$7.4bn2515
Q2 202437$7.1bn1718
Q3 202432$5.8bn1818
Q4 202427$7.8bn1611
Q1 202524$5.1bn189
Q2 202538$8.2bn308
Q3 202523$9.2bn1017
Q4 202524$8.9bn1724
Q1 202630$7.6bn2319
Q2 202632$17.5bn2321

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DDOG and GOOGL →DDOG and AMZN →DDOG and MSFT →Choose a stock to compare with DDOG →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own DDOG, latest filings →Back to the 13F Explorer →