L3VLUP
ProSign in

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
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 1 May 2024
Managers listing it
39
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 31 listed it in both
Shares listed
60,220,703
combined, among listed positions
Reported value
$7.4bn
combined, at the quarter end

Among the 93 comparable managers: 25 buyers (opened or added shares) and 15 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

39 of 39 holders

ActionFiling
Baillie Gifford & Co9,623,799$1.2bn0.93%Trimmed-296,5671 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)8,398,676$1.0bn0.07%Added+1,150,7835 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc8,177,958$1.0bn0.12%Trimmed-441,02515 May 2024 (the filing on sec.gov)
MFS Investment Management3,613,135$447m0.13%Added+879,68714 May 2024 (the filing on sec.gov)
Wellington Management Group LLP3,531,486$436m0.08%Added+1,455,94515 May 2024 (the filing on sec.gov)
Millennium Management LLC2,953,427$365m0.16%Added+2,076,41115 May 2024 (the filing on sec.gov)
Citadel Advisors LLC2,549,768$315m0.06%Addedn.a.15 May 2024 (the filing on sec.gov)
Invesco Ltd2,136,605$264m0.06%Addedn.a.14 May 2024 (the filing on sec.gov)
Artisan Partners LP1,904,991$235m0.34%Trimmed-208,08613 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC1,897,452$235m0.37%Trimmed-193,50013 May 2024 (the filing on sec.gov)
Marshall Wace LLP1,681,797$208m0.32%Added+1,017,83015 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC1,399,967$173m0.30%Added+834,22215 May 2024 (the filing on sec.gov)
Capital Research Global Investors1,257,776$155munder 0.1%Trimmed-1,024,90114 May 2024 (the filing on sec.gov)
Point72 Asset Management LP1,130,970$140m0.34%Added+873,18615 May 2024 (the filing on sec.gov)
Two Sigma Investments LP1,046,981$129m0.30%Added+93,40915 May 2024 (the filing on sec.gov)
Durable Capital Partners LP997,079$123m0.95%Added+454,42015 May 2024 (the filing on sec.gov)
Tiger Global Management LLC979,400$121m0.66%Held015 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC892,831$110m0.09%Added+414,61514 Nov 2024 (the filing on sec.gov)
Jane Street Group LLC674,116$83munder 0.1%Trimmed-3,94816 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP651,272$80m0.19%Added+11,60015 May 2024 (the filing on sec.gov)
Holocene Advisors LP643,575$80m0.29%Trimmed-294,44815 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC630,540$78m0.14%Added+141,81213 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.592,308$73m0.06%Added+39,69015 May 2024 (the filing on sec.gov)
Woodline Partners LP555,314$69m0.63%Added+503,57115 May 2024 (the filing on sec.gov)
AQR Capital Management LLC395,459$49m0.08%Added+105,79015 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (5)

Exited (2)

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 →