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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
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 17 listed it in both
Shares listed
51,640,545
combined, among listed positions
Reported value
$5.1bn
combined, at the quarter end

Among the 95 comparable managers: 18 buyers (opened or added shares) and 9 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 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Baillie Gifford & Co12,274,655$1.2bn1.06%Added+1,369,5227 May 2025 (the filing on sec.gov)
Fidelity (FMR LLC)12,079,254$1.2bn0.08%Trimmed-1,134,8195 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc6,729,254$668m0.08%Added+1,261,06514 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd6,017,324$608m0.33%Added+2,000,76615 May 2025 (the filing on sec.gov)
MFS Investment Management4,656,379$462m0.15%Added+180,1002 May 2025 (the filing on sec.gov)
Holocene Advisors LP1,850,800$184m0.54%Newnew15 May 2025 (the filing on sec.gov)
Wellington Management Group LLP1,672,477$166munder 0.1%Trimmed-259,79513 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,160,352$115m0.17%Added+117,50014 May 2025 (the filing on sec.gov)
AQR Capital Management LLC924,684$90m0.09%Added+469,64215 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP756,544$75m0.06%Trimmed-6,03914 May 2025 (the filing on sec.gov)
Rokos Capital Management LLP573,567$57m0.59%Added+273,56715 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP548,841$54m0.56%Newnew15 May 2025 (the filing on sec.gov)
Point72 Asset Management LP493,352$49m0.11%Addedn.a.21 Jul 2025 (the filing on sec.gov)
Neuberger Berman Group LLC475,820$47munder 0.1%Trimmed-271,89027 Oct 2026 (the filing on sec.gov)
Two Sigma Investments LP398,504$40m0.08%Added+174,12315 May 2025 (the filing on sec.gov)
Soros Fund Management LLC299,958$30m0.44%Added+107,76815 May 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC271,800$27m0.57%Held015 May 2025 (the filing on sec.gov)
ARK Investment Management LLC139,617$14m0.14%Added+12,3277 May 2025 (the filing on sec.gov)
Verition Fund Management LLC106,505$11munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Woodline Partners LP59,712$5.9munder 0.1%Newnew15 May 2025 (the filing on sec.gov)
Bridgewater Associates LP57,523$5.7munder 0.1%Newnew14 May 2025 (the filing on sec.gov)
Quantbot Technologies LP44,368$4.4m0.14%Added+31,60713 May 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP27,555$2.7munder 0.1%Trimmed-13,09715 May 2025 (the filing on sec.gov)
PDT Partners LLC21,700$2.2m0.15%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 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 (5)

Exited (4)

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 →