DDOG in the 13F filings
Datadog Inc · CUSIP 23804L103
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 20 listed it in both
- Shares listed
- 64,911,915
- combined, among listed positions
- Reported value
- $9.2bn
- combined, at the quarter end
Among the 95 comparable managers: 10 buyers (opened or added shares) and 17 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 Q3 2025
23 of 23 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 13,466,821 shares now+7,434,591
- Fidelity (FMR LLC)existing position · 16,342,587 shares now+5,532,581
- Renaissance Technologies LLCexisting position · 711,052 shares now+334,800
- Light Street Capital Management LLCnew position · 207,000 shares now+207,000
- Discovery Capital Management LLCnew position · 111,000 shares now+111,000
Reductions
- Dragoneer Investment Group LLCexisting position · 271,800 shares now-1,982,763
- Wellington Management Group LLPexisting position · 969,965 shares now-588,230
- Baillie Gifford & Coexisting position · 11,413,479 shares now-543,983
- AQR Capital Management LLCexisting position · 1,321,741 shares now-525,981
- Janus Henderson Group Ltdexisting position · 8,078,980 shares now-280,844
New positions and exits
Exited (4)
- Altimeter Capital Management LPwas $118m
- Hudson Bay Capital Management LPwas $30m
- Caxton Associates LLPwas $17m
- Brevan Howard Capital Management LPwas $7.0m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2019 | 14 | $436m | n.a. | n.a. |
| Q4 2019 | 13 | $636m | n.a. | n.a. |
| Q1 2020 | 16 | $1.8bn | n.a. | n.a. |
| Q2 2020 | 24 | $5.0bn | n.a. | n.a. |
| Q3 2020 | 20 | $5.5bn | n.a. | n.a. |
| Q4 2020 | 24 | $5.9bn | n.a. | n.a. |
| Q1 2021 | 18 | $4.5bn | n.a. | n.a. |
| Q2 2021 | 25 | $6.3bn | n.a. | n.a. |
| Q3 2021 | 31 | $8.7bn | n.a. | n.a. |
| Q4 2021 | 41 | $11.4bn | n.a. | n.a. |
| Q1 2022 | 39 | $9.9bn | n.a. | n.a. |
| Q2 2022 | 30 | $4.9bn | n.a. | n.a. |
| Q3 2022 | 24 | $4.3bn | n.a. | n.a. |
| Q4 2022 | 19 | $3.0bn | n.a. | n.a. |
| Q1 2023 | 22 | $2.8bn | n.a. | n.a. |
| Q2 2023 | 29 | $4.5bn | n.a. | n.a. |
| Q3 2023 | 21 | $4.4bn | n.a. | n.a. |
| Q4 2023 | 34 | $6.1bn | 22 | 13 |
| Q1 2024 | 39 | $7.4bn | 25 | 15 |
| Q2 2024 | 37 | $7.1bn | 17 | 18 |
| Q3 2024 | 32 | $5.8bn | 18 | 18 |
| Q4 2024 | 27 | $7.8bn | 16 | 11 |
| Q1 2025 | 24 | $5.1bn | 18 | 9 |
| Q2 2025 | 38 | $8.2bn | 30 | 8 |
| Q3 2025 | 23 | $9.2bn | 10 | 17 |
| Q4 2025 | 24 | $8.9bn | 17 | 24 |
| Q1 2026 | 30 | $7.6bn | 23 | 19 |
| Q2 2026 | 32 | $17.5bn | 23 | 21 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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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 →