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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
37
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 20 listed it in both
Shares listed
68,584,980
combined, among listed positions
Reported value
$9.3bn
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 24 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,947,170.

Managers listing DDOG in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

37 of 37 holders

ActionFiling
Fidelity (FMR LLC)18,201,356$2.5bn0.13%Added+1,858,76917 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc14,423,814$2.0bn0.21%Added+956,99317 Feb 2026 (the filing on sec.gov)
Invesco Ltd12,346,309$1.7bn0.16%Added+8,270,58819 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd6,310,487$849m0.38%Trimmed-1,768,49317 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co3,961,509$539m0.45%Trimmed-7,451,97023 Jan 2026 (the filing on sec.gov)
MFS Investment Management3,827,106$520m0.17%Trimmed-462,46422 Jan 2026 (the filing on sec.gov)
AQR Capital Management LLC1,437,805$196m0.10%Added+116,06417 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC902,150$123munder 0.1%Added+816,20417 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP702,870$96m0.13%Added+663,47017 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP599,108$81munder 0.1%Added+559,77913 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP552,902$75munder 0.1%Trimmed-417,06317 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP536,402$73m0.53%Trimmed-57,23217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP424,351$58munder 0.1%Trimmed-21,91917 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC424,001$58m0.06%Added+396,23213 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC404,239$55munder 0.1%Trimmed-125,54027 Oct 2026 (the filing on sec.gov)
Rokos Capital Management LLP391,875$53m0.21%Trimmed-60,86813 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd386,254$53m0.56%Added+44,84213 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC380,115$52m0.60%Trimmed-48,55613 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP341,060$46munder 0.1%Trimmed-339,57417 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC312,330$42m0.07%Trimmed-398,72212 Feb 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC271,800$37m0.81%Held017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC219,639$30munder 0.1%Added+139,40317 Feb 2026 (the filing on sec.gov)
ARK Investment Management LLC219,291$30m0.20%Trimmed-88711 Feb 2026 (the filing on sec.gov)
Man Group PLC190,367$26munder 0.1%Trimmed-83,91517 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP183,772$25munder 0.1%Trimmed-129,00017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (2)

Exited (5)

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 →