DDOG in the 13F filings
Datadog Inc · CUSIP 23804L103
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 34
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 19 listed it in both
- Shares listed
- 50,617,365
- combined, among listed positions
- Reported value
- $6.1bn
- combined, at the quarter end
Among the 93 comparable managers: 22 buyers (opened or added shares) and 13 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 Q4 2023
34 of 34 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 7,247,893 shares now+1,947,552
- Renaissance Technologies LLCexisting position · 2,090,952 shares now+957,360
- Holocene Advisors LPnew position · 938,023 shares now+938,023
- Voloridge Investment Management LLCnew position · 698,263 shares now+698,263
- MFS Investment Managementexisting position · 2,733,448 shares now+651,244
Reductions
- Marshall Wace LLPexisting position · 663,967 shares now-2,436,536
- T. Rowe Price Associates Incexisting position · 8,618,983 shares now-2,230,501
- Whale Rock Capital Management LLCexisting position · 494,641 shares now-903,353
- Dragoneer Investment Group LLCexisting position · 2,458,850 shares now-599,263
- Baillie Gifford & Coexisting position · 9,920,366 shares now-230,323
New positions and exits
New (8)
Exited (2)
- Viking Global Investors LPwas $61m
- Rokos Capital Management LLPwas $32m
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 →