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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Jan 2025
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 22 listed it in both
Shares listed
54,845,937
combined, among listed positions
Reported value
$7.8bn
combined, at the quarter end

Among the 94 comparable managers: 16 buyers (opened or added shares) and 11 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Fidelity (FMR LLC)13,214,073$1.9bn0.11%Added+3,775,4185 Nov 2026 (the filing on sec.gov)
Baillie Gifford & Co10,905,133$1.6bn1.20%Added+1,484,56231 Jan 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc5,468,189$781m0.09%Trimmed-1,591,83414 Feb 2025 (the filing on sec.gov)
MFS Investment Management4,476,279$640m0.20%Added+625,42912 Feb 2025 (the filing on sec.gov)
Invesco Ltd4,408,000$630m0.12%Added+2,097,60913 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd4,016,558$574m0.29%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP1,932,272$276m0.05%Trimmed-1,299,54712 Feb 2025 (the filing on sec.gov)
Artisan Partners LP1,648,469$236m0.35%Trimmed-577,67112 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,042,852$149m0.22%Trimmed-541,90013 Feb 2025 (the filing on sec.gov)
Tiger Global Management LLC979,400$140m0.53%Held014 Feb 2025 (the filing on sec.gov)
Millennium Management LLC954,051$136m0.07%Trimmed-441,76414 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP762,583$109m0.09%Added+466,98512 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC747,710$107m0.08%Trimmed-330,44013 Feb 2025 (the filing on sec.gov)
Coatue Management LLC669,972$96m0.32%Newnew14 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC577,531$83m0.29%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC541,280$77m0.22%Added+258,65611 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP459,109$66m0.08%Added+17,73313 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC455,042$65m0.08%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Squarepoint Ops LLC354,346$51munder 0.1%Trimmed-139,51114 Feb 2025 (the filing on sec.gov)
Rokos Capital Management LLP300,000$43m0.43%Added+223,78814 Feb 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC271,800$39m0.68%Held014 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP224,381$32m0.07%Trimmed-216,23914 Feb 2025 (the filing on sec.gov)
Soros Fund Management LLC192,190$27m0.41%Added+24,10014 Feb 2025 (the filing on sec.gov)
ARK Investment Management LLC127,290$18m0.15%Added+49,0504 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC64,014$9.1m0.05%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2024 to Q4 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 (1)

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 →