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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
39
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 20 listed it in both
Shares listed
65,746,075
combined, among listed positions
Reported value
$7.8bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 23 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,655,133.

Managers listing DDOG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

39 of 39 holders

ActionFiling
Fidelity (FMR LLC)13,288,419$1.6bn0.08%Trimmed-4,912,93715 May 2026 (the filing on sec.gov)
Invesco Ltd11,633,863$1.4bn0.13%Trimmed-712,44612 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc10,381,725$1.2bn0.14%Trimmed-4,042,08915 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd7,749,569$906m0.43%Added+1,439,08218 May 2026 (the filing on sec.gov)
Baillie Gifford & Co3,082,099$364m0.37%Trimmed-879,4108 May 2026 (the filing on sec.gov)
Citadel Advisors LLC2,705,995$319m0.05%Added+1,803,84515 May 2026 (the filing on sec.gov)
AQR Capital Management LLC2,561,064$302m0.14%Added+1,123,25915 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,898,946$224munder 0.1%Added+1,346,04415 May 2026 (the filing on sec.gov)
Millennium Management LLC1,843,266$218m0.09%Added+1,623,62715 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,571,018$185m0.10%Added+971,91014 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,474,452$174m0.23%Added+1,390,80615 May 2026 (the filing on sec.gov)
MFS Investment Management1,268,710$151m0.05%Trimmed-2,558,39614 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP1,085,198$128m0.90%Added+548,79615 May 2026 (the filing on sec.gov)
Woodline Partners LP722,405$85m0.32%Added+662,85515 May 2026 (the filing on sec.gov)
AllianceBernstein LP453,422$62munder 0.1%Added+29,07115 May 2026 (the filing on sec.gov)
Marshall Wace LLP514,454$61m0.06%Newnew15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC495,729$59m0.07%Added+71,72815 May 2026 (the filing on sec.gov)
Point72 Asset Management LP474,436$56m0.07%Newnew15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC322,647$38m0.27%Newnew15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC303,485$36munder 0.1%Trimmed-100,75427 Oct 2026 (the filing on sec.gov)
Renaissance Technologies LLC291,948$34m0.05%Trimmed-20,38214 May 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC271,800$32m1.07%Held015 May 2026 (the filing on sec.gov)
ARK Investment Management LLC226,622$27m0.21%Added+7,33112 May 2026 (the filing on sec.gov)
Rokos Capital Management LLP161,425$19m0.14%Trimmed-230,45015 May 2026 (the filing on sec.gov)
Walleye Capital LLC159,545$19m0.08%Added+109,81713 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (8)

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 →