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NASDAQ · Technology

DATADOG INC DDOG

Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The company’s products comprise infrastructure and application performance monitoring, log management, observability pipelines, synthetics, real user monitoring, product analytics, continuous profiler, database monitoring, data observability.
  • Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 614.23 FCF 1.27% Buyback -0.96%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.4% $363.8M 2026-03-31
Sands Capital Management Frank Sands 0.7% $166.0M 2026-03-31
Baron Capital Ron Baron 0.2% $69.3M 2026-03-31
Dragoneer Investment Group Marc Stad 1.1% $32.1M 2026-03-31
Soros Fund Management George Soros 0.1% $12.0M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $20.3M Estimated from net added shares
Reduction amount $1.3B Estimated from net reduced shares
Net share change / base shares -65.6% -10,749,725 / 16,382,752
Soros Fund Management George Soros 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 18.9% 13F value change +$18.1M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 20.2% 13F value change +$13.2M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -11.3% 13F value change -$9.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -73.3% 13F value change -$39.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 299,958 Last 4 periods -198,612 (-66.2%) Total shares 101,346 Value $12.0M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 6.8% 13F value change +$25.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -12.7% 13F value change -$6.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -9.1% 13F value change -$10.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 19.7% 13F value change +$2.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 578,764 Last 4 periods +8,618 (+1.5%) Total shares 587,382 Value $69.3M
Dragoneer Investment Group Marc Stad 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 729.5% 13F value change +$275.9M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -87.9% 13F value change -$264.2M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 271,800 Last 4 periods +0 (0.0%) Total shares 271,800 Value $32.1M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -2.6% 13F value change +$388.5M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -4.5% 13F value change +$19.0M
13F 2025-12-31 Filed 2026-01-23
Major reduction Shares -65.3% 13F value change -$1.1B
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -22.2% 13F value change -$174.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 12,274,655 Last 4 periods -9,192,556 (-74.9%) Total shares 3,082,099 Value $363.8M
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -4.9% 13F value change +$83.1M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -31.6% 13F value change -$102.6M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -20.1% 13F value change -$63.9M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -7.1% 13F value change -$39.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 2,915,476 Last 4 periods -1,509,110 (-51.8%) Total shares 1,406,366 Value $166.0M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 271.0% 13F value change +$16.8M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 5.8% 13F value change +$2.6M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 11.3% 13F value change +$1.5M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 42,099 Last 4 periods +141,935 (+337.1%) Total shares 184,034 Value $25.0M
Altimeter Capital Management Brad Gerstner 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$118.4M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$118.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.