Cliff Asness's DDOG Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.32 M shares of Datadog, Inc. (DDOG) worth $188.22 M, representing 0.12% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in DDOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 923,038 shares. Largest reduction occurred in Q3 2025, reducing 525,981 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Datadog (DDOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Datadog (DDOG) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +10,701 | New Buy | 10,701 | $97.84 |
| Q1 2021 | +10,423 | Add 97.40% | 21,124 | $81.05 |
| Q2 2021 | -2,261 | Reduce 10.70% | 18,863 | $104.07 |
| Q3 2021 | -11,258 | Reduce 59.68% | 7,605 | $141.35 |
| Q4 2021 | -7,605 | Sold Out | 7,605 | $0.00 |
| Q1 2022 | +12,560 | New Buy | 12,560 | $151.43 |
| Q2 2022 | +39,357 | Add 313.35% | 51,917 | $92.30 |
| Q3 2022 | +263,857 | Add 508.23% | 315,774 | $88.38 |
| Q4 2022 | -168,065 | Reduce 53.22% | 147,709 | $73.44 |
| Q1 2023 | -66,473 | Reduce 45.00% | 81,236 | $71.07 |
| Q2 2023 | -12,923 | Reduce 15.91% | 68,313 | $98.38 |
| Q3 2023 | -59,833 | Reduce 87.59% | 8,480 | $91.09 |
| Q4 2023 | +281,189 | Add 3315.91% | 289,669 | $121.38 |
| Q1 2024 | +105,790 | Add 36.52% | 395,459 | $123.60 |
| Q2 2024 | -259,476 | Reduce 65.61% | 135,983 | $129.69 |
| Q3 2024 | +130,772 | Add 96.17% | 266,755 | $114.77 |
| Q4 2024 | +188,287 | Add 70.58% | 455,042 | $142.89 |
| Q1 2025 | +469,642 | Add 103.21% | 924,684 | $97.70 |
| Q2 2025 | +923,038 | Add 99.82% | 1.85 M | $134.21 |
| Q3 2025 | -525,981 | Reduce 28.47% | 1.32 M | $142.40 |
Cliff Asness's Datadog Investment FAQs
Cliff Asness first purchased Datadog, Inc. (DDOG) in Q4 2020, acquiring 10,701 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Datadog, Inc. (DDOG) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Datadog, Inc. (DDOG) was in Q2 2025, adding 1,847,722 shares worth $247.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,321,741 shares of Datadog, Inc. (DDOG), valued at approximately $188.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Datadog, Inc. (DDOG) represents approximately 0.12% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Datadog, Inc. (DDOG) was 1,847,722 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.