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Datadog, Inc.

DDOG Technology
$222.32 +$4.28 (1.96%)
Market Cap: $79.14 B
Gurus Holding
9
Popularity Rank
#656
% of Shares Held
1.45%
Net Activity (Q1 2026)
+$74.19 M

Guru Ownership Trend

Guru Analysis for Datadog, Inc. (DDOG)

Datadog, Inc. (DDOG), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.15 B.

Top institutional holders include Cliff Asness and Frank Sands.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $74.19 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 81.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$189.91 M
Total Buy Value
New Buys 2
Additions 2
-$115.72 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
4

FAQs for Datadog, Inc. (DDOG)

Major holders include Cliff Asness ($301.67 M), Frank Sands ($166.02 M), Steven Cohen ($56.01 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 5.17 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $74.19 M, with 4 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited DDOG. The total reported sell value was $115.72 M.

Yes, 2 managers opened new positions in DDOG, and 2 increased their existing holdings. The total reported buy value was $189.91 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% Add 78.1% 2,561,064 $301.67 M Q1 2026
0.65% Reduce -7.1% 1,406,366 $166.02 M Q1 2026
0.07% New Buy 474,436 $56.01 M Q1 2026
0.05% Reduce -6.5% 291,948 $34.46 M Q1 2026
0.21% Add 3.3% 226,622 $26.75 M Q1 2026
0.13% Reduce -73.3% 101,346 $11.96 M Q1 2026
0.04% Reduce -46.5% 98,538 $11.63 M Q1 2026
0.01% New Buy 6,168 $728,132 Q1 2026
0.00% Reduce -81.6% 4,211 $497,109 Q1 2026
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Value
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