🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Datadog, Inc.

DDOG Technology
$241.51 +$11.59 (5.04%)
Market Cap: $86.72 B
Gurus Holding
11
Popularity Rank
#405
% of Shares Held
1.02%
Net Activity (Q2 2026)
-$389.49 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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $881.64 M.

Top institutional holders include Cliff Asness and Frank Sands.

Institutional sentiment is currently Bearish. This is evidenced by a $389.49 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, George Soros reduced exposure by 90.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$28.84 M
Total Buy Value
New Buys 3
Additions 2
-$418.34 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
5

FAQs for Datadog, Inc. (DDOG)

Major holders include Cliff Asness ($454.85 M), Frank Sands ($260.31 M), Steven Cohen ($59.29 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.65 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $389.49 M, with 5 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited DDOG. The total reported sell value was $418.34 M.

Yes, 3 managers opened new positions in DDOG, and 2 increased their existing holdings. The total reported buy value was $28.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Reduce -29.8% 1,798,627 $454.85 M Q2 2026
0.97% Reduce -28.9% 999,799 $260.31 M Q2 2026
0.07% Reduce -52.0% 227,718 $59.29 M Q2 2026
0.36% Reduce -7.3% 210,148 $54.71 M Q2 2026
0.07% Reduce -35.2% 189,093 $49.23 M Q2 2026
0.04% New Buy 103,217 $26.87 M Q2 2026
0.06% Add 1.3% 99,827 $25.99 M Q2 2026
0.04% Add 69.5% 10,454 $2.72 M Q2 2026
0.03% Reduce -90.5% 9,662 $2.52 M Q2 2026
0.00% New Buy 1,099 $286,136 Q2 2026
0.00% New Buy 895 $233,240 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form