Guru Ownership Over Time
Guru Analysis for Datadog, Inc. (DDOG)
Datadog, Inc. (DDOG), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $727.93 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $363.81 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Steven Cohen reduced exposure by 98.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.74% | Reduce -31.7% | 1,894,680 | $269.8 M | Q3 2025 | |
| 0.12% | Reduce -28.5% | 1,321,741 | $188.22 M | Q3 2025 | |
| 0.13% | Add 89.0% | 711,052 | $101.25 M | Q3 2025 | |
| 0.87% | Add 20.2% | 428,671 | $61.04 M | Q3 2025 | |
| 0.65% | Reduce -33.9% | 341,412 | $48.62 M | Q3 2025 | |
| 0.19% | Add 55.7% | 220,178 | $31.35 M | Q3 2025 | |
| 0.10% | Add 5.9% | 165,343 | $23.54 M | Q3 2025 | |
| 0.01% | Reduce -98.4% | 21,450 | $3.05 M | Q3 2025 | |
| 0.01% | New Buy | 19,943 | $2.84 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Datadog, Inc. (DDOG)
Top Guru holders include Frank Sands ($269.8 M), Cliff Asness ($188.22 M), Renaissance Technologies ($101.25 M). Collectively, tracked Gurus hold 5.12 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $363.81 M, with 5 Gurus buying and 7 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 3 Gurus sold out of DDOG completely. Total sell value was $437.12 M.
Yes, 1 Gurus opened new positions in DDOG, and 4 added to their existing holdings. Total buy value was $73.31 M.