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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $538.96 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $88.07 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 56.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Datadog, Inc. (DDOG)
Major holders include Frank Sands ($205.86 M), Cliff Asness ($195.53 M), Lee Ainslie ($52.53 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.48 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $88.07 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited DDOG. The total reported sell value was $115.82 M.
Yes, 2 managers opened new positions in DDOG, and 3 increased their existing holdings. The total reported buy value was $27.75 M.
