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Datadog, Inc.

DDOG Technology
$184.16 $-0.3 (-0.16%)
Market Cap: $66.49 B
Gurus Holding
11
Popularity Rank
#362
% of Shares Held
0.98%
Net Activity (Q3 2026)
-$26.03 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 $653.06 M.

Top institutional holders include Cliff Asness and Frank Sands.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.03 M net outflow during the quarter.

Recent activity highlights George Soros who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 52.0%.

Key Holders

Top 5 by Value

$454.85 M
$224.2 M
$70.86 M
$59.29 M
$58.95 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2026)

+$72.83 M
Total Buy Value
New Buys 1
Additions 3
-$98.86 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q3 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Datadog, Inc. (DDOG)

Major holders include Cliff Asness ($454.85 M), Frank Sands ($224.2 M), George Soros ($70.86 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.55 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.03 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited DDOG. The total reported sell value was $98.86 M.

Yes, 1 managers opened new positions in DDOG, and 3 increased their existing holdings. The total reported buy value was $72.83 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Reduce -29.8% 1,798,627 $454.85 M Q2 2026
0.90% Reduce -18.1% 818,699 $224.2 M Q3 2026
0.83% Add 2578.0% 258,747 $70.86 M Q3 2026
0.07% Reduce -52.0% 227,718 $59.29 M Q2 2026
0.34% Add 2.4% 215,275 $58.95 M Q3 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
0.01% Add 686.0% 8,638 $2.37 M Q3 2026
0.01% New Buy 4,200 $1.15 M Q3 2026
0.00% Reduce -13.2% 777 $212,991 Q3 2026
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Transaction
Value
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Position / Chg
SEC Form