Datadog, Inc.

DDOG • NASDAQ

Datadog, Inc. is a software - application company in the technology sector on NASDAQ, led by Olivier Pomel, with a market cap of $42.4B. As of Q3 2025, 82% of shares are held by 947 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.02%.

CEOOlivier Pomel

Market Cap$42.4B

Software - Application

Technology

Employees5.2K

Websitedatadog.com

Country

United States of America

Overview

Overview of institutional ownership in DDOG as of Q3 2025 with a market cap of $49.7B

All Institutions

Institutions: 947
Value Held: $40.5B
Shares Held: 284.3M
Avg Position: $42.8M
Median Position: $1.3M

Hedge Funds

Hedge Funds: 85
Value Held: $1.5B
Shares Held: 10.9M
Avg Position: $18.2M
Median Position: $4.1M

Ownership Breakdown

Institutional (non-HF)

78.46%

$39.0B

Hedge Funds

3.12%

$1.5B

Retail & Other

18.42%

$9.1B

Based on market cap of $49.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in DDOG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$6.0B 0.09% of portfolio	12.02% 41.9M shares	Q3 2019 Held for 6y 3m	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$3.9B 0.07% of portfolio	7.81% 27.2M shares	Q3 2019 Held for 6y 3m	$5.67T
FMR LLC Institution	-	$2.3B 0.12% of portfolio	4.69% 16.3M shares	Q3 2019 Held for 6y 3m	$1.92T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.0B 0.07% of portfolio	3.94% 13.7M shares	Q4 2019 Held for 6 years	$2.88T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$1.9B 0.21% of portfolio	3.86% 13.5M shares	Q3 2019 Held for 6y 3m	$912.31B
B BAILLIE GIFFORD & CO Institution	-	$1.6B 1.21% of portfolio	3.27% 11.4M shares	Q3 2020 Held for 5y 3m	$134.80B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.3B 0.08% of portfolio	2.54% 8.9M shares	Q4 2019 Held for 6 years	$1.57T
HENDERSON GROUP PLC Institution	Ali Dibadj CEO	$1.2B 0.53% of portfolio	2.32% 8.1M shares	Q2 2020 Held for 5y 6m	$218.74B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$870.6M 0.13% of portfolio	1.75% 6.1M shares	Q3 2019 Held for 6y 3m	$691.37B
JENNISON ASSOCIATES LLC Long Only Manager	Jeffrey Todd Becker CEO	$755.7M 0.44% of portfolio	1.52% 5.3M shares	Q1 2022 Held for 3y 9m	$171.76B

Net Capital Flow

Institutional buying and selling activity for DDOG in Q3 2025

Traded: +$4.2B
Buyers: 542
Sellers: 436
Total Bought: +$8.5B
Total Sold: −$4.3B
Avg Position: $37.3M

Biggest Buyers

Institution	Net Bought	Current Position
VANGUARD GROUP INC Institution	+$1.4B +9.7M shares	$6.0B 41.9M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$1.1B +7.4M shares	$1.9B 13.5M shares
STATE STREET CORP Institution	+$1.0B +7.1M shares	$2.0B 13.7M shares
BlackRock, Inc. Institution	+$926.1M +6.5M shares	$3.9B 27.2M shares
FMR LLC Institution	+$787.8M +5.5M shares	$2.3B 16.3M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$430.0M +3.0M shares	$1.3B 8.9M shares
Invesco Ltd. ETF Provider	+$315.6M +2.2M shares	$580.4M 4.1M shares
Clearbridge Investments, LLC Long Only Manager	+$191.1M +1.3M shares	$211.1M 1.5M shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$122.0M +856.7K shares	$329.1M 2.3M shares
NORTHERN TRUST CORP Institution	+$119.7M +840.6K shares	$385.5M 2.7M shares

Biggest Sellers

Institution	Net Sold	Current Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$292.8M −2.2M shares	Sold Off 0 shares
Dragoneer Investment Group, LLC Hedge Fund•Long/Short	−$282.3M −2.0M shares	$38.7M 271.8K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$177.0M −1.3M shares	Sold Off 0 shares
B BROWN ADVISORY INC RIA/Wealth	−$172.4M −1.2M shares	$679.6M 4.8M shares
SANDS CAPITAL MANAGEMENT, LLC Long Only Manager	−$124.9M −877.3K shares	$269.8M 1.9M shares
Altimeter Capital Management, LLC Hedge Fund•Long/Short	−$118.4M −881.7K shares	Sold Off 0 shares
ICONIQ Capital, LLC Family Office	−$113.1M −794.5K shares	$62.5M 438.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$108.2M −760.0K shares	$330.5M 2.3M shares
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	−$107.5M −800.0K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$94.2M −661.7K shares	$332.8M 2.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DDOG in Q3 2025

New Positions: 79
New Value: $128.6M
Exited Positions: 137
Exited Value: $1.6B

New Positions

Institution	Position Value
N NEW YORK STATE TEACHERS RETIREMENT SYSTEM Institution	$30.7M 215.4K shares
Chevy Chase Trust Holdings, Inc. RIA/Wealth	$23.5M 165.0K shares
S STATE TREASURER STATE OF MICHIGAN Institution	$12.4M 87.4K shares
C Czech National Bank Institution	$11.7M 82.1K shares
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Private Equity	$11.1M 77.6K shares
R Retirement Systems of Alabama Institution	$9.8M 69.0K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$3.1M 21.6K shares
HARTFORD INVESTMENT MANAGEMENT CO Insurance Manager	$2.7M 18.9K shares
ADVANTUS CAPITAL MANAGEMENT INC Insurance Manager	$2.2M 15.6K shares
Morningstar Investment Management LLC Long Only Manager	$2.0M 14.1K shares

Exited Positions

Institution	Previous Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$292.8M 2.2M shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$177.0M 1.3M shares
Altimeter Capital Management, LLC Hedge Fund•Long/Short	$118.4M 881.7K shares
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	$107.5M 800.0K shares
Cartenna Capital, LP Hedge Fund•Long/Short	$90.0M 670.0K shares
Junto Capital Management LP Hedge Fund•Long/Short	$68.4M 509.1K shares
Anomaly Capital Management, LP Hedge Fund•Long/Short	$52.0M 387.4K shares
R Railway Pension Investments Ltd Institution	$49.9M 371.8K shares
A Avala Global LP Hedge Fund•Long/Short	$45.7M 340.0K shares
Kinetic Partners Management, LP Hedge Fund•Long/Short	$42.1M 313.5K shares

Options Activity

Institutions with the largest Call and Put options positions in DDOG as of Q3 2025

Call Positions: 57
Call Value: $1.9B
Put Positions: 53
Put Value: $2.0B

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$319.2M 22.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$309.5M 21.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$250.7M 17.6K contracts
D D. E. Shaw & Co., Inc. Institution	$82.3M 5.8K contracts
GOLDMAN SACHS GROUP INC Institution	$77.7M 5.5K contracts
P PEAK6 LLC Institution	$73.6M 5.2K contracts
SUSQUEHANNA ADVISORS GROUP, INC. Private Equity	$69.2M 4.9K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$65.4M 46.0 contracts
N NOMURA HOLDINGS INC Institution	$57.0M 4.0K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$51.5M 3.6K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$323.1M 22.7K contracts
GOLDMAN SACHS GROUP INC Institution	$322.9M 22.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$146.7M 10.3K contracts
J JANE STREET GROUP, LLC Institution	$143.6M 10.1K contracts
D D. E. Shaw & Co., Inc. Institution	$135.3M 9.5K contracts
UBS Group AG Institution	$123.9M 8.7K contracts
Centiva Capital, LP Hedge Fund•Multi-Strategy	$111.5M 7.8K contracts
BARCLAYS PLC Institution	$96.4M 6.8K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$76.1M 5.3K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$57.0M 40.1 contracts

Most Committed Institutions

Institutions with DDOG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M Meritech Capital Associates V L.L.C. Institution	-	47.24% $133.6M	0.27% 938.4K shares	Q4 2020 Held for 5 years	$282.9M
SQUARE PEG CAPITAL PTY LTD Private Equity	-	15.28% $16.9M	0.03% 118.6K shares	Q4 2024 Held for 1 year	$110.6M
A Ashe Capital Management, LLC Hedge Fund•Value	William Charles Crowley CEO	9.38% $133.0M	0.27% 933.9K shares	Q4 2019 Held for 6 years	$1.4B
Strategy Capital LLC Hedge Fund•Long/Short	Hamilton Wright Helmer Managing Partner	7.61% $115.1M	0.23% 808.3K shares	Q4 2020 Held for 5 years	$1.5B
R RDST Capital LLC Hedge Fund•Long/Short	Brian David Pirie Managing Partner	6.37% $67.7M	0.14% 475.1K shares	Q1 2025 Held for 9 months	$1.1B
R Robocap Asset Management Ltd Institution	-	5.88% $9.2M	0.02% 64.7K shares	Q1 2023 Held for 2y 9m	$156.9M
L LIGHT STREET CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	Glen Thomas Kacher Founder	4.96% $29.5M	0.06% 207.0K shares	Q3 2025 Held for 3 months	$594.5M
BROWN CAPITAL MANAGEMENT LLC Long Only Manager	Keith Allison Lee CEO	4.18% $101.4M	0.20% 712.3K shares	Q1 2020 Held for 5y 9m	$2.4B
G GLYNN CAPITAL MANAGEMENT LLC Venture Capital	David S Glynn President	4.02% $12.7M	0.03% 89.4K shares	Q2 2020 Held for 5y 6m	$316.8M
One Madison Group LLC Hedge Fund•Multi-Strategy	Salil Nmn Seshadri Founder	3.90% $35.6M	0.07% 250.0K shares	Q4 2024 Held for 1 year	$912.8M

Hedge Fund Spotlight

Discover hedge funds investing in DDOG

CacheTech Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerPatrick Cormac Murphy

Portfolio Value: $468.6M
Positions: 193
Last Reported: Q3 2025

Sector Allocation

Position in Datadog, Inc.

Market Value: $2.9M
Shares Held: 20.6K
Portfolio Weight: 0.63%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$59.7M	12.74%
2 Janus Henderson B-BBB CLO JBBB	ETF ETF	$32.7M	6.97%
3 iShares Core S&P 500 ETF IVV	ETF ETF	$28.7M	6.12%

View full profile

Datadog, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Datadog, Inc.

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