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DDOG

DDOG — Institutional Holders Breakdown

Datadog INC - Class A

-$6.0B

Net Activity

Institutions Holding

1069

Popularity Rank

#399

Avg Weight

0.25%

Total Value

$36.1B

Ownership Trend

1069 institutions currently hold DDOG, with 595 net buyers and 501 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

501

Net Buying Institutions

595

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$4.2B
VC
Vanguard Capital Management LLC
$2.5B
VP
Vanguard Portfolio Management LLC
$2.1B
SS
State Street CORP
$1.7B
FL
FMR LLC
$1.6B

Top 5 by Conviction

EP
Employees Provident Fund Board
1.78%
HI
Harel Insurance Investments & Financial Services Ltd.
1.06%
SC
Sands Capital Management, LLC
0.65%
BA
Brown Advisory INC
0.54%
JA
Jennison Associates LLC
0.48%
View all 1069 holding institutions

Across its top 20 institutional holders, DDOG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 22/100).

Quarterly Activity

Recent Activity

+$20.2B

Total Buy Value

$18.0B

Total Sell Value

New buy154
Trim351
Add441
Sold out150

595

Net Buyers

501

Net Sellers

Game Theory Scenarios

Bearish— Distribution Signal

Institutional Outflow and Insider Selling Confirm Bearish Signal

Signal Basis

The latest 13F shows a net institutional outflow of $5.96B in the quarter, with 595 net buyers but 501 net sellers, indicating large-position selling dominates. Insider activity reinforces this: $22.44M sold in 30 days with zero buys, a clear insider sentiment vote.

Confirmation

Further insider selling or sustained institutional net outflow would solidify the bearish narrative.

Invalidation Risk

A halt in insider selling or a shift to net institutional inflow would invalidate the bearish call.

AI-generated from public SEC disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.

Smart Money Convergence

DDOG does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-18

12-Month Buy/Sell Activity

May 25
Aug 25
Nov 25
Feb 26
BuySell
ActionInsiderTitleDateValue
SellAmit AgarwalDirector2026-07-16$25K
SellAmit AgarwalDirector2026-07-16$77K
SellAmit AgarwalDirector2026-07-16$119K
SellAmit AgarwalDirector2026-07-16$269K
SellAmit AgarwalDirector2026-07-16$312K
SellAmit AgarwalDirector2026-07-16$1.39M
SellAmit AgarwalDirector2026-07-16$1.80M
SellAmit AgarwalDirector2026-07-16$1.16M
View all insider trades →

Form 144 Pre-Sale Notices

20

Filings (90d)

$194.78M

Total Est. Value

807K shares

Planned Shares

Last Filed 2026-07-16
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
AGARWAL 2018 FAMILY TRUSTDirector2026-07-1620K shares$5.29M
OLIVIER POMELDirector, Officer2026-07-13127K shares$32.74M
AGARWAL 2018 FAMILY TRUSTDirector2026-07-0920K shares$5.22M
ALEXIS T LEQUOCDirector, Officer2026-07-0854K shares$13.85M
AGARWAL 2018 FAMILY TRUSTDirector2026-07-0220K shares$5.29M
Callahan-Thernstrom Family TrustDirector2026-07-0113K shares$3.25M
Callahan Michael JamesDirector2026-06-2913K shares$3.00M
Agarwal AmitDirector2026-06-2520K shares$4.45M
Le-Quoc AlexisDirector, Officer2026-06-2243K shares$9.64M
Agarwal AmitDirector2026-06-1820K shares$4.53M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

23804L103, 23804L903, 23804L953

FAQ

Who are the top institutional investors holding DATADOG INC - CLASS A (DDOG)?
Major stakeholders currently include BlackRock, Inc. ($4.2B), Vanguard Capital Management LLC ($2.5B), Vanguard Portfolio Management LLC ($2.1B). Based on the latest 13F filings, there are a total of 1069 tracked investment funds and institutions maintaining positions in DDOG.
What is the overall institutional sentiment toward DDOG recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $6.0B, driven by 595 managers accumulating shares while 501 reduced their exposure.
Which institutions have been selling or reducing their DDOG positions?
In the latest period, 351 funds trimmed their holdings, and 150 managers completely exited their positions. The aggregate reported sell value was $18.0B.
Are there any notable investors adding DDOG to their portfolios?
Yes, buying activity remains notable. 154 institutions opened new positions in {ticker}, and 441 existing holders added to their shares. The total reported buy value for the quarter amounted to $20.2B.

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Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

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Total reported value

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