Datadog (DDOG), a Resilient Company in the AI Boom?
Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here.
Datadog Inc. (DDOG)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Citadel Investment Group Ken Griffin | 2,705,995 | $319,442,710 | +200% | 0.05% |
| 2. | AQR Capital Management Cliff Asness | 2,561,064 | $301,667,794 | +79% | 0.14% |
| 3. | Millennium Management Israel Englander | 1,843,266 | $217,597,551 | +740% | 0.09% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,571,018 | $185,458,675 | +163% | 0.1% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 1,474,452 | $174,059,059 | +1663% | 0.23% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $68.08 | 41,250 | $2,808,184.50 | 731,973 | 2022-12-06 | Filing | |
| $68.08 | 27,994 | $1,905,753.14 | 496,742 | 2022-12-06 | Filing | |
| $70.07 | 73,220 | $5,130,832.92 | 690,723 | 2022-12-05 | Filing | |
| $70.07 | 49,690 | $3,481,987.00 | 468,748 | 2022-12-05 | Filing | |
| $70.42 | 11,737 | $826,506.63 | 617,503 | 2022-11-30 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $210.44 | 900 | $189,397.98 | 531,311 | 2026-05-18 | Filing | |
| $209.46 | 5,066 | $1,061,105.11 | 532,211 | 2026-05-18 | Filing | |
| $208.68 | 14,901 | $3,109,548.13 | 537,277 | 2026-05-18 | Filing | |
| $207.66 | 16,347 | $3,394,691.58 | 552,178 | 2026-05-18 | Filing | |
| $206.79 | 3,210 | $663,810.67 | 568,525 | 2026-05-18 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,251,123 | $4,161,395,069 | 0.07% | |
| 2. | 21,320,127 | $2,516,840,992 | 0.06% | |
| 3. | 17,575,658 | $2,074,806,427 | 0.1% | |
| 4. | 14,060,951 | $1,659,895,266 | 0.06% | |
| 5. | 13,288,419 | $1,568,697,804 | 0.08% |
News See All
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Datadog, Inc. (NASDAQ:DDOG) Q1 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the First Quarter 2026 Datadog Earnings Conference Call.
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