Datadog, Inc. (DDOG): A Bull Case Theory
We came across a bullish thesis on Datadog, Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on DDOG.
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. | 1,760,200 | $250,652,480 | -33% | 0.04% | |
| 2. | AQR Capital Management Cliff Asness | 1,321,741 | $188,215,958 | -29% | 0.12% |
| 3. | 1,030,500 | $146,743,200 | -32% | 0.02% | |
| 4. | 949,800 | $135,251,520 | +77% | 0.08% | |
| 5. | Ashe Capital William Crowley, William Harker, And Stephen Blass | 933,878 | $132,984,227 | 9.38% |
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 |
|---|---|---|---|---|---|---|
| $158.60 | 2,554 | $405,060.57 | 77,426 | 2025-12-02 | Filing | |
| $158.60 | 6,715 | $1,064,988.93 | 199,394 | 2025-12-02 | Filing | |
| $155.69 | 3,012 | $468,935.27 | 165,197 | 2025-12-03 | Filing | |
| $154.74 | 601 | $93,001.38 | 168,209 | 2025-12-03 | Filing | |
| $153.85 | 4,410 | $678,476.30 | 168,810 | 2025-12-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 41,902,227 | $5,966,877,125 | 0.09% | |
| 2. | 27,230,765 | $3,877,661,004 | 0.07% | |
| 3. | 16,342,587 | $2,327,184,335 | 0.12% | |
| 4. | 13,732,777 | $1,955,547,445 | 0.07% | |
| 5. | 11,413,479 | $1,625,279,410 | 1.2% |
News See All
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Operator: Good day, and thank you for standing by. Welcome to the Third Quarter 2025 Datadog Earnings Conference Call.
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