Datadog (DDOG): Capitalizing on AI-Native Adoption and Cloud Observability Demand
Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Datadog Inc. (DDOG)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 160,585 | $43,976,202 | +1% | 1.01% |
| 2. | Bailard Inc Thomas Bailard | 33,801 | $9,256,404 | -10% | 0.19% |
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 |
|---|---|---|---|---|---|---|
| $280.43 | 600 | $168,256.98 | 488,033 | 2026-10-07 | Filing | |
| $278.88 | 1,300 | $362,548.94 | 488,633 | 2026-10-07 | Filing | |
| $277.36 | 1,700 | $471,515.06 | 489,933 | 2026-10-07 | Filing | |
| $276.23 | 2,272 | $627,592.52 | 491,633 | 2026-10-07 | Filing | |
| $275.26 | 8,268 | $2,275,810.82 | 493,905 | 2026-10-07 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 252,607 | $69,176,427 | 0.45% | |
| 2. | 36,751 | $10,064,261 | 3.01% | |
| 3. | 9,643 | $2,640,736 | 0.09% | |
| 4. | 7,212 | $1,975,011 | 0.32% | |
| 5. | 5,776 | $1,581,469 | 0.04% |
News See All
Datadog (DDOG) vs. DT and CSCO: Can Multi-Product Adoption Sustain Its High-Growth Story?
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Datadog (DDOG): Positioned to Capture Explosive Agentic AI Growth
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
11 Best Agentic AI Stocks to Buy Right Now
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Can Datadog's (DDOG) Platform Keep Growing as Companies Embrace AI?
Datadog, Inc. (NASDAQ:DDOG) has spent years building a business around a simple problem: modern software is becoming harder to manage.
AI Agents Create Their Own Monitoring Problem. Datadog and Dynatrace Are Racing to Own It
AI coding agents are supposed to make software cheaper to build. They may also create more software changes, production failures and machine-generated complexity to inspect.
Wedbush Says Buy CRWD, PANW, and DDOG Stocks. Here’s What’s Driving the Optimism
Wedbush analyst Steven Wahrhaftig assumed coverage of CrowdStrike ($CRWD), Palo Alto Networks ($PANW), and Datadog ($DDOG) with Buy ratings, given ...
Palo Alto Networks Spent $28 Billion After Datadog and Okta Talks Fell Apart
Cybersecurity giant Palo Alto Networks ($PANW) reportedly considered buying Datadog ($DDOG) and Okta ($OKTA) as CEO Nikesh Arora pushes deeper into...
Jim Cramer Explains Datadog, Inc. (NASDAQ:DDOG)'s Share Price Movement
Datadog, Inc. (NASDAQ:DDOG) is a cloud infrastructure and application monitoring platform. Its shares are up by 102% over the past year and by 88% year-to-date.
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