Follow-The-Filings

Security

DDOG

Datadog Inc. · CL A COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 3 new 2 exits max 1.1% (Marc Stad - Dragoneer Inv...)

grid → activity → earnings →
owners 19
rank #280
master % 0.04%
max % 1.1%
tracked value $7.6B
qoq N 3 A 10 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Marc Stad - Dragoneer Investment Group, LLC 2026 Q1 1.1% — 271,800 $32M hist
Glen Kacher - Light Street Capital Management, LLC 2026 Q1 0.9% New 0.9% 40,000 $5M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Add +0.21 pp 1,474,452 $174M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.2% Add +0.03 pp 587,382 $69M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.2% Add +0.01 pp 226,622 $27M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.04 pp 2,561,064 $302M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.13 pp 702,870 $96M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% Reduce -0.47 pp 101,346 $12M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.08 pp 1,843,266 $218M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 41,912,928 $5.7B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 474,436 $56M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% New 0.1% 514,454 $61M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.05 pp 3,452,172 $469M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.03 pp 2,705,995 $319M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.01 pp 291,948 $34M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.06 pp 98,538 $12M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 72,024 $9M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 53,000 $6M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 213 $25 hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.6% Exit -0.56 pp 386,254 $53M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 19,795 $3M hist

19 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
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8-K 5.07 Filing Doc

Updated 12 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.13B $2.68B $3.43B
Gross profit $1.72B $2.17B $2.74B
Gross margin * 80.7% 80.8% 80.0%
Net income $48.57M $183.75M $107.74M
Net margin * 2.3% 6.8% 3.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.18B $4.91B $5.38B
Total non-current assets * $757.94M $874.22M $1.26B
Total assets $3.94B $5.79B $6.64B
Total current liabilities $1B $1.86B $1.59B
Total non-current liabilities * $907.67M $1.21B $1.32B
Total equity $2.03B $2.71B $3.73B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $659.95M $870.6M $1.05B
Cash from investing -$731.36M -$736.84M -$1.33B
Cash from financing $58.28M $787.08M -$572.48M
Net change in cash -$11.95M $916.64M -$845.68M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders