Follow-The-Filings

Security · featured owners

DDOG Datadog Inc.

Information Technology CL A COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.2%
  • $200M
  • 3 reduce 1 exit

DDOG (Datadog Inc.) is held in 4 featured 13F books as of 2026 Q2. Glen Kacher - Light Street Capital Management is the largest tracked holder by portfolio weight (1.2%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.2% (Glen Kacher - Light Street Capital Management) · not free-float ownership

  1. Glen Kacher 1.2%
  2. Cathie Wood reduce 0.36%
  3. Ron Baron reduce 0.20%
  4. George Soros reduce 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.20% Reduce −13.5% 508,356 $132M history
Cathie Wood - Ark Investment Management 2026 Q2 0.36% Reduce −7.3% 210,148 $55M history
Glen Kacher - Light Street Capital Management 2026 Q2 1.2% Hold 40,000 $10M history
George Soros - Soros Fund Management 2026 Q2 0.03% Reduce −90.5% 9,662 $3M history
Marc Stad - Dragoneer Investment Group exited 2026 Q2 last 2026 Q1 1.1% Exit −1.07% 271,800 $32M history

4 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 2 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026 Filing Doc
4 Period Sep 4, 2026 Filing Doc
4 Period Sep 3, 2026 · 2 forms Filing Doc
4 Period Sep 2, 2026 · 8 forms Filing Doc
4 Period Sep 1, 2026 · 2 forms Filing Doc
4 Period Aug 24, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 13, 2026 · 2 forms Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Jul 30, 2026 Filing Doc
4 Period Jul 23, 2026 · 2 forms Filing Doc

Updated about 13 hours 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 * $0.758B $0.874B $1.26B
Total assets $3.94B $5.79B $6.64B
Total current liabilities $1B $1.86B $1.59B
Total non-current liabilities * $0.908B $1.21B $1.32B
Total equity $2.03B $2.71B $3.73B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.66B $0.871B $1.05B
Cash from investing -$0.731B -$0.737B -$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