Datadog, Inc.: which funds bought and sold

Institutions that bought and sold Datadog shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 715 institutions that filed 13F reports for both quarters added to or opened positions in Datadog, and 515 cut or closed them. Together they added a net 7.8M shares, +2.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.3M shares (+4.7%); index fund managers were net buyers of 1.6M shares (+1.5%). 291 opened a new position and 82 sold out entirely.

Bought, Q2 2026 715 institutions, 291 of them new holders Sold, Q2 2026 515 institutions, 82 of them sold out

Net change, all compared +7.8M shares (+2.7%)

Net change, active managers +3.3M shares (+4.7%), 55 bought, 47 sold

Buyers versus sellers

institutions compared, 1,323

715 bought 93 515 sold

Active managers and hedge funds 55 bought · 47 sold · +3.3M

Index fund managers 8 bought · 4 sold · +1.6M

Other institutions 652 bought · 464 sold · +3.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+6.5M +48.7%	19.8M	$5.1B
T. Rowe Price Investment Management, Inc. Active manager	+3.1M New position	3.1M	$807M
Invesco Ltd.	+1.6M +13.7%	13.2M	$3.4B
Wellington Management Group LLP Active manager	+1.4M +73.9%	3.3M	$860M
Jane Street Group, LLC	+1.1M +4510.0%	1.1M	$285M
Jennison Associates LLC Active manager	+938K +15.8%	6.9M	$1.8B
Assenagon Asset Management S.A.	+754K +85.1%	1.6M	$427M
Lord, Abbett & Co. LLC	+718K +799.7%	808K	$210M
State Street Corp Index funds	+646K +4.6%	14.7M	$3.8B
Swedbank AB	+632K +478.7%	764K	$199M
Menora Mivtachim Holdings Ltd.	+629K New position	629K	$164M
Arrowstreet Capital, Limited Partnership Hedge fund	+625K +39.8%	2.2M	$572M
Robeco Institutional Asset Management B.V.	+552K +714.9%	629K	$164M
Nuveen, LLC	+534K +51.7%	1.6M	$408M
Two Sigma Investments, LP Hedge fund	+526K +425.3%	649K	$169M
Pictet Asset Management Holding SA	+463K +73.0%	1.1M	$286M
Avala Global LP Hedge fund	+417K New position	417K	$109M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+405K +20.4%	2.4M	$622M
Voya Investment Management LLC	+401K +23.8%	2.1M	$543M
Summit Partners Public Asset Management, LLC	+397K New position	397K	$103M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+6.5M +48.7%	19.8M	$5.1B
T. Rowe Price Investment Management, Inc. Active manager	+3.1M New position	3.1M	$807M
Wellington Management Group LLP Active manager	+1.4M +73.9%	3.3M	$860M
Jennison Associates LLC Active manager	+938K +15.8%	6.9M	$1.8B
Arrowstreet Capital, Limited Partnership Hedge fund	+625K +39.8%	2.2M	$572M
Two Sigma Investments, LP Hedge fund	+526K +425.3%	649K	$169M
Avala Global LP Hedge fund	+417K New position	417K	$109M
Franklin Resources Inc Active manager	+392K +24.6%	2.0M	$517M
Holocene Advisors, LP Hedge fund	+392K New position	392K	$102M
Federated Hermes, Inc. Active manager	+379K +45.7%	1.2M	$315M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Baillie Gifford & Co Active manager	−1.7M −56.3%	1.3M	$351M
Millennium Management LLC Hedge fund	−1.6M −88.6%	211K	$54.9M
Brown Advisory Inc Active manager	−1.6M −57.3%	1.2M	$312M
Citadel Advisors LLC Hedge fund	−1.3M −47.4%	1.4M	$370M
UBS Group AG	−1.2M −46.2%	1.4M	$358M
Freestone Grove Partners LP Hedge fund	−1.1M Sold out	0	—
First Trust Advisors LP	−905K −24.6%	2.8M	$724M
AQR Capital Management LLC Hedge fund	−762K −29.8%	1.8M	$455M
Woodline Partners LP Hedge fund	−649K −89.8%	74K	$19.1M
Champlain Investment Partners, LLC Active manager	−628K −89.3%	75K	$19.6M
Employees Provident Fund Board	−600K −30.0%	1.4M	$365M
Balyasny Asset Management L.P. Hedge fund	−563K −38.2%	911K	$237M
Marshall Wace, LLP Hedge fund	−514K −100.0%	70	$18,225
Bank Of America Corp	−458K −20.7%	1.8M	$456M
Rdst Capital LLC	−449K −75.2%	148K	$38.5M
Canada Pension Plan Investment Board	−442K −35.9%	790K	$206M
Bank Of Nova Scotia	−438K −92.9%	34K	$8.7M
Clearbridge Investments, LLC Active manager	−432K −27.6%	1.1M	$296M
Morgan Stanley	−419K −8.3%	4.6M	$1.2B
Sands Capital Management, LLC Active manager	−407K −28.9%	1000K	$260M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Baillie Gifford & Co Active manager	−1.7M −56.3%	1.3M	$351M
Millennium Management LLC Hedge fund	−1.6M −88.6%	211K	$54.9M
Brown Advisory Inc Active manager	−1.6M −57.3%	1.2M	$312M
Citadel Advisors LLC Hedge fund	−1.3M −47.4%	1.4M	$370M
Freestone Grove Partners LP Hedge fund	−1.1M Sold out	0	—
AQR Capital Management LLC Hedge fund	−762K −29.8%	1.8M	$455M
Woodline Partners LP Hedge fund	−649K −89.8%	74K	$19.1M
Champlain Investment Partners, LLC Active manager	−628K −89.3%	75K	$19.6M
Balyasny Asset Management L.P. Hedge fund	−563K −38.2%	911K	$237M
Marshall Wace, LLP Hedge fund	−514K −100.0%	70	$18,225

New positions

largest by value

Institution	Shares	Value June 30, 2026
T. Rowe Price Investment Management, Inc.Active manager	3.1M	$807M
Menora Mivtachim Holdings Ltd.	629K	$164M
Avala Global LPHedge fund	417K	$109M
Summit Partners Public Asset Management, LLC	397K	$103M
Holocene Advisors, LPHedge fund	392K	$102M
Optiver Holding B.V.	316K	$82.2M
Polar Capital Holdings PLCActive manager	157K	$41M
Tremblant Capital GroupHedge fund	134K	$34.9M
Wedbush Fund Advisers, LLC	126K	$32.8M
Cookson Peirce & Co Inc	120K	$31.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Freestone Grove Partners LPHedge fund	1.1M	$128M
Capital International InvestorsActive manager	323K	$38.1M
Dragoneer Investment Group, LLCHedge fund	272K	$32.1M
Bienville Capital Management, LLC	170K	$20.1M
One Madison Group LLC	141K	$16.6M
Benchstone Capital Management LP	131K	$15.5M
Night Squared LP	118K	$13.9M
Meridiem Capital Partners LP	117K	$13.9M
Sora Investors LLC	72K	$8.5M
Susquehanna Portfolio Strategies, LLC	72K	$8.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,263
Ten largest holders: 51.6%
Index fund managers: 35.5%
Active managers and hedge funds: 24.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	55	47	25	9	+3.3M	+4.7%
Index fund managers	8	4	0	0	+1.6M	+1.5%
Other institutions	652	464	266	73	+3.0M	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Datadog.

Only managers that filed a holdings report for both quarters are compared (1,323 here). 42 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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