Datadog, Inc. $DDOG Shares Sold by Strategy Capital LLC

Posted by Brenda Bartman on Jun 13th, 2026

Strategy Capital LLC decreased its position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 10.4% in the fourth quarter, Holdings Channel reports. The fund owned 724,287 shares of the company’s stock after selling 84,020 shares during the period. Datadog accounts for 7.3% of Strategy Capital LLC’s investment portfolio, making the stock its 6th biggest holding. Strategy Capital LLC’s holdings in Datadog were worth $98,496,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Rothschild Investment LLC lifted its position in Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after acquiring an additional 100 shares during the last quarter. JPL Wealth Management LLC acquired a new position in Datadog during the 3rd quarter worth $27,000. CoreCap Advisors LLC raised its position in shares of Datadog by 1,461.5% during the fourth quarter. CoreCap Advisors LLC now owns 203 shares of the company’s stock valued at $28,000 after buying an additional 190 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new position in shares of Datadog during the fourth quarter valued at about $31,000. Finally, NBC Securities Inc. raised its position in shares of Datadog by 242.6% during the fourth quarter. NBC Securities Inc. now owns 233 shares of the company’s stock valued at $32,000 after buying an additional 165 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Analyst Upgrades and Downgrades

DDOG has been the subject of a number of research analyst reports. Needham & Company LLC upped their price objective on shares of Datadog from $155.00 to $225.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Capital One Financial cut their price objective on shares of Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a research report on Thursday, April 16th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $250.00 price objective on shares of Datadog in a research report on Wednesday. Oppenheimer upped their price objective on shares of Datadog from $200.00 to $220.00 in a research report on Thursday, May 7th. Finally, TD Cowen upped their price objective on shares of Datadog from $235.00 to $260.00 and gave the company a “buy” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Datadog currently has an average rating of “Moderate Buy” and an average target price of $231.64.

Read Our Latest Report on Datadog

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

Positive Sentiment: Analysts are increasingly upbeat on Datadog’s AI opportunity. BMO raised its price target to $260, BTIG reaffirmed a buy rating with a $255 target, and Wedbush also reiterated a buy view, reinforcing expectations for further upside. Article link
Positive Sentiment: Coverage around Datadog’s GPU Monitoring and broader AI observability stack suggests the company is expanding its role in optimizing AI workloads, which could become a meaningful growth driver. Article link
Positive Sentiment: Technical traders are encouraged by DDOG breaking above its 20-day moving average, a sign of improving short-term momentum after a strong run. Article link
Positive Sentiment: Financial press is highlighting Datadog as a beneficiary of AI-driven cybersecurity spending, with analysts raising targets and framing DDOG as a hidden winner from the AI boom. Article link
Positive Sentiment: Datadog’s recent AI-focused product launch and broader platform expansion are strengthening the company’s growth narrative and supporting elevated valuation expectations. Article link
Neutral Sentiment: Datadog remains a premium-valued stock after its strong revenue growth and beat-and-raise earnings report, so the market is balancing solid fundamentals against high expectations.
Negative Sentiment: Recent insider sales by CEO Olivier Pomel and CFO David Obstler may create some near-term overhang, even though the transactions were made under pre-arranged trading plans. Article link

Insiders Place Their Bets

In related news, COO Adam Blitzer sold 12,202 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $249.29, for a total value of $3,041,836.58. Following the sale, the chief operating officer owned 263,771 shares of the company’s stock, valued at $65,755,472.59. The trade was a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Dev Ittycheria sold 120,000 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $248.78, for a total transaction of $29,853,600.00. Following the completion of the sale, the director directly owned 39,235 shares in the company, valued at approximately $9,760,883.30. The trade was a 75.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,272,556 shares of company stock valued at $252,615,825 over the last 90 days. Company insiders own 6.48% of the company’s stock.

Datadog Stock Performance

NASDAQ DDOG opened at $229.90 on Friday. The stock has a market cap of $81.84 billion, a P/E ratio of 605.02, a PEG ratio of 25.08 and a beta of 1.56. The company’s 50-day simple moving average is $178.29 and its 200 day simple moving average is $147.38. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The company has a quick ratio of 3.40, a current ratio of 3.40 and a debt-to-equity ratio of 0.25.

Datadog (NASDAQ:DDOG – Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.09. The business had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a net margin of 3.69% and a return on equity of 4.83%. The firm’s revenue for the quarter was up 32.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. As a group, research analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current fiscal year.

About Datadog

(Free Report)

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.