Rakuten Investment Management Inc. Boosts Stock Position in Datadog, Inc. $DDOG

Posted by Geri Gentry on Jun 17th, 2026

Rakuten Investment Management Inc. raised its stake in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 266.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 59,602 shares of the company’s stock after purchasing an additional 43,340 shares during the period. Rakuten Investment Management Inc.’s holdings in Datadog were worth $8,221,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. L2 Asset Management LLC grew its stake in Datadog by 9.0% in the fourth quarter. L2 Asset Management LLC now owns 1,604 shares of the company’s stock valued at $218,000 after purchasing an additional 133 shares during the last quarter. 71 West Capital Partners purchased a new position in Datadog in the fourth quarter valued at about $10,698,000. Faithward Advisors LLC purchased a new position in Datadog in the fourth quarter valued at about $1,815,000. Silvant Capital Management LLC grew its stake in Datadog by 9.2% in the fourth quarter. Silvant Capital Management LLC now owns 48,218 shares of the company’s stock valued at $6,557,000 after purchasing an additional 4,082 shares during the last quarter. Finally, Vanguard Personalized Indexing Management LLC grew its stake in Datadog by 12.9% in the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 33,404 shares of the company’s stock valued at $4,543,000 after purchasing an additional 3,824 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

Positive Sentiment: Truist upgraded Datadog to buy and lifted its price target to $300, signaling confidence in the company’s growth outlook and more upside ahead. Truist Just Upgraded Datadog Stock. Here’s Why.
Positive Sentiment: Recent coverage highlighted Datadog’s expanding AI observability, cloud monitoring, and security offerings, suggesting broadening customer demand is still supporting revenue growth and cash generation. Datadog (DDOG): AI Observability Push Shows Why Cloud Monitoring Demand Is Broadening
Positive Sentiment: Datadog’s Dash conference news was viewed as constructive after it unveiled 100+ new AI and security features, reinforcing its platform strategy and supporting recent guidance optimism. How Datadog’s Dash AI and Security Expansion Will Impact Datadog (DDOG) Investors
Neutral Sentiment: Datadog has also attracted attention from valuation-focused commentary saying the shares look somewhat rich after a strong run, which could limit near-term enthusiasm. Datadog (DDOG) Stock Valuation Looks Slightly Rich After Strong Momentum
Negative Sentiment: Several Datadog insiders sold shares under pre-arranged Rule 10b5-1 plans, including Director Michael James Callahan and CRO Sean Michael Walters, which may be viewed as a mild caution signal by some investors. Insider trade details

Wall Street Analyst Weigh In

Several research firms have issued reports on DDOG. BTIG Research reiterated a “buy” rating and issued a $255.00 target price on shares of Datadog in a research note on Thursday, June 11th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Datadog in a report on Friday. Canadian Imperial Bank of Commerce increased their price objective on Datadog from $250.00 to $280.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. Capital One Financial decreased their price objective on Datadog from $157.00 to $135.00 and set an “overweight” rating for the company in a report on Thursday, April 16th. Finally, DA Davidson set a $250.00 price objective on Datadog in a report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $234.14.

Read Our Latest Analysis on Datadog

Datadog Stock Down 0.8%

NASDAQ:DDOG opened at $231.11 on Wednesday. The company has a market cap of $82.27 billion, a PE ratio of 608.20, a P/E/G ratio of 24.96 and a beta of 1.56. Datadog, Inc. has a twelve month low of $98.01 and a twelve month high of $278.70. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. The company’s 50 day moving average is $182.76 and its two-hundred day moving average is $148.33.

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

Insider Buying and Selling

In related news, CEO Olivier Pomel sold 127,141 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $199.84, for a total value of $25,407,857.44. Following the transaction, the chief executive officer owned 835,679 shares in the company, valued at approximately $167,002,091.36. This represents a 13.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael James Callahan sold 112,500 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $231.60, for a total transaction of $26,055,000.00. Following the completion of the transaction, the director owned 14,996 shares in the company, valued at approximately $3,473,073.60. This trade represents a 88.24% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,354,489 shares of company stock worth $278,129,246 in the last quarter. 6.48% of the stock is currently owned by corporate insiders.

Datadog Profile

(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.