QRG Capital Management Inc. Boosts Stock Holdings in Datadog, Inc. $DDOG

Posted by Geri Gentry on Sep 23rd, 2026

QRG Capital Management Inc. lifted its position in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 763.4% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 153,974 shares of the company’s stock after acquiring an additional 136,141 shares during the quarter. QRG Capital Management Inc.’s holdings in Datadog were worth $40,089,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Geode Capital Management LLC lifted its position in shares of Datadog by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 9,056,086 shares of the company’s stock valued at $1,227,184,000 after purchasing an additional 197,816 shares in the last quarter. Janus Henderson Group PLC boosted its holdings in Datadog by 22.8% during the first quarter. Janus Henderson Group PLC now owns 7,749,569 shares of the company’s stock worth $905,570,000 after purchasing an additional 1,439,082 shares during the last quarter. First Trust Advisors LP grew its position in Datadog by 81.5% in the 1st quarter. First Trust Advisors LP now owns 3,685,562 shares of the company’s stock worth $435,081,000 after purchasing an additional 1,654,429 shares in the last quarter. Norges Bank bought a new stake in Datadog in the 4th quarter worth about $469,461,000. Finally, Bank of New York Mellon Corp grew its position in Datadog by 30.3% in the 1st quarter. Bank of New York Mellon Corp now owns 2,645,827 shares of the company’s stock worth $312,340,000 after purchasing an additional 615,090 shares in the last quarter. Institutional investors own 78.29% of the company’s stock.

Wall Street Analysts Forecast Growth

DDOG has been the topic of several recent analyst reports. Jefferies Financial Group set a $260.00 target price on shares of Datadog in a research report on Thursday, August 6th. Robert W. Baird set a $300.00 target price on Datadog in a report on Friday, August 7th. Canaccord Genuity Group increased their price target on Datadog from $250.00 to $295.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. Truist Financial upgraded Datadog from a “hold” rating to a “buy” rating and lifted their price target for the stock from $190.00 to $300.00 in a report on Monday, June 15th. Finally, Guggenheim boosted their price objective on Datadog from $225.00 to $300.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $276.66.

Get Our Latest Research Report on Datadog

Insider Buying and Selling at Datadog

In other Datadog news, CFO David Obstler sold 40,000 shares of the firm’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $227.47, for a total value of $9,098,800.00. Following the completion of the sale, the chief financial officer directly owned 378,067 shares of the company’s stock, valued at $85,998,900.49. This trade represents a 9.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $286.71, for a total value of $36,452,596.11. Following the completion of the sale, the chief executive officer owned 612,747 shares in the company, valued at approximately $175,680,692.37. The trade was a 17.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 1,033,764 shares of company stock valued at $251,070,750. Company insiders own 6.48% of the company’s stock.

Datadog Stock Performance

DDOG traded up $4.01 during midday trading on Wednesday, reaching $251.49. The company had a trading volume of 2,826,949 shares, compared to its average volume of 5,362,518. Datadog, Inc. has a 12-month low of $98.01 and a 12-month high of $292.72. The business has a 50-day moving average price of $241.96 and a two-hundred day moving average price of $203.43. The stock has a market cap of $90.31 billion, a PE ratio of 513.26, a P/E/G ratio of 23.92 and a beta of 1.49. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20.

Datadog (NASDAQ:DDOG – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.58 by $0.07. The company had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.08 billion. Datadog had a net margin of 4.48% and a return on equity of 5.67%. Datadog’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.46 EPS. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. On average, sell-side analysts expect that Datadog, Inc. will post 0.7 earnings per share for the current fiscal year.

Datadog Company Profile

(Free Report)

Datadog, Inc (NASDAQ:DDOG) is a cloud-based software company that provides monitoring, observability, security and analytics tools for modern applications and information technology environments. Its platform helps organizations collect, correlate and analyze data from servers, databases, applications, containers, networks and cloud services in a unified environment.

The company’s products include infrastructure monitoring, application performance monitoring, log management, real user and synthetic monitoring, database monitoring, cloud security, software delivery tools, incident management and cloud cost management.