Datadog, Inc.
DDOG- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001561550
近 90 天，Datadog, Inc. 內部人申報 0 筆公開市場買進、39 筆賣出；2026 年第 2 季末有 1,283 家機構在 13F 申報持有，市值合計 $787.6 億；方舟投資和索羅斯基金管理兩位大師持有。
2025 年第 2 季 13F 持有人
Datadog, Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 974
- 較 2025 年第 1 季 +68 家
- 持有股數
- 2.69 億
- 較 2025 年第 1 季 +862.9 萬 (+3.3%)
- 總市值
- $361.8 億
- 較 2025 年第 1 季 +$103.0 億 (+39.8%)
- 新進機構
- 176
- 另有 398 家加碼
- 清倉機構
- 108
- 另有 303 家減碼
另有 12 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 DDOG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,283 | $787.6 億 |
| 2026 年第 1 季 | 1,058 | $345.4 億 |
| 2025 年第 4 季 | 1,061 | $396.4 億 |
| 2025 年第 3 季 | 985 | $409.6 億 |
| 2025 年第 2 季 | 974 | $361.8 億 |
| 2025 年第 1 季 | 918 | $259.8 億 |
| 2024 年第 4 季 | 971 | $377.4 億 |
| 2024 年第 3 季 | 872 | $282.2 億 |
| 2024 年第 2 季 | 845 | $317.0 億 |
| 2024 年第 1 季 | 831 | $294.1 億 |
| 2023 年第 4 季 | 809 | $283.3 億 |
| 2023 年第 3 季 | 741 | $212.8 億 |
| 2023 年第 2 季 | 719 | $221.9 億 |
| 2023 年第 1 季 | 663 | $161.9 億 |
| 2022 年第 4 季 | 669 | $168.6 億 |
| 2022 年第 3 季 | 662 | $202.7 億 |
| 2022 年第 2 季 | 666 | $218.9 億 |
| 2022 年第 1 季 | 700 | $333.5 億 |
| 2021 年第 4 季 | 672 | $364.5 億 |
| 2021 年第 3 季 | 585 | $280.4 億 |
| 2021 年第 2 季 | 483 | $190.6 億 |
| 2021 年第 1 季 | 489 | $145.3 億 |
2025 年第 2 季持有機構
每家機構持有 Datadog, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cartenna Capital, LP | 670,000 | $9,000 萬 | 5.52% | +670,000 | 新進 |
| Holocene Advisors, LP | 695,572 | $9,344 萬 | 0.23% | −1,155,228−62.4% | 減碼 |
| Rokos Capital Management LLP | 698,520 | $9,383 萬 | 1.57% | +124,953+21.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 701,480 | $9,423 萬 | 1.50% | +191,599+37.6% | 加碼 |
| Nuveen, LLC | 720,466 | $9,678 萬 | 0.03% | −236,794−24.7% | 減碼 |
| Victory Capital Management Inc | 727,971 | $9,779 萬 | 0.06% | +460,591+172.3% | 加碼 |
| Russell Investments Group, Ltd. | 743,033 | $9,976 萬 | 0.13% | +145,441+24.3% | 加碼 |
| 1832 Asset Management L.P. | 756,300 | $1.02 億 | 0.18% | +756,300 | 新進 |
| Ensign Peak Advisors, Inc | 763,878 | $1.03 億 | 0.18% | −91,921−10.7% | 減碼 |
| Freestone Grove Partners LP | 796,120 | $1.07 億 | 0.81% | +247,279+45.1% | 加碼 |
| Southpoint Capital Advisors LP | 800,000 | $1.07 億 | 2.71% | +800,000 | 新進 |
| Strategy Capital LLC | 810,399 | $1.09 億 | 7.33% | +35,139+4.5% | 加碼 |
| Allianz Asset Management GmbH | 819,910 | $1.10 億 | 0.15% | −146,862−15.2% | 減碼 |
| Envestnet Asset Management Inc | 820,291 | $1.10 億 | 0.03% | +32,947+4.2% | 加碼 |
| Employees Provident Fund Board | 850,000 | $1.14 億 | 0.99% | −672,643−44.2% | 減碼 |
| Swiss National Bank | 869,700 | $1.17 億 | 0.07% | +74,700+9.4% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 881,730 | $1.18 億 | 1.71% | +881,730 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 882,551 | $1.19 億 | 0.07% | +9,296+1.1% | 加碼 |
| Amundi | 895,107 | $1.21 億 | 0.04% | −472,127−34.5% | 減碼 |
| Ashe Capital Management, LP | 933,878 | $1.25 億 | 9.77% | 00.0% | 不變 |
| Soma Equity Partners LP | 935,853 | $1.26 億 | 6.99% | +11,570+1.3% | 加碼 |
| Meritech Capital Associates V L.L.C. | 938,437 | $1.26 億 | 52.65% | 00.0% | 不變 |
| Royal Bank of Canada | 1,001,037 | $1.34 億 | 0.03% | +55,942+5.9% | 加碼 |
| Deutsche Bank AG | 1,031,457 | $1.39 億 | 0.05% | −1,882,210−64.6% | 減碼 |
| Citadel Advisors LLC | 1,047,671 | $1.41 億 | 0.12% | +670,776+178.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,132,343 | $1.52 億 | 0.11% | +375,799+49.7% | 加碼 |
| Brown Capital Management LLC | 1,133,328 | $1.52 億 | 4.43% | −83,164−6.8% | 減碼 |
| Pictet Asset Management Holding SA | 1,136,624 | $1.53 億 | 0.16% | +370,107+48.3% | 加碼 |
| Balyasny Asset Management LLC | 1,185,161 | $1.59 億 | 0.36% | +1,161,489+4,906.6% | 加碼 |
| Champlain Investment Partners, LLC | 1,215,155 | $1.63 億 | 1.14% | +530,785+77.6% | 加碼 |
| Macquarie Group Ltd | 1,215,336 | $1.63 億 | 0.20% | −247,875−16.9% | 減碼 |
| ICONIQ Capital, LLC | 1,233,379 | $1.66 億 | 2.80% | −864,267−41.2% | 減碼 |
| UBS Group AG | 1,332,588 | $1.79 億 | 0.04% | +78,768+6.3% | 加碼 |
| Point72 Asset Management, L.P. | 1,356,537 | $1.82 億 | 0.43% | +863,185+175.0% | 加碼 |
| Raymond James Financial Inc | 1,368,792 | $1.84 億 | 0.06% | +55,996+4.3% | 加碼 |
| Charles Schwab Investment Management Inc | 1,454,150 | $1.95 億 | 0.03% | +93,504+6.9% | 加碼 |
| Wellington Management Group LLP | 1,558,195 | $2.09 億 | 0.04% | −114,282−6.8% | 減碼 |
| DnB Asset Management AS | 1,628,900 | $2.19 億 | 0.91% | −577,564−26.2% | 減碼 |
| Legal & General Group Plc | 1,760,004 | $2.36 億 | 0.06% | −2,308−0.1% | 減碼 |
| Ameriprise Financial Inc | 1,769,943 | $2.38 億 | 0.06% | +647,623+57.7% | 加碼 |
| First Trust Advisors LP | 1,788,758 | $2.40 億 | 0.19% | −577,659−24.4% | 減碼 |
| AQR Capital Management LLC | 1,847,722 | $2.48 億 | 0.21% | +923,038+99.8% | 加碼 |
| Invesco Ltd. | 1,859,319 | $2.50 億 | 0.04% | −532,355−22.3% | 減碼 |
| Northern Trust Corp | 1,866,658 | $2.51 億 | 0.03% | −180,094−8.8% | 減碼 |
| Bank of New York Mellon Corp | 1,920,317 | $2.58 億 | 0.05% | +198,913+11.6% | 加碼 |
| Millennium Management LLC | 2,135,449 | $2.87 億 | 0.26% | +1,371,297+179.5% | 加碼 |
| William Blair Investment Management, LLC | 2,171,076 | $2.92 億 | 0.77% | +385,327+21.6% | 加碼 |
| Alyeska Investment Group, L.P. | 2,179,869 | $2.93 億 | 1.04% | +1,044,975+92.1% | 加碼 |
| Dragoneer Investment Group, LLC | 2,254,563 | $3.03 億 | 6.18% | +1,982,763+729.5% | 加碼 |
| Capital International Investors | 2,342,336 | $3.15 億 | 0.05% | +1,046,919+80.8% | 加碼 |
| SC US (TTGP), Ltd. | 2,389,407 | $3.21 億 | 2.27% | 00.0% | 不變 |
| Franklin Resources Inc | 2,392,038 | $3.21 億 | 0.09% | −488,752−17.0% | 減碼 |
| Voya Investment Management LLC | 2,489,099 | $3.34 億 | 0.33% | +724,318+41.0% | 加碼 |
| Norges Bank | 2,588,611 | $3.48 億 | 0.04% | −593,457−18.7% | 減碼 |
| Sands Capital Management, LLC | 2,772,015 | $3.72 億 | 1.07% | −143,461−4.9% | 減碼 |
| Morgan Stanley | 2,912,708 | $3.91 億 | 0.03% | −328,931−10.1% | 減碼 |
| UBS Asset Management Americas Inc | 2,998,707 | $4.03 億 | 0.08% | +162,589+5.7% | 加碼 |
| Bank of America Corp | 3,080,844 | $4.14 億 | 0.03% | +669,693+27.8% | 加碼 |
| American Century Companies Inc | 3,941,899 | $5.30 億 | 0.29% | −186,242−4.5% | 減碼 |
| Massachusetts Financial Services Co | 4,249,294 | $5.71 億 | 0.18% | −407,085−8.7% | 減碼 |
| JPMorgan Chase & Co | 5,160,800 | $6.93 億 | 0.05% | −385,323−6.9% | 減碼 |
| Jennison Associates LLC | 5,545,010 | $7.45 億 | 0.44% | −844,603−13.2% | 減碼 |
| Geode Capital Management, LLC | 5,827,784 | $7.81 億 | 0.05% | +242,273+4.3% | 加碼 |
| Brown Advisory Inc | 5,983,687 | $8.04 億 | 1.06% | +1,130,675+23.3% | 加碼 |
| Price T Rowe Associates Inc | 6,032,230 | $8.10 億 | 0.09% | −697,024−10.4% | 減碼 |
| Goldman Sachs Group Inc | 6,318,626 | $8.49 億 | 0.14% | +482,086+8.3% | 加碼 |
| State Street Corp | 6,641,702 | $8.92 億 | 0.03% | +35,058+0.5% | 加碼 |
| Janus Henderson Group PLC | 8,359,824 | $11.2 億 | 0.55% | +2,342,500+38.9% | 加碼 |
| FMR LLC | 10,810,006 | $14.5 億 | 0.08% | −1,269,248−10.5% | 減碼 |
| Baillie Gifford & Co | 11,957,462 | $16.1 億 | 1.20% | −317,193−2.6% | 減碼 |
| BlackRock, Inc. | 20,727,572 | $27.8 億 | 0.05% | +659,740+3.3% | 加碼 |
| Vanguard Group Inc | 32,153,489 | $43.2 億 | 0.07% | +740,457+2.4% | 加碼 |
| Vestor Capital, LLC | 6,878 | – | – | +6,878 | 新進 |
| Soundwatch Capital LLC | 17,231 | – | – | +17,231 | 新進 |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −2,759,645−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,364,356−100.0% | 清倉 |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −640,549−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −217,512−100.0% | 清倉 |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −188,470−100.0% | 清倉 |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −120,054−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −100,721−100.0% | 清倉 |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,346−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −72,978−100.0% | 清倉 |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −67,571−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −66,792−100.0% | 清倉 |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −60,601−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −57,523−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −48,531−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −47,170−100.0% | 清倉 |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −46,258−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −44,368−100.0% | 清倉 |
| Financial Counselors Inc | 0 | $0 | 0.00% | −40,558−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −35,212−100.0% | 清倉 |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −32,300−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −29,992−100.0% | 清倉 |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −26,000−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,918−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,381−100.0% | 清倉 |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −24,700−100.0% | 清倉 |