Lumida
/DDOG
⌘K
Datadog Inc

Datadog Inc

DDOG
$221.21USD-0.23%-0.51 today

MARKET CAP

79.4B

P/E (TTM)

567.2x

FWD P/E

DAY RANGE

$218 – $225

52W RANGE

$98
$293

AI Summary

Stalk
StalkMedium

DDOG is deeply oversold and mean-reversion eligible, enforcing a bullish medium-term bias despite the prevailing Stage 4 downtrend. Short-term price remains below declining EMAs without clear acceptance, so we defer execution. The long-term uptrend above the 200-day SMA stays intact. Look to engage on pullbacks into the falling EMAs for tactical entry.

  • Q2 revenue $1.12B (+36% YoY) beat guidance
  • 4,720 customers with >$100K ARR (up from 3,850)
  • Forward P/S 15.7× well above industry average
Full analysis →

Buying

11

institutions

Selling

9

institutions

New Positions

4

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY35.55 M9.25 B+295.41 K+122.4%0.14%
CA

Citadel Advisors LLC

Q2 2026

BUY5.42 M1.41 B+840.19 K+161.1%0.16%
JC

Jpmorgan Chase & Co

Q2 2026

BUY4.45 M1.11 B+174.81 K+123.4%0.06%
JH

Janus Henderson Group Plc

Q1 2026

BUY7.86 M918.24 M+1.55 M+8.1%0.22%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

BUYNEW3.10 M806.92 M+3.10 M+0.0%0.53%
AC

Aqr Capital Management LLC

Q2 2026

SELL1.80 M454.85 M+-762.44 K+50.8%0.16%
MM

Millennium Management LLC

Q2 2026

SELL1.28 M332.18 M+-1.26 M+10.8%0.12%
BA

Balyasny Asset Management L.P.

Q2 2026

SELL948.25 K246.89 M+-559.20 K+38.7%0.31%
CP

California Public Employees Retirement System

Q2 2026

BUY546.23 K142.22 M+148.74 K+203.1%0.08%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL466.02 K121.33 M+-229.22 K+47.8%0.14%
RT

Renaissance Technologies LLC

Q2 2026

SELL189.09 K49.23 M+-102.86 K+42.9%0.07%
MG

Man Group Plc

Q2 2026

BUY164.64 K42.87 M+71.58 K+290.2%0.07%
WP

Woodline Partners LP

Q2 2026

SELL73.50 K19.14 M+-1.37 M-88.8%0.06%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL64.33 K16.75 M+-854.00+117.7%0.03%
BH

Brevan Howard Capital Management LP

Q2 2026

BUYNEW30.55 K7.95 M+30.55 K+0.0%0.06%
MC

Moore Capital Management, LP

Q2 2026

BUY10.45 K2.72 M+4.29 K+273.8%0.04%
SF

Soros Fund Management LLC

Q2 2026

SELL9.66 K2.52 M+-91.68 K-79.0%0.04%
WH

Washington Harbour Partners LP

Q2 2025

SELL2.68 K359.47 K+-1.12 K-4.7%1.06%
GM

Grantham, Mayo, Van Otterloo & Co. LLC

Q2 2026

BUYNEW1.10 K286.14 K+1.10 K+0.0%0.00%
FA

Fisher Asset Management, LLC

Q2 2026

BUYNEW895.00233.24 K+895.00+0.0%0.00%