NEW YORK STATE TEACHERS RETIREMENT SYSTEM has opened a new $30.7M position in $DDOG, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $DDOG.
$DDOG Hedge Fund Activity
We have seen 559 institutional investors add shares of $DDOG stock to their portfolio, and 435 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INFINITUM ASSET MANAGEMENT, LLC removed 4,910,500 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $659,627,465
- WCM INVESTMENT MANAGEMENT, LLC removed 2,759,645 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $370,703,112
- JANUS HENDERSON GROUP PLC added 2,342,500 shares (+38.9%) to their portfolio in Q2 2025, for an estimated $314,668,025
- GOLDMAN SACHS GROUP INC removed 2,339,714 shares (-27.0%) from their portfolio in Q2 2025, for an estimated $314,293,781
- DRAGONEER INVESTMENT GROUP, LLC added 1,982,763 shares (+729.5%) to their portfolio in Q2 2025, for an estimated $266,344,553
- DEUTSCHE BANK AG\ removed 1,882,210 shares (-64.6%) from their portfolio in Q2 2025, for an estimated $252,837,269
- MILLENNIUM MANAGEMENT LLC added 1,371,297 shares (+179.5%) to their portfolio in Q2 2025, for an estimated $184,206,326
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$DDOG Insider Trading Activity
$DDOG insiders have traded $DDOG stock on the open market 175 times in the past 6 months. Of those trades, 0 have been purchases and 175 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by insiders over the last 6 months:
- MATTHEW JACOBSON has made 0 purchases and 33 sales selling 1,026,589 shares for an estimated $126,472,448.
- OLIVIER POMEL (Chief Executive Officer) has made 0 purchases and 36 sales selling 600,905 shares for an estimated $79,659,840.
- ALEXIS LE-QUOC (Chief Technology Officer) has made 0 purchases and 25 sales selling 406,264 shares for an estimated $49,066,694.
- AMIT AGARWAL has made 0 purchases and 27 sales selling 260,947 shares for an estimated $31,807,841.
- DAVID M OBSTLER (Chief Financial Officer) has made 0 purchases and 9 sales selling 132,635 shares for an estimated $16,904,018.
- MICHAEL JAMES CALLAHAN has made 0 purchases and 2 sales selling 100,000 shares for an estimated $15,784,777.
- SHARDUL SHAH has made 0 purchases and 14 sales selling 55,420 shares for an estimated $7,299,818.
- SEAN MICHAEL WALTERS (Chief Revenue Officer) has made 0 purchases and 10 sales selling 51,717 shares for an estimated $6,780,947.
- ADAM BLITZER (Chief Operating Officer) has made 0 purchases and 8 sales selling 46,844 shares for an estimated $5,761,407.
- KERRY ACOCELLA (General Counsel and Secretary) has made 0 purchases and 6 sales selling 27,170 shares for an estimated $3,632,656.
- YANBING LI (Chief Product Officer) sold 25,010 shares for an estimated $3,347,515
- DAVID GALLOREESE (Chief People Officer) has made 0 purchases and 2 sales selling 12,793 shares for an estimated $1,538,571.
- TITILOPE COLE has made 0 purchases and 2 sales selling 2,210 shares for an estimated $301,863.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$DDOG Congressional Stock Trading
Members of Congress have traded $DDOG stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DDOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 08/13.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 06/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$DDOG Analyst Ratings
Wall Street analysts have issued reports on $DDOG in the last several months. We have seen 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 10/22/2025
- Oppenheimer issued a "Outperform" rating on 10/17/2025
- DA Davidson issued a "Buy" rating on 10/03/2025
- Wells Fargo issued a "Overweight" rating on 10/01/2025
- Citigroup issued a "Buy" rating on 08/18/2025
- Needham issued a "Buy" rating on 08/14/2025
- Scotiabank issued a "Sector Outperform" rating on 08/08/2025
To track analyst ratings and price targets for $DDOG, check out Quiver Quantitative's $DDOG forecast page.
$DDOG Price Targets
Multiple analysts have issued price targets for $DDOG recently. We have seen 24 analysts offer price targets for $DDOG in the last 6 months, with a median target of $167.5.
Here are some recent targets:
- Gray Powell from BTIG set a target price of $184.0 on 10/22/2025
- Ittai Kidron from Oppenheimer set a target price of $195.0 on 10/17/2025
- Andrew Sherman from TD Cowen set a target price of $180.0 on 10/17/2025
- Karl Keirstead from UBS set a target price of $189.0 on 10/09/2025
- Peter Weed from Bernstein set a target price of $170.0 on 10/08/2025
- Gil Luria from DA Davidson set a target price of $180.0 on 10/03/2025
- Ryan Macwilliams from Wells Fargo set a target price of $190.0 on 10/01/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $DDOG ticker page for more data.
