Fox Run Management L.L.C. Has $902,000 Stock Holdings in Datadog, Inc. $DDOG

Fox Run Management L.L.C. raised its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 175.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,632 shares of the company’s stock after purchasing an additional 4,223 shares during the period. Fox Run Management L.L.C.’s holdings in Datadog were worth $902,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Elevation Point Wealth Partners LLC grew its holdings in Datadog by 3.3% during the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock valued at $242,000 after purchasing an additional 55 shares during the last quarter. Chicago Partners Investment Group LLC grew its holdings in Datadog by 1.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 4,778 shares of the company’s stock valued at $622,000 after purchasing an additional 73 shares during the last quarter. Vivaldi Capital Management LP grew its holdings in Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after purchasing an additional 74 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in Datadog by 2.0% during the fourth quarter. Farther Finance Advisors LLC now owns 3,892 shares of the company’s stock valued at $529,000 after purchasing an additional 78 shares during the last quarter. Finally, Roberts Wealth Advisors LLC grew its holdings in Datadog by 0.6% during the fourth quarter. Roberts Wealth Advisors LLC now owns 14,041 shares of the company’s stock valued at $1,909,000 after purchasing an additional 81 shares during the last quarter. Institutional investors and hedge funds own 78.29% of the company’s stock.

Wall Street Analyst Weigh In

DDOG has been the topic of several analyst reports. Royal Bank Of Canada reiterated an “outperform” rating and set a $250.00 price target on shares of Datadog in a report on Wednesday. Wedbush increased their price objective on Datadog from $220.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday. Evercore increased their price objective on Datadog from $225.00 to $265.00 and gave the company an “outperform” rating in a research report on Wednesday. Bank of America increased their price objective on Datadog from $260.00 to $280.00 and gave the company a “buy” rating in a research report on Monday. Finally, CICC Research increased their price objective on Datadog from $150.00 to $204.00 in a research report on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, Datadog has a consensus rating of “Moderate Buy” and an average target price of $225.52.

Insider Transactions at Datadog

In related news, CEO Olivier Pomel sold 127,141 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $199.84, for a total value of $25,407,857.44. Following the completion of the transaction, the chief executive officer directly owned 835,679 shares of the company’s stock, valued at $167,002,091.36. This trade represents a 13.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Matthew Jacobson sold 52,832 shares of the firm’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $189.28, for a total value of $10,000,040.96. Following the completion of the transaction, the director directly owned 622,726 shares of the company’s stock, valued at approximately $117,869,577.28. This trade represents a 7.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,272,556 shares of company stock valued at $252,615,825 over the last 90 days. Corporate insiders own 6.48% of the company’s stock.

Key Stories Impacting Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog unveiled 100+ new AI, observability and security capabilities at its DASH 2026 event, including major upgrades to Bits AI, AI Guard, Bring Your Own Cloud, Bits Agent Builder and Agent Console. The new tools deepen Datadog’s AI platform story and could support stronger adoption and revenue growth. GlobeNewswire article
• Positive Sentiment: Analysts turned more constructive after the launch, with Canadian Imperial Bank of Commerce raising its target to $280 and Evercore lifting its target to $265, while RBC reaffirmed an outperform view. Higher targets can reinforce the market’s growth expectations for DDOG. Benzinga article
• Positive Sentiment: Coverage in the financial press said Datadog’s agentic AI push is winning Wall Street support, with analysts seeing more upside as the company expands into autonomous operations and AI security. Yahoo Finance article
• Neutral Sentiment: Datadog’s strong revenue growth and recent beat-and-raise quarter continue to underpin the stock’s premium valuation, but the shares already reflect high expectations after a big run. Yahoo Finance article
• Negative Sentiment: Heavy insider selling may temper enthusiasm: CEO Olivier Pomel and CFO David M. Obstler both sold large blocks of stock under pre-arranged 10b5-1 plans, adding to a pattern of recent insider sales at Datadog. SEC filing
• Negative Sentiment: A prior director sale also added to the overhang, reinforcing concerns that insiders may be taking advantage of the stock’s strong rally. SEC filing

Datadog Stock Up 0.1%

Shares of DDOG stock opened at $227.63 on Thursday. The stock has a market cap of $81.03 billion, a P/E ratio of 599.04, a price-to-earnings-growth ratio of 24.34 and a beta of 1.56. Datadog, Inc. has a one year low of $98.01 and a one year high of $278.70. The stock has a fifty day moving average price of $173.74 and a 200 day moving average price of $146.26. The company has a debt-to-equity ratio of 0.25, a current ratio of 3.40 and a quick ratio of 3.40.

Datadog (NASDAQ:DDOG) last issued its earnings results on Thursday, May 7th. The company reported $0.60 EPS for the quarter, topping the consensus estimate of $0.51 by $0.09. The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.Datadog’s quarterly revenue was up 32.1% compared to the same quarter last year. During the same period last year, the business earned $0.46 earnings per share. 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 predict that Datadog, Inc. will post 0.61 earnings per share for the current year.

About Datadog

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.