BlueCrest Capital Management Ltd Acquires New Shares in Datadog, Inc. $DDOG

Key Points

• BlueCrest Capital bought a new position of 18,249 Datadog shares (~$2.6M) in Q3, while Vanguard boosted its holding to 41,902,227 shares (~$5.97B); institutional investors now own 78.29% of the company.
• Senior insiders sold sizeable stakes — CRO Sean Michael Walters (22,330 shares) and CTO Alexis Le‑Quoc (53,912 shares) among others — with a total of 388,864 shares (~$48.4M) sold over the last 90 days, leaving insiders with 6.67% ownership.
• Datadog beat expectations with Q results showing revenue up 29.2% to $953.2M and EPS of $0.59, set FY2026 EPS guidance of 2.080–2.160, and retains a consensus "Moderate Buy" rating (avg. target ~$179.6).

BlueCrest Capital Management Ltd bought a new position in shares of Datadog, Inc. (NASDAQ:DDOG - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 18,249 shares of the company's stock, valued at approximately $2,599,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. PKO Investment Management Joint Stock Co acquired a new position in Datadog during the 3rd quarter worth approximately $1,709,000. Hartford Investment Management Co. bought a new stake in shares of Datadog during the third quarter worth $2,689,000. Munro Partners bought a new stake in shares of Datadog during the third quarter worth $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd increased its holdings in shares of Datadog by 134.5% during the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 31,142 shares of the company's stock worth $4,435,000 after buying an additional 17,860 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of Datadog by 30.3% during the third quarter. Vanguard Group Inc. now owns 41,902,227 shares of the company's stock worth $5,966,877,000 after buying an additional 9,748,738 shares in the last quarter. Institutional investors own 78.29% of the company's stock.

Insider Activity at Datadog

In related news, CRO Sean Michael Walters sold 22,330 shares of Datadog stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $125.68, for a total transaction of $2,806,434.40. Following the completion of the transaction, the executive owned 238,384 shares of the company's stock, valued at $29,960,101.12. This trade represents a 8.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CTO Alexis Le-Quoc sold 53,912 shares of the business's stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total transaction of $6,765,416.88. Following the completion of the transaction, the chief technology officer owned 437,257 shares in the company, valued at approximately $54,871,380.93. The trade was a 10.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 388,864 shares of company stock valued at $48,415,898 over the last 90 days. 6.67% of the stock is owned by company insiders.

Datadog Stock Performance

Shares of DDOG stock opened at $124.52 on Friday. The stock has a market capitalization of $43.90 billion, a PE ratio of 401.68, a PEG ratio of 34.23 and a beta of 1.31. The business's 50 day simple moving average is $123.07 and its 200 day simple moving average is $141.71. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.38. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69.

Datadog (NASDAQ:DDOG - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.04. The firm had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company's revenue was up 29.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. As a group, research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current year.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Fundamentals: Datadog reported a strong quarter (29%+ revenue growth, EPS beat) and set FY‑2026 and Q1 guidance, supporting the revenue trajectory and cross‑sell thesis for its observability + security suite. Read More.
• Positive Sentiment: Analyst backdrop: Most analysts remain constructive (consensus “Moderate Buy”, average price target ~ $179.6) and several firms retain Outperform/Buy ratings — a tailwind if execution continues. Read More.
• Positive Sentiment: Upgrade note: A Seeking Alpha piece upgraded Datadog to Buy, citing mission‑critical observability, strong retention and attractive usage‑based economics — helps the bull case. Read More.
• Neutral Sentiment: Short interest data in recent feeds is noisy/ambiguous (reports show zero change/NaN), so there’s no clear short‑squeeze or covering signal to explain today’s move. (Data appears unreliable in these alerts.)
• Neutral Sentiment: Volume & technicals: Intraday volume is below the stock’s multi‑month average and price sits near the 50‑day average — technicals are mixed and volatility may persist.
• Negative Sentiment: CTO Alexis Le‑Quoc sold 53,912 shares (~$125.49 avg); this follows several prior large sales this year, signaling material insider profit‑taking. Read More.
• Negative Sentiment: CRO Sean Michael Walters sold 22,330 shares (~$125.68 avg) — another senior exec sale reducing insider ownership. Read More.
• Negative Sentiment: Director Amit Agarwal sold 20,000 shares at ~ $124.81 and now holds a very small residual position — a steep reduction that can be viewed negatively by the market. Read More.

Wall Street Analyst Weigh In

DDOG has been the topic of several recent research reports. Daiwa Securities Group initiated coverage on Datadog in a report on Tuesday, January 27th. They set a "buy" rating and a $190.00 price objective on the stock. Arete Research upped their target price on Datadog from $230.00 to $260.00 and gave the stock a "buy" rating in a report on Thursday, December 11th. UBS Group set a $195.00 target price on Datadog in a research report on Monday, February 9th. BMO Capital Markets set a $165.00 price objective on Datadog in a research note on Wednesday, February 11th. Finally, Jefferies Financial Group dropped their price objective on shares of Datadog from $180.00 to $160.00 and set a "buy" rating for the company in a report on Friday, February 6th. Thirty-six research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $179.62.

Datadog Profile

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.

Want to see what other hedge funds are holding DDOG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Datadog, Inc. (NASDAQ:DDOG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.