Groupe la Francaise Has $18.98 Million Holdings in Datadog, Inc. $DDOG

Key Points

• Groupe la Francaise reduced its Datadog stake by 22.5% in the second quarter, selling 21,154 shares and retaining 72,828 shares worth approximately $18.98 million. Institutional investors and hedge funds collectively own 78.29% of Datadog.
• Datadog reported strong quarterly results, with EPS of $0.65 versus $0.58 expected and revenue of $1.12 billion, up 35.6% year over year. Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $276.32.
• The stock’s elevated valuation and substantial insider selling remain potential concerns: executives have sold roughly $272 million in shares over the past 90 days, although several transactions were conducted under pre-arranged plans or to cover tax obligations.

Groupe la Francaise decreased its holdings in Datadog, Inc. (NASDAQ:DDOG - Free Report) by 22.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 72,828 shares of the company's stock after selling 21,154 shares during the period. Groupe la Francaise's holdings in Datadog were worth $18,977,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. JPL Wealth Management LLC acquired a new position in shares of Datadog during the 3rd quarter worth approximately $27,000. EMC Capital Management acquired a new stake in Datadog during the 2nd quarter valued at $28,000. Rothschild Investment LLC lifted its holdings in Datadog by 52.5% during the 4th quarter. Rothschild Investment LLC now owns 273 shares of the company's stock valued at $37,000 after purchasing an additional 94 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its position in Datadog by 341.7% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 318 shares of the company's stock worth $38,000 after purchasing an additional 246 shares during the period. Finally, Elevation Wealth Partners LLC boosted its position in Datadog by 2,700.0% during the second quarter. Elevation Wealth Partners LLC now owns 168 shares of the company's stock worth $44,000 after purchasing an additional 162 shares during the period. 78.29% of the stock is owned by institutional investors and hedge funds.

More Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Strong Snowflake results supported the software sector. Snowflake’s better-than-expected earnings and outlook renewed optimism about enterprise spending on data infrastructure, artificial intelligence and observability tools—markets that could benefit Datadog. Snowflake earnings and Datadog article
• Positive Sentiment: Datadog’s latest operating results remain strong. The company most recently reported quarterly EPS of $0.65 versus the $0.58 consensus estimate, while revenue reached $1.12 billion, up 35.6% year over year and above expectations. Management issued third-quarter 2026 EPS guidance of $0.63–$0.65 and full-year guidance of $2.50–$2.54. Datadog stock and earnings information
• Neutral Sentiment: Analyst sentiment remains favorable, but expectations are high. Datadog carries a consensus “Moderate Buy” rating and an average analyst price target of $276.32, although the stock’s very high earnings multiple leaves it sensitive to changes in growth expectations and interest rates.
• Negative Sentiment: Multiple executives reported stock sales. On September 2, the CEO, CFO, CTO, COO, CRO and general counsel collectively sold roughly $23.5 million of shares. Each filing stated that the sales were made to cover tax-withholding obligations related to vested equity awards, reducing the likelihood that they represent a direct negative view of Datadog’s prospects. Datadog CEO insider sale filing
• Negative Sentiment: Additional CTO selling adds an overhang. Alexis Le-Quoc sold 53,912 shares for approximately $12.2 million on September 1 under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the transaction makes it less informative, but the scale of the sale may still pressure sentiment. Datadog CTO insider sale filing

Insiders Place Their Bets

In other news, CTO Alexis Le-Quoc sold 53,912 shares of the company's stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $257.24, for a total transaction of $13,868,322.88. Following the completion of the sale, the chief technology officer directly owned 509,805 shares in the company, valued at approximately $131,142,238.20. This represents a 9.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Olivier Pomel sold 127,141 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $286.71, for a total value of $36,452,596.11. Following the sale, the chief executive officer directly owned 612,747 shares in the company, valued at approximately $175,680,692.37. This trade represents a 17.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,114,589 shares of company stock worth $271,957,031 in the last 90 days. Company insiders own 6.48% of the company's stock.

Datadog Price Performance

NASDAQ:DDOG opened at $212.93 on Monday. Datadog, Inc. has a 52 week low of $98.01 and a 52 week high of $292.72. The company has a debt-to-equity ratio of 0.23, a quick ratio of 3.20 and a current ratio of 3.20. The firm's 50-day simple moving average is $249.65 and its 200 day simple moving average is $193.76. The firm has a market cap of $76.46 billion, a price-to-earnings ratio of 434.56, a P/E/G ratio of 20.85 and a beta of 1.49.

Datadog (NASDAQ:DDOG - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.58 by $0.07. Datadog had a net margin of 4.48% and a return on equity of 5.67%. The firm had revenue of $1.12 billion during the quarter, compared to the consensus estimate of $1.08 billion. During the same quarter in the previous year, the firm posted $0.46 EPS. The business's revenue for the quarter was up 35.6% compared to the same quarter last year. Datadog has set its Q3 2026 guidance at 0.630-0.650 EPS and its FY 2026 guidance at 2.500-2.540 EPS. As a group, sell-side analysts predict that Datadog, Inc. will post 0.7 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. Canaccord Genuity Group increased their price objective on shares of Datadog from $250.00 to $295.00 and gave the company a "buy" rating in a research report on Tuesday, August 4th. Citigroup upped their price target on shares of Datadog from $300.00 to $305.00 and gave the company a "buy" rating in a research note on Friday, August 7th. KeyCorp increased their price target on shares of Datadog from $225.00 to $320.00 and gave the company an "overweight" rating in a report on Thursday, July 16th. TD Cowen raised their price objective on shares of Datadog from $260.00 to $300.00 and gave the stock a "buy" rating in a research report on Wednesday, July 22nd. Finally, Arete Research boosted their price objective on Datadog from $260.00 to $340.00 and gave the stock a "buy" rating in a report on Tuesday, June 23rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, Datadog presently has an average rating of "Moderate Buy" and an average price target of $276.32.

Datadog Company 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.

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