Assetmark Inc. Has $5.78 Million Stake in Datadog, Inc. $DDOG

Assetmark Inc. reduced its stake in shares of Datadog, Inc. (NASDAQ:DDOG) by 81.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 40,608 shares of the company’s stock after selling 172,663 shares during the quarter. Assetmark Inc.’s holdings in Datadog were worth $5,783,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Public Sector Pension Investment Board acquired a new position in Datadog in the 3rd quarter valued at approximately $5,415,000. Atria Investments Inc increased its stake in shares of Datadog by 39.8% in the third quarter. Atria Investments Inc now owns 17,619 shares of the company’s stock worth $2,509,000 after acquiring an additional 5,019 shares during the last quarter. Wedbush Securities Inc. raised its holdings in shares of Datadog by 9.0% during the third quarter. Wedbush Securities Inc. now owns 4,522 shares of the company’s stock worth $644,000 after acquiring an additional 373 shares in the last quarter. Caprock Group LLC acquired a new stake in Datadog during the third quarter valued at $2,151,000. Finally, Rhumbline Advisers grew its stake in Datadog by 51.5% in the third quarter. Rhumbline Advisers now owns 638,689 shares of the company’s stock valued at $90,949,000 after purchasing an additional 217,069 shares in the last quarter. 78.29% of the stock is owned by hedge funds and other institutional investors.

Key Datadog News

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: DA Davidson reaffirmed a “buy” and set a $225 price target (large implied upside vs. current levels), which supports bullish investor expectations. DA Davidson Reaffirmation
• Positive Sentiment: QSIC announced it is using Datadog to improve retail-media reliability — a commercial/partnership win that supports revenue/ADOPTION narratives. QSIC Customer Win
• Neutral Sentiment: Datadog published an analyst/investor day transcript (useful for long-term model/strategy details), but the immediate market impact is unclear until new guidance or metrics emerge. Investor Day Transcript
• Neutral Sentiment: Zacks flagged DDOG as a “trending” stock—higher attention/volume can amplify moves but doesn’t by itself change fundamentals. Zacks Trending Note
• Neutral Sentiment: Reports show a “large increase” in short interest for February, but the published figures appear to be zero/NaN — likely a data/reporting error; treat this as unreliable until clarified.
• Negative Sentiment: Cantor Fitzgerald cut its price target to $150 from $220 (while keeping Overweight), lowering near-term upside expectations and likely putting downward pressure on the stock. Cantor Fitzgerald PT Cut
• Negative Sentiment: Datadog’s CTO sold about $5.47M in stock — a sizable insider disposition that can be perceived negatively by the market even if motivated by diversification or liquidity needs. Insider Sale

Datadog Stock Performance

Shares of DDOG opened at $122.56 on Wednesday. The company has a market capitalization of $42.98 billion, a PE ratio of 395.35, a price-to-earnings-growth ratio of 34.26 and a beta of 1.27. The company has a debt-to-equity ratio of 0.26, a current ratio of 3.38 and a quick ratio of 3.66. Datadog, Inc. has a one year low of $81.63 and a one year high of $201.69. The company’s fifty day moving average price is $131.05 and its 200 day moving average price is $143.36.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.04. The company had revenue of $953.19 million for the quarter, compared to the consensus estimate of $916.53 million. Datadog had a return on equity of 4.14% and a net margin of 3.14%.The firm’s revenue was up 29.2% compared to the same quarter last year. During the same period last year, the business posted $0.49 earnings per share. 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, analysts expect that Datadog, Inc. will post 0.34 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on DDOG shares. Morgan Stanley raised their price target on Datadog from $165.00 to $180.00 and gave the stock an “equal weight” rating in a research note on Friday, November 7th. Scotiabank reduced their target price on shares of Datadog from $180.00 to $160.00 and set a “sector outperform” rating for the company in a research note on Wednesday, February 11th. Stifel Nicolaus set a $160.00 price target on shares of Datadog and gave the stock a “buy” rating in a research note on Thursday, January 22nd. JPMorgan Chase & Co. raised their price target on shares of Datadog from $140.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Finally, Raymond James Financial decreased their price objective on shares of Datadog from $205.00 to $170.00 and set an “outperform” rating for the company in a report on Tuesday, February 10th. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Datadog has an average rating of “Moderate Buy” and an average price target of $179.62.

Insiders Place Their Bets

In other news, CEO Olivier Pomel sold 32,923 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $154.63, for a total value of $5,090,883.49. Following the sale, the chief executive officer owned 518,133 shares in the company, valued at approximately $80,118,905.79. This trade represents a 5.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO David M. Obstler sold 12,513 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $158.60, for a total transaction of $1,984,561.80. Following the transaction, the chief financial officer owned 374,138 shares of the company’s stock, valued at approximately $59,338,286.80. The trade was a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 380,515 shares of company stock valued at $55,760,478 in the last three months. Company insiders own 8.70% of the company’s stock.

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.