Ossiam Has $19 Million Stock Position in Datadog, Inc. $DDOG

Ossiam lowered its position in Datadog, Inc. (NASDAQ:DDOG) by 21.0% in the third quarter, Holdings Channel.com reports. The fund owned 133,439 shares of the company’s stock after selling 35,513 shares during the period. Ossiam’s holdings in Datadog were worth $19,002,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the company. Westside Investment Management Inc. raised its stake in shares of Datadog by 74.3% in the third quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after purchasing an additional 75 shares in the last quarter. Rothschild Investment LLC boosted its stake in Datadog by 126.6% during the third quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after buying an additional 100 shares in the last quarter. Tripletail Wealth Management LLC acquired a new stake in Datadog during the third quarter worth $28,000. Physician Wealth Advisors Inc. increased its holdings in Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares during the period. Finally, Hazlett Burt & Watson Inc. bought a new stake in Datadog in the 3rd quarter valued at $28,000. Institutional investors and hedge funds own 78.29% of the company’s stock.

Key Datadog News

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.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Datadog in a report on Wednesday, January 21st. Rosenblatt Securities reissued a “buy” rating and issued a $185.00 target price on shares of Datadog in a research note on Wednesday, February 11th. Daiwa Securities Group started coverage on shares of Datadog in a research note on Tuesday, January 27th. They set a “buy” rating and a $190.00 price target for the company. Cantor Fitzgerald lowered their price objective on Datadog from $220.00 to $150.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Finally, Arete Research increased 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. Thirty-six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Datadog presently has an average rating of “Moderate Buy” and an average target price of $179.62.

Datadog Price Performance

NASDAQ:DDOG opened at $124.52 on Friday. The company has a quick ratio of 3.38, a current ratio of 3.38 and a debt-to-equity ratio of 0.26. The firm has a market cap of $43.90 billion, a PE ratio of 401.68, a price-to-earnings-growth ratio of 34.95 and a beta of 1.31. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The company’s 50-day moving average price is $123.07 and its two-hundred day moving average price is $141.61.

Datadog (NASDAQ:DDOG) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. During the same quarter last year, the business posted $0.49 earnings per share. The company’s revenue was up 29.2% on a year-over-year basis. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. On average, equities analysts anticipate that Datadog, Inc. will post 0.34 EPS for the current fiscal year.

Insider Buying and Selling at Datadog

In related news, CEO Olivier Pomel sold 68,922 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $7,618,637.88. Following the completion of the sale, the chief executive officer directly owned 704,821 shares of the company’s stock, valued at $77,910,913.34. This trade represents a 8.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, 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 value of $2,806,434.40. Following the completion of the transaction, the executive owned 238,384 shares of the company’s stock, valued at approximately $29,960,101.12. The trade was a 8.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 388,864 shares of company stock worth $48,415,898 over the last 90 days. Company insiders own 6.67% of the company’s stock.

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.