Russell Investments Group Ltd. Has $64.64 Million Holdings in Datadog, Inc. $DDOG

Russell Investments Group Ltd. lessened its holdings in Datadog, Inc. (NASDAQ:DDOG) by 38.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 453,622 shares of the company’s stock after selling 289,411 shares during the quarter. Russell Investments Group Ltd. owned approximately 0.13% of Datadog worth $64,637,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of DDOG. PKO Investment Management Joint Stock Co acquired a new position in Datadog during the third quarter valued at approximately $1,709,000. Hartford Investment Management Co. acquired a new stake in Datadog in the third quarter worth $2,689,000. Munro Partners bought a new position in shares of Datadog during the third quarter worth $7,120,000. IQ EQ FUND MANAGEMENT IRELAND Ltd boosted its position 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 purchasing an additional 17,860 shares in the last quarter. Finally, Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in shares of Datadog by 37.9% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 109,233 shares of the company’s stock valued at $15,555,000 after buying an additional 30,008 shares during the period. Institutional investors and hedge funds own 78.29% of the company’s stock.

Insider Buying and Selling

In other Datadog news, CEO Olivier Pomel sold 68,922 shares of the company’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 704,821 shares of the company’s stock, valued at $77,910,913.34. This represents a 8.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CTO Alexis Le-Quoc sold 53,541 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $110.54, for a total transaction of $5,918,422.14. Following the transaction, the chief technology officer directly owned 437,257 shares of the company’s stock, valued at $48,334,388.78. This represents a 10.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 292,622 shares of company stock worth $36,347,847. 6.67% of the stock is owned by corporate insiders.

Datadog News Roundup

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Datadog has had a 5-day winning streak with roughly +16% over that period and an estimated market-cap gain of about $6.1B, which signals renewed investor interest and momentum into the name. Why Investors Are Flocking Back To DDOG Stock?
• Positive Sentiment: Cohesity announced a strategic integration with Datadog to combine observability with rapid data recovery for AI production environments — a partnership that can expand enterprise use cases around AI agent resilience. Cohesity Partners with Datadog
• Positive Sentiment: Datadog launched an MCP Server product to give AI agents secure, real‑time access to unified observability data — a product expansion that reinforces its positioning in AI-enabled observability. Datadog Launches MCP Server
• Neutral Sentiment: Media/analyst attention has picked up (Zacks, Yahoo pieces highlight trending interest), which can drive both flows and volatility but does not by itself change fundamentals. Is Trending Stock Datadog, Inc. (DDOG) a Buy Now?
• Neutral Sentiment: Reported short-interest figures in the feed show zero shares and NaN changes (data inconsistency). This looks like a reporting/data error rather than a material increase in short exposure; short-interest impact appears negligible.
• Negative Sentiment: Datadog CTO Alexis Le‑Quoc sold 53,541 shares at an average $110.54 on March 2 (~$5.92M), trimming his position by ~10.9% — an insider sale that can weigh on sentiment, especially amid recent gains. SEC filing: SEC Form 4

Analysts Set New Price Targets

A number of research firms recently commented on DDOG. Mizuho lowered their price objective on shares of Datadog from $200.00 to $170.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Cantor Fitzgerald decreased their target price on Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Jefferies Financial Group lowered their price target on Datadog from $180.00 to $160.00 and set a “buy” rating for the company in a report on Friday, February 6th. TD Cowen reaffirmed a “buy” rating on shares of Datadog in a research report on Wednesday, January 21st. Finally, Barclays cut their price objective on Datadog from $195.00 to $165.00 and set an “overweight” rating on the stock in a report on Wednesday, February 11th. Thirty-six investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $179.62.

Datadog Price Performance

Shares of NASDAQ DDOG opened at $123.08 on Wednesday. The firm has a market cap of $43.40 billion, a PE ratio of 397.03, a PEG ratio of 35.34 and a beta of 1.31. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26. Datadog, Inc. has a 1-year low of $81.63 and a 1-year high of $201.69. The company has a fifty day moving average price of $123.60 and a 200 day moving average price of $141.84.

Datadog (NASDAQ:DDOG) last released 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 firm 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 company’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same quarter last year, the business posted $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. Research analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

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.