Union Square Park Capital Management LLC Has $1.42 Million Stock Holdings in Datadog, Inc. $DDOG

Union Square Park Capital Management LLC decreased its position in Datadog, Inc. (NASDAQ:DDOG) by 47.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,000 shares of the company’s stock after selling 9,000 shares during the period. Union Square Park Capital Management LLC’s holdings in Datadog were worth $1,424,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in 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 acquiring an additional 9,748,738 shares in the last quarter. Brown Advisory Inc. increased its holdings in shares of Datadog by 23.3% in the second quarter. Brown Advisory Inc. now owns 5,983,687 shares of the company’s stock worth $803,793,000 after acquiring an additional 1,130,675 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Datadog by 4.3% in the second quarter. Geode Capital Management LLC now owns 5,827,784 shares of the company’s stock worth $780,727,000 after acquiring an additional 242,273 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in shares of Datadog by 0.9% during the third quarter. Massachusetts Financial Services Co. MA now owns 4,289,570 shares of the company’s stock worth $610,835,000 after purchasing an additional 40,276 shares during the period. Finally, Invesco Ltd. raised its position in shares of Datadog by 119.2% during the third quarter. Invesco Ltd. now owns 4,075,721 shares of the company’s stock worth $580,383,000 after purchasing an additional 2,216,402 shares during the period. Institutional investors own 78.29% of the company’s stock.

Datadog Stock Down 2.1%

Shares of Datadog stock opened at $124.52 on Friday. The business’s 50 day simple moving average is $123.07 and its 200 day simple moving average is $141.61. Datadog, Inc. has a 52-week low of $81.63 and a 52-week high of $201.69. The firm has a market cap of $43.90 billion, a PE ratio of 401.68, a P/E/G ratio of 34.95 and a beta of 1.31. The company has a debt-to-equity ratio of 0.26, a quick ratio of 3.38 and a current ratio of 3.38.

Datadog (NASDAQ:DDOG) last released its quarterly earnings results on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.04. The firm had revenue of $953.19 million during 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 business’s revenue was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the firm 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. On average, analysts predict that Datadog, Inc. will post 0.34 earnings per share for the current fiscal year.

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 Ratings Changes

Several equities analysts recently issued reports on the company. Canaccord Genuity Group reiterated a “buy” rating on shares of Datadog in a research report on Wednesday, February 11th. Weiss Ratings restated a “sell (d+)” rating on shares of Datadog in a report on Wednesday, January 21st. The Goldman Sachs Group started coverage on shares of Datadog in a research note on Monday, January 12th. They issued a “sell” rating and a $113.00 price target on the stock. TD Cowen reiterated a “buy” rating on shares of Datadog in a report on Wednesday, January 21st. Finally, Cantor Fitzgerald lowered their price objective on shares of Datadog from $220.00 to $150.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. Thirty-six equities 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 company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $179.62.

Insiders Place Their Bets

In other Datadog news, CTO Alexis Le-Quoc sold 53,912 shares of Datadog stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $125.49, for a total value of $6,765,416.88. Following the sale, the chief technology officer directly 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Amit Agarwal sold 20,000 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $124.81, for a total transaction of $2,496,200.00. Following the sale, the director directly owned 1,640 shares in the company, valued at $204,688.40. This trade represents a 92.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have 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 currently owned by company insiders.

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.