DDOG
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 367.0 | P/B | 12.78 |
| EPS (TTM) | 0.30 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 35.3M | 0.1% | +24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 21.3M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17.6M | n/a | n/a |
| State Street | 14.1M | 0.1% | +0% |
| Fidelity Management | 13.3M | 0.1% | −27% |
| Geode Capital Management | 9.3M | 0.1% | +3% |
Top institutional owners for DDOG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 25 | Le-Quoc Alexis | SELL | 620 | −$159K |
| SEP 23 | OBSTLER DAVID M | SELL | 3K | −$724K |
| SEP 16 | OBSTLER DAVID M | SELL | 628 | −$147K |
| SEP 16 | Acocella Kerry | SELL | 100 | −$23K |
| SEP 15 | Walters Sean Michael | SELL | 300 | −$67K |
| SEP 15 | Li Yanbing | SELL | 300 | −$67K |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DDOG yet.