Ashe Capital Management’s Datadog DDOG Stock Holding History

Ashe Capital Management’s Portfolio DDOG Stock Details DDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$180M	Sell	691,493 -45,000	-6%	-$8.37M	19.33%	1
2026 Q1	$86.9M	Sell	736,493 -20,000	-3%	-$2.47M	10.9%	5
2025 Q4	$103M	Sell	756,493 -177,385	-19%	-$28M	9.97%	6
2025 Q3	$133M	Hold	933,878	–	–	9.38%	5
2025 Q2	$125M	Hold	933,878	–	–	9.77%	5
2025 Q1	$92.7M	Hold	933,878	–	–	8.28%	7
2024 Q4	$133M	Sell	933,878 -263,401	-22%	-$36.2M	10.98%	4
2024 Q3	$138M	Hold	1,197,279	–	–	10.97%	4
2024 Q2	$155M	Hold	1,197,279	–	–	12.82%	4
2024 Q1	$148M	Hold	1,197,279	–	–	12.08%	4
2023 Q4	$145M	Sell	1,197,279 -158,000	-12%	-$16.3M	12.63%	4
2023 Q3	$123M	Hold	1,355,279	–	–	10.25%	4
2023 Q2	$133M	Hold	1,355,279	–	–	10.45%	4
2023 Q1	$98.5M	Hold	1,355,279	–	–	8.92%	4
2022 Q4	$99.6M	Hold	1,355,279	–	–	10.93%	4
2022 Q3	$120M	Hold	1,355,279	–	–	11.49%	3
2022 Q2	$129M	Hold	1,355,279	–	–	11.79%	3
2022 Q1	$205M	Hold	1,355,279	–	–	14.34%	3
2021 Q4	$241M	Hold	1,355,279	–	–	15.69%	2
2021 Q3	$192M	Hold	1,355,279	–	–	11.52%	3
2021 Q2	$141M	Buy	1,355,279 +50,000	+4%	+$4.52M	8.7%	6
2021 Q1	$109M	Buy	1,305,279 +213,400	+20%	+$20.6M	7.42%	6
2020 Q4	$107M	Buy	1,091,879 +122,115	+13%	+$12.2M	6.72%	8
2020 Q3	$99.1M	Hold	969,764	–	–	7.19%	7
2020 Q2	$84.3M	Hold	969,764	–	–	6.48%	6
2020 Q1	$34.9M	Buy	969,764 +888,779	+1,097%	+$36.6M	3.23%	10
2019 Q4	$3.06M	Buy	+80,985	New	+$2.91M	0.23%	12

Other funds holding DDOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ashe Capital Management's DDOG Position: Q2 2026 in Review

Ashe Capital Management reduced its Datadog (DDOG) stake by 6.1% in Q2 2026, selling an estimated $8.37M and leaving 691,493 shares worth $180M. The position accounts for 19.33% of the portfolio, ranked #1.

Ashe Capital Management first reported a position in DDOG in Q4 2019 and has held it in 27 quarters since. The position peaked at $241M in Q4 2021. 1,283 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

Ashe Capital Management held 691,493 shares of Datadog worth $180M as of Q2 2026.
Ashe Capital Management sold 45,000 Datadog shares in Q2 2026, an estimated $8.37M.
Datadog made up 19.33% of Ashe Capital Management's portfolio in Q2 2026, its #1 holding.
Ashe Capital Management first reported a position in Datadog in Q4 2019 and has held it in 27 quarters since.
Ashe Capital Management's Datadog position peaked at $241M in Q4 2021.
1,283 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

Based on Ashe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.