Balyasny Asset Management
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Balyasny Asset Management’s Datadog DDOG Stock Holding History

Balyasny Asset 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
Q1 		$174M Buy
1,474,452
+1,390,806
+1,663% +$172M 0.23% 74
2025
Q4 		$11.4M Buy
83,646
+12,487
+18% +$1.97M 0.01% 966
2025
Q3 		$10.1M Sell
71,159
-1,114,002
-94% -$153M 0.01% 1052
2025
Q2 		$159M Buy
1,185,161
+1,161,489
+4,907% +$129M 0.24% 77
2025
Q1 		$2.35M Buy
+23,672
New +$2.99M ﹤0.01% 1631
2024
Q4 		– Sell
-839,712
Closed -$115M – 2851
2024
Q3 		$96.6M Buy
839,712
+403,150
+92% +$47.1M 0.16% 135
2024
Q2 		$56.6M Sell
436,562
-193,978
-31% -$23.5M 0.1% 262
2024
Q1 		$77.9M Buy
630,540
+141,812
+29% +$17.8M 0.14% 174
2023
Q4 		$59.3M Buy
+488,728
New +$50.3M 0.11% 237
2023
Q3 		– Sell
-1,328,877
Closed -$131M – 2345
2023
Q2 		$131M Buy
1,328,877
+1,296,214
+3,968% +$108M 0.29% 63
2023
Q1 		$2.37M Buy
32,663
+12,020
+58% +$882K 0.01% 1391
2022
Q4 		$1.52M Buy
+20,643
New +$1.61M ﹤0.01% 1522
2022
Q3 		– Sell
-110,889
Closed -$10.6M – 2916
2022
Q2 		$10.6M Buy
110,889
+41,840
+61% +$4.6M 0.03% 632
2022
Q1 		$10.5M Sell
69,049
-482,173
-87% -$70.5M 0.03% 679
2021
Q4 		$98.2M Buy
551,222
+83,644
+18% +$14.2M 0.34% 42
2021
Q3 		$66.1M Buy
467,578
+327,588
+234% +$41.4M 0.28% 69
2021
Q2 		$14.6M Buy
+139,990
New +$12.6M 0.07% 386
2021
Q1 		– Sell
-204,238
Closed -$20.1M – 1821
2020
Q4 		$20.1M Buy
+204,238
New +$20.4M 0.11% 255
2020
Q2 		– Sell
-300,458
Closed -$10.8M – 1188
2020
Q1 		$10.8M Buy
+300,458
New +$12.4M 0.13% 218

Other funds holding DDOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Balyasny Asset Management's DDOG Position: Q1 2026 in Review

Balyasny Asset Management increased its Datadog (DDOG) stake by 1,663% in Q1 2026, buying an estimated $172M and bringing the position to 1,474,452 shares worth $174M. The position accounts for 0.23% of the portfolio, ranked #74.

Balyasny Asset Management first reported a position in DDOG in Q1 2020 and has held it in 19 quarters since. 1,052 funds tracked by Wall St. Rank hold DDOG as of Q1 2026.

  • Balyasny Asset Management held 1,474,452 shares of Datadog worth $174M as of Q1 2026.
  • Balyasny Asset Management bought 1,390,806 Datadog shares in Q1 2026, an estimated $172M.
  • Datadog made up 0.23% of Balyasny Asset Management's portfolio in Q1 2026, its #74 holding.
  • Balyasny Asset Management first reported a position in Datadog in Q1 2020 and has held it in 19 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Datadog as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.