Balyasny Asset Management
DDOG icon

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 		$2.74M Sell
23,200
-106,000
-82% -$13.1M ﹤0.01% 1645
2025
Q4 		$17.6M Buy
129,200
+20,500
+19% +$3.24M 0.02% 782
2025
Q3 		$15.5M Buy
108,700
+22,700
+26% +$3.13M 0.02% 835
2025
Q2 		$11.6M Sell
86,000
-300
-0.3% -$33.2K 0.02% 903
2025
Q1 		$8.56M Buy
86,300
+52,300
+154% +$6.6M 0.01% 1004
2024
Q4 		$4.86M Buy
+34,000
New +$4.67M 0.01% 1304
2024
Q3 		– Sell
-10,000
Closed -$1.3M – 2817
2024
Q2 		$1.3M Hold
10,000
– – ﹤0.01% 1696
2024
Q1 		$1.24M Buy
10,000
+7,700
+335% +$968K ﹤0.01% 1702
2023
Q4 		$279K Buy
+2,300
New +$237K ﹤0.01% 2192
2023
Q1 		– Sell
-90,000
Closed -$6.62M – 2750
2022
Q4 		$6.62M Buy
+90,000
New +$7.03M 0.02% 910

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.