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Broad Bay Capital Management’s Datadog DDOG Stock Holding History

Broad Bay 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 		$21.4M Buy
+82,377
New +$15.3M 2% 18
2019
Q4 		– Sell
-75,500
Closed -$2.56M – 17
2019
Q3 		$2.56M Buy
+75,500
New +$2.63M 0.68% 16

Other funds holding DDOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Broad Bay Capital Management's DDOG Position: Q2 2026 in Review

Broad Bay Capital Management opened a new position in Datadog (DDOG) in Q2 2026: 82,377 shares worth $21.4M. The stake represents 2% of the portfolio and ranks #18 among its holdings. This is a return to the name: Broad Bay Capital Management previously reported a position in DDOG as recently as Q3 2019.

Broad Bay Capital Management first reported a position in DDOG in Q3 2019 and has held it in 2 quarters since. 1,279 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

  • Broad Bay Capital Management held 82,377 shares of Datadog worth $21.4M as of Q2 2026.
  • Datadog was a new Broad Bay Capital Management position in Q2 2026.
  • Datadog made up 2% of Broad Bay Capital Management's portfolio in Q2 2026, its #18 holding.
  • Broad Bay Capital Management first reported a position in Datadog in Q3 2019 and has held it in 2 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

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