Dmitry Balyasny’s Datadog DDOG Stock Holding History

Dmitry Balyasny’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	$1.02M	Sell	3,900 -19,300	-83%	-$3.59M	﹤0.01%	2202
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 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 $3.37T AUM 44.26% 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

Dmitry Balyasny's DDOG Position: Q2 2026 in Review

Dmitry Balyasny reduced its Datadog (DDOG) stake by 38% in Q2 2026, selling an estimated $105M and leaving 911,351 shares worth $237M. The position accounts for 0.3% of the portfolio, ranked #54.

Dmitry Balyasny first reported a position in DDOG in Q1 2020 and has held it in 20 quarters since. 1,271 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

Dmitry Balyasny held 911,351 shares of Datadog worth $237M as of Q2 2026.
Dmitry Balyasny sold 563,101 Datadog shares in Q2 2026, an estimated $105M.
Datadog made up 0.3% of Dmitry Balyasny's portfolio in Q2 2026, its #54 holding.
Dmitry Balyasny first reported a position in Datadog in Q1 2020 and has held it in 20 quarters since.
1,271 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

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