Institute for Wealth Management’s Datadog DDOG Stock Holding History

Institute for Wealth 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	$1.29M	Sell	4,940 -2,072	-30%	-$385K	0.11%	169
2026 Q1	$828K	Buy	7,012 +2,800	+66%	+$346K	0.09%	230
2025 Q4	$573K	Sell	4,212 -115	-3%	-$18.2K	0.06%	279
2025 Q3	$616K	Buy	4,327 +272	+7%	+$37.5K	0.06%	280
2025 Q2	$545K	Hold	4,055	–	–	0.06%	297
2025 Q1	$402K	Buy	4,055 +833	+26%	+$105K	0.05%	344
2024 Q4	$460K	Hold	3,222	–	–	0.06%	303
2024 Q3	$371K	Sell	3,222 -22	-0.7%	-$2.57K	0.05%	363
2024 Q2	$421K	Buy	3,244 +1,334	+70%	+$161K	0.06%	315
2024 Q1	$236K	Sell	1,910 -178	-9%	-$22.4K	0.03%	443
2023 Q4	$253K	Buy	+2,088	New	+$215K	0.04%	406
2023 Q3	–	Sell	-2,124	Closed	-$209K	–	459
2023 Q2	$209K	Buy	+2,124	New	+$178K	0.04%	434
2022 Q4	–	Sell	-2,521	Closed	-$224K	–	458
2022 Q3	$224K	Buy	+2,521	New	+$254K	0.05%	399

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

Institute for Wealth Management's DDOG Position: Q2 2026 in Review

Institute for Wealth Management reduced its Datadog (DDOG) stake by 30% in Q2 2026, selling an estimated $385K and leaving 4,940 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #169.

Institute for Wealth Management first reported a position in DDOG in Q3 2022 and has held it in 13 quarters since. 1,273 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

Institute for Wealth Management held 4,940 shares of Datadog worth $1.29M as of Q2 2026.
Institute for Wealth Management sold 2,072 Datadog shares in Q2 2026, an estimated $385K.
Datadog made up 0.11% of Institute for Wealth Management's portfolio in Q2 2026, its #169 holding.
Institute for Wealth Management first reported a position in Datadog in Q3 2022 and has held it in 13 quarters since.
1,273 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.