John Overdeck’s Datadog DDOG Stock Holding History

John Overdeck’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	$6.17M	Buy	23,700 +15,700	+196%	+$2.92M	﹤0.01%	1946
2026 Q1	$944K	Buy	8,000 +4,000	+100%	+$494K	﹤0.01%	3303
2025 Q4	$544K	Buy	4,000 +1,000	+33%	+$158K	﹤0.01%	3256
2025 Q3	$427K	Buy	+3,000	New	+$413K	﹤0.01%	3060
2022 Q1	–	Sell	-60,000	Closed	-$10.7M	–	3055
2021 Q4	$10.7M	Buy	60,000 +22,000	+58%	+$3.73M	0.02%	749
2021 Q3	$5.37M	Buy	38,000 +17,000	+81%	+$2.15M	0.01%	1177
2021 Q2	$2.19M	Sell	21,000 -38,000	-64%	-$3.43M	0.01%	1783
2021 Q1	$4.92M	Buy	59,000 +18,000	+44%	+$1.74M	0.01%	1057
2020 Q4	$4.04M	Sell	41,000 -28,800	-41%	-$2.87M	0.01%	1054
2020 Q3	$7.13M	Buy	+69,800	New	+$6.08M	0.03%	636

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

John Overdeck's DDOG Position: Q2 2026 in Review

John Overdeck increased its Datadog (DDOG) stake by 425% in Q2 2026, buying an estimated $97.7M and bringing the position to 649,467 shares worth $169M. The position accounts for 0.12% of the portfolio, ranked #184.

John Overdeck first reported a position in DDOG in Q2 2020 and has held it in 23 quarters since. The position peaked at $239M in Q4 2021. 1,271 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

John Overdeck held 649,467 shares of Datadog worth $169M as of Q2 2026.
John Overdeck bought 525,824 Datadog shares in Q2 2026, an estimated $97.7M.
Datadog made up 0.12% of John Overdeck's portfolio in Q2 2026, its #184 holding.
John Overdeck first reported a position in Datadog in Q2 2020 and has held it in 23 quarters since.
John Overdeck's Datadog position peaked at $239M in Q4 2021.
1,271 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.