Kinetic Partners Management’s Datadog DDOG Stock Holding History

Kinetic Partners 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	$19.4M	Sell	74,348 -81,452	-52%	-$15.1M	0.46%	34
2026 Q1	$18.4M	Buy	+155,800	New	+$19.2M	1.03%	34
2025 Q3	–	Sell	-313,471	Closed	-$42.1M	–	46
2025 Q2	$42.1M	Buy	+313,471	New	+$34.7M	2.3%	17
2024 Q1	–	Sell	-48,700	Closed	-$5.91M	–	28
2023 Q4	$5.91M	Sell	48,700 -67,000	-58%	-$6.9M	0.5%	22
2023 Q3	$10.5M	Buy	115,700 +13,300	+13%	+$1.32M	1.04%	18
2023 Q2	$10.1M	Sell	102,400 -333,427	-77%	-$27.9M	1.02%	19
2023 Q1	$31.7M	Buy	435,827 +256,327	+143%	+$18.8M	4.35%	12
2022 Q4	$13.2M	Buy	+179,500	New	+$14M	2.31%	15

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

Kinetic Partners Management's DDOG Position: Q2 2026 in Review

Kinetic Partners Management reduced its Datadog (DDOG) stake by 52% in Q2 2026, selling an estimated $15.1M and leaving 74,348 shares worth $19.4M. The position accounts for 0.46% of the portfolio, ranked #34.

Kinetic Partners Management first reported a position in DDOG in Q4 2022 and has held it in 8 quarters since. The position peaked at $42.1M in Q2 2025. 1,281 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

Kinetic Partners Management held 74,348 shares of Datadog worth $19.4M as of Q2 2026.
Kinetic Partners Management sold 81,452 Datadog shares in Q2 2026, an estimated $15.1M.
Datadog made up 0.46% of Kinetic Partners Management's portfolio in Q2 2026, its #34 holding.
Kinetic Partners Management first reported a position in Datadog in Q4 2022 and has held it in 8 quarters since.
Kinetic Partners Management's Datadog position peaked at $42.1M in Q2 2025.
1,281 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

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