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Night Owl Capital Management’s Datadog DDOG Stock Holding History

Night Owl 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
2024
Q4 		– Sell
-63,206
Closed -$7.27M – 29
2024
Q3 		$7.27M Buy
63,206
+659
+1% +$77K 0.99% 22
2024
Q2 		$8.11M Sell
62,547
-968
-2% -$117K 1.21% 22
2024
Q1 		$7.85M Buy
63,515
+1,001
+2% +$126K 1.19% 24
2023
Q4 		$5.69M Hold
62,514
– – 1.43% 20
2023
Q3 		$5.69M Buy
62,514
+3,716
+6% +$368K 1.43% 20
2023
Q2 		$5.78M Sell
58,798
-3,698
-6% -$309K 1.5% 19
2023
Q1 		$4.54M Sell
62,496
-413
-0.7% -$30.3K 1.64% 15
2022
Q4 		$4.62M Buy
62,909
+764
+1% +$59.7K 2.15% 12
2022
Q3 		$5.52M Buy
62,145
+3,050
+5% +$307K 2.3% 10
2022
Q2 		$5.63M Sell
59,095
-3,034
-5% -$333K 2.16% 10
2022
Q1 		$9.41M Sell
62,129
-28,681
-32% -$4.2M 2.67% 10
2021
Q4 		$16.2M Buy
90,810
+20
+0% +$3.39K 3.29% 13
2021
Q3 		$12.8M Buy
90,790
+976
+1% +$123K 2.25% 17
2021
Q2 		$9.35M Buy
89,814
+465
+0.5% +$42K 1.85% 18
2021
Q1 		$7.45M Buy
89,349
+962
+1% +$92.8K 1.52% 21
2020
Q4 		$8.7M Buy
88,387
+117
+0.1% +$11.7K 1.67% 21
2020
Q3 		$9.02M Buy
88,270
+11,050
+14% +$962K 1.88% 22
2020
Q2 		$6.71M Buy
+77,220
New +$4.7M 1.6% 20

Other funds holding DDOG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Night Owl Capital Management's DDOG Position: Q4 2024 in Review

Night Owl Capital Management sold out of Datadog (DDOG) in Q4 2024, closing a stake of 63,206 shares — an estimated $7.27M sold.

Night Owl Capital Management first reported a position in DDOG in Q2 2020 and held it in 18 quarters. The position peaked at $16.2M in Q4 2021. 971 funds tracked by Wall St. Rank hold DDOG as of Q4 2024.

  • Night Owl Capital Management reported no remaining Datadog position as of Q4 2024 after selling out during the quarter.
  • Night Owl Capital Management sold 63,206 Datadog shares in Q4 2024, an estimated $7.27M.
  • Night Owl Capital Management first reported a position in Datadog in Q2 2020 and held it in 18 quarters.
  • Night Owl Capital Management's Datadog position peaked at $16.2M in Q4 2021.
  • 971 funds tracked by Wall St. Rank held Datadog as of Q4 2024.

Based on Night Owl Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.