Sirios Capital Management’s Datadog DDOG Stock Holding History

Sirios 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
2026 Q2	$2.54M	Sell	9,763 -20,561	-68%	-$3.82M	0.31%	59
2026 Q1	$3.58M	Buy	30,324 +10,344	+52%	+$1.28M	0.43%	48
2025 Q4	$2.72M	Sell	19,980 -7,236	-27%	-$1.14M	0.34%	49
2025 Q3	$3.88M	Buy	27,216 +21,488	+375%	+$2.96M	0.5%	35
2025 Q2	$769K	Buy	+5,728	New	+$634K	0.11%	55

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

Sirios Capital Management's DDOG Position: Q2 2026 in Review

Sirios Capital Management reduced its Datadog (DDOG) stake by 68% in Q2 2026, selling an estimated $3.82M and leaving 9,763 shares worth $2.54M. The position accounts for 0.31% of the portfolio, ranked #59.

Sirios Capital Management first reported a position in DDOG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.88M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold DDOG as of Q2 2026.

Sirios Capital Management held 9,763 shares of Datadog worth $2.54M as of Q2 2026.
Sirios Capital Management sold 20,561 Datadog shares in Q2 2026, an estimated $3.82M.
Datadog made up 0.31% of Sirios Capital Management's portfolio in Q2 2026, its #59 holding.
Sirios Capital Management first reported a position in Datadog in Q2 2025 and has held it in 5 quarters since.
Sirios Capital Management's Datadog position peaked at $3.88M in Q3 2025.
1,276 funds tracked by Wall St. Rank held Datadog as of Q2 2026.

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