
What smart money is saying about Datadog
2 funds in our archive have pitched Datadog — most recently Clearbridge Large Cap Growth Strategy in September 2025.
Datadog, Inc. provides monitoring and analytics platform for developers, information technology operations teams, and business users in the cloud in North America and internationally. The company's SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, and security monitoring to provide real-time observability of its customers technology stack. Its platform also provides user experience monitoring, network performance monitoring, cloud security, developer-focused observability, and incident management, as well as a range of shared features, such as dashboards, analytics, collaboration tools, and alerting capabilities. The company was incorporated in 2010 and is headquartered in New York, New York.
Fund coverage · 2 theses
- Clearbridge Large Cap Growth StrategySeptember 2025
Datadog is a leading provider of monitoring and observability solutions for cloud applications, poised for strong revenue growth above 20% driven by increasing complexity in applications and the emerging market for large language model observability.
Read the full thesis - Parnassus Growth Equity FundDecember 2024
Datadog is poised for significant growth due to its market leadership, strong product suite, innovative capabilities, and exceptional management, despite current misinterpretations of cyclical IT spending challenges.
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