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.
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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Datadog — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 2 moves
- TrimmedBaron Opportunity FundJune 2026
“We trimmed our Datadog, Inc. position to a lower portfolio weight after the stock rose 121% in the second quarter.”
Read the letterDatadog - HoldsBaron SMID Cap ETFJune 2026
“Shares of Datadog, Inc. outperformed during the quarter as results confirmed the company is emerging as a structural beneficiary of the AI buildout.”
Read the letterDatadog - AddedBrown Advisory Large‑Cap Sustainable GrowthMarch 2026
“Within software, we sold Dynatrace during the quarter while continuing to build out our Datadog Inc. (DDOG) position,”
Read the letterDatadog
Also mentioned · 2
These funds discuss Datadog — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedClearBridge Investments Large Cap Growth StrategyJune 2026
“The largest relative contributors were Palo Alto Networks, ASML, Taiwan Semiconductor Manufacturing, Datadog and an underweight to Microsoft.”
Read the letterDatadog - MentionedClearBridge Investments Growth StrategyJune 2026
“On an individual stock basis, the biggest detractors from returns included L3Harris Technologies, Autodesk and TJX Companies as well as not owning Astera Labs and Datadog.”
Read the letterDatadog
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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