Zevenbergen Capital Investments LLC Cuts Stock Position in Datadog, Inc. $DDOG

Zevenbergen Capital Investments LLC trimmed its holdings in Datadog, Inc. (NASDAQ:DDOG) by 6.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 192,715 shares of the company’s stock after selling 13,550 shares during the period. Zevenbergen Capital Investments LLC’s holdings in Datadog were worth $26,207,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the business. Elevation Point Wealth Partners LLC increased its position in Datadog by 3.3% in the third quarter. Elevation Point Wealth Partners LLC now owns 1,697 shares of the company’s stock worth $242,000 after purchasing an additional 55 shares during the last quarter. Vivaldi Capital Management LP lifted its position in Datadog by 2.8% during the third quarter. Vivaldi Capital Management LP now owns 2,689 shares of the company’s stock valued at $383,000 after purchasing an additional 74 shares during the last quarter. Westside Investment Management Inc. grew its stake in shares of Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock worth $27,000 after buying an additional 75 shares in the last quarter. Nilsine Partners LLC grew its stake in shares of Datadog by 2.4% in the 3rd quarter. Nilsine Partners LLC now owns 3,396 shares of the company’s stock worth $484,000 after buying an additional 78 shares in the last quarter. Finally, PDS Planning Inc increased its holdings in shares of Datadog by 4.2% in the 3rd quarter. PDS Planning Inc now owns 1,975 shares of the company’s stock worth $281,000 after buying an additional 80 shares during the last quarter. Hedge funds and other institutional investors own 78.29% of the company’s stock.

Datadog Trading Up 1.2%

NASDAQ DDOG opened at $115.81 on Tuesday. The stock has a market cap of $40.83 billion, a PE ratio of 373.58, a PEG ratio of 31.47 and a beta of 1.31. Datadog, Inc. has a 12 month low of $81.63 and a 12 month high of $201.69. The company’s 50-day moving average price is $122.46 and its 200-day moving average price is $140.85. The company has a current ratio of 3.38, a quick ratio of 3.38 and a debt-to-equity ratio of 0.26.

Datadog (NASDAQ:DDOG) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.59 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.04. The company had revenue of $953.19 million during the quarter, compared to analyst estimates of $916.53 million. Datadog had a net margin of 3.14% and a return on equity of 4.14%. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same quarter last year, the business posted $0.49 EPS. Datadog has set its FY 2026 guidance at 2.080-2.160 EPS and its Q1 2026 guidance at 0.490-0.510 EPS. Equities research analysts forecast that Datadog, Inc. will post 0.34 earnings per share for the current year.

Analyst Ratings Changes

DDOG has been the subject of a number of analyst reports. Wall Street Zen downgraded shares of Datadog from a “buy” rating to a “hold” rating in a report on Saturday, January 17th. Piper Sandler reduced their price objective on Datadog from $225.00 to $195.00 and set an “overweight” rating on the stock in a research note on Monday, January 5th. BMO Capital Markets set a $165.00 price objective on Datadog in a research report on Wednesday, February 11th. BNP Paribas Exane dropped their target price on Datadog from $210.00 to $175.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. Finally, Rosenblatt Securities restated a “buy” rating and set a $185.00 price target on shares of Datadog in a report on Wednesday, February 11th. Thirty-six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $179.62.

Insider Transactions at Datadog

In other Datadog news, CTO Alexis Le-Quoc sold 32,418 shares of the company’s stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $127.75, for a total value of $4,141,399.50. Following the completion of the sale, the chief technology officer directly owned 437,257 shares in the company, valued at approximately $55,859,581.75. This represents a 6.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CRO Sean Michael Walters sold 22,330 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $125.68, for a total value of $2,806,434.40. Following the transaction, the executive directly owned 238,384 shares in the company, valued at $29,960,101.12. The trade was a 8.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 460,112 shares of company stock worth $57,007,923 over the last three months. Company insiders own 6.67% of the company’s stock.

Datadog Profile

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.