DDOG is the ticker symbol for Datadog, Inc., a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks DDOG with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is DDOG a good stock to buy?

13F Pro's AI ranking engine scores DDOG at 69.1/100, ranked #271 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for DDOG is available at https://13fpro.ai/company/DDOG. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source DDOG data?

All Datadog, Inc. fundamentals and ownership data come directly from SEC EDGAR. Datadog, Inc. files with the SEC under CIK 1561550. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Datadog, Inc. DDOG

NasdaqLarge CapTechnology

13F Pro quality score

Rank #271 of 2,925TOP 10%

Why it scores 69 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$1.12B

Quarter to Jun 30

Net income

$44.56M

Quarter to Jun 30

Free cash flow

$305.98M

Quarter to Jun 30

Operating margin

0.5%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$79.85B total

BlackRock, Inc.

$9.34B+87.0%

VANGUARD CAPITAL MANAGEMENT LLC

$5.62B+1.3%

FMR LLC

$5.19B+72.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

$4.57B-0.1%

STATE STREET CORP

$3.87B+18.3%

Invesco Ltd.

$3.45B+242.3%

PRICE T ROWE ASSOCIATES INC /MD/

$2.77B+2.5%

GEODE CAPITAL MANAGEMENT, LLC

$2.47B+2.1%

Jupiter Topco LLC

$1.81B--

JENNISON ASSOCIATES LLC

$1.79B+15.8%

MORGAN STANLEY

$1.23B-39.5%

GOLDMAN SACHS GROUP INC

$1.13B+64.6%

JPMORGAN CHASE & CO

$1.12B-48.1%

NORGES BANK

$1.06B--

AMERICAN CENTURY COMPANIES INC

$977.44M-1.3%

WELLINGTON MANAGEMENT GROUP LLP

$882.36M-51.1%

T. Rowe Price Investment Management, Inc.

$806.92MNew

VOYA INVESTMENT MANAGEMENT LLC

$797.10M-14.6%

NORTHERN TRUST CORP

$761.96M+3.8%

Bank of New York Mellon Corp

$724.64M+1.8%

FIRST TRUST ADVISORS LP

$723.82M-24.6%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$689.60M+7.7%

Amundi

$659.11M-9.5%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$622.39M+20.4%

FRANKLIN RESOURCES INC

$587.05M+0.8%

See all 1,306 institutional holders →

What's Driving DDOG's Business? Latest 10-Q Breakdown

32/32 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 36% YoY to $1.12B with operating income turning positive at $5.5M, but the company disclosed its largest customer reduced usage starting in Q3 2026.

Biggest Revenue Drivers

North America$824.7M

Approximately 70% of the revenue increase came from existing customers, 30% from new customers

International$296.8M

Regions outside North America were about 27% of total revenue for the six months, down from 29%

Biggest Revenue Drivers

Total revenue: $1,121.5M+36% YoY

North America$824.7M

Approximately 70% of the revenue increase came from existing customers, 30% from new customers

Within North America

United States$790.1M

Component of North America revenue, by customer billing address

International$296.8M

Regions outside North America were about 27% of total revenue for the six months, down from 29%

Largest Expense Items

Research and development$478.0M+23% YoY

$62.5M higher personnel costs from increased headcount and $28.2M more cloud infrastructure and software investments

Sales and marketing$311.5M+30% YoY

$56.6M higher personnel and variable compensation costs, plus $12.0M more advertising and promotional activity

Cost of revenue$240.1M+45% YoY

$64.1M increase in third-party cloud infrastructure hosting and software costs, $5.2M in personnel costs

General and administrative$86.4M+24% YoY

Primarily a $12.9M increase in personnel costs including allocated overhead from increased headcount

Margins: Gross margin declined to 79% from 80% a year ago, which the filing attributes primarily to increased spend with third-party cloud infrastructure providers. Operating margin improved to roughly break-even from -4%.

Watch Items from the Filing

The company saw a reduction in usage from its largest customer starting in the third quarter of 2026, which may cause a deceleration in revenue growth.
The AI-native cohort, which includes the largest customer, contributed high single digit percentage points to total year-over-year revenue growth for the quarter and may optimize usage.
Trailing 12-month dollar-based net retention rate was in the low-120%'s, up from about 120% a year earlier, on increased usage growth from existing customers.
Approximately 4,720 customers carry ARR of $100,000 or more, representing 91% of ARR, up from 3,850 customers at 89% a year earlier.
In April 2025 an unauthorized third party accessed Datadog source code repositories via compromised employee credentials, which may increase vulnerability to later attacks.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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Datadog, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$3.4B	$107.7M	-1.3%
FY 2024	10-K	$2.7B	$183.7M	2.0%
FY 2023	10-K	$2.1B	$48.6M	-1.6%
FY 2022	10-K	$1.7B	$-50.2M	-3.5%
FY 2021	10-K	$1.0B	$-20.7M	-1.9%
FY 2020	10-K	$603.5M	$-24.5M	-2.3%

About Datadog, Inc. (DDOG): stock profile, AI score and financials

Datadog, Inc. (DDOG) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores DDOG at 69.1/100 on a composite quality score built from its SEC filings, placing it at rank #271 of 2,925 stocks — the top 10% of the AI-ranked universe. DDOG scores in the top quartile across earnings quality (94.2), revenue growth (87.3), free cash flow (84.1). Shareholder dilution risk is elevated at 8.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Datadog, Inc. reports quarterly revenue of $1.1B, net income of $44.6M, an operating margin of 0.5%. Top institutional holders of DDOG by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. DDOG trades on the Nasdaq exchange and files with the SEC under CIK 1561550. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DDOG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Datadog, Inc. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1561550 →

Datadog, Inc. DDOG

Top Institutional Holders

What's Driving DDOG's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

DDOG key financials by period

DDOG insiders

Congress trading in DDOG

About Datadog, Inc. (DDOG): stock profile, AI score and financials

Datadog, Inc. DDOG

Top Institutional Holders

What's Driving DDOG's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

DDOG key financials by period

Companies similar to DDOG

DDOG insiders

Congress trading in DDOG

About Datadog, Inc. (DDOG): stock profile, AI score and financials