What is the 13F Pro Quality Score for DDOG?

13F Pro ranks Datadog, Inc. (DDOG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DDOG's current score at https://13fpro.ai/company/DDOG (free sign-up required for the full ranking).

Which hedge funds own the most DDOG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DDOG include BlackRock,, VANGUARD CAPITAL MANAGEMENT, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/DDOG as soon as new 13F filings post.

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.

What sector is DDOG in?

Datadog, Inc. (DDOG) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives DDOG's revenue?

Per Datadog, Inc.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: North America ($824.7M); United States ($790.1M); International ($296.8M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/DDOG.

What are DDOG's largest expenses?

Datadog, Inc.'s latest 10-Q reports these as the largest expense items: Research and development ($478.0M, +23% YoY); Sales and marketing ($311.5M, +30% YoY); Cost of revenue ($240.1M, +45% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is DDOG research updated on 13F Pro?

DDOG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Datadog, Inc.(DDOG)Stock Analysis

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13F Pro Quality Score

71.4/100

Rank #182 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

88.1/100

Profitability

53.2/100

Balance Sheet

57.3/100

Earnings Quality

94.2/100

Free Cash Flow

83.8/100

Institutional Flow

51.1/100

Revenue Scale

74.5/100

Dilution Risk

8.2/100

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Why DDOG Scores 71/100

exact factor attribution · 2026-09-11

DDOG's composite is driven by revenue growth and free cash flow, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.6 pts

88th pct

Free cash flow

+5.1 pts

84th pct

Earnings quality

+4.4 pts

94th pct

Scale

+3.7 pts

75th pct

Earnings growth

+1.5 pts

80th pct

Capital efficiency

+0.7 pts

57th pct

Profitability

+0.5 pts

53th pct

Institutional flow

+0.1 pts

51th pct

Shareholder dilution

-2.1 pts

8th pct

Latest change (2026-08-06): 63 → 67 · ↑ Profit margin 38→59; ↑ Institutional flow 43→84; despite ↓ Revenue growth 86→74

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

DDOG Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Datadog, Inc. (DDOG), a Technology sector company. 13F Pro's AI-powered ranking engine scores DDOG at 71.4/100 on a 32-signal composite quality model, placing it at rank #182 of 2,961 stocks — the top 10% of the AI-ranked universe. DDOG scores in the top quartile across earnings quality (94.2), revenue growth (88.1), free cash flow (83.8). Shareholder dilution risk is elevated at 8.2/100, 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. Datadog, Inc.'s 13F Pro composite quality score has ranged between 52 and 73 since 2021, currently 71.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Datadog, Inc.

Quirks, history, and lore behind DDOG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. software-as-a-service company · large-cap · listed on Nasdaq · headquartered in New York City.
2
The Numbers
Annual revenue has grown to roughly $2+ billion, yet like many high-growth SaaS firms it spent years investing heavily before turning consistently profitable.
3
The History
Founded around 2010 by two engineers who previously worked together at Wireless Generation, it went public in 2019 in one of that year's most-watched tech IPOs.
4
The Secret
Its business model hinges on infrastructure observability — customers essentially pay to have their own cloud environments watched, logged, and alerted on 24/7.
5
The Lore
The company's name is a nod to the lovable mixed-breed mutt that sniffs out problems anywhere — its mascot is literally a scrappy-looking dog, and engineers quietly adore it.
6
The Giveaway
Its ticker is basically a dog breed with four letters, its platform unifies metrics, logs, and traces for DevOps teams, and yes — the logo is an adorable orange dog.

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

✓ 32/32 datapoints verified

AI-extracted from Datadog, Inc.'s 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 →Share on X

Revenue

Q2 2026

$1.1B

Net Income

Q2 2026

$44.6M

Free Cash Flow

Q2 2026

$306.0M

Operating Margin

Q2 2026

0.5%

ROIC

Q2 2026

0.5%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+27.7% YoY

$3.43BFY 2025

FY22 $1.68BFY23 $2.13BFY24 $2.68BFY25 $3.43B

Net Income

-41.4% YoY

$107.7MFY 2025

FY22 $-50.2MFY23 $48.6MFY24 $183.7MFY25 $107.7M

Operating Income

-181.7% YoY

$-44.4MFY 2025

FY22 $-58.7MFY23 $-33.5MFY24 $54.3MFY25 $-44.4M

EPS (Diluted)

-40.4% YoY

$0.31FY 2025

FY22 $-0.16FY23 $0.14FY24 $0.52FY25 $0.31

Total Assets

+14.8% YoY

$6.64BFY 2025

FY22 $3.00BFY23 $3.94BFY24 $5.79BFY25 $6.64B

Op. Cash Flow

+20.6% YoY

$1.05BFY 2025

FY22 $418.4MFY23 $660.0MFY24 $870.6MFY25 $1.05B

Free Cash Flow

+19.7% YoY

$1.00BFY 2025

FY22 $383.1MFY23 $632.4MFY24 $835.9MFY25 $1.00B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.43B +27.7%	$2.68B +26.1%	$2.13B +27.1%	$1.68B +62.8%	$1.03B +70.5%	$603.5M
Net Income	$107.7M -41.4%	$183.7M +278.3%	$48.6M +196.8%	$-50.2M -141.8%	$-20.7M +15.5%	$-24.5M
Operating Income	$-44.4M -181.7%	$54.3M +262.2%	$-33.5M +43.0%	$-58.7M -206.4%	$-19.2M -39.1%	$-13.8M
EPS (Diluted)	$0.31 -40.4%	$0.52 +271.4%	$0.14 +187.5%	$-0.16 -128.6%	$-0.07 +12.5%	$-0.08
Total Assets	$6.64B +14.8%	$5.79B +47.0%	$3.94B +31.0%	$3.00B +26.2%	$2.38B +25.9%	$1.89B
Operating Cash Flow	$1.05B +20.6%	$870.6M +31.9%	$660.0M +57.7%	$418.4M +46.0%	$286.5M +162.7%	$109.1M
Free Cash Flow	$1.00B +19.7%	$835.9M +32.2%	$632.4M +65.0%	$383.1M +38.5%	$276.6M +166.8%	$103.7M

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Available Research

13F Pro tracks comprehensive data for Datadog, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DDOG

BlackRock, Inc.
$9.3B35,546,533 sh
VANGUARD CAPITAL MANAGEMENT LLC
$5.6B21,604,265 sh
FMR LLC
$5.1B19,758,680 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$4.6B17,558,413 sh
STATE STREET CORP
$3.8B14,707,381 sh
Invesco Ltd.
$3.4B13,226,437 sh
PRICE T ROWE ASSOCIATES INC /MD/
$2.8B10,639,324 sh
GEODE CAPITAL MANAGEMENT, LLC
$2.5B9,536,964 sh
Jupiter Topco LLC
$1.8B6,943,522 sh
JENNISON ASSOCIATES LLC
$1.8B6,860,657 sh

Fund	Value	Shares
BlackRock, Inc.	$9.3B	35,546,533
VANGUARD CAPITAL MANAGEMENT LLC	$5.6B	21,604,265
FMR LLC	$5.1B	19,758,680
VANGUARD PORTFOLIO MANAGEMENT LLC	$4.6B	17,558,413
STATE STREET CORP	$3.8B	14,707,381
Invesco Ltd.	$3.4B	13,226,437
PRICE T ROWE ASSOCIATES INC /MD/	$2.8B	10,639,324
GEODE CAPITAL MANAGEMENT, LLC	$2.5B	9,536,964
Jupiter Topco LLC	$1.8B	6,943,522
JENNISON ASSOCIATES LLC	$1.8B	6,860,657

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Is DDOG a good stock to buy?

13F Pro's AI-powered analysis of Datadog, Inc. (DDOG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DDOG are available on the DDOG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DDOG is classified as a large company.

Which hedge funds own DDOG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DDOG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Datadog, Inc.'s investment landscape.