Datadog, Inc. (DDOG)
SEC filings, insider trading & institutional ownership from EDGAR.
Datadog provides an AI-powered observability and security platform for cloud applications, delivered as software-as-a-sevice (SaaS). The platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management and other capabilities, giving customers unified, real-time visibility across their technology stack. The company was started in 2010 to break down silos between development and operations teams, launched its first product, Infrastructure Monitoring, in 2012, and has since expanded into security, software delivery and service management. It uses a land-and-expand model built on easy, self-service adoption and short time to value.
The platform is modular, and many products work stand-alone or together on a common data model with a single agent and more than 1,000 integrations. Products include Infrastructure Monitoring, APM, Log Management, Observability Pipelines, Synthetics, Real User Monitoring, Product Analytics, Continuous Profiler, Database Monitoring, Data Observability, LLM Observability, Error Tracking, Network Monitoring, Incident Response, Workflow Automation and App Builder, Event Management, Bits AI SRE, and Cloud Cost Management. Security offerings include Cloud Security, Code Security, Cloud SIEM, Threat Management and Sensitive Data Scanner, and CI Visibility serves software delivery teams. A Marketplace lets customers use partner-built products. Recent launches in 2025 were OnCall, Product Analytics and Bits AI SRE. The platform uses machine learning for anomaly detection, root cause analysis and incident resolution.
Datadog serves organizations of all sizes and industries, private and public, with approximately 32,700 customers in over 160 countries as of December 31, 2025. Users include developers, operations engineers, security professionals, product managers and designers, data engineers and business teams. Customers use it for cloud migration and digital transformation, faster problem detection and resolution, security, and tracking business metrics. The platform is cloud agnostic and works across public cloud, private cloud, on-premise, multi-cloud and hybrid environments. Citing Gartner, the company sizes its addressable market across IT Operations Management, Security Software, Application Development and Analytic Platforms at $187 billion in 2029, including $82 billion for IT Operations Management.
Datadog sells through four sales teams: enterprise, high-velocity inside sales for new customers, customer success, and a partner team working with resellers, system integrators, referral partners and managed service providers. Teams are organized regionally across the Americas, APAC and EMEA. Marketing targets the development and IT operations community through content, email, events, digital advertising, social media, public relations and partner programs, and free trials are offered. Growth plans center on adding new customers, expanding within existing ones, investing in new products and growing internationally. The platform runs on a multi-tenant cloud architecture that processes trillions of events per hour.
AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $2.74B |
| Operating income | -$44.37M |
| Diluted EPS | $0.31 |
| Gross margin | 80.0% |
| Net margin | 3.1% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 10-Q | Nov 4, 2026 | 0001628280-26-070292EDGAR |
| 8-K | Nov 4, 2026 | 0001628280-26-069792EDGAR |
| 4Le-Quoc Alexis | Oct 30, 2026 | 0001561550-26-000326EDGAR |
| 4Le-Quoc Alexis | Oct 10, 2026 | 0001561550-26-000324EDGAR |
| 4Phillips Dominic | Oct 2, 2026 | 0001561550-26-000322EDGAR |
| 4Le-Quoc Alexis | Sep 25, 2026 | 0001561550-26-000320EDGAR |
| 4OBSTLER DAVID M | Sep 23, 2026 | 0001561550-26-000318EDGAR |
| 4OBSTLER DAVID M | Sep 16, 2026 | 0001561550-26-000316EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Le-Quoc Alexis | Oct 28, 2026 | Sell |
| Le-Quoc Alexis | Oct 28, 2026 | Acquire (C) |
| Le-Quoc Alexis | Oct 7, 2026 | Sell |
| Le-Quoc Alexis | Oct 7, 2026 | Acquire (C) |
| Phillips Dominic | Oct 1, 2026 | Grant / award |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 10.5% | Aug 7, 2026 | $9.25B |
| Vanguard Capital Management | 6.4% | Aug 13, 2026 | $5.62B |
| FMR LLC | 5.9% | Aug 13, 2026 | $5.14B |
| Vanguard Portfolio Management | 5.2% | Aug 13, 2026 | $4.57B |
| STATE STREET CORPORATION | 4.4% | Sep 22, 2026 | $3.83B |
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Data as of Nov 8, 2026Source: SEC EDGAR.