DDOG at a glance
Datadog (DDOG, SEC CIK 1561550) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Datadog (DDOG) reported revenue of $3.4 billion (up 27.7% from FY2024) and net income of $107.7 million. Diluted EPS was $0.31.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Datadog (DDOG) shares worth $43.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Le-Quoc Alexis on September 23, 2026 of 645 shares at $249.21 per share.
- In the last 90 days, DDOG insiders reported 0 open-market purchases ($0) and 259 open-market sales ($272.6M) on Form 4, a net sale of $272.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.4B
- +27.7% vs prior year
- Insiders · 90 days
- 0 buys · 259 sells
- Net −$272.6M
- 13F holders
- 43 funds
- $43.3B · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Cloud-based monitoring and analytics platform for IT infrastructure and applications
- New emphasis on AI-native customer cohort driving ~7 percentage points of year-over-year revenue growth in Q4 2025
- Strategic focus on expanding sales/marketing teams domestically and internationally to increase customer base and market acceptance
- Security breach incident in April 2025 involving unauthorized access to source code repositories, leading to increased cybersecurity risk
- History of operating losses with prior fiscal year 2022 net loss of $50.2 million despite recent periods of profitability and growth initiatives
Risk Factors
- Regulatory risk: Full valuation allowance on U.S. federal and state deferred tax assets, signaling uncertainty in tax asset realization under current tax laws
- Macroeconomic risk: 29% of revenue from outside North America, with ongoing investments in EMEA and APAC that may impact near-term operating results
- Operational risk: Cost of third-party cloud infrastructure increased $149.8 million in 2025, reducing gross margin by 1% versus 2024
- Competitive risk: Expansion of product adoption critical amid competition, with 55% of customers using 4+ products as of 2025, up from 50% in 2024
- Financial risk: $1.0 billion principal 2029 Notes with $979.1 million net proceeds issued in Dec 2024, creating significant fixed obligations and repayment risk
Management Discussion & Analysis
- Revenue $3,427.2M in FY2025, up 28% YoY from $2,684.3M in FY2024
- Net income $107.7M in FY2025 vs $183.7M in FY2024; operating margin not explicitly stated
- Operating cash flow $1,050.1M and free cash flow $914.7M in FY2025, both increased from prior year
- Best segment overall: subscription software sales driving majority of revenue; no breakdown given for worst segment
- Management notes economic uncertainty risks including inflation, interest rates, trade policies, Ukraine and Middle East conflicts impacting future growth
AI summary of the DDOG 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,121.5M, up 36% YoY from $826.8M
- Gross margin 79% vs 80% YoY; operating margin 0% vs negative 4%
- Net income $44.6M vs $2.6M YoY
- Cash and equivalents $435.0M plus marketable securities $4.6B
- Headwind: largest-customer usage reduction beginning Q3 2026 may decelerate revenue growth
Risk Factors
- Largest customer usage reduction began in Q3 2026, threatening revenue and dollar-based net retention
- AI-enabled cyberattacks and ransomware increase breach sophistication, potentially causing outages, liabilities and remediation costs
- DORA-related customer contracts require risk-management, transparency and continuity provisions, with noncompliance risking investigations or audits
- Elevated interest rates may dampen economic growth and customer information-technology spending
- Rapid growth requires substantial infrastructure, sales, product-development and international-expansion investment, potentially pressuring profitability
AI summary of the DDOG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results released for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.12B, up 36% YoY, confirming strong demand for observability and security amid AI infrastructure growth
- Large-customer base expanded 23% to about 4,720 customers with $100k+ ARR, supporting enterprise upsell momentum
Item 5.07: Submission of Matters to a Vote of Security Holders
- Four Class I directors elected through 2029, including CEO Olivier Pomel and CFO Ami Vora
- Executive compensation approved advisory basis, with 492.6 million votes for and 20.9 million against
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results released for quarter ended March 31, 2026
- Press release furnished as Exhibit 99.1, containing Datadog’s financial results
AI summaries of DDOG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DDOG
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- Alerts as it files. A push when DDOG files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DDOG, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Phillips Dominic | A | Oct 1, 2026 | 57 | $273.85 |
| Le-Quoc Alexis | C | Sep 23, 2026 | 43,224 | - |
| Le-Quoc Alexis | Sell | Sep 23, 2026 | 645 | $249.21 |
| Le-Quoc Alexis | Sell | Sep 23, 2026 | 1,372 | $250.55 |
| Le-Quoc Alexis | Sell | Sep 23, 2026 | 22,007 | $251.45 |
| Le-Quoc Alexis | Sell | Sep 23, 2026 | 9,633 | $252.36 |
| Le-Quoc Alexis | Sell | Sep 23, 2026 | 5,347 | $253.32 |
| Le-Quoc Alexis | Sell | Sep 23, 2026 | 2,000 | $254.35 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.7B | $3.4B |
| Gross Profit | - | $2.2B | $2.7B |
| Operating Income | - | $54.3M | -$44.4M |
| Net Income | - | $183.7M | $107.7M |
| Gross Margin | - | 80.8% | 80.0% |
| Op. Margin | - | 2.0% | -1.3% |
| Net Margin | - | 6.8% | 3.1% |
| Balance Sheet | |||
| Total Assets | $3.9B | $5.8B | $6.6B |
| Equity | - | $2.7B | $3.7B |
| ROE | - | 6.8% | 2.9% |
| Per Share | |||
| EPS | - | $0.52 | $0.31 |
| Cash Flow | |||
| Operating CF | - | $870.6M | $1.1B |
| CapEx | $27.6M | $34.7M | $49.6M |
Source: XBRL data in Datadog (DDOG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DDOG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $43.28B |
| Q1 2026 | 41 | $18.86B |
| Q4 2025 | 40 | $22.71B |
| Q3 2025 | 42 | $23.36B |
| Q2 2025 | 38 | $16.39B |
| Q1 2025 | 39 | $9.20B |
| Q4 2024 | 36 | $10.78B |
| Q3 2024 | 30 | $3.65B |
- FMR LLC (Fidelity)+6.47M (+49%)
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- State Street Corp+646.4K (+5%)
- Two Sigma Investments+525.8K (+425%)
- Franklin Resources+392.4K (+25%)
- Millennium Management−1.63M (-89%)
- Citadel Advisors LLC−1.28M (-47%)
- AQR Capital Management−762.4K (-30%)
- Bank of America Corp−458.2K (-21%)
- Morgan Stanley−418.8K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 309 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DDOG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
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DDOG SEC filings: frequently asked questions
Are DDOG insiders buying or selling?
In the last 90 days, Datadog (DDOG) officers, directors and 10% owners reported no open-market purchases and 259 open-market sales worth $272.6 million by 12 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DDOG stock?
As of June 30, 2026, the largest Datadog (DDOG) holders among the 13F filers tracked by SignalX were BlackRock ($9.3 billion), Vanguard Capital Management LLC ($5.6 billion), FMR LLC (Fidelity) ($5.1 billion), Vanguard Portfolio Management LLC ($4.6 billion), State Street Corp ($3.8 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DDOG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Datadog (DDOG) reported revenue of $3.4 billion (up 27.7% from FY2024) and net income of $107.7 million. Diluted EPS was $0.31. The figures come from the XBRL data in the 10-K.
What are the main risks in DDOG's latest 10-K?
In the 10-K filed February 18, 2026, Datadog (DDOG) flagged: Regulatory risk: Full valuation allowance on U.S. federal and state deferred tax assets, signaling uncertainty in tax asset realization under current tax laws. Macroeconomic risk: 29% of revenue from outside North America, with ongoing investments in EMEA and APAC that may impact near-term operating results. (AI summary of the Risk Factors section.)
What did DDOG report in its latest 8-K?
Datadog (DDOG) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results released for quarter ended June 30, 2026.
What are the latest DDOG SEC filings?
Datadog (DDOG) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is DDOG's SEC CIK number?
Datadog (DDOG)'s SEC Central Index Key (CIK) is 1561550. EDGAR lists every DDOG filing under that number.
Ask anything about DDOG
The research agent reads DDOG's filings, financials, insider trades and 13F holders, then answers with sources.