DDOG
Datadog, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -5.5% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 170 | +2 | 238.52M | $61.95B | +6 | −3 |
| Q1 2026 | 170 | 0 | 234.66M | $27.69B | +5 | −6 |
| Q4 2025 | 169 | -1 | 255.42M | $34.72B | +1 | −1 |
| Q3 2025 | 24 | -1 | 157.67M | $22.45B | +1 | −3 |
| Q2 2025 | 23 | +1 | 108.74M | $14.60B | +2 | −1 |
| Q1 2025 | 19 | -3 | 42.03M | $4.17B | +1 | −4 |
| Q4 2024 | 22 | +2 | 40.34M | $5.76B | +2 | — |
| Q3 2024 | 19 | 0 | 36.08M | $4.15B | +1 | −1 |
| Q2 2024 | 19 | — | 38.18M | $4.95B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 9.42M | -0.8% | $1.08B | 0.8% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | T. Rowe Price ✦ | 7.06M | +44.6% | $812.33M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (pasivo) | 5.19M | +2.5% | $595.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wellington Management ✦ | 3.23M | -2.7% | $371.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 5 | Norges Bank ✦ (pasivo) | 3.19M | -0.2% | $367.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 1.60M | +24.7% | $183.96M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 1.58M | -9.1% | $182.34M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 1.40M | -0.3% | $160.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Tiger Global Management ✦ | 979.40K | 0.0% | $112.69M | 0.5% | Held | 2 | SEC ↗ |
| 10 | Marshall Wace ✦ | 441.38K | -75.0% | $50.78M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 440.62K | -31.6% | $50.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 295.60K | +635.4% | $34.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 291.68K | -88.1% | $33.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | AQR Capital Management ✦ | 266.75K | +96.2% | $30.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Adage Capital Partners ✦ | 265.00K | +89.3% | $30.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Soros Fund Management ✦ | 168.09K | +24.1% | $19.34M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 133.43K | Nuevo | $15.35M | 0.1% | New | 1 | SEC ↗ |
| 18 | ARK Investment Management ✦ | 78.24K | -10.8% | $9.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 45.35K | -0.5% | $5.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Point72 Asset Management | $15.35M | 0.1% |
Posición cerrada
| Viking Global Investors | $178.46M | era 0.7% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,045 tenedores, 273.62M acciones, $30.21B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 2.27K acc. · $627,593
Officer, Director · 600 acc. · $168,257
Officer, Director · 8.27K acc. · $2.28M
Officer, Director · 1.30K acc. · $362,549
Officer, Director · 2.79K acc. · $762,138
Officer, Director · 5.34K acc. · $1.45M
Officer, Director · 13.04K acc. · $3.58M
Officer, Director · 1.70K acc. · $471,515
Officer, Director · 18.61K acc. · $5.05M
Officer, Director · 645 acc. · $160,739
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología