DDOG Datadog, Inc.

BEARISH Impact: 7/10 Insider Cluster (10 insiders)
Horizon days Filed Mar 2, 2026 Processed 2mo ago
Insider cluster: 2 insiders, $4.7M total
Latest settled — T+20d
DDOG ▲ +4.23% at T+20d
SHORT call ✗ call lost -4.23% · α vs SPY -12.17% · entry $111.11 → $115.81
Next anchor: T+60d in 5d
Currently $213.22 · -91.90% from $111.11 entry (call sign-flipped)
Entry anchored
Feb 27, 04:35 PM ET
via Databento tick
T+1d
+0.59%
call -0.59% · α -1.51%
$111.77
settled 3mo ago
T+5d
+15.71%
call -15.71% · α -16.91%
$128.56
settled 3mo ago
T+20d
+4.23%
call -4.23% · α -12.17%
$115.81
settled 8w ago
T+60d
call — · α —
in 5d

Price Chart

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Executive Summary

Seven C-suite executives at Datadog, including the CEO, CFO, and CTO, conducted open-market share sales totaling $30.6 million over a 7-day period, with the majority of transactions occurring on March 2, 2026. This represents a significant wave of insider selling by top leadership, concentrated in a narrow window and amounting to over 0.07% of the company's $39.4B market cap.

Key Financial Metrics

Direction
selling
Total Value
$30.7M
Insiders
10

Actionable Insight

Traders should monitor for potential downward pressure on the stock, especially given the concentration of sales among top executives. Consider whether this cluster precedes earnings or strategic shifts, and watch for any follow-up filings or commentary.

Key Facts

  • CEO Olivier Pomel sold 68,922 shares for $7.62M, the largest single transaction in the cluster.
  • CFO David Obstler sold 40,057 shares for $4.43M; CTO Alexis Le-Quoc sold 53,541 shares for $5.92M.
  • All transactions except one were open-market sales (code S), totaling $30.6M in proceeds.
  • The only non-sale was a grant of 5,151 shares to Dominic Phillips, valued at $0 (non-cash).
  • Total value of open-market sales in the cluster: $30,670,658.90.

Financial Impact

$30.6 million in insider sales over 7 days, representing approximately 0.078% of Datadog's $39.4B market cap

insider sentimentshareholder confidencepotential dilution or supply pressure

Risk Factors

  • Perceived lack of confidence from core leadership team could erode investor sentiment.
  • Increased share supply from insiders may signal overvaluation or private concerns about future performance.

Market Snapshot

Exchange
Nasdaq
Analyst Consensus
89% bullish (54 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (10 trades, 7d window)cluster-DDOG-1772658607699
31 reports for DDOG
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+20▲ +65.99%Apr 23, 2026
Filters
Rows
Reports for DDOG — sortable, filterable
Type Now
May 20, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$212.20 awaiting T+5awaiting T+5$213.22 (+0.48%)
May 13, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
$205.32 awaiting T+5awaiting T+5$213.22 (+3.85%)
May 11, 2026
9d ago
144
NEUTRAL ★ 2/10
$199.94 $208.82▲ +4.44%▲ +4.36%$213.22 (+6.64%)
May 9, 2026
11d ago
ANALYST-UPGRADE
MIXED ★ 1/10
$108.98 $123.47▲ +13.30%▲ +10.11%$213.22 (+95.65%)
May 8, 2026
12d ago
144
NEUTRAL ★ 2/10
$202.32 $208.82▲ +3.21%▲ +3.30%$213.22 (+5.39%)
May 7, 2026
14d ago
8-K
BULLISH ★ 8/10
$188.73 $205.31▲ +8.79%▲ +7.28%$213.22 (+12.98%)
May 4, 2026
16d ago
144
NEUTRAL ★ 2/10
$145.73 $202.32▲ +38.83%▲ +36.85%$213.22 (+46.31%)
May 4, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$146.69 $202.32▲ +37.92%▲ +34.99%$213.22 (+45.35%)
May 4, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$146.69 $202.32▲ +37.92%▲ +34.99%$213.22 (+45.35%)
May 4, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$146.69 $202.32▲ +37.92%▲ +34.99%$213.22 (+45.35%)
Showing 10 of 31

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