Position in DDOG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$30,139,533
+$15,520,576 QoQ
Shares Held
115,761
-6.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#196
of 1,259 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in DDOG Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GENEVA CAPITAL MANAGEMENT LLC holds $426,400,291 across 17 Software - Application names. DDOG ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSGX |
Descartes Systems Group Inc
|
1,067,938 | $73,944,026 | |
| 2 | TYL |
Tyler Technologies Inc
|
208,227 | $60,898,067 | |
| 3 | AGYS |
Agilysys Inc
|
532,995 | $55,697,977 | |
| 4 | PLUS |
Eplus Inc
|
595,827 | $49,590,680 | |
| 5 | ALRM |
Alarm.com Holdings, Inc.
|
828,409 | $38,703,267 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
83,601 | $31,377,126 | |
| 7 | DDOG |
Datadog, Inc.
This page
|
115,761 | $30,139,533 | |
| 8 | BLKB |
Blackbaud Inc
|
558,107 | $16,531,128 |
All Filings in DDOG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,139,533 | 115,761 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,618,957 | 123,837 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,953,731 | 109,962 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,679,797 | 96,066 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,690,115 | 79,581 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,650,181 | 77,111 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||