Position in DDOG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$169,095,228
+$154,499,172 QoQ
Shares Held
649,467
+425.3% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#67
of 1,267 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DDOG Over Time
Shares Held
Position Value (USD)
Derivatives in DDOG
reported options exposure · as of Jun 30, 2026CallValue
$6,170,532
CallShares
23,700
PutValue
$9,294,852
PutShares
35,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. DDOG ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in DDOG
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,170,532 | 23,700 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $169,095,228 | 649,467 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $9,294,852 | 35,700 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $944,400 | 8,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $590,250 | 5,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $14,596,056 | 123,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $95,583,291 | 702,870 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $543,960 | 4,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $679,950 | 5,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $712,000 | 5,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $5,610,560 | 39,400 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $427,200 | 3,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $69,531,625 | 517,618 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,535,581 | 398,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,061,801 | 224,381 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,697,737 | 440,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $83,530,605 | 644,079 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $129,406,851 | 1,046,981 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $115,744,569 | 953,572 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,670,233 | 84,205 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $97,452,670 | 990,574 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $83,514,532 | 1,149,388 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,970,928 | 108,448 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $47,839,337 | 502,303 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $234,071,740 | 1,545,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,686,600 | 60,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $239,041,431 | 1,342,100 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $11,755,260 | 66,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $5,229,950 | 37,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $5,371,300 | 38,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $148,284,631 | 1,049,060 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,820,568 | 27,100 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $2,185,680 | 21,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $5,957,122 | 57,236 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,683,788 | 68,200 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $4,917,060 | 59,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $826,896 | 8,400 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $4,036,040 | 41,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $5,394,512 | 54,800 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $9,122,888 | 89,300 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $7,130,768 | 69,800 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $4,829,920 | 47,278 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $16,617,101 | 191,111 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||