Position in DDOG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,286,178
+$458,412 QoQ
Shares Held
4,940
-29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#646
of 1,257 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DDOG Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. DDOG ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
This page
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in DDOG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,178 | 4,940 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $827,766 | 7,012 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $572,789 | 4,212 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $616,164 | 4,327 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $544,708 | 4,055 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $402,296 | 4,055 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $460,391 | 3,222 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $370,723 | 3,222 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $420,714 | 3,244 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $236,076 | 1,910 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $253,441 | 2,088 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $208,959 | 2,124 | Shares | Sole | 2023-07-25 | |
| 2022-09-30 | $223,814 | 2,521 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||