Position in DDOG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,734,374
+$21,903,302 QoQ
Shares Held
87,319
+1140.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#243
of 1,241 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DDOG Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $443,646,779 across 45 Software - Application names. DDOG ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,163,787 | $247,061,199 | |
| 2 | DSGX |
Descartes Systems Group Inc
|
822,771 | $56,968,664 | |
| 3 | SNOW |
Snowflake Inc.
|
153,756 | $39,130,902 | |
| 4 | DDOG |
Datadog, Inc.
This page
|
87,319 | $22,734,374 | |
| 5 | FROG |
JFrog Ltd
|
110,381 | $10,031,425 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
117,664 | $8,320,021 | |
| 7 | BULL |
Webull Corp
|
929,883 | $6,062,837 | |
| 8 | AGYS |
Agilysys Inc
|
56,865 | $5,942,392 |
All Filings in DDOG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,734,374 | 87,319 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $831,072 | 7,040 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $17,992,563 | 133,943 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $5,142,376 | 44,693 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,820,058 | 37,166 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,526,431 | 28,531 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,276,531 | 26,994 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,463,073 | 27,040 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,127,861 | 21,629 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $2,565,298 | 28,895 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,459,553 | 15,325 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,567,714 | 10,350 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||