Position in DDOG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$250,987
-$20,090 QoQ
Shares Held
964
-52.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#974
of 1,261 holders
Holding Since
Jun 2024
4 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, 2026Keudell/Morrison Wealth Management holds $3,399,788 across 8 Software - Application names. DDOG ranks #8 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
5,882 | $921,474 | |
| 2 | SHOP |
Shopify Inc.
|
4,013 | $458,204 | |
| 3 | PAYX |
Paychex Inc
|
4,067 | $399,908 | |
| 4 | ADBE |
Adobe Inc.
|
1,908 | $391,178 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,638 | $366,830 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
827 | $310,389 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,030 | $300,818 | |
| 8 | DDOG |
Datadog, Inc.
This page
|
964 | $250,987 |
All Filings in DDOG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,987 | 964 | Shares | Sole | 2026-07-15 | |
| 2025-06-30 | $271,077 | 2,018 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $234,768 | 1,643 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $213,080 | 1,643 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||