TLDR
- CEO Olivier Pomel sold 127,141 DDOG stock on July 13 for ~$32.9M at prices between $251–$263.47 per share
- The sale was part of a pre-arranged 10b5-1 plan set up in December 2025
- DDOG is up ~99% year-to-date and trading near its 52-week high of $278.70
- Fifth Third Bancorp increased its DDOG stake by 465.9% in Q1, with 78.29% of stock now held by institutions
- Analysts hold a consensus “Moderate Buy” rating with an average price target of $246.55
Datadog CEO Olivier Pomel sold 127,141 stock on July 13, 2026, netting approximately $32.9 million. The stock was sold at prices ranging from $251.00 to $263.47 per share.
The sale was carried out under a Rule 10b5-1 trading plan, which Pomel set up on December 15, 2025. These pre-arranged plans allow executives to sell stock at scheduled intervals, removing any suggestion of trading on inside information.
At the time of the sale, DDOG was trading near its 52-week high of $278.70. The stock has returned roughly 99% year-to-date, making it one of the stronger performers in the software sector so far in 2026.
This wasn’t Pomel’s first sale this year. Back in May, he sold another 127,141 stock at an average price of $199.84, totalling just over $25.4 million. Combined, those two transactions represent a large chunk of activity from the top.
Insiders overall have sold 1,459,533 stock worth approximately $325.9 million in the last three months. Company insiders now hold around 6.48% of the stock.
Following the July transactions, Pomel directly holds 612,747 Class A stock and 8,893,605 Class B stock. He also exercised stock options for 73,833 Class B stock at prices as low as $0.91 per share.
Institutions Keep Buying
While the CEO was selling, institutional investors were moving in the opposite direction. Fifth Third Bancorp increased its DDOG position by 465.9% in Q1, buying 56,247 additional stock to bring its total to 68,319 stock, worth approximately $8.1 million.
Other major players also added to their positions. State Street Corp boosted its holdings by 106.8% in Q3. Invesco increased its stake by 119.2% in the same quarter. Jennison Associates grew its position by 43.7% in Q4.
T. Rowe Price, already one of the largest holders with over 14.4 million stock, added another 956,993 stock in Q4. Institutions now account for 78.29% of DDOG’s total stock.
What Analysts Are Saying
Analyst sentiment on DDOG remains broadly positive. The consensus rating sits at “Moderate Buy” with an average price target of $246.55, though the stock has already traded above that level.
Recent price target raises have come from several firms. Arete Research lifted its target to $340. Benchmark raised to $330 with a Buy rating. Citigroup moved to $270, also with a Buy. Evercore raised to $265 and rated it “outperform.”
Bernstein was the outlier, downgrading from Outperform to Market Perform and flagging caution around Q3 demand signals.
On the earnings front, Datadog reported Q1 2026 EPS of $0.60, beating the $0.51 consensus. Revenue came in at $1.01 billion, above the $960.12 million estimate and up 32.1% year-over-year.
DDOG opened at $264.46 on Thursday, trading down 2.3% on the day. The stock has a 50-day moving average of $234.03 and a 200-day moving average of $163.01, with a market cap of $94.14 billion.
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