Exane Asset Management DDOG β€” DATADOG INC

Ownership history in Exane Asset Management  Β·  4 quarters on record

AI Ownership Summary

Exane Asset Management reported DATADOG INC (DDOG) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 2.07% in 2026 Q1. The latest visible filing shows DDOG at 2.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DDOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Exane Asset Management's position in DATADOG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DDOG was reported at 2.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DDOG stock page Exane Asset Management fund profile Exane Asset Management full holdings
How Exane Asset Management held DDOG β€” position size vs. price
% of Fund (quarterly)    DDOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 74,377 +74,320 +130386.0% 2.07% $10.1M 2026-04-29 $133.98
2025 Q3 REDUCED 99.6% -3.1% βœ… 57 -12,922 -99.6% 0.00% $10K 2025-11-03 $162.08
2025 Q2 REDUCED 60.6% +8.1% ❌ 12,979 -19,974 -60.6% 0.80% $2.0M 2025-07-17 $143.15
2025 Q1 INITIATED β€” β€” β€” 32,953 β€” β€” 2.05% $3.5M 2025-04-30 $102.16

🏒 Other funds also holding DDOG

As of 2026 Q1 β€” sorted by position size

Hudson Oak Wealth Advisory LLC 5.21% Robocap Asset Management Ltd 4.27% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 3.62% PEREGRINE INVESTMENT MANAGEMENT INC 3.25% Sands Capital Alternatives, LLC 3Y 2.4% Bouvel Investment Partners, LLC 3Y 1.44% Generali Investments Towarzystwo Funduszy Inwestycyjnych 1.31% Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.3% PURSUE WEALTH PARTNERS LLC 3Y 1.24% Bluebird Wealth Management LLC 1.13%

FAQ About Exane Asset Management and DDOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Exane Asset Management reported owning DDOG?

Exane Asset Management reported DDOG across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DDOG position in Exane Asset Management's portfolio?

The largest reported portfolio weight for DDOG was 2.07% in 2026 Q1.

What is the latest reported DDOG position on this page?

The most recent filing on this page is 2026 Q1, when Exane Asset Management reported 74,377 shares, equal to 2.07% of portfolio, with an estimated market value of $10.1M.

What does the chart on this DDOG ownership page compare?

The chart compares Exane Asset Management's quarterly DDOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Exane Asset Management time their DDOG position?

Based on 13F filing dates vs. subsequent DDOG price moves, Exane Asset Management correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DDOG relative to SPY over the holding period was +1.1%.

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