Datadog, Inc. SEC Filings

Form 144 filed for Datadog, Inc. (DDOG) reporting a proposed sale of 11,195 Class A Common shares through Morgan Stanley Smith Barney with an aggregate market value of $1,414,040.45, scheduled approximately for 08/27/2025. The filing identifies the securities as founder shares acquired on 07/08/2010. The issuer's total shares outstanding are shown as 323,270,704. The notice also lists multiple recent sales by the same individual under 10b5-1 plans and other sales during the past three months, including transactions as large as 107,365 and 100,754 shares in June 2025.

Matthew Jacobson, a General Partner and Managing Director at ICONIQ Capital and a director-level reporting person, reported multiple sales of Datadog, Inc. (DDOG) Class A common stock on 08/22/2025 and 08/25/2025. The filing shows dispositions of 19,859, 29,264, 24,243 and 35,722 shares (totaling 109,088 shares) executed at weighted-average prices of about $132.0101 on 08/22 and $128.6043 on 08/25, with price ranges provided for each date. Post-transaction beneficial ownership is reported indirectly through ICONIQ Strategic Partners VI, L.P. and VI-B, L.P., with specified holdings shown for each entity. The report includes disclaimers that the reporting person disclaims beneficial ownership except to the extent of any pecuniary interest and notes certain shares held in trusts.

Datadog CEO Olivier Pomel reported a series of share conversions, sales and derivative holdings on Form 4 dated 08/11/2025. The filing shows conversions/acquisitions into Class A Common Stock of 21,728 and 11,195 shares, and sales under a 10b5-1 plan totaling 32,923 Class A shares executed at weighted-average prices spanning $128.51 to $132.50. Following the reported transactions, the filing lists 548,715 Class A shares beneficially owned (direct).

The report also discloses a fully vested, exercisable stock option for 38,118 shares with an exercise price of $0.9092 (exercise date shown as 10/24/2027) and additional derivative-class holdings reflected in the filing. The sales are identified as executed pursuant to a 10b5-1 plan dated September 13, 2024.

Datadog director Cole Titilope reported two sales of Class A common stock on 08/08/2025: 393 shares and 1,817 shares, each at $136.59 per share, a total of 2,210 shares sold. Following those transactions the filing shows direct beneficial ownership of 6,347 Class A shares. The Form 4 discloses only these non-derivative sales and no derivative holdings or other transactions.

This Form 144 notifies a proposed sale of 32,923 shares of Class A Common stock of Datadog (DDOG) on NASDAQ, with an aggregate market value of $4,309,949.93 and shares outstanding listed as 323,270,704. The filing lists the acquisition source for the shares to be sold: 21,728 shares were acquired the same day by exercise of stock options and paid for in cash, while 11,195 are noted as founders shares from 07/08/2010.

The notice also records multiple recent sales by the same account under 10b5-1 plans and direct sale entries in June and July 2025, including individual transactions of 100,754, 107,365, 21,728, and other blocks with the listed gross proceeds. The filer represents that, by signing, they are not aware of undisclosed material adverse information about the issuer.

Datadog, Inc. submitted a Form 144 proposing the sale of 2,210 common shares through Morgan Stanley Smith Barney LLC, with an aggregate market value of $301,863.90. The filing reports 348,745,126 shares outstanding and lists the approximate sale date as 08/08/2025 on NASDAQ.

The shares were acquired as restricted stock in two grants—1,817 shares on 06/02/2024 and 393 shares on 06/05/2024. The form indicates nothing to report for securities sold during the past three months, and the filer attests they have no undisclosed material adverse information. Several administrative fields (filer identity and notice date) are not populated in the provided document.

Datadog’s Q2-25 10-Q shows strong topline momentum but weakening profitability. Revenue rose 28% YoY to $826.8 M and 26% for 1H-25 to $1.59 B, driven by continued expansion in cloud-observability demand. Gross margin remained high at 80%, yet operating expenses jumped 37% as the company continued to invest heavily in R&D (+41%), sales & marketing (+28%) and G&A (+47%). As a result, operating income swung to a $35.5 M loss versus a $12.6 M profit last year; net income fell 94% YoY to $2.6 M (diluted EPS $0.01).

Cash generation stayed robust: operating cash flow improved 25% YoY to $471.6 M (30% margin). Total liquidity remains solid with $3.9 B in cash and marketable securities, although the cash balance alone fell to $489 M after the $634 M redemption of 0.125% 2025 convertible notes and $117 M spent on three small acquisitions. A new zero-coupon $1.0 B 2029 convertible note (conversion price $217.60) now represents the bulk of long-term debt.

The company recorded $164.5 M of goodwill from the recent deals and is evaluating the impact of the newly enacted One Big Beautiful Bill Act, which restores immediate R&D expensing and could materially lower future tax expense; related ASC 740 adjustments will be booked in H2-25.

Key metrics

• Q2 revenue: $826.8 M vs $645.3 M
• Gross profit: $660.8 M (79.9% margin)
• Operating margin: -4.3%
• Net income: $2.6 M; diluted EPS $0.01
• Operating cash flow: $471.6 M YTD
• Current ratio: 3.4×

Datadog (DDOG) – Form 4 filed 08/07/2025 for CTO & Co-Founder Alexis Le-Quoc.

• Transaction date: 08/05/2025 under a 10b5-1 plan dated 09/05/2023.
• Option exercises: 54,000 Class B options at $0.9092 and 18,750 Class B options at $10.74 were exercised (Code M) and converted 1-for-1 into Class A.
• Voluntary conversions: 30,780 and 10,688 Class B shares converted to Class A (Code C).
• Open-market sales: 41,468 Class A shares sold in seven tranches at weighted-average prices of $133.05–$139.66, yielding roughly $5.6 million of gross proceeds.
• Post-trade ownership: 452,769 Class A shares held directly, 169 indirectly via trust; 2.63 million Class B shares and 487,500 vested options remain directly owned, plus 6.33 million Class B held indirectly.

The filing shows routine liquidity for the executive while retaining a sizeable stake and control through high-vote Class B shares. No operational metrics are impacted, but repeated selling may influence investor sentiment.