Ag2R la Mondiale Gestion D'Actifs 13F: Cuts DDOG Stake by $9.8M
Key Points
- Ag2R la Mondiale reduced its holdings in Datadog by 35,872 shares, a 72.0% decrease, as reported in its latest Form 13F filed on October 26, 2026.
- Ag2R la Mondiale Gestion D'Actifs held 13,925 $DDOG shares at quarter end, down 72.04% from the prior quarter.
- Following this cut, Ag2R la Mondiale's position now represents 0.25% of its total reported portfolio, ranking 55th out of 425 holdings.
- Datadog recently traded at about $280.38, which is roughly equal to its closing price of $280.24 on the event date.
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On October 26, 2026, Ag2R la Mondiale Gestion D'Actifs cut its stake in Datadog, Inc. (DDOG) by 35,872 shares, leaving it with 13,925 shares valued at about $3.8 million. This information comes from the fund's latest Form 13F filing with the SEC.
Ag2R la Mondiale's reduction in shares represents a 72.0% decrease from its previous holding of 49,797 shares. The reported value of this position now stands at approximately $3.8 million, which makes up 0.25% of the fund's total reported portfolio of about $1.5 billion.
DDOG
Datadog, Inc.
Other Institutional Activity in Datadog
Jupiter Topco LLC holds 6,943,522 shares of Datadog, valued at approximately $1.9 billion, after increasing its position by 3,471,761 shares. Jennison Associates LLC also holds a significant stake of 6,860,657 shares, which is worth about $1.9 billion following a 15.8% increase in its holdings.
Datadog, Inc. Stock Up 4.0%
Datadog shares recently traded around $280.38, which is about equal to its closing price of $280.24 on October 26, 2026. The stock is currently above its 50-day moving average by 12.7% and 43.9% above its 200-day average, indicating strong performance relative to these benchmarks.
Recent Earnings
In its most recent earnings report, Datadog reported trailing twelve-month revenue of approximately $3.97 billion, showing a year-over-year growth of 35.6%. The company is set to announce its next earnings on November 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
15 target raises vs 2 cuts.
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EPS & revenue
EPS beat estimates by 15.9%. Revenue beat estimates by 2.6%.
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Profit surprise
EBITDA missed by 66 percent. Operating income missed by 71 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
15 target raises, 2 target cuts.
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Earnings quality
Operating margin up 2.4 points. Positive free cash flow.
Earnings Call Summary
Datadog had an outstanding quarter with revenue of $1.006 billion, up 32 percent year over year and beating expectations. The company landed major deals with two of the world's largest artificial intelligence research teams and saw strong growth in non-artificial-intelligence customers as well, with net revenue retention around 120 percent. Management highlighted strong adoption of their artificial intelligence products like GPU monitoring and their security agents, which are helping customers monitor complex workloads faster and more efficiently.
Guidance Datadog raised full year revenue guidance to $4.3 billion to $4.34 billion, up from prior expectations. For next quarter they expect $1.07 billion to $1.08 billion in revenue. They are investing heavily in artificial intelligence products and expect continued strong growth driven by cloud migration and new AI training workloads at hyperscaler companies.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Insider Buying and Selling at Datadog, Inc.
Several insiders sold shares recently, including David M Obstler, the Chief Financial Officer, who sold a total of 64,000 shares on September 14 and September 21, 2026, valued at about $9.1 million and $3.9 million respectively. General Counsel Kerry Acocella also sold 5,280 shares for about $1.2 million during the same period.
Analysts Set New Price Targets
On October 26, 2026, Oppenheimer maintained an "Outperform" rating for Datadog with a price target of $330. Earlier, firms such as RBC Capital and Barclays also maintained their ratings with targets of $320 and $300 respectively. The consensus among analysts is a strong buy, with a mean price target of approximately $293.
About Datadog
Datadog, Inc. operates an observability and security platform for cloud applications, serving clients in the U.S. and internationally. The company's recent stock performance and institutional interest reflect its strong position in the technology sector.
Bottom Line
Ag2R la Mondiale's recent cut in its Datadog stake may signal a shift in its investment strategy. Investors should watch for the upcoming earnings report on November 4, 2026, as well as any further filings that may provide insight into the fund's future moves.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $DDOG (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts