Robeco Institutional Asset Management B.V. 13F: Adds $79M to DDOG Stake

Robeco Institutional Asset Management B.V. expanded its investment in Datadog, Inc. DDOG, growing its holdings by 290,066 shares during the period. According to a Form 13F filing on October 20, 2026, the fund held 919,360 shares valued at $251,766,738 by the end of the quarter, up from its prior total of 629,294 shares. Datadog shares closed at $256.43 on the day of the filing.## What Changed in Robeco Institutional Asset Management's Datadog Position

The institutional investor lifted its exposure to the cloud software provider by 46.1%, bringing its total stake close to the one-million-share mark. The added shares brought the total value of the holding past $251 million, matching the fund's active stance on the enterprise tech sector during the period.## Other Institutional Activity in Datadog

Other large asset managers adjusted their positions in the cloud monitoring platform around the same time. Cibc Asset Management reduced its holdings by 9,140 shares, ending with 190,598 shares worth about $49,394,424. Sumitomo Mitsui DS Asset Management Company trimmed its stake by 23,028 shares to finish with 100,161 shares valued at $27,429,090. Klingman & Associates cut its position by 6,134 shares, leaving it with 61,389 shares worth approximately $16,811,378. Jupiter Topco LLC doubled down by adding 3,471,761 shares for a 100.0% increase, ending with 6,943,522 shares worth about $1,896,206,397. Jennison Associates LLC raised its stake by 937,617 shares, a 15.8% increase that brought its total to 6,860,657 shares valued at roughly $1,873,576,795.## Datadog Stock Snapshot

Datadog shares recently traded around $272.98 as of October 22, 2026, up about 6.5% since the filing date close of $256.43. The stock sits above both its 50-day moving average of $247.63 and its 200-day moving average of $192.24. Shares trade below their 52-week high of $300.68 and well above the 52-week low of $98.01.

DDOG Datadog, Inc.

$256.43 ▲ +91.69% year to date

1M 3M YTD

Daily close · Oct 20, 2026

Recent Earnings

Datadog reported trailing-twelve-month revenue of $3,966,725,120 with an earnings per share of $0.50. The software platform generated a net profit margin of 4.5% and a return on equity of 4.7%, alongside a year-over-year revenue growth rate of 35.6%. The company's next earnings report is scheduled for November 4, 2026.

Insider Buying and Selling at Datadog, Inc.

Company insiders executed several stock sales prior to the filing. General Counsel Kerry Acocella sold 5,280 shares on September 14, 2026, for a total value of $1,208,328. Chief Financial Officer David M Obstler completed multiple transactions, selling 24,000 shares for $5,459,447 and another 40,000 shares for $9,098,759 on September 14, 2026, followed by a sale of 16,000 shares at $241.25 per share totaling $3,860,000 on September 21, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On October 9, 2026, CIBC maintained its Outperformer rating and raised its target from $280.00 to $315.00. RBC Capital maintained its Outperform rating on October 12, 2026, lifting its target from $280.00 to $320.00. Barclays maintained an Overweight rating on October 13, 2026, moving its target from $290.00 to $300.00. Mizuho maintained an Outperform rating on October 15, 2026, raising its target from $300.00 to $330.00. Bernstein upgraded the stock to Outperform on October 19, 2026, substantially raising its target from $237.00 to $350.00. The stock holds a consensus recommendation key of strong buy from 47 analyst opinions, with a mean target price of $292.36.

About Datadog

Datadog, Inc. builds cloud infrastructure monitoring and security tools that help engineering teams track application performance and troubleshoot distributed systems in real time. Founded in New York, the company serves technology enterprises worldwide with observability software.

Bottom Line

Investors will look to Datadog's upcoming earnings release on November 4, 2026, for further updates on cloud software demand and revenue growth. Institutional filings like Robeco's provide a backward-looking view of portfolio adjustments made during the previous quarter.