SEC 13F Intelligence

Stony Point Capital LLC / DDOG

Stony Point Capital LLC’s Datadog Inc Position

Does Stony Point Capital LLC own Datadog Inc (DDOG)? Yes — 95.3K shares worth $11M (+0.90% of its 13F portfolio) as of Q1 2026, down from 95.6K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
95.3K
% of Portfolio
+0.90%
Quarters Held
24
currently held

Position History DDOG

Reported value by quarter
Q2 ’20: $8MQ2 ’20Q3 ’20: $10MQ4 ’20: $10MQ1 ’21: $13MQ1 ’21Q2 ’21: $12MQ3 ’21: $17MQ4 ’21: $33MQ4 ’21Q1 ’22: $30MQ2 ’22: $19MQ3 ’22: $11MQ3 ’22Q4 ’22: $13MQ1 ’23: $12MQ2 ’23: $17MQ2 ’23Q3 ’23: $16MQ4 ’23: $23MQ1 ’24: $20MQ1 ’24Q2 ’24: $23MQ3 ’24: $21MQ4 ’24: $26MQ4 ’24Q1 ’25: $38MQ2 ’25: $12MQ3 ’25: $13MQ3 ’25Q4 ’25: $13MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202695.3K$11M+0.90%
Q4 202595.6K$13M+0.95%
Q3 202593.3K$13M+0.93%
Q2 202588.8K$12M+0.90%
Q1 2025385.1K$38M+3.93%
Q4 2024181.2K$26M+5.32%
Q3 2024186.0K$21M+5.11%
Q2 2024181.2K$23M+6.03%
Q1 2024160.3K$20M+6.50%
Q4 2023190.3K$23M+7.63%
Q3 2023173.9K$16M+5.38%
Q2 2023171.4K$17M+5.47%
Q1 2023164.5K$12M+4.26%
Q4 2022171.7K$13M+4.47%
Q3 2022121.7K$11M+3.90%
Q2 2022200.5K$19M+6.75%
Q1 2022200.5K$30M+7.09%
Q4 2021184.3K$33M+6.14%
Q3 2021118.6K$17M+4.59%
Q2 2021115.2K$12M+3.13%
Q1 2021150.6K$13M+4.03%
Q4 202099.6K$10M+4.29%
Q3 202099.6K$10M+5.08%
Q2 202090.8K$8M+4.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stony Point Capital LLC’s full portfolio or all institutional holders of DDOG.