Insider Cluster (2 insiders) ·Filed Jul 20, 2026

DDOG

Datadog, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed2mo ago
Insider cluster: 2 insiders, $1.7M total
Actionable Insight • Neutral

The CEO's $1.71M sale is the most notable element, but at 0.002% of market cap it is not a material signal of distress. Monitor for any upcoming 8-K (earnings, guidance, or material agreement) that could have prompted the sale. Without a catalyst, this cluster is routine and does not warrant a bearish stance.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d
DDOG ▼ -6.03% at T+20d
NEUTRAL call ✗ call lost -6.03% · α vs SPY -10.15% · entry $263.20 → $247.32
Next anchor: T+60d in 10d
Latest observation: T+51 -74.64% FF3 residual α
Entry anchored
Jul 17, 07:41 PM ET
via exchange tick
T+1d
-3.20%
call -3.20% · α -4.03%
$254.79
settled 2mo ago
T+5d
-6.21%
call -6.21% · α -5.78%
$246.86
settled 2mo ago
T+20d
-6.03%
call -6.03% · α -10.15%
$247.32
settled 7w ago
T+60d
—
call — · α —
—
in 10d

Price Chart

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Executive Summary

Director Amit Agarwal and CEO Olivier Pomel sold a combined $1.74M in open-market stock over a 7-day window. Agarwal's sales followed derivative conversions (non-cash), while Pomel's $1.71M sale is a large, direct CEO liquidation. At a $92.1B market cap, the total represents ~0.002% — trivial in proportion, but the CEO's participation elevates the signal modestly. No other context (earnings, M&A, restatement) is present to amplify the bearish read, and the historical calibration shows cluster sells are weak predictors at this scale. The cluster is notable for CEO involvement but not materially bearish given the tiny fraction of market cap sold.

Key Financial Metrics

Direction
selling
Total Value
$1.7M
Insiders
2

Key Facts

  • CEO Olivier Pomel sold 6,700 shares for $1.71M on 2026-07-13.
  • Director Amit Agarwal sold ~19,000 shares for ~$4.2M (including derivative conversions) on 2026-07-16.
  • Total open-market sales: ~$1.74M across 2 insiders.
  • Total value is ~0.002% of DDOG's $92.1B market cap — trivial in proportion.
  • No earnings, M&A, or other material cross-filings in the window to suggest a catalyst.

Financial Impact

CEO sold $1.71M; total cluster sales ~$1.74M, representing ~0.002% of market cap.

insider ownershipfloat

Risk Factors

  • CEO selling could indicate personal diversification or a bearish view on near-term prospects.
  • Director Agarwal's sales after derivative conversions may signal a lack of conviction in holding shares.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
95% bullish (56 analysts)

Investment Themes

Cloud & SaaS

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-DDOG-1784613804357
72 reports for DDOG
Performance horizon
87% Hit rate 13 of 15 directional calls best @ T+60▲ +105.85%Apr 23, 2026
Filters
Rows
Reports for DDOG — sortable, filterable
TypeNow
Sep 15, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$230.27 $230.79▲ +0.23%▲ +0.67%$279.52 (+21.39%)
Sep 10, 2026
22d ago
Insider Cluster
BEARISH ★ 4/10
$221.72 $221.21▲ +0.23%▲ +1.08%$279.52 (−26.07%)
Sep 9, 2026
23d ago
Insider Cluster
BEARISH ★ 6/10
$225.27 $221.72▲ +1.58%▲ +0.98%$279.52 (−24.08%)
Sep 4, 2026
28d ago
Insider Cluster
BEARISH ★ 4/10
$212.93 $210.23▲ +1.27%▲ +0.72%$279.52 (−31.27%)
Sep 3, 2026
29d ago
Insider Cluster
NEUTRAL ★ 2/10
$214.76 $212.93▼ −0.85%▼ −0.47%$279.52 (+30.15%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$222.87 awaiting T+1awaiting T+1—$279.52 (+25.42%)
Aug 21, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$235.62 $225.77▼ −4.18%▼ −3.89%$279.52 (+18.63%)
Aug 17, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$247.32 $246.00▼ −0.53%▲ +0.14%$279.52 (+13.02%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$240.91 $252.24▲ +4.70%▲ +4.01%$279.52 (+16.02%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$246.78 $240.91▼ −2.38%▼ −2.63%$279.52 (+13.26%)
Showing 10 of 72

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Report published Jul 21, 2026