Insider Cluster (2 insiders) ·Filed Jul 27, 2026

DDOG

Datadog, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed2mo ago
Insider cluster: 2 insiders, $2.0M total
Actionable Insight • Neutral

The CEO and director sales are routine in size relative to market cap and follow a pattern of derivative conversions. No material financial event accompanies these filings. Monitor for any upcoming earnings or guidance changes, but this cluster alone does not warrant a trading action.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d
DDOG ▼ -10.36% at T+20d
NEUTRAL call ✗ call lost -10.36% · α vs SPY -13.66% · entry $251.86 → $225.77
Next anchor: T+60d in 17d
Latest observation: T+46 -61.92% FF3 residual α
Entry anchored
Jul 24, 04:44 PM ET
via exchange tick
T+1d
-0.39%
call -0.39% · α -0.63%
$250.88
settled 2mo ago
T+5d
+6.40%
call +6.40% · α +5.32%
$267.97
settled 2mo ago
T+20d
-10.36%
call -10.36% · α -13.66%
$225.77
settled 6w ago
T+60d
—
call — · α —
—
in 17d

Price Chart

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Executive Summary

CEO Olivier Pomel and Director Amit Agarwal sold a combined ~$17.4M in open-market sales on July 23, 2026, following derivative conversions. The CEO alone sold ~$15.5M, and Director Agarwal sold ~$4.9M. While insider sales at a $87.9B market cap represent only ~0.02% of market cap (trivial proportionally), the cluster is notable for involving the CEO and a director on the same day, and the CEO's sales follow a pattern of regular quarterly selling. The historical calibration for this filing type shows poor predictive power for bullish calls at scores 7+, and the cluster is entirely sells with no buys, so the signal is weak per the asymmetric buy/sell literature. Sentiment is neutral given the routine nature of these sales (likely tax-related or 10b5-1 plan sales) and the lack of any material financial event in the filing.

Key Financial Metrics

Direction
selling
Total Value
$17.4M
Insiders
2

Key Facts

  • CEO Olivier Pomel sold ~$15.5M in open-market sales on July 23, 2026, following derivative conversions of 47,054 shares at $0.
  • Director Amit Agarwal sold ~$4.9M in open-market sales on July 23, 2026, following derivative conversions of 40,000 shares at $0.
  • Total open-market sales by both insiders: ~$17.4M, representing ~0.02% of Datadog's $87.9B market cap.
  • No insider purchases were reported in this cluster.
  • The sales occurred on the same day, suggesting a common trigger such as a blackout window opening or a 10b5-1 plan execution.

Financial Impact

Total insider sales of ~$17.4M, trivial relative to $87.9B market cap (0.02%).

dilution

Risk Factors

  • Insider sales could signal management's view of overvaluation, though the small proportional size and lack of buys reduce this risk.
  • No material financial data in the filing to assess business fundamentals.

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-1785215030187
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 28, 2026