Dynatrace, Inc.
DT- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001773383
In the last 90 days, Dynatrace, Inc. insiders filed 0 open-market purchases and 2 sales; 595 institutions reported holding it in 13F filings for Q2 2026, worth $13.2B in total; Starboard Value is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Dynatrace, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 377
- +13 vs. Q2 2021
- Shares held
- 271.5M
- +3.29M (+1.2%) vs. Q2 2021
- Total value
- $19.3B
- +$3.59B (+22.9%) vs. Q2 2021
- New holders
- 56
- 150 more added
- Sold out
- 43
- 122 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 595 | $13.2B |
| Q1 2026 | 581 | $10.9B |
| Q4 2025 | 663 | $12.6B |
| Q3 2025 | 627 | $14.2B |
| Q2 2025 | 626 | $16.1B |
| Q1 2025 | 602 | $13.7B |
| Q4 2024 | 580 | $15.5B |
| Q3 2024 | 532 | $15.1B |
| Q2 2024 | 552 | $12.7B |
| Q1 2024 | 541 | $12.7B |
| Q4 2023 | 513 | $15.3B |
| Q3 2023 | 460 | $13.2B |
| Q2 2023 | 472 | $14.4B |
| Q1 2023 | 428 | $11.9B |
| Q4 2022 | 390 | $10.9B |
| Q3 2022 | 378 | $9.89B |
| Q2 2022 | 379 | $10.9B |
| Q1 2022 | 382 | $12.8B |
| Q4 2021 | 397 | $16.3B |
| Q3 2021 | 377 | $19.3B |
| Q2 2021 | 368 | $15.7B |
| Q1 2021 | 369 | $12.9B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 406 | $0 | 0.00% | +406 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Meridian Wealth Partners, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 8 | $1.00K | 0.00% | +8 | New |
| Logan Capital Management Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $2.00K | 0.00% | +22+275.0% | Added |
| First Horizon Advisors, Inc. | 32 | $2.00K | 0.00% | +32 | New |
| Salem Investment Counselors Inc | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 72 | $5.00K | 0.00% | +72 | New |
| Geneos Wealth Management Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 119 | $8.00K | 0.00% | −808−87.2% | Reduced |
| Smithfield Trust Co | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 152 | $11.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 239 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 236 | $17.0K | 0.00% | +75+46.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 256 | $18.0K | 0.00% | −351−57.8% | Reduced |
| Quadrant Capital Group LLC | 258 | $18.0K | 0.00% | +12+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 267 | $18.9K | 0.00% | −1,114−80.7% | Reduced |
| Signaturefd, LLC | 270 | $19.0K | 0.00% | +35+14.9% | Added |
| Canada Pension Plan Investment Board | 287 | $20.0K | 0.00% | −685−70.5% | Reduced |
| Counterpoint Mutual Funds LLC | 289 | $21.0K | 0.02% | +289 | New |
| Parkside Financial Bank & Trust | 303 | $22.0K | 0.01% | +303 | New |
| NEXT Financial Group, Inc | 340 | $24.0K | 0.00% | −52−13.3% | Reduced |
| Berman Capital Advisors, LLC | 407 | $28.0K | 0.00% | +113+38.4% | Added |
| Proequities, Inc. | 409 | $29.0K | 0.00% | +200+95.7% | Added |
| IronBridge Private Wealth, LLC | 438 | $31.0K | 0.02% | +438 | New |
| Central Trust Co | 484 | $34.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 494 | $35.0K | 0.01% | +117+31.0% | Added |
| Total Clarity Wealth Management, Inc. | 500 | $35.0K | 0.02% | +500 | New |
| Dark Forest Capital Management LP | 620 | $44.0K | 0.02% | +620 | New |
| AdvisorNet Financial, Inc | 630 | $45.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 868 | $61.0K | 0.00% | +645+289.2% | Added |
| Pacer Advisors, Inc. | 870 | $62.0K | 0.00% | −1,199−58.0% | Reduced |
| Huntington National Bank | 1,034 | $74.0K | 0.00% | +600+138.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,050 | $75.0K | 0.05% | +1,050 | New |
| IFP Advisors, Inc | 1,145 | $82.0K | 0.00% | +1,145 | New |
| Captrust Financial Advisors | 1,190 | $84.0K | 0.00% | +388+48.4% | Added |
| Exane Derivatives | 1,308 | $92.8K | 0.02% | +173+15.2% | Added |
| Banque Cantonale Vaudoise | 1,377 | $98.0K | 0.00% | −3,348−70.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,516 | $107.0K | 0.00% | −34,705−95.8% | Reduced |
| Penserra Capital Management LLC | 1,528 | $108.0K | 0.00% | +1,528 | New |
| Steward Partners Investment Advisory, LLC | 1,850 | $131.0K | 0.00% | −50−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,927 | $137.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,999 | $142.0K | 0.00% | +686+52.2% | Added |
| Loomis Sayles & Co L P | 2,128 | $151.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,216 | $157.0K | 0.04% | +1,020+85.3% | Added |
| Vestcor Inc | 2,717 | $193.0K | 0.01% | −365−11.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,899 | $206.0K | 0.02% | +2,899 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,000 | $213.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,051 | $217.0K | 0.01% | +3,051 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,160 | $224.0K | 0.02% | +3,160 | New |
| Shay Capital LLC | 3,500 | $248.0K | 0.08% | +3,500 | New |
| Raymond James Trust N.A. | 3,530 | $251.0K | 0.01% | −684−16.2% | Reduced |
| Toroso Investments, LLC | 3,548 | $252.0K | 0.01% | +3,548 | New |
| Symmetry Partners, LLC | 3,650 | $257.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,750 | $266.0K | 0.06% | +3,750 | New |
| Cresset Asset Management, LLC | 3,758 | $266.0K | 0.00% | +3,758 | New |
| American International Group, Inc. | 3,765 | $267.0K | 0.00% | −29−0.8% | Reduced |
| Standard Life Aberdeen plc | 3,828 | $268.0K | 0.00% | −286−7.0% | Reduced |
| Platform Technology Partners | 3,770 | $268.0K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,944 | $279.9K | 0.02% | +3,944 | New |
| Quantbot Technologies LP | 4,184 | $296.0K | 0.02% | +4,184 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,196 | $298.0K | 0.09% | +197+4.9% | Added |
| First National Bank of Omaha | 4,201 | $298.0K | 0.02% | +4,201 | New |
| M&T Bank Corp | 4,346 | $308.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,507 | $319.0K | 0.00% | +10+0.2% | Added |
| Meeder Asset Management Inc | 4,567 | $325.0K | 0.02% | −233−4.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 4,600 | $326.0K | 0.03% | +50+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,724 | $335.0K | 0.00% | −176−3.6% | Reduced |
| Bessemer Group Inc | 4,909 | $348.0K | 0.00% | −574−10.5% | Reduced |
| Professional Financial Advisors, LLC | 4,985 | $354.0K | 0.20% | +4,985 | New |
| Pensionfund DSM Netherlands | 5,000 | $355.0K | 0.05% | +5,000 | New |
| Level Four Advisory Services, LLC | 5,091 | $361.0K | 0.04% | +5,091 | New |
| Harvest Investment Services, LLC | 5,192 | $368.0K | 0.15% | −31−0.6% | Reduced |
| IBM Retirement Fund | 5,185 | $368.0K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 5,396 | $383.0K | 0.03% | +5,396 | New |
| SkyOak Wealth, LLC | 5,445 | $386.0K | 0.10% | +5,445 | New |
| Teza Capital Management LLC | 5,477 | $389.0K | 0.19% | +5,477 | New |
| Redpoint Investment Management Pty Ltd | 5,547 | $394.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,680 | $403.0K | 0.04% | +5,680 | New |
| Fulcrum Asset Management LLP | – | $419.0K | 0.21% | – | New |
| Creative Planning | 6,176 | $438.0K | 0.00% | −9,281−60.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 6,200 | $440.0K | 0.16% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,008 | $453.0K | 0.10% | −30.0% | Reduced |
| Cerity Partners LLC | 6,461 | $459.0K | 0.01% | −335−4.9% | Reduced |
| Oppenheimer & Co Inc | 6,597 | $468.0K | 0.01% | −5,653−46.1% | Reduced |
| Ontario Teachers Pension Plan Board | 6,720 | $477.0K | 0.00% | +6,720 | New |
| Kestra Advisory Services, LLC | 7,011 | $498.0K | 0.00% | +487+7.5% | Added |
| FORA Capital, LLC | 7,292 | $518.0K | 0.13% | +7,292 | New |
| Spire Wealth Management | 7,335 | $521.0K | 0.01% | +3,410+86.9% | Added |