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 2022
Institutional positions in Dynatrace, Inc. as of Sep 30, 2022. 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
- 378
- +4 vs. Q2 2022
- Shares held
- 284.0M
- +9.02M (+3.3%) vs. Q2 2022
- Total value
- $9.89B
- −$962.8M (−8.9%) vs. Q2 2022
- New holders
- 65
- 141 more added
- Sold out
- 61
- 126 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $0 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $0 | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 7 | $244 | 0.00% | +7 | New |
| Hantz Financial Services, Inc. | 20 | $1.00K | 0.00% | −2,675−99.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 26 | $1.00K | 0.00% | −132−83.5% | Reduced |
| Parkside Financial Bank & Trust | 17 | $1.00K | 0.00% | −42−71.2% | Reduced |
| Logan Capital Management Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | +1+3.6% | Added |
| Disciplined Investments, LLC | 25 | $1.00K | 0.00% | +5+25.0% | Added |
| Schubert & Co | 20 | $1.00K | 0.00% | −10−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $1.00K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 27 | $1.00K | 0.00% | +27 | New |
| DuPont Capital Management Corp | 65 | $2.00K | 0.00% | −24,571−99.7% | Reduced |
| Harbour Investments, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 56 | $2.00K | 0.00% | +56 | New |
| Larson Financial Group LLC | 46 | $2.00K | 0.00% | +46 | New |
| Anchor Investment Management, LLC | 67 | $2.33K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 93 | $3.00K | 0.00% | +21+29.2% | Added |
| Bell Investment Advisors, Inc | 92 | $3.00K | 0.00% | +5+5.7% | Added |
| Earnest Partners LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $4.00K | 0.00% | +51+91.1% | Added |
| Massmutual Trust Co FSB | 161 | $6.00K | 0.00% | +161 | New |
| Proequities, Inc. | 209 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 195 | $7.00K | 0.00% | −3−1.5% | Reduced |
| Covestor Ltd | 238 | $8.00K | 0.01% | −4−1.7% | Reduced |
| Meeder Asset Management Inc | 247 | $9.00K | 0.00% | −12−4.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 267 | $9.29K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $10.0K | 0.00% | −1,100−78.6% | Reduced |
| IFP Advisors, Inc | 390 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 320 | $11.0K | 0.00% | +320 | New |
| First Horizon Advisors, Inc. | 383 | $12.0K | 0.00% | +27+7.6% | Added |
| Pacific Center for Financial Services | 376 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 510 | $16.0K | 0.00% | −25−4.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 550 | $19.0K | 0.01% | −97−15.0% | Reduced |
| AdvisorNet Financial, Inc | 565 | $20.0K | 0.00% | +95+20.2% | Added |
| Ronald Blue Trust, Inc. | 539 | $21.0K | 0.00% | −183−25.3% | Reduced |
| EverSource Wealth Advisors, LLC | 678 | $24.0K | 0.01% | +628+1,256.0% | Added |
| Steward Partners Investment Advisory, LLC | 820 | $29.0K | 0.00% | −50−5.7% | Reduced |
| Wipfli Financial Advisors LLC, | 863 | $30.0K | 0.00% | +863 | New |
| KB Financial Partners, LLC | 942 | $33.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 942 | $33.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 937 | $33.0K | 0.00% | +175+23.0% | Added |
| Aquatic Capital Management LLC | 1,000 | $35.0K | 0.00% | +1,000 | New |
| Quadrant Capital Group LLC | 1,324 | $46.0K | 0.01% | +172+14.9% | Added |
| Zions Bancorporation, N.A. | 1,467 | $51.0K | 0.01% | +1,467 | New |
| Harvest Fund Management Co., Ltd | 1,598 | $56.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,930 | $67.0K | 0.01% | +1,930 | New |
| M&R Capital Management Inc | 2,128 | $74.0K | 0.02% | +100+4.9% | Added |
| Harbor Capital Advisors, Inc. | 2,146 | $75.0K | 0.07% | −2,200−50.6% | Reduced |
| Signaturefd, LLC | 2,217 | $77.0K | 0.00% | −658−22.9% | Reduced |
| Picton Mahoney Asset Management | 2,250 | $78.0K | 0.00% | −300−11.8% | Reduced |
| Allworth Financial LP | 2,280 | $79.0K | 0.00% | +116+5.4% | Added |
| Leonteq Securities AG | 2,289 | $79.7K | 0.00% | −2,871−55.6% | Reduced |
| Ossiam | 2,369 | $82.0K | 0.00% | +2,369 | New |
| Loomis Sayles & Co L P | 2,391 | $83.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,637 | $92.0K | 0.00% | +1,273+93.3% | Added |
| SG Americas Securities, LLC | 3,486 | $121.0K | 0.00% | −15,558−81.7% | Reduced |
| Cutler Group LP | 3,683 | $128.0K | 0.02% | +2,150+140.2% | Added |
| Quent Capital, LLC | 4,606 | $160.0K | 0.03% | +25+0.5% | Added |
| Vestcor Inc | 4,730 | $165.0K | 0.01% | +75+1.6% | Added |
| Bessemer Group Inc | 5,341 | $186.0K | 0.00% | −196−3.5% | Reduced |
| Banque Cantonale Vaudoise | 5,462 | $190.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,785 | $201.0K | 0.01% | +87+1.5% | Added |
| Oak Thistle LLC | 5,873 | $204.0K | 0.74% | +5,873 | New |
| Keebeck Alpha, LP | 6,236 | $217.0K | 0.12% | +6,236 | New |
| Raymond James Trust N.A. | 6,383 | $222.0K | 0.01% | −30−0.5% | Reduced |
| Redpoint Investment Management Pty Ltd | 6,441 | $224.0K | 0.03% | −1,255−16.3% | Reduced |
| Donoghue Forlines LLC | 6,472 | $225.0K | 0.08% | −10,084−60.9% | Reduced |
| Alpha Paradigm Partners, LLC | 6,704 | $233.0K | 0.10% | +6,704 | New |
| Ieq Capital, LLC | 6,930 | $241.0K | 0.01% | +315+4.8% | Added |
| Caption Management, LLC | 7,000 | $243.0K | 0.04% | +200+2.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,207 | $251.0K | 0.00% | −296−3.9% | Reduced |
| Vident Investment Advisory, LLC | 7,853 | $254.0K | 0.01% | +192+2.5% | Added |
| Equitable Trust Co | 7,460 | $260.0K | 0.02% | +615+9.0% | Added |
| Balyasny Asset Management LLC | 7,512 | $261.0K | 0.00% | −638,403−98.8% | Reduced |
| TriaGen Wealth Management LLC | 7,544 | $263.0K | 0.15% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,571 | $264.0K | 0.02% | +7,571 | New |
| Kestra Advisory Services, LLC | 7,847 | $273.0K | 0.00% | −773−9.0% | Reduced |
| Profund Advisors LLC | 7,831 | $273.0K | 0.02% | +7,831 | New |
| Aristotle Atlantic Partners, LLC | 7,976 | $278.0K | 0.02% | +1,487+22.9% | Added |
| Trexquant Investment LP | 8,031 | $280.0K | 0.01% | −14,338−64.1% | Reduced |
| Verition Fund Management LLC | 8,033 | $280.0K | 0.00% | −3,428−29.9% | Reduced |
| RFG Advisory, LLC | 8,021 | $284.0K | 0.02% | −165−2.0% | Reduced |
| XTX Topco Ltd | 8,303 | $289.0K | 0.07% | +8,303 | New |
| Truvestments Capital LLC | 8,373 | $291.0K | 0.18% | −97−1.1% | Reduced |
| Creative Planning | 8,372 | $291.0K | 0.00% | +1,536+22.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,465 | $295.0K | 0.02% | +8,465 | New |
| Qtron Investments LLC | 8,528 | $297.0K | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,695 | $303.0K | 0.01% | −6−0.1% | Reduced |
| Panagora Asset Management Inc | 8,854 | $308.0K | 0.00% | 00.0% | Unchanged |