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, Q4 2022
Institutional positions in Dynatrace, Inc. as of Dec 31, 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
- 390
- +18 vs. Q3 2022
- Shares held
- 283.9M
- −38.4K (0.0%) vs. Q3 2022
- Total value
- $10.9B
- +$987.5M (+10.0%) vs. Q3 2022
- New holders
- 61
- 140 more added
- Sold out
- 43
- 143 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | +11 | New |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $192 | 0.00% | +5 | New |
| TCI Wealth Advisors, Inc. | 6 | $230 | 0.00% | −2−25.0% | Reduced |
| Global Retirement Partners, LLC | 7 | $268 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 8 | $306 | 0.00% | +8 | New |
| BerganKDV Wealth Management, LLC | 9 | $345 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10 | $367 | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $383 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 11 | $421 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 15 | $575 | 0.00% | +8+114.3% | Added |
| Parkside Financial Bank & Trust | 17 | $651 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $651 | 0.00% | +8+88.9% | Added |
| Disciplined Investments, LLC | 20 | $766 | 0.00% | −5−20.0% | Reduced |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | +7+24.1% | Added |
| Logan Capital Management Inc | 27 | $1.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $1.03K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 43 | $1.65K | 0.00% | +17+65.4% | Added |
| Schubert & Co | 43 | $1.65K | 0.00% | +23+115.0% | Added |
| Larson Financial Group LLC | 46 | $1.76K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 51 | $1.95K | 0.00% | +51 | New |
| Centerpoint Advisors, LLC | 40 | $2.00K | 0.00% | +40 | New |
| DuPont Capital Management Corp | 54 | $2.07K | 0.00% | −11−16.9% | Reduced |
| Harbour Investments, Inc. | 55 | $2.11K | 0.00% | +15+37.5% | Added |
| GWM Advisors LLC | 121 | $2.15K | 0.00% | +121 | New |
| Anchor Investment Management, LLC | 67 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $2.95K | 0.00% | −15−16.3% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $3.26K | 0.00% | +55+183.3% | Added |
| AdvisorNet Financial, Inc | 89 | $3.41K | 0.00% | −476−84.2% | Reduced |
| JFS Wealth Advisors, LLC | 102 | $3.91K | 0.00% | −5−4.7% | Reduced |
| Smithfield Trust Co | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 120 | $4.60K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 122 | $4.67K | 0.00% | +29+31.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 136 | $5.21K | 0.00% | +136 | New |
| Armstrong Advisory Group, Inc | 150 | $5.75K | 0.00% | +150 | New |
| IFP Advisors, Inc | 250 | $6.00K | 0.00% | −140−35.9% | Reduced |
| Covestor Ltd | 209 | $8.00K | 0.01% | −29−12.2% | Reduced |
| Massmutual Trust Co FSB | 208 | $8.00K | 0.00% | +47+29.2% | Added |
| Proequities, Inc. | 209 | $8.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 214 | $8.20K | 0.00% | −9,890−97.9% | Reduced |
| Spire Wealth Management | 225 | $9.00K | 0.00% | +225 | New |
| Federation des caisses Desjardins du Quebec | 267 | $10.2K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $11.0K | 0.00% | +300 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 314 | $12.0K | 0.00% | −196−38.4% | Reduced |
| Hillsdale Investment Management Inc. | 350 | $13.4K | 0.00% | −13,500−97.5% | Reduced |
| Advisory Services Network, LLC | 438 | $16.8K | 0.00% | +438 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 451 | $17.0K | 0.00% | +451 | New |
| Lindbrook Capital, LLC | 477 | $18.3K | 0.00% | +477 | New |
| Psagot Value Holdings Ltd. / (Israel) | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $19.1K | 0.01% | −50−9.1% | Reduced |
| First Horizon Advisors, Inc. | 506 | $19.4K | 0.00% | +123+32.1% | Added |
| Ronald Blue Trust, Inc. | 567 | $20.0K | 0.00% | +28+5.2% | Added |
| Northwestern Mutual Wealth Management Co | 626 | $24.0K | 0.00% | +600+2,307.7% | Added |
| Steward Partners Investment Advisory, LLC | 650 | $24.9K | 0.00% | −170−20.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 824 | $31.6K | 0.02% | −118−12.5% | Reduced |
| KB Financial Partners, LLC | 942 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,087 | $41.6K | 0.00% | −843−43.7% | Reduced |
| CWM, LLC | 1,094 | $42.0K | 0.00% | +157+16.8% | Added |
| Loomis Sayles & Co L P | 1,668 | $64.0K | 0.00% | −723−30.2% | Reduced |
| Lazard Asset Management LLC | 1,749 | $66.0K | 0.00% | +1,737+14,475.0% | Added |
| Allworth Financial LP | 1,782 | $68.3K | 0.00% | −498−21.8% | Reduced |
| Park Place Capital Corp | 2,000 | $77.0K | 0.02% | +2,000 | New |
| M&R Capital Management Inc | 2,128 | $81.5K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,250 | $86.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,268 | $86.9K | 0.00% | +51+2.3% | Added |
| Quadrant Capital Group LLC | 2,288 | $87.6K | 0.01% | +964+72.8% | Added |
| Ossiam | 2,369 | $90.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,461 | $94.3K | 0.01% | +2,461 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,867 | $148.1K | 0.00% | −5,266−57.7% | Reduced |
| Counterpoint Mutual Funds LLC | 3,939 | $150.9K | 0.16% | +3,939 | New |
| Tower Research Capital LLC (TRC) | 4,446 | $171.0K | 0.01% | −9,282−67.6% | Reduced |
| Quent Capital, LLC | 4,636 | $177.6K | 0.03% | +30+0.7% | Added |
| Assetmark, Inc | 4,775 | $182.9K | 0.00% | +2,138+81.1% | Added |
| Vestcor Inc | 4,770 | $183.0K | 0.01% | +40+0.8% | Added |
| Bessemer Group Inc | 4,882 | $187.0K | 0.00% | −459−8.6% | Reduced |
| State of Wyoming | 4,901 | $187.7K | 0.06% | −6,029−55.2% | Reduced |
| Truvestments Capital LLC | 5,095 | $195.1K | 0.11% | −3,278−39.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,200 | $199.2K | 0.01% | +5,200 | New |
| Coldstream Capital Management Inc | 5,271 | $201.9K | 0.01% | +5,271 | New |
| 180 Wealth Advisors, LLC | 5,382 | $206.6K | 0.05% | +5,382 | New |
| Banque Cantonale Vaudoise | 5,422 | $208.0K | 0.01% | −40−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 5,505 | $210.4K | 0.00% | +5,505 | New |
| Donoghue Forlines LLC | 5,586 | $213.9K | 0.08% | −886−13.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,696 | $218.2K | 0.02% | +5,696 | New |
| Edmond de Rothschild Holding S.A. | 5,785 | $221.6K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,834 | $223.4K | 0.01% | +5,834 | New |
| Intech Investment Management LLC | 5,843 | $223.8K | 0.00% | +5,843 | New |
| Lincoln National Corp | 6,057 | $232.0K | 0.01% | +6,057 | New |
| Aristotle Atlantic Partners, LLC | 6,133 | $234.9K | 0.01% | −1,843−23.1% | Reduced |
| Capula Management Ltd | 6,176 | $236.5K | 0.02% | +6,176 | New |
| Franklin Resources Inc | 6,651 | $254.7K | 0.00% | +6,651 | New |
| Raymond James Financial Services Advisors, Inc. | 7,050 | $270.0K | 0.00% | −157−2.2% | Reduced |
| Vident Investment Advisory, LLC | 7,268 | $278.4K | 0.01% | −585−7.4% | Reduced |
| Cetera Investment Advisers | 7,405 | $283.6K | 0.00% | +7,405 | New |
| Quadrature Capital Ltd | 7,648 | $292.9K | 0.01% | +7,648 | New |
| Prelude Capital Management, LLC | 7,664 | $293.5K | 0.02% | +7,664 | New |
| Virtue Capital Management, LLC | 7,744 | $296.6K | 0.05% | +7,744 | New |