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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 5,843 | $223.8K | 0.00% | +5,843 | New |
| Ethic Inc. | 5,834 | $223.4K | 0.01% | +5,834 | New |
| Edmond de Rothschild Holding S.A. | 5,785 | $221.6K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,696 | $218.2K | 0.02% | +5,696 | New |
| Donoghue Forlines LLC | 5,586 | $213.9K | 0.08% | −886−13.7% | Reduced |
| Atria Wealth Solutions, Inc. | 5,505 | $210.4K | 0.00% | +5,505 | New |
| Banque Cantonale Vaudoise | 5,422 | $208.0K | 0.01% | −40−0.7% | Reduced |
| 180 Wealth Advisors, LLC | 5,382 | $206.6K | 0.05% | +5,382 | New |
| Coldstream Capital Management Inc | 5,271 | $201.9K | 0.01% | +5,271 | New |
| E. Ohman J:or Asset Management AB | 5,200 | $199.2K | 0.01% | +5,200 | New |
| Truvestments Capital LLC | 5,095 | $195.1K | 0.11% | −3,278−39.1% | Reduced |
| State of Wyoming | 4,901 | $187.7K | 0.06% | −6,029−55.2% | Reduced |
| Bessemer Group Inc | 4,882 | $187.0K | 0.00% | −459−8.6% | Reduced |
| Vestcor Inc | 4,770 | $183.0K | 0.01% | +40+0.8% | Added |
| Assetmark, Inc | 4,775 | $182.9K | 0.00% | +2,138+81.1% | Added |
| Quent Capital, LLC | 4,636 | $177.6K | 0.03% | +30+0.7% | Added |
| Tower Research Capital LLC (TRC) | 4,446 | $171.0K | 0.01% | −9,282−67.6% | Reduced |
| Counterpoint Mutual Funds LLC | 3,939 | $150.9K | 0.16% | +3,939 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,867 | $148.1K | 0.00% | −5,266−57.7% | Reduced |
| Belpointe Asset Management LLC | 2,461 | $94.3K | 0.01% | +2,461 | New |
| Ossiam | 2,369 | $90.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,288 | $87.6K | 0.01% | +964+72.8% | Added |
| Signaturefd, LLC | 2,268 | $86.9K | 0.00% | +51+2.3% | Added |
| Picton Mahoney Asset Management | 2,250 | $86.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,128 | $81.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,000 | $77.0K | 0.02% | +2,000 | New |
| Allworth Financial LP | 1,782 | $68.3K | 0.00% | −498−21.8% | Reduced |
| Lazard Asset Management LLC | 1,749 | $66.0K | 0.00% | +1,737+14,475.0% | Added |
| Loomis Sayles & Co L P | 1,668 | $64.0K | 0.00% | −723−30.2% | Reduced |
| CWM, LLC | 1,094 | $42.0K | 0.00% | +157+16.8% | Added |
| Ellevest, Inc. | 1,087 | $41.6K | 0.00% | −843−43.7% | Reduced |
| KB Financial Partners, LLC | 942 | $36.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 824 | $31.6K | 0.02% | −118−12.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 650 | $24.9K | 0.00% | −170−20.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 626 | $24.0K | 0.00% | +600+2,307.7% | Added |
| Ronald Blue Trust, Inc. | 567 | $20.0K | 0.00% | +28+5.2% | Added |
| First Horizon Advisors, Inc. | 506 | $19.4K | 0.00% | +123+32.1% | Added |
| Newbridge Financial Services Group, Inc. | 500 | $19.1K | 0.01% | −50−9.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 477 | $18.3K | 0.00% | +477 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 451 | $17.0K | 0.00% | +451 | New |
| Advisory Services Network, LLC | 438 | $16.8K | 0.00% | +438 | New |
| Hillsdale Investment Management Inc. | 350 | $13.4K | 0.00% | −13,500−97.5% | Reduced |
| Rockefeller Capital Management L.P. | 314 | $12.0K | 0.00% | −196−38.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $11.0K | 0.00% | +300 | New |
| Federation des caisses Desjardins du Quebec | 267 | $10.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 225 | $9.00K | 0.00% | +225 | New |
| Money Concepts Capital Corp | 214 | $8.20K | 0.00% | −9,890−97.9% | Reduced |
| Proequities, Inc. | 209 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 209 | $8.00K | 0.01% | −29−12.2% | Reduced |
| Massmutual Trust Co FSB | 208 | $8.00K | 0.00% | +47+29.2% | Added |
| IFP Advisors, Inc | 250 | $6.00K | 0.00% | −140−35.9% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $5.75K | 0.00% | +150 | New |
| Baker Avenue Asset Management, LP | 136 | $5.21K | 0.00% | +136 | New |
| Benjamin F. Edwards & Company, Inc. | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 122 | $4.67K | 0.00% | +29+31.2% | Added |
| Earnest Partners LLC | 120 | $4.60K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $3.91K | 0.00% | −5−4.7% | Reduced |
| AdvisorNet Financial, Inc | 89 | $3.41K | 0.00% | −476−84.2% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $3.26K | 0.00% | +55+183.3% | Added |
| Bell Investment Advisors, Inc | 77 | $2.95K | 0.00% | −15−16.3% | Reduced |
| Anchor Investment Management, LLC | 67 | $2.57K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $2.15K | 0.00% | +121 | New |
| Harbour Investments, Inc. | 55 | $2.11K | 0.00% | +15+37.5% | Added |
| DuPont Capital Management Corp | 54 | $2.07K | 0.00% | −11−16.9% | Reduced |
| Centerpoint Advisors, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Comerica Securities,inc. | 51 | $1.95K | 0.00% | +51 | New |
| Larson Financial Group LLC | 46 | $1.76K | 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 |
| 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 |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | +7+24.1% | Added |
| Disciplined Investments, LLC | 20 | $766 | 0.00% | −5−20.0% | Reduced |
| Parkside Financial Bank & Trust | 17 | $651 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $651 | 0.00% | +8+88.9% | Added |
| Sutton Wealth Advisors Inc. | 15 | $575 | 0.00% | +8+114.3% | Added |
| Versant Capital Management, Inc | 11 | $421 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $383 | 0.00% | +10 | New |
| Accurate Wealth Management, LLC | 10 | $367 | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 9 | $345 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $306 | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 7 | $268 | 0.00% | +7 | New |
| TCI Wealth Advisors, Inc. | 6 | $230 | 0.00% | −2−25.0% | Reduced |
| True Wealth Design, LLC | 5 | $192 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | +11 | New |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −2,769,416−100.0% | Sold out |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −1,350,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −256,756−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −252,275−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −186,652−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −145,295−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −123,417−100.0% | Sold out |
| General Atlantic LLC | 0 | $0 | 0.00% | −82,100−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −52,543−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −52,307−100.0% | Sold out |