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, Q1 2023
Institutional positions in Dynatrace, Inc. as of Mar 31, 2023. 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
- 428
- +41 vs. Q4 2022
- Shares held
- 281.9M
- −1.85M (−0.7%) vs. Q4 2022
- Total value
- $11.9B
- +$1.07B (+9.8%) vs. Q4 2022
- New holders
- 80
- 191 more added
- Sold out
- 39
- 117 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q4 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% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $212 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6 | $254 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $297 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $338 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $381 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $465 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 12 | $528 | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 17 | $720 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $889 | 0.00% | +4+23.5% | Added |
| Disciplined Investments, LLC | 22 | $931 | 0.00% | +2+10.0% | Added |
| Stonebridge Capital Advisors LLC | 25 | $1.06K | 0.00% | +25 | New |
| Focused Wealth Management, Inc | 26 | $1.10K | 0.00% | −17−39.5% | Reduced |
| Logan Capital Management Inc | 27 | $1.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $1.27K | 0.00% | −25−45.5% | Reduced |
| Stone House Investment Management, LLC | 33 | $1.40K | 0.00% | +33 | New |
| Prestige Wealth Management Group LLC | 37 | $1.57K | 0.00% | +10+37.0% | Added |
| Bokf, NA | 38 | $1.61K | 0.00% | +38 | New |
| Schubert & Co | 38 | $1.61K | 0.00% | −5−11.6% | Reduced |
| Ameritas Advisory Services, LLC | 40 | $1.71K | 0.00% | +40 | New |
| Larson Financial Group LLC | 46 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 54 | $2.28K | 0.00% | +54 | New |
| Bell Investment Advisors, Inc | 64 | $2.71K | 0.00% | −13−16.9% | Reduced |
| Values First Advisors, Inc. | 80 | $3.40K | 0.00% | +80 | New |
| Farmers & Merchants Investments Inc | 90 | $3.81K | 0.00% | +5+5.9% | Added |
| AdvisorNet Financial, Inc | 91 | $3.85K | 0.00% | +2+2.2% | Added |
| Huntington National Bank | 114 | $4.82K | 0.00% | +113+11,300.0% | Added |
| JFS Wealth Advisors, LLC | 115 | $4.87K | 0.00% | +13+12.7% | Added |
| Smithfield Trust Co | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 120 | $5.08K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 127 | $5.37K | 0.00% | +5+4.1% | Added |
| TD Waterhouse Canada Inc. | 100 | $5.68K | 0.00% | +100 | New |
| Baker Avenue Asset Management, LP | 137 | $5.79K | 0.00% | +1+0.7% | Added |
| Armstrong Advisory Group, Inc | 150 | $6.34K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 158 | $6.68K | 0.00% | −67−29.8% | Reduced |
| Geneos Wealth Management Inc. | 200 | $8.46K | 0.00% | +200 | New |
| Proequities, Inc. | 209 | $8.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 206 | $9.00K | 0.01% | −3−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 267 | $11.3K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 291 | $12.3K | 0.02% | +291 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 350 | $14.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 364 | $15.4K | 0.01% | +364 | New |
| Sunbelt Securities, Inc. | 400 | $16.2K | 0.00% | +400 | New |
| Massmutual Trust Co FSB | 402 | $17.0K | 0.00% | +194+93.3% | Added |
| Lindbrook Capital, LLC | 466 | $19.7K | 0.00% | −11−2.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $21.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 513 | $21.7K | 0.00% | −574−52.8% | Reduced |
| First Horizon Advisors, Inc. | 524 | $22.2K | 0.00% | +18+3.6% | Added |
| Hollencrest Capital Management | 551 | $23.3K | 0.00% | +551 | New |
| Steward Partners Investment Advisory, LLC | 600 | $25.4K | 0.00% | −50−7.7% | Reduced |
| Quarry LP | 605 | $25.6K | 0.01% | +605 | New |
| Advisory Services Network, LLC | 661 | $28.0K | 0.00% | +223+50.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 668 | $28.3K | 0.01% | −156−18.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 871 | $36.8K | 0.00% | +245+39.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 874 | $37.0K | 0.00% | +423+93.8% | Added |
| KB Financial Partners, LLC | 942 | $40.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,046 | $44.0K | 0.00% | −48−4.4% | Reduced |
| Loomis Sayles & Co L P | 1,378 | $58.0K | 0.00% | −290−17.4% | Reduced |
| Park Place Capital Corp | 1,476 | $62.4K | 0.02% | −524−26.2% | Reduced |
| Ossiam | 1,478 | $62.5K | 0.00% | −891−37.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,717 | $72.6K | 0.01% | +1,717 | New |
| Allworth Financial LP | 1,797 | $76.0K | 0.00% | +15+0.8% | Added |
| Globeflex Capital L P | 1,921 | $81.3K | 0.01% | +1,921 | New |
| Kapitalo Investimentos Ltda | 1,971 | $83.4K | 0.03% | +1,971 | New |
| Pinebridge Investments, L.P. | 2,027 | $85.7K | 0.00% | +2,027 | New |
| M&R Capital Management Inc | 2,178 | $92.1K | 0.03% | +50+2.3% | Added |
| Picton Mahoney Asset Management | 2,280 | $96.0K | 0.00% | +30+1.3% | Added |
| Quadrant Capital Group LLC | 2,323 | $98.3K | 0.01% | +35+1.5% | Added |
| Signaturefd, LLC | 2,601 | $110.0K | 0.00% | +333+14.7% | Added |
| Counterpoint Mutual Funds LLC | 2,665 | $112.7K | 0.10% | −1,274−32.3% | Reduced |
| World Equity Group, Inc. | 12,741 | $114.3K | 0.02% | +12,741 | New |
| Belpointe Asset Management LLC | 3,129 | $132.4K | 0.01% | +668+27.1% | Added |
| Truvestments Capital LLC | 3,215 | $136.0K | 0.07% | −1,880−36.9% | Reduced |
| Cutler Group LP | 3,267 | $138.0K | 0.02% | −5,715−63.6% | Reduced |
| Quent Capital, LLC | 4,636 | $196.1K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,187 | $199.0K | 0.00% | +4,620+814.8% | Added |
| Mercer Global Advisors Inc | 4,752 | $201.0K | 0.00% | +4,752 | New |
| HighTower Advisors, LLC | 4,671 | $201.0K | 0.00% | +4,671 | New |
| Lincoln National Corp | 4,752 | $201.0K | 0.00% | −1,305−21.5% | Reduced |
| Vestcor Inc | 4,770 | $202.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,789 | $202.6K | 0.01% | −482−9.1% | Reduced |
| Donoghue Forlines LLC | 4,790 | $202.6K | 0.07% | −796−14.2% | Reduced |
| Ethic Inc. | 4,866 | $205.8K | 0.01% | −968−16.6% | Reduced |
| Dark Forest Capital Management LP | 4,941 | $209.0K | 0.05% | +4,941 | New |
| Ieq Capital, LLC | 5,016 | $212.2K | 0.00% | +5,016 | New |
| Edmond de Rothschild Holding S.A. | 5,051 | $213.7K | 0.00% | −734−12.7% | Reduced |
| Raymond James Trust N.A. | 5,048 | $214.0K | 0.01% | +5,048 | New |
| Kestra Advisory Services, LLC | 5,185 | $219.3K | 0.00% | −8,263−61.4% | Reduced |
| Intech Investment Management LLC | 5,279 | $223.3K | 0.00% | −564−9.7% | Reduced |
| State of Wyoming | 5,335 | $225.7K | 0.07% | +434+8.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,672 | $239.9K | 0.00% | +5,672 | New |
| Old Mission Capital LLC | 5,689 | $240.6K | 0.01% | +5,689 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,900 | $250.0K | 0.00% | −4,345−42.4% | Reduced |
| Point72 Middle East FZE | 5,933 | $251.0K | 0.01% | +5,933 | New |
| Banque Cantonale Vaudoise | 5,930 | $251.0K | 0.01% | +508+9.4% | Added |
| Cetera Investment Advisers | 6,125 | $259.1K | 0.00% | −1,280−17.3% | Reduced |
| Virtue Capital Management, LLC | 6,447 | $269.5K | 0.04% | −1,297−16.7% | Reduced |