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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 10,127 | $428.4K | 0.00% | −451,956−97.8% | Reduced |
| Mariner, LLC | 9,857 | $416.0K | 0.00% | −507−4.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9,812 | $415.0K | 0.24% | 00.0% | Unchanged |
| Ostrum Asset Management | 9,704 | $410.5K | 0.04% | +9,704 | New |
| Tower Research Capital LLC (TRC) | 9,286 | $393.0K | 0.01% | +4,840+108.9% | Added |
| Leonteq Securities AG | 9,072 | $383.7K | 0.04% | +117+1.3% | Added |
| Quantbot Technologies LP | 9,063 | $383.4K | 0.03% | +9,063 | New |
| Commerce Bank | 8,924 | $377.5K | 0.00% | +466+5.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,665 | $367.0K | 0.02% | +200+2.4% | Added |
| Y.D. More Investments Ltd | 29,902 | $349.9K | 0.08% | −2,429−7.5% | Reduced |
| Brinker Capital Investments, LLC | 8,049 | $340.5K | 0.00% | −443−5.2% | Reduced |
| Orion Portfolio Solutions, LLC | 8,049 | $340.5K | 0.00% | +8,049 | New |
| O'Neil Global Advisors, Inc. | 8,037 | $340.0K | 0.18% | +8,037 | New |
| Bessemer Group Inc | 7,872 | $333.0K | 0.00% | +2,990+61.2% | Added |
| Quantamental Technologies LLC | 7,857 | $332.4K | 0.18% | +7,857 | New |
| Oppenheimer & Co Inc | 7,812 | $330.4K | 0.01% | +7,812 | New |
| Nebula Research & Development LLC | 7,542 | $319.0K | 0.56% | +7,542 | New |
| Profund Advisors LLC | 7,440 | $314.7K | 0.02% | −340−4.4% | Reduced |
| CIBC Asset Management Inc | 7,432 | $314.4K | 0.00% | −1,240−14.3% | Reduced |
| Jupiter Asset Management Ltd | 7,080 | $299.5K | 0.00% | +7,080 | New |
| Franklin Resources Inc | 7,055 | $298.4K | 0.00% | +404+6.1% | Added |
| Vident Investment Advisory, LLC | 6,988 | $295.6K | 0.01% | −280−3.9% | Reduced |
| New England Research & Management, Inc. | 6,640 | $281.0K | 0.16% | +6,640 | New |
| Raymond James Financial Services Advisors, Inc. | 6,643 | $281.0K | 0.00% | −407−5.8% | Reduced |
| RFG Advisory, LLC | 6,561 | $277.5K | 0.01% | −41−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 6,569 | $277.0K | 0.00% | +6,255+1,992.0% | Added |
| Assetmark, Inc | 6,455 | $273.0K | 0.00% | +1,680+35.2% | Added |
| Atom Investors LP | 6,417 | $271.4K | 0.15% | +6,417 | New |
| Virtue Capital Management, LLC | 6,447 | $269.5K | 0.04% | −1,297−16.7% | Reduced |
| Cetera Investment Advisers | 6,125 | $259.1K | 0.00% | −1,280−17.3% | Reduced |
| Banque Cantonale Vaudoise | 5,930 | $251.0K | 0.01% | +508+9.4% | Added |
| Point72 Middle East FZE | 5,933 | $251.0K | 0.01% | +5,933 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,900 | $250.0K | 0.00% | −4,345−42.4% | Reduced |
| Old Mission Capital LLC | 5,689 | $240.6K | 0.01% | +5,689 | New |
| B. Metzler seel. Sohn & Co. AG | 5,672 | $239.9K | 0.00% | +5,672 | New |
| State of Wyoming | 5,335 | $225.7K | 0.07% | +434+8.9% | Added |
| Intech Investment Management LLC | 5,279 | $223.3K | 0.00% | −564−9.7% | Reduced |
| Kestra Advisory Services, LLC | 5,185 | $219.3K | 0.00% | −8,263−61.4% | Reduced |
| Raymond James Trust N.A. | 5,048 | $214.0K | 0.01% | +5,048 | New |
| Edmond de Rothschild Holding S.A. | 5,051 | $213.7K | 0.00% | −734−12.7% | Reduced |
| Ieq Capital, LLC | 5,016 | $212.2K | 0.00% | +5,016 | New |
| Dark Forest Capital Management LP | 4,941 | $209.0K | 0.05% | +4,941 | New |
| Ethic Inc. | 4,866 | $205.8K | 0.01% | −968−16.6% | Reduced |
| Donoghue Forlines LLC | 4,790 | $202.6K | 0.07% | −796−14.2% | Reduced |
| Coldstream Capital Management Inc | 4,789 | $202.6K | 0.01% | −482−9.1% | Reduced |
| Vestcor Inc | 4,770 | $202.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 4,752 | $201.0K | 0.00% | −1,305−21.5% | Reduced |
| 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 |
| Ronald Blue Trust, Inc. | 5,187 | $199.0K | 0.00% | +4,620+814.8% | Added |
| Quent Capital, LLC | 4,636 | $196.1K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 3,267 | $138.0K | 0.02% | −5,715−63.6% | Reduced |
| Truvestments Capital LLC | 3,215 | $136.0K | 0.07% | −1,880−36.9% | Reduced |
| Belpointe Asset Management LLC | 3,129 | $132.4K | 0.01% | +668+27.1% | Added |
| World Equity Group, Inc. | 12,741 | $114.3K | 0.02% | +12,741 | New |
| Counterpoint Mutual Funds LLC | 2,665 | $112.7K | 0.10% | −1,274−32.3% | Reduced |
| Signaturefd, LLC | 2,601 | $110.0K | 0.00% | +333+14.7% | Added |
| Quadrant Capital Group LLC | 2,323 | $98.3K | 0.01% | +35+1.5% | Added |
| Picton Mahoney Asset Management | 2,280 | $96.0K | 0.00% | +30+1.3% | Added |
| M&R Capital Management Inc | 2,178 | $92.1K | 0.03% | +50+2.3% | Added |
| Pinebridge Investments, L.P. | 2,027 | $85.7K | 0.00% | +2,027 | New |
| Kapitalo Investimentos Ltda | 1,971 | $83.4K | 0.03% | +1,971 | New |
| Globeflex Capital L P | 1,921 | $81.3K | 0.01% | +1,921 | New |
| Allworth Financial LP | 1,797 | $76.0K | 0.00% | +15+0.8% | Added |
| SRS Capital Advisors, Inc. | 1,717 | $72.6K | 0.01% | +1,717 | New |
| Ossiam | 1,478 | $62.5K | 0.00% | −891−37.6% | Reduced |
| Park Place Capital Corp | 1,476 | $62.4K | 0.02% | −524−26.2% | Reduced |
| Loomis Sayles & Co L P | 1,378 | $58.0K | 0.00% | −290−17.4% | Reduced |
| CWM, LLC | 1,046 | $44.0K | 0.00% | −48−4.4% | Reduced |
| KB Financial Partners, LLC | 942 | $40.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 874 | $37.0K | 0.00% | +423+93.8% | Added |
| Northwestern Mutual Wealth Management Co | 871 | $36.8K | 0.00% | +245+39.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 668 | $28.3K | 0.01% | −156−18.9% | Reduced |
| Advisory Services Network, LLC | 661 | $28.0K | 0.00% | +223+50.9% | Added |
| Quarry LP | 605 | $25.6K | 0.01% | +605 | New |
| Steward Partners Investment Advisory, LLC | 600 | $25.4K | 0.00% | −50−7.7% | Reduced |
| Hollencrest Capital Management | 551 | $23.3K | 0.00% | +551 | New |
| First Horizon Advisors, Inc. | 524 | $22.2K | 0.00% | +18+3.6% | Added |
| Ellevest, Inc. | 513 | $21.7K | 0.00% | −574−52.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $21.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 466 | $19.7K | 0.00% | −11−2.3% | Reduced |
| Massmutual Trust Co FSB | 402 | $17.0K | 0.00% | +194+93.3% | Added |
| Sunbelt Securities, Inc. | 400 | $16.2K | 0.00% | +400 | New |
| Riverview Trust Co | 364 | $15.4K | 0.01% | +364 | New |
| Hillsdale Investment Management Inc. | 350 | $14.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 291 | $12.3K | 0.02% | +291 | New |
| Federation des caisses Desjardins du Quebec | 267 | $11.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 206 | $9.00K | 0.01% | −3−1.4% | Reduced |
| Proequities, Inc. | 209 | $8.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $8.46K | 0.00% | +200 | New |
| Spire Wealth Management | 158 | $6.68K | 0.00% | −67−29.8% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $6.34K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 137 | $5.79K | 0.00% | +1+0.7% | Added |
| TD Waterhouse Canada Inc. | 100 | $5.68K | 0.00% | +100 | New |
| Glassman Wealth Services | 127 | $5.37K | 0.00% | +5+4.1% | Added |
| Earnest Partners LLC | 120 | $5.08K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 115 | $4.87K | 0.00% | +13+12.7% | Added |
| Huntington National Bank | 114 | $4.82K | 0.00% | +113+11,300.0% | Added |