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, Q2 2023
Institutional positions in Dynatrace, Inc. as of Jun 30, 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
- 472
- +45 vs. Q1 2023
- Shares held
- 279.4M
- −2.51M (−0.9%) vs. Q1 2023
- Total value
- $14.4B
- +$2.43B (+20.4%) vs. Q1 2023
- New holders
- 83
- 181 more added
- Sold out
- 38
- 157 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 6,193 | $0 | 0.00% | +6,193 | New |
| True Wealth Design, LLC | 5 | $258 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $360 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $412 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 12 | $659 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $772 | 0.00% | +4+36.4% | Added |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.13K | 0.00% | +1+4.8% | Added |
| Disciplined Investments, LLC | 23 | $1.18K | 0.00% | +1+4.5% | Added |
| Salem Investment Counselors Inc | 25 | $1.29K | 0.00% | +25 | New |
| Focused Wealth Management, Inc | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 27 | $1.39K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $1.60K | 0.00% | +1+3.3% | Added |
| Stone House Investment Management, LLC | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $2.32K | 0.00% | +28+164.7% | Added |
| Larson Financial Group LLC | 46 | $2.37K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 53 | $2.73K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 64 | $3.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 88 | $4.53K | 0.00% | −3−3.3% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $4.63K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.10K | 0.00% | +99 | New |
| JFS Wealth Advisors, LLC | 115 | $5.92K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 120 | $6.18K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 122 | $6.28K | 0.00% | +122 | New |
| Baker Avenue Asset Management, LP | 124 | $6.38K | 0.00% | −13−9.5% | Reduced |
| Glassman Wealth Services | 127 | $6.54K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 146 | $7.51K | 0.01% | +146 | New |
| Armstrong Advisory Group, Inc | 150 | $7.72K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 150 | $7.72K | 0.00% | +150 | New |
| Quarry LP | 161 | $8.29K | 0.01% | −444−73.4% | Reduced |
| Huntington National Bank | 183 | $9.42K | 0.00% | +69+60.5% | Added |
| Castleview Partners, LLC | 191 | $9.83K | 0.01% | +191 | New |
| Geneos Wealth Management Inc. | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 209 | $10.8K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 233 | $11.0K | 0.01% | +233 | New |
| Hillsdale Investment Management Inc. | 220 | $11.3K | 0.00% | −130−37.1% | Reduced |
| Arlington Partners LLC | 227 | $11.7K | 0.00% | +227 | New |
| Ronald Blue Trust, Inc. | 356 | $15.0K | 0.00% | −4,831−93.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 302 | $16.0K | 0.00% | +291+2,645.5% | Added |
| Riverview Trust Co | 364 | $18.7K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 400 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 403 | $20.7K | 0.00% | −115,221−99.7% | Reduced |
| Massmutual Trust Co FSB | 418 | $21.5K | 0.00% | +16+4.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 469 | $24.2K | 0.01% | −199−29.8% | Reduced |
| Lindbrook Capital, LLC | 478 | $24.6K | 0.00% | +12+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,145 | $27.3K | 0.00% | +1,145 | New |
| Steward Partners Investment Advisory, LLC | 550 | $28.3K | 0.00% | −50−8.3% | Reduced |
| First Horizon Advisors, Inc. | 566 | $29.1K | 0.00% | +42+8.0% | Added |
| Smithfield Trust Co | 585 | $30.0K | 0.00% | +475+431.8% | Added |
| Federation des caisses Desjardins du Quebec | 794 | $40.9K | 0.00% | +527+197.4% | Added |
| KB Financial Partners, LLC | 812 | $42.0K | 0.01% | −130−13.8% | Reduced |
| Central Trust Co | 820 | $42.2K | 0.00% | +820 | New |
| Covestor Ltd | 984 | $51.0K | 0.04% | +778+377.7% | Added |
| Hollencrest Capital Management | 1,051 | $54.1K | 0.01% | +500+90.7% | Added |
| Harvest Fund Management Co., Ltd | 1,106 | $57.0K | 0.01% | +1,106 | New |
| Northwestern Mutual Wealth Management Co | 1,165 | $60.0K | 0.00% | +294+33.8% | Added |
| Nisa Investment Advisors, LLC | 1,220 | $62.8K | 0.00% | −18,699−93.9% | Reduced |
| CWM, LLC | 1,379 | $71.0K | 0.00% | +333+31.8% | Added |
| SRS Capital Advisors, Inc. | 1,410 | $72.6K | 0.01% | −307−17.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,425 | $73.3K | 0.04% | +1,425 | New |
| Clearstead Advisors, LLC | 1,427 | $73.4K | 0.00% | +1,427 | New |
| Park Place Capital Corp | 1,577 | $81.2K | 0.02% | +101+6.8% | Added |
| UniSuper Management Pty Ltd | 1,700 | $87.5K | 0.00% | +1,700 | New |
| Allworth Financial LP | 1,728 | $88.9K | 0.00% | −69−3.8% | Reduced |
| Globeflex Capital L P | 1,921 | $98.9K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,230 | $115.0K | 0.01% | −50−2.2% | Reduced |
| Quadrant Capital Group LLC | 2,367 | $121.8K | 0.01% | +44+1.9% | Added |
| Edmond de Rothschild Holding S.A. | 2,471 | $127.2K | 0.00% | −2,580−51.1% | Reduced |
| Ossiam | 2,493 | $128.3K | 0.00% | +1,015+68.7% | Added |
| Signaturefd, LLC | 2,681 | $138.0K | 0.00% | +80+3.1% | Added |
| M&R Capital Management Inc | 2,823 | $145.3K | 0.04% | +645+29.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,937 | $151.0K | 0.00% | +2,063+236.0% | Added |
| Truvestments Capital LLC | 3,215 | $165.5K | 0.08% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,558 | $183.1K | 0.06% | +3,558 | New |
| Rockefeller Capital Management L.P. | 5,848 | $187.3K | 0.00% | −721−11.0% | Reduced |
| Ethic Inc. | 3,917 | $201.6K | 0.01% | −949−19.5% | Reduced |
| First Republic Investment Management, Inc. | 3,990 | $205.4K | 0.00% | +3,990 | New |
| 180 Wealth Advisors, LLC | 4,083 | $209.5K | 0.05% | +4,083 | New |
| Alberta Investment Management Corp | 4,100 | $211.0K | 0.00% | +4,100 | New |
| Jennison Associates LLC | 4,161 | $214.2K | 0.00% | +4,161 | New |
| Beacon Harbor Wealth Advisors, Inc. | 4,200 | $216.0K | 0.07% | +4,200 | New |
| Standard Life Aberdeen plc | 4,285 | $220.5K | 0.00% | +4,285 | New |
| Bokf, NA | 4,299 | $221.3K | 0.00% | +4,261+11,213.2% | Added |
| Virtu Financial LLC | 4,377 | $225.0K | 0.02% | +4,377 | New |
| Silvercrest Asset Management Group LLC | 4,389 | $225.9K | 0.00% | +4,389 | New |
| Seelaus Asset Management LLC | 4,395 | $226.0K | 0.18% | +4,395 | New |
| Coldstream Capital Management Inc | 4,500 | $231.6K | 0.01% | −289−6.0% | Reduced |
| Quent Capital, LLC | 4,531 | $233.2K | 0.04% | −105−2.3% | Reduced |
| Quantamental Technologies LLC | 4,544 | $233.9K | 0.10% | −3,313−42.2% | Reduced |
| Csenge Advisory Group | 4,651 | $239.4K | 0.02% | +4,651 | New |
| Lincoln National Corp | 4,692 | $241.5K | 0.00% | −60−1.3% | Reduced |
| Intech Investment Management LLC | 4,772 | $245.6K | 0.00% | −507−9.6% | Reduced |
| Vestcor Inc | 4,770 | $246.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,977 | $256.2K | 0.01% | −5,757−53.6% | Reduced |
| Shay Capital LLC | 5,000 | $257.4K | 0.09% | +5,000 | New |
| Mercer Global Advisors Inc | 5,024 | $259.0K | 0.00% | +272+5.7% | Added |