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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 2,471 | $127.2K | 0.00% | −2,580−51.1% | Reduced |
| Quadrant Capital Group LLC | 2,367 | $121.8K | 0.01% | +44+1.9% | Added |
| Picton Mahoney Asset Management | 2,230 | $115.0K | 0.01% | −50−2.2% | Reduced |
| Globeflex Capital L P | 1,921 | $98.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,728 | $88.9K | 0.00% | −69−3.8% | Reduced |
| UniSuper Management Pty Ltd | 1,700 | $87.5K | 0.00% | +1,700 | New |
| Park Place Capital Corp | 1,577 | $81.2K | 0.02% | +101+6.8% | Added |
| Clearstead Advisors, LLC | 1,427 | $73.4K | 0.00% | +1,427 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,425 | $73.3K | 0.04% | +1,425 | New |
| SRS Capital Advisors, Inc. | 1,410 | $72.6K | 0.01% | −307−17.9% | Reduced |
| CWM, LLC | 1,379 | $71.0K | 0.00% | +333+31.8% | Added |
| Nisa Investment Advisors, LLC | 1,220 | $62.8K | 0.00% | −18,699−93.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,165 | $60.0K | 0.00% | +294+33.8% | Added |
| Harvest Fund Management Co., Ltd | 1,106 | $57.0K | 0.01% | +1,106 | New |
| Hollencrest Capital Management | 1,051 | $54.1K | 0.01% | +500+90.7% | Added |
| Covestor Ltd | 984 | $51.0K | 0.04% | +778+377.7% | Added |
| Central Trust Co | 820 | $42.2K | 0.00% | +820 | New |
| KB Financial Partners, LLC | 812 | $42.0K | 0.01% | −130−13.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 794 | $40.9K | 0.00% | +527+197.4% | Added |
| Smithfield Trust Co | 585 | $30.0K | 0.00% | +475+431.8% | Added |
| First Horizon Advisors, Inc. | 566 | $29.1K | 0.00% | +42+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 550 | $28.3K | 0.00% | −50−8.3% | Reduced |
| IFP Advisors, Inc | 1,145 | $27.3K | 0.00% | +1,145 | New |
| Newbridge Financial Services Group, Inc. | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 478 | $24.6K | 0.00% | +12+2.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 469 | $24.2K | 0.01% | −199−29.8% | Reduced |
| Massmutual Trust Co FSB | 418 | $21.5K | 0.00% | +16+4.0% | Added |
| Pier Capital, LLC | 403 | $20.7K | 0.00% | −115,221−99.7% | Reduced |
| Sunbelt Securities, Inc. | 400 | $20.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 364 | $18.7K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 302 | $16.0K | 0.00% | +291+2,645.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 356 | $15.0K | 0.00% | −4,831−93.1% | Reduced |
| Arlington Partners LLC | 227 | $11.7K | 0.00% | +227 | New |
| Hillsdale Investment Management Inc. | 220 | $11.3K | 0.00% | −130−37.1% | Reduced |
| Safeguard Financial, LLC | 233 | $11.0K | 0.01% | +233 | New |
| Proequities, Inc. | 209 | $10.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 191 | $9.83K | 0.01% | +191 | New |
| Huntington National Bank | 183 | $9.42K | 0.00% | +69+60.5% | Added |
| Quarry LP | 161 | $8.29K | 0.01% | −444−73.4% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $7.72K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 150 | $7.72K | 0.00% | +150 | New |
| West Tower Group, LLC | 146 | $7.51K | 0.01% | +146 | New |
| Glassman Wealth Services | 127 | $6.54K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 124 | $6.38K | 0.00% | −13−9.5% | Reduced |
| Halpern Financial, Inc. | 122 | $6.28K | 0.00% | +122 | New |
| Earnest Partners LLC | 120 | $6.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 115 | $5.92K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.10K | 0.00% | +99 | New |
| Farmers & Merchants Investments Inc | 90 | $4.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 88 | $4.53K | 0.00% | −3−3.3% | Reduced |
| Bell Investment Advisors, Inc | 64 | $3.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 53 | $2.73K | 0.00% | +53 | New |
| Larson Financial Group LLC | 46 | $2.37K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $2.32K | 0.00% | +28+164.7% | Added |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.91K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $1.60K | 0.00% | +1+3.3% | Added |
| Logan Capital Management Inc | 27 | $1.39K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $1.29K | 0.00% | +25 | New |
| Disciplined Investments, LLC | 23 | $1.18K | 0.00% | +1+4.5% | Added |
| SJS Investment Consulting Inc. | 22 | $1.13K | 0.00% | +1+4.8% | Added |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $772 | 0.00% | +4+36.4% | Added |
| 25 LLC | 12 | $659 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $412 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $360 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $258 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,193 | $0 | 0.00% | +6,193 | New |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,788,269−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −517,682−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −377,894−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −340,828−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −150,811−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −96,609−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −75,073−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −73,983−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −35,735−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −27,126−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,717−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −16,703−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −14,817−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −12,161−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,198−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −8,037−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,542−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,417−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,941−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −12,741−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |