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, Q3 2023
Institutional positions in Dynatrace, Inc. as of Sep 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
- 460
- −10 vs. Q2 2023
- Shares held
- 280.9M
- +2.26M (+0.8%) vs. Q2 2023
- Total value
- $13.2B
- −$1.17B (−8.1%) vs. Q2 2023
- New holders
- 61
- 214 more added
- Sold out
- 71
- 128 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| True Wealth Design, LLC | 5 | $234 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $374 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14 | $654 | 0.00% | +14 | New |
| Versant Capital Management, Inc | 15 | $701 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 23 | $1.07K | 0.00% | +1+4.5% | Added |
| Focused Wealth Management, Inc | 26 | $1.22K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 27 | $1.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $1.49K | 0.00% | +25+357.1% | Added |
| AdvisorNet Financial, Inc | 33 | $1.54K | 0.00% | −55−62.5% | Reduced |
| Stone House Investment Management, LLC | 33 | $1.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 53 | $2.00K | 0.00% | +53 | New |
| Institutional & Family Asset Management, LLC | 43 | $2.01K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 45 | $2.10K | 0.00% | +14+45.2% | Added |
| Parkside Financial Bank & Trust | 51 | $2.38K | 0.00% | +6+13.3% | Added |
| JNBA Financial Advisors | 53 | $2.48K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 70 | $3.00K | 0.00% | +70 | New |
| Perkins Coie Trust Co | 78 | $3.64K | 0.00% | +78 | New |
| Bell Investment Advisors, Inc | 84 | $3.93K | 0.00% | +20+31.3% | Added |
| Farmers & Merchants Investments Inc | 90 | $4.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $5.42K | 0.00% | +1+0.9% | Added |
| Earnest Partners LLC | 120 | $5.61K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 122 | $5.70K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 133 | $6.21K | 0.00% | +6+4.7% | Added |
| LGT Financial Advisors LLC | 176 | $8.22K | 0.01% | +176 | New |
| Huntington National Bank | 183 | $8.55K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $9.35K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 209 | $9.77K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 236 | $11.0K | 0.00% | +236 | New |
| Central Trust Co | 240 | $11.2K | 0.00% | −580−70.7% | Reduced |
| Baker Avenue Asset Management, LP | 246 | $11.5K | 0.00% | +122+98.4% | Added |
| Monetary Management Group Inc | 250 | $11.7K | 0.00% | +250 | New |
| Carmel Capital Partners, LLC | 265 | $12.4K | 0.01% | +265 | New |
| Venturi Wealth Management, LLC | 267 | $12.5K | 0.00% | +267 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $14.0K | 0.00% | +150+100.0% | Added |
| Brown Brothers Harriman & Co | 307 | $14.3K | 0.00% | +307 | New |
| Gryphon Financial Partners LLC | 338 | $15.8K | 0.00% | +338 | New |
| Hollencrest Capital Management | 353 | $16.5K | 0.00% | −698−66.4% | Reduced |
| Ci Investments Inc. | 358 | $17.0K | 0.00% | +56+18.5% | Added |
| Riverview Trust Co | 364 | $17.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 400 | $18.7K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 403 | $18.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 418 | $19.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 426 | $19.9K | 0.00% | −13,537−96.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 465 | $21.7K | 0.01% | −4−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $23.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 521 | $24.3K | 0.00% | +43+9.0% | Added |
| First Horizon Advisors, Inc. | 526 | $24.6K | 0.00% | −40−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 550 | $25.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 585 | $27.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 739 | $34.5K | 0.01% | +739 | New |
| Federation des caisses Desjardins du Quebec | 794 | $37.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 886 | $41.4K | 0.01% | −524−37.2% | Reduced |
| Clearstead Advisors, LLC | 940 | $43.9K | 0.00% | −487−34.1% | Reduced |
| KB Financial Partners, LLC | 991 | $46.0K | 0.01% | +179+22.0% | Added |
| Desjardins Global Asset Management Inc. | 985 | $46.0K | 0.01% | +985 | New |
| Allworth Financial LP | 1,074 | $50.2K | 0.00% | −654−37.8% | Reduced |
| Kapitalo Investimentos Ltda | 1,086 | $50.7K | 0.01% | +1,086 | New |
| Northwestern Mutual Wealth Management Co | 1,101 | $51.4K | 0.00% | −64−5.5% | Reduced |
| IFP Advisors, Inc | 1,106 | $51.7K | 0.00% | −39−3.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,220 | $57.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,378 | $64.0K | 0.00% | −6,819−83.2% | Reduced |
| CWM, LLC | 1,379 | $64.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,425 | $66.6K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,376 | $71.0K | 0.00% | +1,020+286.5% | Added |
| Park Place Capital Corp | 1,577 | $73.7K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,700 | $79.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,921 | $89.8K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,984 | $92.7K | 0.00% | −509−20.4% | Reduced |
| Quadrant Capital Group LLC | 2,003 | $93.6K | 0.01% | −364−15.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,411 | $112.7K | 0.00% | −60−2.4% | Reduced |
| M&R Capital Management Inc | 2,823 | $131.9K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,851 | $133.2K | 0.00% | +170+6.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,937 | $137.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,115 | $146.0K | 0.11% | +2,131+216.6% | Added |
| Truvestments Capital LLC | 3,215 | $150.2K | 0.08% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,700 | $172.9K | 0.01% | +3,700 | New |
| Bokf, NA | 4,346 | $194.3K | 0.00% | +47+1.1% | Added |
| Donoghue Forlines LLC | 4,294 | $200.7K | 0.07% | −2,296−34.8% | Reduced |
| Coldstream Capital Management Inc | 4,389 | $205.1K | 0.01% | −111−2.5% | Reduced |
| Seelaus Asset Management LLC | 4,395 | $205.4K | 0.23% | 00.0% | Unchanged |
| MQS Management LLC | 4,409 | $206.0K | 0.13% | +4,409 | New |
| Quent Capital, LLC | 4,535 | $211.9K | 0.03% | +4+0.1% | Added |
| Pathstone Family Office, LLC | 4,556 | $212.9K | 0.00% | +4,556 | New |
| NewEdge Wealth, LLC | 4,597 | $214.8K | 0.01% | +4,597 | New |
| Caption Management, LLC | 4,600 | $215.0K | 0.03% | +4,600 | New |
| O'Shaughnessy Asset Management, LLC | 4,859 | $227.1K | 0.00% | +4,859 | New |
| Kestra Advisory Services, LLC | 4,885 | $228.3K | 0.00% | −565−10.4% | Reduced |
| MJP Associates Inc | 4,904 | $229.1K | 0.07% | +4,904 | New |
| Raymond James Trust N.A. | 5,002 | $233.7K | 0.01% | −96−1.9% | Reduced |
| Braun-Bostich & Associates Inc. | 5,023 | $234.7K | 0.44% | +5,023 | New |
| Old Mission Capital LLC | 5,054 | $236.2K | 0.01% | −4,044−44.4% | Reduced |
| Cutler Group LP | 5,100 | $238.0K | 0.04% | +5,100 | New |