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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, Q4 2023

Institutional positions in Dynatrace, Inc. as of Dec 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
513
+57 vs. Q3 2023
Shares held
279.3M
−1.60M (−0.6%) vs. Q3 2023
Total value
$15.3B
+$2.11B (+16.0%) vs. Q3 2023
New holders
100
224 more added
Sold out
43
138 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 513 institutions
Q1 2021: 369 institutionsQ2 2021: 368 institutionsQ3 2021: 377 institutionsQ4 2021: 397 institutionsQ1 2022: 382 institutionsQ2 2022: 379 institutionsQ3 2022: 378 institutionsQ4 2022: 390 institutionsQ1 2023: 428 institutionsQ2 2023: 472 institutionsQ3 2023: 460 institutionsQ4 2023: 513 institutionsQ1 2024: 541 institutionsQ2 2024: 552 institutionsQ3 2024: 532 institutionsQ4 2024: 580 institutionsQ1 2025: 602 institutionsQ2 2025: 626 institutionsQ3 2025: 627 institutionsQ4 2025: 663 institutionsQ1 2026: 581 institutionsQ2 2026: 595 institutions
Value heldQ4 2023: $15.3B
Q1 2021: $12.9BQ2 2021: $15.7BQ3 2021: $19.3BQ4 2021: $16.3BQ1 2022: $12.8BQ2 2022: $10.9BQ3 2022: $9.89BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $14.4BQ3 2023: $13.2BQ4 2023: $15.3BQ1 2024: $12.7BQ2 2024: $12.7BQ3 2024: $15.1BQ4 2024: $15.5BQ1 2025: $13.7BQ2 2025: $16.1BQ3 2025: $14.2BQ4 2025: $12.6BQ1 2026: $10.9BQ2 2026: $13.2B
Institutions holding DT and their total value by quarter
QuarterHoldersValue
Q2 2026595$13.2B
Q1 2026581$10.9B
Q4 2025663$12.6B
Q3 2025627$14.2B
Q2 2025626$16.1B
Q1 2025602$13.7B
Q4 2024580$15.5B
Q3 2024532$15.1B
Q2 2024552$12.7B
Q1 2024541$12.7B
Q4 2023513$15.3B
Q3 2023460$13.2B
Q2 2023472$14.4B
Q1 2023428$11.9B
Q4 2022390$10.9B
Q3 2022378$9.89B
Q2 2022379$10.9B
Q1 2022382$12.8B
Q4 2021397$16.3B
Q3 2021377$19.3B
Q2 2021368$15.7B
Q1 2021369$12.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q3 2023.

Institutions holding DT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Harel Insurance Investments & Financial Services Ltd.1$00.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC3$00.00%+3New
Larson Financial Group LLC2$1090.00%+2New
Rothschild Investment LLC5$2730.00%+5New
Raleigh Capital Management Inc.5$2730.00%+5New
True Wealth Design, LLC5$2740.00%00.0%Unchanged
Versant Capital Management, Inc15$8200.00%00.0%Unchanged
Sachetta, LLC16$8760.00%+16New
Quarry LP18$9840.00%+18New
Abound Wealth Management18$9850.00%+18New
Financial Management Professionals, Inc.16$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.25$1.37K0.00%+2+8.7%Added
Focused Wealth Management, Inc26$1.42K0.00%00.0%Unchanged
Smartleaf Asset Management LLC27$1.49K0.00%+27New
Stone House Investment Management, LLC33$1.80K0.00%00.0%Unchanged
Arlington Trust Co LLC35$1.91K0.00%+35New
NBC Securities, Inc.53$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC36$2.00K0.00%00.0%Unchanged
Valley National Advisers Inc40$2.00K0.00%+20+100.0%Added
Prestige Wealth Management Group LLC37$2.02K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC40$2.19K0.00%+40New
Country Trust Bank41$2.24K0.00%+41New
Parkside Financial Bank & Trust43$2.35K0.00%−8−15.7%Reduced
Lee Financial Co46$2.52K0.00%+46New
Coppell Advisory Solutions LLC47$2.57K0.00%+47New
JNBA Financial Advisors53$2.90K0.00%00.0%Unchanged
Global Retirement Partners, LLC53$2.96K0.00%+21+65.6%Added
Harbour Investments, Inc.55$3.01K0.00%+10+22.2%Added
AdvisorNet Financial, Inc59$3.23K0.00%+26+78.8%Added
Laffer Tengler Investments64$3.50K0.00%+64New
Caption Management, LLC74$4.05K0.00%−4,526−98.4%Reduced
Bell Investment Advisors, Inc84$4.59K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc90$4.92K0.00%00.0%Unchanged
RFP Financial Group LLC98$5.36K0.00%+98New
Key Financial Inc99$5.41K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC115$6.29K0.00%−1−0.9%Reduced
Oliver Lagore Vanvalin Investment Group127$6.95K0.00%−338−72.7%Reduced
Glassman Wealth Services140$7.66K0.00%+7+5.3%Added
Farther Finance Advisors, LLC170$9.30K0.00%+162+2,025.0%Added
LGT Financial Advisors LLC176$9.63K0.01%00.0%Unchanged
Rakuten Investment Management, Inc.179$9.91K0.00%+179New
Cape Investment Advisory, Inc.183$10.0K0.00%+183New
Huntington National Bank201$11.0K0.00%+18+9.8%Added
Central Trust Co240$13.1K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt300$16.4K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc300$16.4K0.00%00.0%Unchanged
Geneos Wealth Management Inc.300$16.4K0.00%+100+50.0%Added
Advisory Services Network, LLC306$16.7K0.00%+306New
Brown Brothers Harriman & Co307$16.8K0.00%00.0%Unchanged
Rakuten Securities, Inc.316$17.3K0.01%+316New
Hollencrest Capital Management353$19.3K0.00%00.0%Unchanged
Ci Investments Inc.361$20.0K0.00%+3+0.8%Added
Venturi Wealth Management, LLC393$21.5K0.00%+126+47.2%Added
Contravisory Investment Management, Inc.466$25.5K0.01%+466New
Smithfield Trust Co475$26.0K0.00%−110−18.8%Reduced
Massmutual Trust Co FSB499$27.3K0.00%+81+19.4%Added
Newbridge Financial Services Group, Inc.500$27.3K0.01%00.0%Unchanged
DSM Capital Partners LLC505$27.6K0.00%+505New
EntryPoint Capital, LLC536$29.3K0.03%+536New
NewSquare Capital LLC580$31.7K0.00%+580New
Steward Partners Investment Advisory, LLC594$32.5K0.00%+44+8.0%Added
First Horizon Advisors, Inc.663$36.3K0.00%+137+26.0%Added
Planned Solutions, Inc.700$38.3K0.02%+700New
Lindbrook Capital, LLC708$38.7K0.00%+187+35.9%Added
Benjamin F. Edwards & Company, Inc.726$40.0K0.00%+726New
FinTrust Capital Advisors, LLC739$40.4K0.01%00.0%Unchanged
Transcendent Capital Group LLC750$41.0K0.03%+750New
Federation des caisses Desjardins du Quebec794$43.4K0.00%00.0%Unchanged
National Bank of Canada870$45.9K0.00%−48,716−98.2%Reduced
Caitlin John, LLC879$48.1K0.04%+879New
Desjardins Global Asset Management Inc.999$54.6K0.01%+14+1.4%Added
Clearstead Advisors, LLC1,026$56.1K0.00%+86+9.1%Added
Allworth Financial LP1,119$61.2K0.00%+45+4.2%Added
CWM, LLC1,352$74.0K0.00%−27−2.0%Reduced
Harvest Fund Management Co., Ltd1,346$74.0K0.01%+1,346New
Loomis Sayles & Co L P1,378$75.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,431$78.3K0.00%+330+30.0%Added
GAMMA Investing LLC1,616$92.1K0.02%+1,616New
UniSuper Management Pty Ltd1,700$93.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,700$93.0K0.04%+1,700New
Ronald Blue Trust, Inc.2,047$95.0K0.00%+671+48.8%Added
Proequities, Inc.1,813$99.2K0.01%+1,604+767.5%Added
Vima LLC1,905$104.2K0.24%+1,905New
Globeflex Capital L P1,921$105.1K0.01%00.0%Unchanged
Ossiam1,984$108.5K0.00%00.0%Unchanged
IFP Advisors, Inc2,006$109.7K0.01%+900+81.4%Added
Edmond de Rothschild Holding S.A.2,390$130.7K0.00%−21−0.9%Reduced
Principal Securities, Inc.2,395$131.0K0.00%+2,395New
Quadrant Capital Group LLC2,591$141.7K0.01%+588+29.4%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna2,600$142.2K0.06%+1,175+82.5%Added
SYSTM Wealth Solutions LLC2,783$152.2K0.02%+2,783New
Signaturefd, LLC2,918$159.6K0.00%+67+2.4%Added
SG Americas Securities, LLC2,917$160.0K0.00%−10,989−79.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S2,937$161.0K0.00%00.0%Unchanged
Truvestments Capital LLC2,958$161.8K0.07%−257−8.0%Reduced
TD Waterhouse Canada Inc.3,377$174.4K0.00%+3,377New
M&R Capital Management Inc3,393$185.6K0.05%+570+20.2%Added
Atria Wealth Solutions, Inc.3,846$210.3K0.00%+3,846New
Covestor Ltd3,866$211.0K0.14%+751+24.1%Added
Donoghue Forlines LLC3,866$211.4K0.07%−428−10.0%Reduced