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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethic Inc. | 3,873 | $211.8K | 0.01% | +3,873 | New |
| Cetera Advisors LLC | 3,888 | $212.6K | 0.00% | +3,888 | New |
| Headlands Technologies LLC | 3,892 | $212.9K | 0.06% | +3,892 | New |
| Nisa Investment Advisors, LLC | 3,935 | $215.2K | 0.00% | +2,715+222.5% | Added |
| 180 Wealth Advisors, LLC | 4,111 | $217.1K | 0.04% | +4,111 | New |
| Standard Life Aberdeen plc | 4,035 | $220.7K | 0.00% | +4,035 | New |
| Vestmark Advisory Solutions, Inc. | 4,043 | $221.1K | 0.01% | +4,043 | New |
| Alberta Investment Management Corp | 4,100 | $224.2K | 0.00% | +4,100 | New |
| Sheaff Brock Investment Advisors, LLC | 4,186 | $228.9K | 0.02% | +4,186 | New |
| Eisler Capital (UK) Ltd. | 4,212 | $230.4K | 0.02% | +4,212 | New |
| Bokf, NA | 4,383 | $239.7K | 0.00% | +37+0.9% | Added |
| Seelaus Asset Management LLC | 4,395 | $240.4K | 0.23% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 4,433 | $242.0K | 0.14% | +4,433 | New |
| Boothbay Fund Management, LLC | 4,480 | $245.0K | 0.01% | +4,480 | New |
| Virtue Capital Management, LLC | 4,825 | $250.1K | 0.05% | −783−14.0% | Reduced |
| Keebeck Alpha, LP | 4,616 | $252.4K | 0.20% | +4,616 | New |
| Wealth Enhancement Advisory Services, LLC | 4,658 | $254.7K | 0.00% | +4,658 | New |
| Coldstream Capital Management Inc | 4,659 | $254.8K | 0.01% | +270+6.2% | Added |
| Quent Capital, LLC | 4,677 | $255.8K | 0.03% | +142+3.1% | Added |
| NewEdge Wealth, LLC | 4,695 | $256.8K | 0.01% | +98+2.1% | Added |
| Prelude Capital Management, LLC | 4,862 | $265.9K | 0.02% | +4,862 | New |
| Wealth Management Associates, Inc. | 4,938 | $270.1K | 0.14% | +4,938 | New |
| Braun-Bostich & Associates Inc. | 4,967 | $271.6K | 0.25% | −56−1.1% | Reduced |
| Degroof Petercam Asset Management | 5,000 | $273.4K | 0.00% | +5,000 | New |
| Old National Bancorp | 5,033 | $275.3K | 0.01% | +5,033 | New |
| Resources Investment Advisors, LLC. | 5,100 | $278.9K | 0.00% | +5,100 | New |
| Pearl River Capital, LLC | 5,163 | $282.4K | 0.05% | +5,163 | New |
| Raymond James Trust N.A. | 5,166 | $282.5K | 0.01% | +164+3.3% | Added |
| Kestra Advisory Services, LLC | 5,349 | $292.5K | 0.00% | +464+9.5% | Added |
| Weiss Asset Management LP | 5,430 | $297.0K | 0.02% | +5,430 | New |
| B. Metzler seel. Sohn & Co. AG | 5,672 | $310.2K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,709 | $312.2K | 0.00% | +850+17.5% | Added |
| Concentric Capital Strategies, LP | 5,716 | $312.6K | 0.04% | +5,716 | New |
| MJP Associates Inc | 5,731 | $313.4K | 0.08% | +827+16.9% | Added |
| Investment Management Corp of Ontario | 5,774 | $315.8K | 0.01% | +5,774 | New |
| River & Mercantile Asset Management LLP | 5,844 | $319.6K | 0.06% | +5,844 | New |
| Bessemer Group Inc | 5,902 | $323.0K | 0.00% | −923−13.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,220 | $340.0K | 0.00% | +8+0.1% | Added |
| Ieq Capital, LLC | 6,256 | $342.1K | 0.01% | +911+17.0% | Added |
| Versor Investments LP | 6,416 | $350.9K | 0.07% | −7,650−54.4% | Reduced |
| Advisors Asset Management, Inc. | 6,467 | $353.7K | 0.01% | −868−11.8% | Reduced |
| CIBC World Markets Corp | 6,945 | $379.8K | 0.00% | +6,945 | New |
| Oak Thistle LLC | 6,966 | $381.0K | 0.11% | +6,966 | New |
| Yarbrough Capital, LLC | 7,072 | $386.8K | 0.02% | +7,072 | New |
| CIBC Asset Management Inc | 7,119 | $389.3K | 0.00% | −633−8.2% | Reduced |
| Lincoln National Corp | 7,481 | $409.1K | 0.01% | +836+12.6% | Added |
| Sandia Investment Management LP | 7,536 | $412.1K | 0.29% | −5,064−40.2% | Reduced |
| GraniteShares Advisors LLC | 7,589 | $415.0K | 0.37% | +7,589 | New |
| Leonteq Securities AG | 7,616 | $416.5K | 0.05% | −3,192−29.5% | Reduced |
| Aigen Investment Management, LP | 7,660 | $418.9K | 0.07% | +7,660 | New |
| Entropy Technologies, LP | 7,739 | $423.2K | 0.08% | +7,739 | New |
| Profund Advisors LLC | 7,744 | $423.5K | 0.02% | +1,346+21.0% | Added |
| Cutler Group LP | 8,130 | $444.0K | 0.06% | +3,030+59.4% | Added |
| Prudential PLC | 8,297 | $453.8K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,298 | $453.8K | 0.01% | +8,298 | New |
| Atom Investors LP | 8,368 | $457.6K | 0.08% | −236−2.7% | Reduced |
| Cetera Investment Advisers | 8,373 | $457.9K | 0.00% | −1,386−14.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,403 | $459.6K | 0.03% | +356+4.4% | Added |
| Congress Wealth Management LLC | 8,454 | $462.3K | 0.01% | +8,454 | New |
| Shay Capital LLC | 8,500 | $464.9K | 0.18% | +8,500 | New |
| Trexquant Investment LP | 8,615 | $471.2K | 0.01% | +8,615 | New |
| AtonRa Partners | 8,651 | $473.1K | 0.94% | −1,338−13.4% | Reduced |
| Transcend Wealth Collective, LLC | 8,700 | $475.8K | 0.04% | −53−0.6% | Reduced |
| New England Research & Management, Inc. | 8,975 | $491.0K | 0.26% | +3,525+64.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,105 | $498.0K | 0.02% | +200+2.2% | Added |
| RFG Advisory, LLC | 9,234 | $505.0K | 0.02% | +1,414+18.1% | Added |
| Handelsinvest Investeringsforvaltning | 9,425 | $515.0K | 0.21% | −80,575−89.5% | Reduced |
| Shell Asset Management Co | 9,845 | $538.0K | 0.02% | −6,166−38.5% | Reduced |
| SageView Advisory Group, LLC | 9,085 | $539.2K | 0.02% | +9,085 | New |
| Wolverine Trading, LLC | 9,995 | $546.6K | 0.00% | +986+10.9% | Added |
| Qtron Investments LLC | 10,056 | $550.0K | 0.09% | −1,178−10.5% | Reduced |
| Shelton Capital Management | 10,299 | $563.3K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,466 | $572.4K | 0.05% | +3,039+40.9% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $574.2K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 10,512 | $574.9K | 0.11% | +2,102+25.0% | Added |
| Verition Fund Management LLC | 10,595 | $579.4K | 0.01% | +10,595 | New |
| Vinva Investment Management Ltd | 10,527 | $582.9K | 0.04% | −10,440−49.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,661 | $583.0K | 0.03% | +2,090+24.4% | Added |
| Silvercrest Asset Management Group LLC | 10,667 | $583.4K | 0.00% | −215−2.0% | Reduced |
| Simplex Trading, LLC | 10,961 | $599.0K | 0.02% | +10,961 | New |
| Dakota Wealth Management | 11,102 | $607.2K | 0.02% | −32−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,129 | $608.6K | 0.00% | −9,817−46.9% | Reduced |
| Swiss Life Asset Management Ltd | 11,151 | $611.4K | 0.01% | +11,151 | New |
| Campbell & CO Investment Adviser LLC | 11,387 | $622.8K | 0.06% | −1,986−14.9% | Reduced |
| Teacher Retirement System of Texas | 11,456 | $627.0K | 0.00% | −7,851−40.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,500 | $628.9K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,831 | $647.0K | 0.00% | +4,105+53.1% | Added |
| Algert Global LLC | 11,927 | $652.3K | 0.03% | −2,599−17.9% | Reduced |
| Bank of Nova Scotia | 12,018 | $657.2K | 0.00% | +6,101+103.1% | Added |
| Illinois Municipal Retirement Fund | 12,155 | $665.0K | 0.01% | +12,155 | New |
| Twin Tree Management, LP | 12,425 | $679.5K | 0.01% | −14,498−53.8% | Reduced |
| McAdam, LLC | 12,575 | $687.7K | 0.05% | +33+0.3% | Added |
| Creative Planning | 12,701 | $694.6K | 0.00% | +1,264+11.1% | Added |
| CIBC Private Wealth Group, LLC | 12,885 | $704.7K | 0.00% | +5,919+85.0% | Added |
| Pier Capital, LLC | 13,026 | $712.4K | 0.10% | +12,623+3,132.3% | Added |
| Mariner, LLC | 13,242 | $724.2K | 0.00% | +651+5.2% | Added |
| Castleark Management LLC | 13,430 | $734.5K | 0.03% | −3,590−21.1% | Reduced |
| Brinker Capital Investments, LLC | 13,814 | $742.5K | 0.01% | +2,758+24.9% | Added |
| Orion Portfolio Solutions, LLC | 13,814 | $742.5K | 0.01% | +2,758+24.9% | Added |
| Private Client Services, LLC | 13,578 | $742.6K | 0.61% | +13,578 | New |