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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 16,669 | $911.6K | 0.07% | −4,028−19.5% | Reduced |
| NVWM, LLC | 16,664 | $911.4K | 0.27% | −251−1.5% | Reduced |
| Mercer Global Advisors Inc | 16,626 | $909.0K | 0.00% | +2,740+19.7% | Added |
| ProShare Advisors LLC | 16,100 | $880.5K | 0.00% | +277+1.8% | Added |
| Park Avenue Securities LLC | 16,094 | $880.0K | 0.01% | +905+6.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 15,350 | $839.5K | 0.51% | +5,550+56.6% | Added |
| Winton Group Ltd | 15,075 | $824.5K | 0.06% | +1,225+8.8% | Added |
| PDT Partners, LLC | 14,729 | $805.5K | 0.09% | −12,971−46.8% | Reduced |
| Advisor OS, LLC | 14,428 | $789.0K | 0.10% | −4,132−22.3% | Reduced |
| Sciencast Management LP | 14,302 | $782.2K | 0.43% | +14,302 | New |
| Nations Financial Group Inc, | 14,145 | $773.6K | 0.07% | +150+1.1% | Added |
| Fox Run Management, L.L.C. | 14,073 | $769.7K | 0.20% | +14,073 | New |
| Private Client Services, LLC | 13,578 | $742.6K | 0.61% | +13,578 | New |
| 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 |
| Castleark Management LLC | 13,430 | $734.5K | 0.03% | −3,590−21.1% | Reduced |
| Mariner, LLC | 13,242 | $724.2K | 0.00% | +651+5.2% | Added |
| Pier Capital, LLC | 13,026 | $712.4K | 0.10% | +12,623+3,132.3% | Added |
| CIBC Private Wealth Group, LLC | 12,885 | $704.7K | 0.00% | +5,919+85.0% | Added |
| Creative Planning | 12,701 | $694.6K | 0.00% | +1,264+11.1% | Added |
| McAdam, LLC | 12,575 | $687.7K | 0.05% | +33+0.3% | Added |
| Twin Tree Management, LP | 12,425 | $679.5K | 0.01% | −14,498−53.8% | Reduced |
| Illinois Municipal Retirement Fund | 12,155 | $665.0K | 0.01% | +12,155 | New |
| Bank of Nova Scotia | 12,018 | $657.2K | 0.00% | +6,101+103.1% | Added |
| Algert Global LLC | 11,927 | $652.3K | 0.03% | −2,599−17.9% | Reduced |
| Franklin Resources Inc | 11,831 | $647.0K | 0.00% | +4,105+53.1% | Added |
| Meiji Yasuda Life Insurance Co | 11,500 | $628.9K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,456 | $627.0K | 0.00% | −7,851−40.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,387 | $622.8K | 0.06% | −1,986−14.9% | Reduced |
| Swiss Life Asset Management Ltd | 11,151 | $611.4K | 0.01% | +11,151 | New |
| Schonfeld Strategic Advisors LLC | 11,129 | $608.6K | 0.00% | −9,817−46.9% | Reduced |
| Dakota Wealth Management | 11,102 | $607.2K | 0.02% | −32−0.3% | Reduced |
| Simplex Trading, LLC | 10,961 | $599.0K | 0.02% | +10,961 | New |
| Silvercrest Asset Management Group LLC | 10,667 | $583.4K | 0.00% | −215−2.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,661 | $583.0K | 0.03% | +2,090+24.4% | Added |
| Vinva Investment Management Ltd | 10,527 | $582.9K | 0.04% | −10,440−49.8% | Reduced |
| Verition Fund Management LLC | 10,595 | $579.4K | 0.01% | +10,595 | New |
| State of Wyoming | 10,512 | $574.9K | 0.11% | +2,102+25.0% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $574.2K | 0.13% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,466 | $572.4K | 0.05% | +3,039+40.9% | Added |
| Shelton Capital Management | 10,299 | $563.3K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,056 | $550.0K | 0.09% | −1,178−10.5% | Reduced |
| Wolverine Trading, LLC | 9,995 | $546.6K | 0.00% | +986+10.9% | Added |
| SageView Advisory Group, LLC | 9,085 | $539.2K | 0.02% | +9,085 | New |
| Shell Asset Management Co | 9,845 | $538.0K | 0.02% | −6,166−38.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 9,425 | $515.0K | 0.21% | −80,575−89.5% | Reduced |
| RFG Advisory, LLC | 9,234 | $505.0K | 0.02% | +1,414+18.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,105 | $498.0K | 0.02% | +200+2.2% | Added |
| New England Research & Management, Inc. | 8,975 | $491.0K | 0.26% | +3,525+64.7% | Added |
| Transcend Wealth Collective, LLC | 8,700 | $475.8K | 0.04% | −53−0.6% | Reduced |
| AtonRa Partners | 8,651 | $473.1K | 0.94% | −1,338−13.4% | Reduced |
| Trexquant Investment LP | 8,615 | $471.2K | 0.01% | +8,615 | New |
| Shay Capital LLC | 8,500 | $464.9K | 0.18% | +8,500 | New |
| Congress Wealth Management LLC | 8,454 | $462.3K | 0.01% | +8,454 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,403 | $459.6K | 0.03% | +356+4.4% | Added |
| Cetera Investment Advisers | 8,373 | $457.9K | 0.00% | −1,386−14.2% | Reduced |
| Atom Investors LP | 8,368 | $457.6K | 0.08% | −236−2.7% | Reduced |
| Perigon Wealth Management, LLC | 8,298 | $453.8K | 0.01% | +8,298 | New |
| Prudential PLC | 8,297 | $453.8K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 8,130 | $444.0K | 0.06% | +3,030+59.4% | Added |
| Profund Advisors LLC | 7,744 | $423.5K | 0.02% | +1,346+21.0% | Added |
| Entropy Technologies, LP | 7,739 | $423.2K | 0.08% | +7,739 | New |
| Aigen Investment Management, LP | 7,660 | $418.9K | 0.07% | +7,660 | New |
| Leonteq Securities AG | 7,616 | $416.5K | 0.05% | −3,192−29.5% | Reduced |
| GraniteShares Advisors LLC | 7,589 | $415.0K | 0.37% | +7,589 | New |
| Sandia Investment Management LP | 7,536 | $412.1K | 0.29% | −5,064−40.2% | Reduced |
| Lincoln National Corp | 7,481 | $409.1K | 0.01% | +836+12.6% | Added |
| CIBC Asset Management Inc | 7,119 | $389.3K | 0.00% | −633−8.2% | Reduced |
| Yarbrough Capital, LLC | 7,072 | $386.8K | 0.02% | +7,072 | New |
| Oak Thistle LLC | 6,966 | $381.0K | 0.11% | +6,966 | New |
| CIBC World Markets Corp | 6,945 | $379.8K | 0.00% | +6,945 | New |
| Advisors Asset Management, Inc. | 6,467 | $353.7K | 0.01% | −868−11.8% | Reduced |
| Versor Investments LP | 6,416 | $350.9K | 0.07% | −7,650−54.4% | Reduced |
| Ieq Capital, LLC | 6,256 | $342.1K | 0.01% | +911+17.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,220 | $340.0K | 0.00% | +8+0.1% | Added |
| Bessemer Group Inc | 5,902 | $323.0K | 0.00% | −923−13.5% | Reduced |
| River & Mercantile Asset Management LLP | 5,844 | $319.6K | 0.06% | +5,844 | New |
| Investment Management Corp of Ontario | 5,774 | $315.8K | 0.01% | +5,774 | New |
| MJP Associates Inc | 5,731 | $313.4K | 0.08% | +827+16.9% | Added |
| Concentric Capital Strategies, LP | 5,716 | $312.6K | 0.04% | +5,716 | New |
| O'Shaughnessy Asset Management, LLC | 5,709 | $312.2K | 0.00% | +850+17.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,672 | $310.2K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 5,430 | $297.0K | 0.02% | +5,430 | New |
| Kestra Advisory Services, LLC | 5,349 | $292.5K | 0.00% | +464+9.5% | Added |
| Raymond James Trust N.A. | 5,166 | $282.5K | 0.01% | +164+3.3% | Added |
| Pearl River Capital, LLC | 5,163 | $282.4K | 0.05% | +5,163 | New |
| Resources Investment Advisors, LLC. | 5,100 | $278.9K | 0.00% | +5,100 | New |
| Old National Bancorp | 5,033 | $275.3K | 0.01% | +5,033 | New |
| Degroof Petercam Asset Management | 5,000 | $273.4K | 0.00% | +5,000 | New |
| Braun-Bostich & Associates Inc. | 4,967 | $271.6K | 0.25% | −56−1.1% | Reduced |
| Wealth Management Associates, Inc. | 4,938 | $270.1K | 0.14% | +4,938 | New |
| Prelude Capital Management, LLC | 4,862 | $265.9K | 0.02% | +4,862 | New |
| NewEdge Wealth, LLC | 4,695 | $256.8K | 0.01% | +98+2.1% | Added |
| Quent Capital, LLC | 4,677 | $255.8K | 0.03% | +142+3.1% | Added |
| Coldstream Capital Management Inc | 4,659 | $254.8K | 0.01% | +270+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,658 | $254.7K | 0.00% | +4,658 | New |
| Keebeck Alpha, LP | 4,616 | $252.4K | 0.20% | +4,616 | New |
| Virtue Capital Management, LLC | 4,825 | $250.1K | 0.05% | −783−14.0% | Reduced |
| Boothbay Fund Management, LLC | 4,480 | $245.0K | 0.01% | +4,480 | New |
| O'Neil Global Advisors, Inc. | 4,433 | $242.0K | 0.14% | +4,433 | New |