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 |
|---|---|---|---|---|---|
| Seelaus Asset Management LLC | 4,395 | $240.4K | 0.23% | 00.0% | Unchanged |
| Bokf, NA | 4,383 | $239.7K | 0.00% | +37+0.9% | Added |
| Eisler Capital (UK) Ltd. | 4,212 | $230.4K | 0.02% | +4,212 | New |
| Sheaff Brock Investment Advisors, LLC | 4,186 | $228.9K | 0.02% | +4,186 | New |
| Alberta Investment Management Corp | 4,100 | $224.2K | 0.00% | +4,100 | New |
| Vestmark Advisory Solutions, Inc. | 4,043 | $221.1K | 0.01% | +4,043 | New |
| Standard Life Aberdeen plc | 4,035 | $220.7K | 0.00% | +4,035 | New |
| 180 Wealth Advisors, LLC | 4,111 | $217.1K | 0.04% | +4,111 | New |
| Nisa Investment Advisors, LLC | 3,935 | $215.2K | 0.00% | +2,715+222.5% | Added |
| Headlands Technologies LLC | 3,892 | $212.9K | 0.06% | +3,892 | New |
| Cetera Advisors LLC | 3,888 | $212.6K | 0.00% | +3,888 | New |
| Ethic Inc. | 3,873 | $211.8K | 0.01% | +3,873 | New |
| Donoghue Forlines LLC | 3,866 | $211.4K | 0.07% | −428−10.0% | Reduced |
| Covestor Ltd | 3,866 | $211.0K | 0.14% | +751+24.1% | Added |
| Atria Wealth Solutions, Inc. | 3,846 | $210.3K | 0.00% | +3,846 | New |
| M&R Capital Management Inc | 3,393 | $185.6K | 0.05% | +570+20.2% | Added |
| TD Waterhouse Canada Inc. | 3,377 | $174.4K | 0.00% | +3,377 | New |
| Truvestments Capital LLC | 2,958 | $161.8K | 0.07% | −257−8.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,937 | $161.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,917 | $160.0K | 0.00% | −10,989−79.0% | Reduced |
| Signaturefd, LLC | 2,918 | $159.6K | 0.00% | +67+2.4% | Added |
| SYSTM Wealth Solutions LLC | 2,783 | $152.2K | 0.02% | +2,783 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,600 | $142.2K | 0.06% | +1,175+82.5% | Added |
| Quadrant Capital Group LLC | 2,591 | $141.7K | 0.01% | +588+29.4% | Added |
| Principal Securities, Inc. | 2,395 | $131.0K | 0.00% | +2,395 | New |
| Edmond de Rothschild Holding S.A. | 2,390 | $130.7K | 0.00% | −21−0.9% | Reduced |
| IFP Advisors, Inc | 2,006 | $109.7K | 0.01% | +900+81.4% | Added |
| Ossiam | 1,984 | $108.5K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,921 | $105.1K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 1,905 | $104.2K | 0.24% | +1,905 | New |
| Proequities, Inc. | 1,813 | $99.2K | 0.01% | +1,604+767.5% | Added |
| Ronald Blue Trust, Inc. | 2,047 | $95.0K | 0.00% | +671+48.8% | Added |
| UniSuper Management Pty Ltd | 1,700 | $93.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,700 | $93.0K | 0.04% | +1,700 | New |
| GAMMA Investing LLC | 1,616 | $92.1K | 0.02% | +1,616 | New |
| Northwestern Mutual Wealth Management Co | 1,431 | $78.3K | 0.00% | +330+30.0% | Added |
| Loomis Sayles & Co L P | 1,378 | $75.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,352 | $74.0K | 0.00% | −27−2.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,346 | $74.0K | 0.01% | +1,346 | New |
| Allworth Financial LP | 1,119 | $61.2K | 0.00% | +45+4.2% | Added |
| Clearstead Advisors, LLC | 1,026 | $56.1K | 0.00% | +86+9.1% | Added |
| Desjardins Global Asset Management Inc. | 999 | $54.6K | 0.01% | +14+1.4% | Added |
| Caitlin John, LLC | 879 | $48.1K | 0.04% | +879 | New |
| National Bank of Canada | 870 | $45.9K | 0.00% | −48,716−98.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 794 | $43.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 750 | $41.0K | 0.03% | +750 | New |
| FinTrust Capital Advisors, LLC | 739 | $40.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 726 | $40.0K | 0.00% | +726 | New |
| Lindbrook Capital, LLC | 708 | $38.7K | 0.00% | +187+35.9% | Added |
| Planned Solutions, Inc. | 700 | $38.3K | 0.02% | +700 | New |
| First Horizon Advisors, Inc. | 663 | $36.3K | 0.00% | +137+26.0% | Added |
| Steward Partners Investment Advisory, LLC | 594 | $32.5K | 0.00% | +44+8.0% | Added |
| NewSquare Capital LLC | 580 | $31.7K | 0.00% | +580 | New |
| EntryPoint Capital, LLC | 536 | $29.3K | 0.03% | +536 | New |
| DSM Capital Partners LLC | 505 | $27.6K | 0.00% | +505 | New |
| Newbridge Financial Services Group, Inc. | 500 | $27.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 499 | $27.3K | 0.00% | +81+19.4% | Added |
| Smithfield Trust Co | 475 | $26.0K | 0.00% | −110−18.8% | Reduced |
| Contravisory Investment Management, Inc. | 466 | $25.5K | 0.01% | +466 | New |
| Venturi Wealth Management, LLC | 393 | $21.5K | 0.00% | +126+47.2% | Added |
| Ci Investments Inc. | 361 | $20.0K | 0.00% | +3+0.8% | Added |
| Hollencrest Capital Management | 353 | $19.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 316 | $17.3K | 0.01% | +316 | New |
| Brown Brothers Harriman & Co | 307 | $16.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 306 | $16.7K | 0.00% | +306 | New |
| Armstrong Advisory Group, Inc | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $16.4K | 0.00% | +100+50.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 240 | $13.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 201 | $11.0K | 0.00% | +18+9.8% | Added |
| Cape Investment Advisory, Inc. | 183 | $10.0K | 0.00% | +183 | New |
| Rakuten Investment Management, Inc. | 179 | $9.91K | 0.00% | +179 | New |
| LGT Financial Advisors LLC | 176 | $9.63K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 170 | $9.30K | 0.00% | +162+2,025.0% | Added |
| Glassman Wealth Services | 140 | $7.66K | 0.00% | +7+5.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 127 | $6.95K | 0.00% | −338−72.7% | Reduced |
| JFS Wealth Advisors, LLC | 115 | $6.29K | 0.00% | −1−0.9% | Reduced |
| Key Financial Inc | 99 | $5.41K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 98 | $5.36K | 0.00% | +98 | New |
| Farmers & Merchants Investments Inc | 90 | $4.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $4.59K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 74 | $4.05K | 0.00% | −4,526−98.4% | Reduced |
| Laffer Tengler Investments | 64 | $3.50K | 0.00% | +64 | New |
| AdvisorNet Financial, Inc | 59 | $3.23K | 0.00% | +26+78.8% | Added |
| Harbour Investments, Inc. | 55 | $3.01K | 0.00% | +10+22.2% | Added |
| Global Retirement Partners, LLC | 53 | $2.96K | 0.00% | +21+65.6% | Added |
| JNBA Financial Advisors | 53 | $2.90K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 47 | $2.57K | 0.00% | +47 | New |
| Lee Financial Co | 46 | $2.52K | 0.00% | +46 | New |
| Parkside Financial Bank & Trust | 43 | $2.35K | 0.00% | −8−15.7% | Reduced |
| Country Trust Bank | 41 | $2.24K | 0.00% | +41 | New |
| Provenance Wealth Advisors, LLC | 40 | $2.19K | 0.00% | +40 | New |
| Prestige Wealth Management Group LLC | 37 | $2.02K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| Arlington Trust Co LLC | 35 | $1.91K | 0.00% | +35 | New |
| Stone House Investment Management, LLC | 33 | $1.80K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $1.49K | 0.00% | +27 | New |
| Focused Wealth Management, Inc | 26 | $1.42K | 0.00% | 00.0% | Unchanged |