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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 25 | $1.37K | 0.00% | +2+8.7% | Added |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $985 | 0.00% | +18 | New |
| Quarry LP | 18 | $984 | 0.00% | +18 | New |
| Sachetta, LLC | 16 | $876 | 0.00% | +16 | New |
| Versant Capital Management, Inc | 15 | $820 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $274 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $273 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 5 | $273 | 0.00% | +5 | New |
| Larson Financial Group LLC | 2 | $109 | 0.00% | +2 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | +3 | New |
| Harbor Capital Advisors, Inc. | 9,513 | – | – | +79+0.8% | Added |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −1,294,014−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −330,000−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −149,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −92,318−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −74,685−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −53,654−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −37,549−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −34,784−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −25,985−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −15,025−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,093−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −12,106−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −12,011−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,958−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −10,620−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,095−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −8,988−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,155−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,051−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −6,824−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,054−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |