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, Q1 2024
Institutional positions in Dynatrace, Inc. as of Mar 31, 2024. 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
- 541
- +32 vs. Q4 2023
- Shares held
- 272.8M
- −6.33M (−2.3%) vs. Q4 2023
- Total value
- $12.7B
- −$2.61B (−17.1%) vs. Q4 2023
- New holders
- 106
- 256 more added
- Sold out
- 74
- 143 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $139 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $140 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $232 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $232 | 0.00% | +5 | New |
| True Wealth Design, LLC | 9 | $418 | 0.00% | +4+80.0% | Added |
| Raleigh Capital Management Inc. | 10 | $464 | 0.00% | +5+100.0% | Added |
| Versant Capital Management, Inc | 15 | $697 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $836 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $876 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 21 | $975 | 0.00% | +21 | New |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | −10−25.0% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | −5−31.3% | Reduced |
| SJS Investment Consulting Inc. | 24 | $1.11K | 0.00% | −1−4.0% | Reduced |
| Smartleaf Asset Management LLC | 28 | $1.29K | 0.00% | +1+3.7% | Added |
| Global Retirement Partners, LLC | 28 | $1.30K | 0.00% | −25−47.2% | Reduced |
| Mather Group, LLC. | 27 | $1.48K | 0.00% | +27 | New |
| Stone House Investment Management, LLC | 33 | $1.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $1.70K | 0.00% | −1,969−98.2% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $1.89K | 0.00% | +39 | New |
| NBC Securities, Inc. | 58 | $2.00K | 0.00% | +5+9.4% | Added |
| Capital Advisors, Ltd. LLC | 48 | $2.00K | 0.00% | +12+33.3% | Added |
| JNBA Financial Advisors | 53 | $2.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 58 | $2.69K | 0.00% | +58 | New |
| Harbor Investment Advisory, LLC | 60 | $2.79K | 0.00% | +60 | New |
| Harbour Investments, Inc. | 61 | $2.83K | 0.00% | +6+10.9% | Added |
| Umb Bank N A | 64 | $2.97K | 0.00% | +64 | New |
| Bell Investment Advisors, Inc | 84 | $3.90K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $3.95K | 0.00% | −91−51.7% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $4.18K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 97 | $4.50K | 0.00% | −30−23.6% | Reduced |
| RFP Financial Group LLC | 98 | $4.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $4.64K | 0.00% | +100 | New |
| Tyler-Stone Wealth Management | 100 | $4.64K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 101 | $4.69K | 0.00% | +58+134.9% | Added |
| JFS Wealth Advisors, LLC | 115 | $5.34K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $9.29K | 0.00% | −300−60.0% | Reduced |
| Venturi Wealth Management, LLC | 221 | $10.3K | 0.00% | −172−43.8% | Reduced |
| AdvisorNet Financial, Inc | 224 | $10.4K | 0.00% | +165+279.7% | Added |
| Central Trust Co | 240 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 257 | $11.8K | 0.00% | +87+51.2% | Added |
| ICA Group Wealth Management, LLC | 255 | $11.8K | 0.00% | +255 | New |
| Ofi Invest Asset Management | 288 | $12.4K | 0.00% | +288 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 286 | $13.3K | 0.00% | −8,117−96.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $13.9K | 0.00% | +300 | New |
| Brown Brothers Harriman & Co | 307 | $14.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 351 | $16.3K | 0.00% | +150+74.6% | Added |
| Armstrong Advisory Group, Inc | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 364 | $16.9K | 0.01% | +364 | New |
| Benjamin Edwards Inc | 453 | $21.0K | 0.00% | +453 | New |
| Massmutual Trust Co FSB | 464 | $21.5K | 0.00% | −35−7.0% | Reduced |
| Contravisory Investment Management, Inc. | 466 | $21.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 480 | $22.3K | 0.00% | −3,455−87.8% | Reduced |
| Headlands Technologies LLC | 482 | $22.4K | 0.01% | −3,410−87.6% | Reduced |
| Spire Wealth Management | 511 | $23.7K | 0.00% | −16,266−97.0% | Reduced |
| Geneos Wealth Management Inc. | 530 | $24.6K | 0.00% | +230+76.7% | Added |
| Ci Investments Inc. | 547 | $25.0K | 0.00% | +186+51.5% | Added |
| Jones Financial Companies LLLP | 600 | $27.9K | 0.00% | +600 | New |
| First Horizon Advisors, Inc. | 605 | $28.1K | 0.00% | −58−8.7% | Reduced |
| Lindbrook Capital, LLC | 609 | $28.3K | 0.00% | −99−14.0% | Reduced |
| Rise Advisors, LLC | 636 | $29.5K | 0.02% | +636 | New |
| FinTrust Capital Advisors, LLC | 739 | $34.3K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 769 | $36.0K | 0.00% | −609−44.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 808 | $37.5K | 0.00% | +214+36.0% | Added |
| Rakuten Securities, Inc. | 886 | $41.1K | 0.02% | +570+180.4% | Added |
| Allworth Financial LP | 1,039 | $48.3K | 0.00% | −80−7.1% | Reduced |
| GAMMA Investing LLC | 1,057 | $49.1K | 0.01% | −559−34.6% | Reduced |
| Cutler Group LP | 1,100 | $51.0K | 0.03% | −7,030−86.5% | Reduced |
| National Bank of Canada | 1,122 | $51.8K | 0.00% | +252+29.0% | Added |
| Clearstead Advisors, LLC | 1,181 | $54.2K | 0.00% | +155+15.1% | Added |
| Archer Investment Corp | 1,525 | $70.8K | 0.02% | +1,525 | New |
| Park Place Capital Corp | 1,571 | $73.0K | 0.03% | +1,571 | New |
| Edmond de Rothschild Holding S.A. | 1,612 | $74.9K | 0.00% | −778−32.6% | Reduced |
| GWM Advisors LLC | 1,804 | $83.8K | 0.00% | −23,314−92.8% | Reduced |
| CWM, LLC | 1,807 | $84.0K | 0.00% | +455+33.7% | Added |
| Quarry LP | 1,868 | $86.8K | 0.04% | +1,850+10,277.8% | Added |
| Globeflex Capital L P | 1,921 | $89.2K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,986 | $92.2K | 0.00% | +1,986 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,200 | $102.2K | 0.04% | +500+29.4% | Added |
| Rakuten Investment Management, Inc. | 2,371 | $110.1K | 0.00% | +2,192+1,224.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,365 | $114.2K | 0.00% | +1,571+197.9% | Added |
| Sandia Investment Management LP | 2,500 | $116.1K | 0.11% | −5,036−66.8% | Reduced |
| Truvestments Capital LLC | 2,554 | $118.6K | 0.05% | −404−13.7% | Reduced |
| Quadrant Capital Group LLC | 2,639 | $122.6K | 0.01% | +48+1.9% | Added |
| Proequities, Inc. | 2,808 | $130.4K | 0.01% | +995+54.9% | Added |
| Signaturefd, LLC | 3,212 | $149.2K | 0.00% | +294+10.1% | Added |
| SYSTM Wealth Solutions LLC | 3,242 | $150.6K | 0.02% | +459+16.5% | Added |
| Quest Partners LLC | 3,620 | $168.1K | 0.03% | +3,620 | New |
| Pension & Wealth Management Advisors, Inc. | 3,865 | $179.5K | 0.12% | +3,865 | New |
| UniSuper Management Pty Ltd | 3,900 | $181.1K | 0.00% | +2,200+129.4% | Added |
| EntryPoint Capital, LLC | 4,197 | $194.9K | 0.17% | +3,661+683.0% | Added |
| Bokf, NA | 4,366 | $199.7K | 0.00% | −17−0.4% | Reduced |
| Summit Creek Advisors LLC | 4,325 | $200.9K | 0.03% | +4,325 | New |
| Ronald Blue Trust, Inc. | 4,349 | $202.0K | 0.00% | +2,302+112.5% | Added |
| Investment Management Corp of Ontario | 4,374 | $203.1K | 0.01% | −1,400−24.2% | Reduced |
| Algert Global LLC | 4,500 | $209.0K | 0.01% | −7,427−62.3% | Reduced |