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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 6,964 | $323.0K | 0.00% | −4,492−39.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,907 | $321.0K | 0.00% | +687+11.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,867 | $318.9K | 0.00% | +1,195+21.1% | Added |
| Baker Tilly Wealth Management, LLC | 6,660 | $309.3K | 0.06% | +6,660 | New |
| Y-Intercept (Hong Kong) Ltd | 6,616 | $307.2K | 0.02% | +6,616 | New |
| NewEdge Wealth, LLC | 6,530 | $299.3K | 0.01% | +1,835+39.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 6,401 | $297.3K | 0.04% | +6,401 | New |
| Seelaus Asset Management LLC | 6,350 | $294.9K | 0.29% | +1,955+44.5% | Added |
| State of Wyoming | 6,260 | $290.7K | 0.05% | −4,252−40.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,204 | $288.0K | 0.14% | −3,221−34.2% | Reduced |
| Bessemer Group Inc | 6,128 | $284.0K | 0.00% | +226+3.8% | Added |
| Yorktown Management & Research Co Inc | 6,100 | $283.3K | 0.27% | +6,100 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,060 | $281.0K | 0.01% | +3,123+106.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,039 | $280.5K | 0.00% | +1,381+29.6% | Added |
| Prospera Financial Services Inc | 5,818 | $270.1K | 0.01% | +5,818 | New |
| River & Mercantile Asset Management LLP | 5,779 | $268.2K | 0.07% | −65−1.1% | Reduced |
| Shell Asset Management Co | 5,988 | $268.0K | 0.01% | −3,857−39.2% | Reduced |
| Raymond James Trust N.A. | 5,732 | $266.2K | 0.01% | +566+11.0% | Added |
| Swiss Life Asset Management Ltd | 5,676 | $263.6K | 0.00% | −5,475−49.1% | Reduced |
| Kapitalo Investimentos Ltda | 5,675 | $263.5K | 0.06% | +5,675 | New |
| Northwestern Mutual Wealth Management Co | 5,435 | $252.4K | 0.00% | +4,004+279.8% | Added |
| Cerity Partners LLC | 5,414 | $251.4K | 0.00% | +5,414 | New |
| Donoghue Forlines LLC | 5,330 | $247.5K | 0.07% | +1,464+37.9% | Added |
| Emerald Advisers, LLC | 5,199 | $241.4K | 0.01% | +5,199 | New |
| Ieq Capital, LLC | 5,170 | $240.1K | 0.00% | −1,086−17.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,160 | $239.6K | 0.01% | −25,453−83.1% | Reduced |
| Atria Wealth Solutions, Inc. | 5,118 | $237.7K | 0.00% | +1,272+33.1% | Added |
| Degroof Petercam Asset Management | 5,000 | $232.2K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,987 | $231.6K | 0.07% | +4,987 | New |
| Advisors Asset Management, Inc. | 4,985 | $231.5K | 0.00% | −1,482−22.9% | Reduced |
| Portside Wealth Group, LLC | 4,910 | $228.0K | 0.04% | +4,910 | New |
| Canton Hathaway, LLC | 4,900 | $228.0K | 0.06% | +4,900 | New |
| Covestor Ltd | 4,846 | $225.0K | 0.14% | +980+25.3% | Added |
| Virtue Capital Management, LLC | 4,799 | $224.8K | 0.04% | −26−0.5% | Reduced |
| We Are One Seven, LLC | 4,797 | $222.8K | 0.01% | +4,797 | New |
| Quent Capital, LLC | 4,716 | $219.0K | 0.03% | +39+0.8% | Added |
| Old National Bancorp | 4,700 | $218.3K | 0.01% | −333−6.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,615 | $214.3K | 0.02% | +429+10.2% | Added |
| O'Shaughnessy Asset Management, LLC | 4,609 | $214.0K | 0.00% | −1,100−19.3% | Reduced |
| Wedbush Securities Inc | 4,590 | $213.0K | 0.01% | +4,590 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,560 | $211.8K | 0.00% | +4,560 | New |
| Algert Global LLC | 4,500 | $209.0K | 0.01% | −7,427−62.3% | Reduced |
| Investment Management Corp of Ontario | 4,374 | $203.1K | 0.01% | −1,400−24.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,349 | $202.0K | 0.00% | +2,302+112.5% | Added |
| Summit Creek Advisors LLC | 4,325 | $200.9K | 0.03% | +4,325 | New |
| Bokf, NA | 4,366 | $199.7K | 0.00% | −17−0.4% | Reduced |
| EntryPoint Capital, LLC | 4,197 | $194.9K | 0.17% | +3,661+683.0% | Added |
| UniSuper Management Pty Ltd | 3,900 | $181.1K | 0.00% | +2,200+129.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,865 | $179.5K | 0.12% | +3,865 | New |
| Quest Partners LLC | 3,620 | $168.1K | 0.03% | +3,620 | New |
| SYSTM Wealth Solutions LLC | 3,242 | $150.6K | 0.02% | +459+16.5% | Added |
| Signaturefd, LLC | 3,212 | $149.2K | 0.00% | +294+10.1% | Added |
| Proequities, Inc. | 2,808 | $130.4K | 0.01% | +995+54.9% | Added |
| Quadrant Capital Group LLC | 2,639 | $122.6K | 0.01% | +48+1.9% | Added |
| Truvestments Capital LLC | 2,554 | $118.6K | 0.05% | −404−13.7% | Reduced |
| Sandia Investment Management LP | 2,500 | $116.1K | 0.11% | −5,036−66.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,365 | $114.2K | 0.00% | +1,571+197.9% | Added |
| Rakuten Investment Management, Inc. | 2,371 | $110.1K | 0.00% | +2,192+1,224.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,200 | $102.2K | 0.04% | +500+29.4% | Added |
| Horizon Investments, LLC | 1,986 | $92.2K | 0.00% | +1,986 | New |
| Globeflex Capital L P | 1,921 | $89.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,868 | $86.8K | 0.04% | +1,850+10,277.8% | Added |
| CWM, LLC | 1,807 | $84.0K | 0.00% | +455+33.7% | Added |
| GWM Advisors LLC | 1,804 | $83.8K | 0.00% | −23,314−92.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,612 | $74.9K | 0.00% | −778−32.6% | Reduced |
| Park Place Capital Corp | 1,571 | $73.0K | 0.03% | +1,571 | New |
| Archer Investment Corp | 1,525 | $70.8K | 0.02% | +1,525 | New |
| Clearstead Advisors, LLC | 1,181 | $54.2K | 0.00% | +155+15.1% | Added |
| National Bank of Canada | 1,122 | $51.8K | 0.00% | +252+29.0% | Added |
| Cutler Group LP | 1,100 | $51.0K | 0.03% | −7,030−86.5% | Reduced |
| GAMMA Investing LLC | 1,057 | $49.1K | 0.01% | −559−34.6% | Reduced |
| Allworth Financial LP | 1,039 | $48.3K | 0.00% | −80−7.1% | Reduced |
| Rakuten Securities, Inc. | 886 | $41.1K | 0.02% | +570+180.4% | Added |
| Steward Partners Investment Advisory, LLC | 808 | $37.5K | 0.00% | +214+36.0% | Added |
| Loomis Sayles & Co L P | 769 | $36.0K | 0.00% | −609−44.2% | Reduced |
| FinTrust Capital Advisors, LLC | 739 | $34.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 636 | $29.5K | 0.02% | +636 | New |
| Lindbrook Capital, LLC | 609 | $28.3K | 0.00% | −99−14.0% | Reduced |
| First Horizon Advisors, Inc. | 605 | $28.1K | 0.00% | −58−8.7% | Reduced |
| Jones Financial Companies LLLP | 600 | $27.9K | 0.00% | +600 | New |
| Ci Investments Inc. | 547 | $25.0K | 0.00% | +186+51.5% | Added |
| Geneos Wealth Management Inc. | 530 | $24.6K | 0.00% | +230+76.7% | Added |
| Spire Wealth Management | 511 | $23.7K | 0.00% | −16,266−97.0% | Reduced |
| Headlands Technologies LLC | 482 | $22.4K | 0.01% | −3,410−87.6% | Reduced |
| Nisa Investment Advisors, LLC | 480 | $22.3K | 0.00% | −3,455−87.8% | Reduced |
| Smithfield Trust Co | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 466 | $21.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 464 | $21.5K | 0.00% | −35−7.0% | Reduced |
| Benjamin Edwards Inc | 453 | $21.0K | 0.00% | +453 | New |
| Riverview Trust Co | 364 | $16.9K | 0.01% | +364 | New |
| Armstrong Advisory Group, Inc | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 351 | $16.3K | 0.00% | +150+74.6% | Added |
| Brown Brothers Harriman & Co | 307 | $14.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $13.9K | 0.00% | +300 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $13.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 286 | $13.3K | 0.00% | −8,117−96.6% | Reduced |
| Ofi Invest Asset Management | 288 | $12.4K | 0.00% | +288 | New |
| ICA Group Wealth Management, LLC | 255 | $11.8K | 0.00% | +255 | New |
| Farther Finance Advisors, LLC | 257 | $11.8K | 0.00% | +87+51.2% | Added |
| Central Trust Co | 240 | $11.1K | 0.00% | 00.0% | Unchanged |