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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 224 | $10.4K | 0.00% | +165+279.7% | Added |
| Venturi Wealth Management, LLC | 221 | $10.3K | 0.00% | −172−43.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $9.29K | 0.00% | −300−60.0% | Reduced |
| JFS Wealth Advisors, LLC | 115 | $5.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 101 | $4.69K | 0.00% | +58+134.9% | Added |
| Tyler-Stone Wealth Management | 100 | $4.64K | 0.00% | +100 | New |
| Continuum Advisory, LLC | 100 | $4.64K | 0.00% | +100 | New |
| Key Financial Inc | 99 | $4.60K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 98 | $4.55K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 97 | $4.50K | 0.00% | −30−23.6% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $4.18K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $3.95K | 0.00% | −91−51.7% | Reduced |
| Bell Investment Advisors, Inc | 84 | $3.90K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 64 | $2.97K | 0.00% | +64 | New |
| Harbour Investments, Inc. | 61 | $2.83K | 0.00% | +6+10.9% | Added |
| Harbor Investment Advisory, LLC | 60 | $2.79K | 0.00% | +60 | New |
| Whittier Trust Co of Nevada Inc | 58 | $2.69K | 0.00% | +58 | New |
| JNBA Financial Advisors | 53 | $2.46K | 0.00% | 00.0% | Unchanged |
| 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 |
| Kozak & Associates, Inc. | 39 | $1.89K | 0.00% | +39 | New |
| Prestige Wealth Management Group LLC | 37 | $1.72K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $1.70K | 0.00% | −1,969−98.2% | Reduced |
| Stone House Investment Management, LLC | 33 | $1.53K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 27 | $1.48K | 0.00% | +27 | New |
| Global Retirement Partners, LLC | 28 | $1.30K | 0.00% | −25−47.2% | Reduced |
| Smartleaf Asset Management LLC | 28 | $1.29K | 0.00% | +1+3.7% | Added |
| SJS Investment Consulting Inc. | 24 | $1.11K | 0.00% | −1−4.0% | Reduced |
| 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 |
| Naples Money Management LLC | 21 | $975 | 0.00% | +21 | New |
| Sachetta, LLC | 16 | $876 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $836 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $697 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $464 | 0.00% | +5+100.0% | Added |
| True Wealth Design, LLC | 9 | $418 | 0.00% | +4+80.0% | Added |
| Rothschild Investment LLC | 5 | $232 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $232 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 3 | $140 | 0.00% | +3 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $139 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −2,025,403−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,511,136−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −593,513−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −475,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −418,869−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −398,743−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −269,170−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −237,287−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −219,185−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −233,700−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −105,870−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −101,540−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −93,690−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −88,900−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −67,358−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −63,843−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −54,424−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −48,560−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −48,413−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,339−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −37,928−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −32,614−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −32,606−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −31,119−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −30,529−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −24,646−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −23,895−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −21,063−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −14,729−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −13,430−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −12,425−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,995−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −9,085−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −8,298−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −8,297−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,416−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −5,716−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −4,967−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −4,433−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −4,035−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,984−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −879−100.0% | Sold out |