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, Q2 2024
Institutional positions in Dynatrace, Inc. as of Jun 30, 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
- 552
- +18 vs. Q1 2024
- Shares held
- 283.4M
- +12.0M (+4.4%) vs. Q1 2024
- Total value
- $12.7B
- +$89.9M (+0.7%) vs. Q1 2024
- New holders
- 83
- 221 more added
- Sold out
- 65
- 194 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Gradient Investments LLC | 1 | $45 | 0.00% | +1 | New |
| Harbor Investment Advisory, LLC | 2 | $89 | 0.00% | −58−96.7% | Reduced |
| Larson Financial Group LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $90 | 0.00% | −1−33.3% | Reduced |
| Rothschild Investment LLC | 5 | $224 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $224 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $447 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $493 | 0.00% | +2+22.2% | Added |
| ClariVest Asset Management LLC | 18 | $805 | 0.00% | −39,030−100.0% | Reduced |
| Abound Wealth Management | 18 | $806 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 21 | $946 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.03K | 0.00% | −1−4.2% | Reduced |
| Mather Group, LLC. | 25 | $1.16K | 0.00% | −2−7.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 26 | $1.16K | 0.00% | +26 | New |
| Sachetta, LLC | 29 | $1.30K | 0.00% | +13+81.3% | Added |
| EverSource Wealth Advisors, LLC | 31 | $1.36K | 0.00% | +31 | New |
| Washington Trust Advisors, Inc. | 37 | $1.67K | 0.00% | +37 | New |
| Kozak & Associates, Inc. | 39 | $1.75K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | −12−25.0% | Reduced |
| Valley National Advisers Inc | 45 | $2.00K | 0.00% | +15+50.0% | Added |
| Coppell Advisory Solutions LLC | 47 | $2.10K | 0.00% | +47 | New |
| Barrett & Company, Inc. | 50 | $2.24K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 50 | $2.24K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 50 | $2.24K | 0.00% | +50 | New |
| JNBA Financial Advisors | 53 | $2.37K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 56 | $2.52K | 0.00% | +56 | New |
| Smartleaf Asset Management LLC | 70 | $3.08K | 0.00% | +42+150.0% | Added |
| Crewe Advisors LLC | 69 | $3.09K | 0.00% | +69 | New |
| IFP Advisors, Inc | 71 | $3.18K | 0.00% | +34+91.9% | Added |
| Bell Investment Advisors, Inc | 84 | $3.76K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $3.80K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $4.03K | 0.00% | 00.0% | Unchanged |
| Ossiam | 94 | $4.21K | 0.00% | +94 | New |
| RFP Financial Group LLC | 98 | $4.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.43K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 104 | $4.65K | 0.00% | +46+79.3% | Added |
| Prestige Wealth Management Group LLC | 107 | $4.79K | 0.00% | +70+189.2% | Added |
| JFS Wealth Advisors, LLC | 115 | $5.15K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 115 | $5.15K | 0.00% | +115 | New |
| AdvisorNet Financial, Inc | 127 | $5.68K | 0.00% | −97−43.3% | Reduced |
| Harbour Investments, Inc. | 137 | $6.13K | 0.00% | +76+124.6% | Added |
| Umb Bank N A | 183 | $8.19K | 0.00% | +119+185.9% | Added |
| Parkside Financial Bank & Trust | 195 | $8.73K | 0.00% | +94+93.1% | Added |
| Newbridge Financial Services Group, Inc. | 200 | $8.95K | 0.00% | 00.0% | Unchanged |
| Natixis | 206 | $9.22K | 0.00% | −26,860−99.2% | Reduced |
| Central Trust Co | 240 | $10.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 255 | $11.4K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 284 | $12.7K | 0.00% | +284 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 326 | $14.6K | 0.00% | +326 | New |
| Huntington National Bank | 347 | $15.5K | 0.00% | −4−1.1% | Reduced |
| Riverview Trust Co | 364 | $16.3K | 0.02% | 00.0% | Unchanged |
| Innealta Capital, LLC | 365 | $16.3K | 0.01% | +365 | New |
| Venturi Wealth Management, LLC | 391 | $17.5K | 0.00% | +170+76.9% | Added |
| Rakuten Securities, Inc. | 420 | $18.8K | 0.01% | −466−52.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 486 | $21.7K | 0.00% | −322−39.9% | Reduced |
| Ci Investments Inc. | 487 | $22.0K | 0.00% | −60−11.0% | Reduced |
| Geneos Wealth Management Inc. | 530 | $23.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 541 | $24.0K | 0.00% | +88+19.4% | Added |
| Spire Wealth Management | 541 | $24.2K | 0.00% | +30+5.9% | Added |
| Cullen/Frost Bankers, Inc. | 570 | $25.5K | 0.00% | +570 | New |
| Versant Capital Management, Inc | 587 | $26.3K | 0.01% | +572+3,813.3% | Added |
| Rise Advisors, LLC | 636 | $28.5K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 642 | $28.7K | 0.00% | +178+38.4% | Added |
| V-Square Quantitative Management LLC | 724 | $32.4K | 0.01% | +724 | New |
| FinTrust Capital Advisors, LLC | 739 | $33.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 792 | $35.0K | 0.00% | +23+3.0% | Added |
| Fred Alger Management, LLC | 881 | $39.4K | 0.00% | −45,934−98.1% | Reduced |
| Lindbrook Capital, LLC | 919 | $41.1K | 0.00% | +310+50.9% | Added |
| Quest Partners LLC | 947 | $42.4K | 0.01% | −2,673−73.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 950 | $42.5K | 0.02% | −21,350−95.7% | Reduced |
| Park Place Capital Corp | 950 | $42.5K | 0.01% | −621−39.5% | Reduced |
| First Horizon Advisors, Inc. | 983 | $44.0K | 0.00% | +378+62.5% | Added |
| Allworth Financial LP | 1,077 | $47.4K | 0.00% | +38+3.7% | Added |
| Global Retirement Partners, LLC | 1,104 | $49.4K | 0.00% | +1,076+3,842.9% | Added |
| GAMMA Investing LLC | 1,161 | $51.9K | 0.01% | +104+9.8% | Added |
| Opal Wealth Advisors, LLC | 1,178 | $52.7K | 0.02% | +1,178 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,206 | $60.0K | 0.00% | −3,354−73.6% | Reduced |
| National Bank of Canada | 1,354 | $61.0K | 0.00% | +232+20.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,390 | $62.2K | 0.00% | −222−13.8% | Reduced |
| Archer Investment Corp | 1,525 | $68.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,616 | $72.3K | 0.00% | +1,016+169.3% | Added |
| Clearstead Advisors, LLC | 1,702 | $76.1K | 0.00% | +521+44.1% | Added |
| Canada Pension Plan Investment Board | 1,900 | $85.0K | 0.00% | −259,500−99.3% | Reduced |
| Proequities, Inc. | 1,901 | $85.0K | 0.01% | −907−32.3% | Reduced |
| GWM Advisors LLC | 1,918 | $85.8K | 0.00% | +114+6.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,200 | $98.4K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,357 | $105.0K | 0.00% | +550+30.4% | Added |
| Sandia Investment Management LP | 2,500 | $111.8K | 0.14% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,887 | $129.2K | 0.01% | +248+9.4% | Added |
| Farther Finance Advisors, LLC | 2,915 | $131.4K | 0.01% | +2,658+1,034.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,961 | $132.5K | 0.00% | +596+25.2% | Added |
| Signaturefd, LLC | 3,351 | $149.9K | 0.00% | +139+4.3% | Added |