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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 7,647 | $342.1K | 0.03% | +7,647 | New |
| SageView Advisory Group, LLC | 7,526 | $336.7K | 0.02% | +7,526 | New |
| B. Metzler seel. Sohn & Co. AG | 7,279 | $325.7K | 0.00% | +412+6.0% | Added |
| Profund Advisors LLC | 6,977 | $312.2K | 0.01% | −2,511−26.5% | Reduced |
| Atria Investments LLC | 6,961 | $311.4K | 0.00% | +6,961 | New |
| Capital World Investors | 6,906 | $309.0K | 0.00% | +6,906 | New |
| Northwestern Mutual Wealth Management Co | 6,525 | $291.9K | 0.00% | +1,090+20.1% | Added |
| NFJ Investment Group, LLC | 6,524 | $291.9K | 0.01% | −91,771−93.4% | Reduced |
| Bessemer Group Inc | 6,421 | $287.0K | 0.00% | +293+4.8% | Added |
| NewEdge Wealth, LLC | 6,127 | $274.1K | 0.01% | −403−6.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,018 | $269.2K | 0.01% | −952−13.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,007 | $268.8K | 0.00% | +1,398+30.3% | Added |
| Credit Agricole S A | 6,000 | $268.4K | 0.00% | +6,000 | New |
| Investment Management Corp of Ontario | 5,974 | $267.3K | 0.01% | +1,600+36.6% | Added |
| Rafferty Asset Management, LLC | 5,929 | $265.3K | 0.00% | +5,929 | New |
| Capstone Investment Advisors, LLC | 5,910 | $264.4K | 0.01% | −112,696−95.0% | Reduced |
| Raymond James Trust N.A. | 5,839 | $261.2K | 0.01% | +107+1.9% | Added |
| Quarry LP | 5,784 | $258.8K | 0.11% | +3,916+209.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,734 | $256.5K | 0.02% | +1,119+24.2% | Added |
| Ronald Blue Trust, Inc. | 5,464 | $253.7K | 0.00% | +1,115+25.6% | Added |
| Nine Masts Capital Ltd | 5,643 | $252.5K | 0.08% | +5,643 | New |
| Ofi Invest Asset Management | 5,901 | $246.3K | 0.01% | +5,613+1,949.0% | Added |
| Donoghue Forlines LLC | 5,470 | $244.7K | 0.07% | +140+2.6% | Added |
| Prospera Financial Services Inc | 5,465 | $244.5K | 0.01% | −353−6.1% | Reduced |
| Norden Group LLC | 5,324 | $238.2K | 0.05% | −2,596−32.8% | Reduced |
| Portside Wealth Group, LLC | 5,316 | $237.8K | 0.05% | +406+8.3% | Added |
| New Century Financial Group, LLC | 5,214 | $233.3K | 0.10% | +5,214 | New |
| Teacher Retirement System of Texas | 5,201 | $233.0K | 0.00% | −1,763−25.3% | Reduced |
| State of Wyoming | 5,110 | $228.6K | 0.04% | −1,150−18.4% | Reduced |
| Virtue Capital Management, LLC | 5,063 | $224.6K | 0.04% | +264+5.5% | Added |
| Flaharty Asset Management, LLC | 5,000 | $223.7K | 0.03% | +5,000 | New |
| Cerity Partners LLC | 4,979 | $222.8K | 0.00% | −435−8.0% | Reduced |
| Veriti Management LLC | 4,948 | $221.4K | 0.01% | +4,948 | New |
| Covestor Ltd | 4,937 | $221.0K | 0.14% | +91+1.9% | Added |
| EntryPoint Capital, LLC | 4,926 | $220.4K | 0.10% | +729+17.4% | Added |
| XTX Topco Ltd | 4,828 | $216.0K | 0.02% | −2,876−37.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,818 | $215.6K | 0.06% | −169−3.4% | Reduced |
| We Are One Seven, LLC | 4,707 | $210.6K | 0.01% | −90−1.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,662 | $208.6K | 0.02% | +4,662 | New |
| Standard Life Aberdeen plc | 4,658 | $208.4K | 0.00% | +4,658 | New |
| Wedbush Securities Inc | 4,647 | $208.0K | 0.01% | +57+1.2% | Added |
| Quent Capital, LLC | 4,646 | $207.9K | 0.02% | −70−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 4,620 | $206.7K | 0.00% | −498−9.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,476 | $200.3K | 0.06% | +4,476 | New |
| Bokf, NA | 4,399 | $196.8K | 0.00% | +33+0.8% | Added |
| CIBC Private Wealth Group, LLC | 4,311 | $195.2K | 0.00% | −64,296−93.7% | Reduced |
| Advisors Asset Management, Inc. | 4,314 | $193.0K | 0.00% | −671−13.5% | Reduced |
| Emerald Advisers, LLC | 4,057 | $181.5K | 0.01% | −1,142−22.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,982 | $178.2K | 0.10% | +117+3.0% | Added |
| Leonteq Securities AG | 3,784 | $169.3K | 0.02% | −8,689−69.7% | Reduced |
| Rakuten Investment Management, Inc. | 3,664 | $161.3K | 0.00% | +1,293+54.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,591 | $161.0K | 0.00% | −2,469−40.7% | Reduced |
| Signaturefd, LLC | 3,351 | $149.9K | 0.00% | +139+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,961 | $132.5K | 0.00% | +596+25.2% | Added |
| Farther Finance Advisors, LLC | 2,915 | $131.4K | 0.01% | +2,658+1,034.2% | Added |
| Quadrant Capital Group LLC | 2,887 | $129.2K | 0.01% | +248+9.4% | Added |
| Sandia Investment Management LP | 2,500 | $111.8K | 0.14% | 00.0% | Unchanged |
| CWM, LLC | 2,357 | $105.0K | 0.00% | +550+30.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,200 | $98.4K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,918 | $85.8K | 0.00% | +114+6.3% | Added |
| Proequities, Inc. | 1,901 | $85.0K | 0.01% | −907−32.3% | Reduced |
| Canada Pension Plan Investment Board | 1,900 | $85.0K | 0.00% | −259,500−99.3% | Reduced |
| Clearstead Advisors, LLC | 1,702 | $76.1K | 0.00% | +521+44.1% | Added |
| Jones Financial Companies LLLP | 1,616 | $72.3K | 0.00% | +1,016+169.3% | Added |
| Archer Investment Corp | 1,525 | $68.2K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,390 | $62.2K | 0.00% | −222−13.8% | Reduced |
| National Bank of Canada | 1,354 | $61.0K | 0.00% | +232+20.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,206 | $60.0K | 0.00% | −3,354−73.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,178 | $52.7K | 0.02% | +1,178 | New |
| GAMMA Investing LLC | 1,161 | $51.9K | 0.01% | +104+9.8% | Added |
| Global Retirement Partners, LLC | 1,104 | $49.4K | 0.00% | +1,076+3,842.9% | Added |
| Allworth Financial LP | 1,077 | $47.4K | 0.00% | +38+3.7% | Added |
| First Horizon Advisors, Inc. | 983 | $44.0K | 0.00% | +378+62.5% | Added |
| 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 |
| Quest Partners LLC | 947 | $42.4K | 0.01% | −2,673−73.8% | Reduced |
| Lindbrook Capital, LLC | 919 | $41.1K | 0.00% | +310+50.9% | Added |
| Fred Alger Management, LLC | 881 | $39.4K | 0.00% | −45,934−98.1% | Reduced |
| Loomis Sayles & Co L P | 792 | $35.0K | 0.00% | +23+3.0% | Added |
| FinTrust Capital Advisors, LLC | 739 | $33.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 724 | $32.4K | 0.01% | +724 | New |
| Massmutual Trust Co FSB | 642 | $28.7K | 0.00% | +178+38.4% | Added |
| Rise Advisors, LLC | 636 | $28.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 587 | $26.3K | 0.01% | +572+3,813.3% | Added |
| Cullen/Frost Bankers, Inc. | 570 | $25.5K | 0.00% | +570 | New |
| Spire Wealth Management | 541 | $24.2K | 0.00% | +30+5.9% | Added |
| Benjamin Edwards Inc | 541 | $24.0K | 0.00% | +88+19.4% | Added |
| Geneos Wealth Management Inc. | 530 | $23.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 487 | $22.0K | 0.00% | −60−11.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 486 | $21.7K | 0.00% | −322−39.9% | Reduced |
| Rakuten Securities, Inc. | 420 | $18.8K | 0.01% | −466−52.6% | Reduced |
| Venturi Wealth Management, LLC | 391 | $17.5K | 0.00% | +170+76.9% | Added |
| Innealta Capital, LLC | 365 | $16.3K | 0.01% | +365 | New |
| Riverview Trust Co | 364 | $16.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 347 | $15.5K | 0.00% | −4−1.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 326 | $14.6K | 0.00% | +326 | New |
| Armstrong Advisory Group, Inc | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 284 | $12.7K | 0.00% | +284 | New |