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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 255 | $11.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 240 | $10.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 206 | $9.22K | 0.00% | −26,860−99.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $8.95K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 195 | $8.73K | 0.00% | +94+93.1% | Added |
| Umb Bank N A | 183 | $8.19K | 0.00% | +119+185.9% | Added |
| Harbour Investments, Inc. | 137 | $6.13K | 0.00% | +76+124.6% | Added |
| AdvisorNet Financial, Inc | 127 | $5.68K | 0.00% | −97−43.3% | Reduced |
| JFS Wealth Advisors, LLC | 115 | $5.15K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 115 | $5.15K | 0.00% | +115 | New |
| Prestige Wealth Management Group LLC | 107 | $4.79K | 0.00% | +70+189.2% | Added |
| Whittier Trust Co of Nevada Inc | 104 | $4.65K | 0.00% | +46+79.3% | Added |
| Tyler-Stone Wealth Management | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.43K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 98 | $4.38K | 0.00% | 00.0% | Unchanged |
| Ossiam | 94 | $4.21K | 0.00% | +94 | New |
| Farmers & Merchants Investments Inc | 90 | $4.03K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $3.80K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $3.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 71 | $3.18K | 0.00% | +34+91.9% | Added |
| Crewe Advisors LLC | 69 | $3.09K | 0.00% | +69 | New |
| Smartleaf Asset Management LLC | 70 | $3.08K | 0.00% | +42+150.0% | Added |
| TD Waterhouse Canada Inc. | 56 | $2.52K | 0.00% | +56 | New |
| JNBA Financial Advisors | 53 | $2.37K | 0.00% | 00.0% | Unchanged |
| 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 |
| Coppell Advisory Solutions LLC | 47 | $2.10K | 0.00% | +47 | New |
| 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 |
| Kozak & Associates, Inc. | 39 | $1.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 37 | $1.67K | 0.00% | +37 | New |
| EverSource Wealth Advisors, LLC | 31 | $1.36K | 0.00% | +31 | New |
| Sachetta, LLC | 29 | $1.30K | 0.00% | +13+81.3% | Added |
| Riggs Asset Managment Co. Inc. | 26 | $1.16K | 0.00% | +26 | New |
| Mather Group, LLC. | 25 | $1.16K | 0.00% | −2−7.4% | Reduced |
| SJS Investment Consulting Inc. | 23 | $1.03K | 0.00% | −1−4.2% | Reduced |
| Naples Money Management LLC | 21 | $946 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $806 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $805 | 0.00% | −39,030−100.0% | Reduced |
| True Wealth Design, LLC | 11 | $493 | 0.00% | +2+22.2% | Added |
| Raleigh Capital Management Inc. | 10 | $447 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $224 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $224 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $90 | 0.00% | −1−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 2 | $89 | 0.00% | −58−96.7% | Reduced |
| Larson Financial Group LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $45 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Thoma Bravo, L.P. | 0 | $0 | 0.00% | −7,657,741−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −1,866,129−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,724,377−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −922,043−100.0% | Sold out |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −674,400−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −448,297−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −319,704−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −226,195−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −216,501−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −209,835−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −180,258−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −133,449−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −131,909−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −105,154−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −102,038−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −100,158−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −80,995−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −69,420−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −67,350−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −67,119−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −65,286−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −50,388−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −44,894−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −41,066−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −39,491−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −33,801−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −29,321−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −28,956−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −23,973−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −19,992−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −18,514−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −13,680−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,620−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,465−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −11,156−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −7,981−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,369−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,074−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −6,907−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −6,401−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −6,350−100.0% | Sold out |