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, Q3 2024
Institutional positions in Dynatrace, Inc. as of Sep 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
- 532
- −14 vs. Q2 2024
- Shares held
- 283.4M
- +27.9M (+10.9%) vs. Q2 2024
- Total value
- $15.1B
- +$3.71B (+32.5%) vs. Q2 2024
- New holders
- 78
- 265 more added
- Sold out
- 92
- 139 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 12 | $0 | 0.00% | −176,593−100.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | +3 | New |
| Quest Partners LLC | 1 | $53 | 0.00% | −946−99.9% | Reduced |
| Mendota Financial Group, LLC | 2 | $107 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 5 | $268 | 0.00% | +3+150.0% | Added |
| Claris Advisors, LLC | 8 | $428 | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 10 | $535 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $805 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $910 | 0.00% | −178−91.3% | Reduced |
| Naples Money Management LLC | 18 | $962 | 0.00% | −3−14.3% | Reduced |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Avion Wealth | 34 | $1.00K | 0.00% | +24+240.0% | Added |
| Smithfield Trust Co | 25 | $1.00K | 0.00% | +25 | New |
| Larson Financial Group LLC | 24 | $1.28K | 0.00% | +22+1,100.0% | Added |
| WR Wealth Planners, LLC | 24 | $1.28K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 26 | $1.39K | 0.00% | +3+13.0% | Added |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $2.09K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 40 | $2.14K | 0.00% | +40 | New |
| Coppell Advisory Solutions LLC | 47 | $2.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $2.53K | 0.00% | +48 | New |
| Beacon Capital Management, LLC | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 53 | $2.83K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 66 | $3.00K | 0.00% | +8+13.8% | Added |
| Harbour Investments, Inc. | 62 | $3.31K | 0.00% | −75−54.7% | Reduced |
| Rothschild Investment LLC | 66 | $3.53K | 0.00% | +61+1,220.0% | Added |
| Sachetta, LLC | 70 | $3.74K | 0.00% | +41+141.4% | Added |
| Skopos Labs, Inc. | 76 | $4.06K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 84 | $4.49K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $4.54K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 87 | $4.67K | 0.00% | +50+135.1% | Added |
| EverSource Wealth Advisors, LLC | 89 | $4.76K | 0.00% | +58+187.1% | Added |
| Farmers & Merchants Investments Inc | 90 | $4.81K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 101 | $5.00K | 0.00% | +101 | New |
| Key Financial Inc | 99 | $5.29K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $5.35K | 0.00% | −200−66.7% | Reduced |
| Barrett & Company, Inc. | 100 | $5.35K | 0.00% | +50+100.0% | Added |
| Continuum Advisory, LLC | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 104 | $5.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $5.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $6.36K | 0.00% | +4+3.5% | Added |
| CoreCap Advisors, LLC | 135 | $7.22K | 0.00% | +135 | New |
| AdvisorNet Financial, Inc | 137 | $7.33K | 0.00% | +10+7.9% | Added |
| IFP Advisors, Inc | 158 | $8.45K | 0.00% | +87+122.5% | Added |
| Johnson Financial Group, Inc. | 161 | $8.61K | 0.00% | +161 | New |
| Whittier Trust Co | 168 | $8.98K | 0.00% | +168 | New |
| Nisa Investment Advisors, LLC | 195 | $10.4K | 0.00% | −8,320−97.7% | Reduced |
| Global Financial Private Client, LLC | 243 | $13.0K | 0.01% | +243 | New |
| True Wealth Design, LLC | 252 | $13.5K | 0.01% | +241+2,190.9% | Added |
| Huntington National Bank | 278 | $14.9K | 0.00% | −69−19.9% | Reduced |
| Armstrong Advisory Group, Inc | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 400 | $21.4K | 0.01% | −20−4.8% | Reduced |
| Smartleaf Asset Management LLC | 435 | $23.1K | 0.00% | +365+521.4% | Added |
| Mather Group, LLC. | 436 | $23.3K | 0.00% | +411+1,644.0% | Added |
| Ci Investments Inc. | 483 | $26.0K | 0.00% | −4−0.8% | Reduced |
| Golden State Equity Partners | 505 | $27.0K | 0.00% | +505 | New |
| Steward Partners Investment Advisory, LLC | 526 | $28.1K | 0.00% | +40+8.2% | Added |
| Massmutual Trust Co FSB | 529 | $28.3K | 0.00% | −113−17.6% | Reduced |
| Geneos Wealth Management Inc. | 530 | $28.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 621 | $33.2K | 0.03% | +257+70.6% | Added |
| Rise Advisors, LLC | 636 | $34.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 687 | $36.7K | 0.00% | +687 | New |
| Spire Wealth Management | 699 | $37.4K | 0.00% | +158+29.2% | Added |
| Paladin Wealth, LLC | 710 | $38.0K | 0.03% | +710 | New |
| Umb Bank N A | 718 | $38.4K | 0.00% | +535+292.3% | Added |
| FinTrust Capital Advisors, LLC | 739 | $39.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 796 | $42.6K | 0.00% | +796 | New |
| Lindbrook Capital, LLC | 856 | $45.8K | 0.00% | −63−6.9% | Reduced |
| V-Square Quantitative Management LLC | 896 | $47.9K | 0.01% | +172+23.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 950 | $50.8K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 981 | $52.5K | 0.02% | +981 | New |
| Global Retirement Partners, LLC | 1,076 | $57.5K | 0.00% | −28−2.5% | Reduced |
| Allworth Financial LP | 1,110 | $59.4K | 0.00% | +33+3.1% | Added |
| National Bank of Canada | 1,172 | $62.7K | 0.00% | −182−13.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,193 | $63.8K | 0.00% | −197−14.2% | Reduced |
| Jones Financial Companies LLLP | 1,331 | $70.6K | 0.00% | −285−17.6% | Reduced |
| Park Place Capital Corp | 1,412 | $75.5K | 0.02% | +462+48.6% | Added |
| First Horizon Advisors, Inc. | 1,510 | $80.7K | 0.00% | +527+53.6% | Added |
| Archer Investment Corp | 1,525 | $81.5K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,632 | $87.3K | 0.01% | −2,152−56.9% | Reduced |
| Versant Capital Management, Inc | 1,727 | $92.3K | 0.02% | +1,140+194.2% | Added |
| Fred Alger Management, LLC | 1,761 | $94.2K | 0.00% | +880+99.9% | Added |
| Clearstead Advisors, LLC | 1,764 | $94.3K | 0.00% | +62+3.6% | Added |
| Proequities, Inc. | 1,921 | $102.7K | 0.01% | +20+1.1% | Added |
| GAMMA Investing LLC | 1,957 | $104.6K | 0.01% | +796+68.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $112.3K | 0.01% | +1,800+600.0% | Added |
| Ossiam | 2,154 | $115.2K | 0.00% | +2,060+2,191.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,200 | $117.6K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,214 | $118.4K | 0.01% | +1,823+466.2% | Added |
| Bryn Mawr Trust Co | 2,453 | $131.2K | 0.00% | +2,453 | New |
| Truvestments Capital LLC | 2,507 | $134.0K | 0.04% | +2,507 | New |
| Farther Finance Advisors, LLC | 2,689 | $143.8K | 0.01% | −226−7.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,123 | $166.9K | 0.00% | +162+5.5% | Added |
| Quadrant Capital Group LLC | 3,142 | $168.0K | 0.01% | +255+8.8% | Added |
| Jaffetilchin Investment Partners, LLC | 3,278 | $175.3K | 0.01% | −1,384−29.7% | Reduced |
| Canada Pension Plan Investment Board | 3,800 | $203.2K | 0.00% | +1,900+100.0% | Added |
| Emerald Advisers, LLC | 3,962 | $211.8K | 0.01% | −95−2.3% | Reduced |
| PEAK6 Investments LLC | 4,038 | $215.9K | 0.01% | −33,998−89.4% | Reduced |
| Cordatus Wealth Management LLC | 4,050 | $217.0K | 0.08% | +4,050 | New |
| Connecticut Wealth Management, LLC | 4,190 | $224.1K | 0.01% | +4,190 | New |