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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 4,220 | $226.0K | 0.04% | +4,220 | New |
| Wetherby Asset Management Inc | 4,294 | $229.6K | 0.01% | +4,294 | New |
| Seelaus Asset Management LLC | 4,340 | $232.1K | 0.21% | +4,340 | New |
| 180 Wealth Advisors, LLC | 4,352 | $232.7K | 0.04% | +4,352 | New |
| Signaturefd, LLC | 4,389 | $234.7K | 0.00% | +1,038+31.0% | Added |
| Centiva Capital, LP | 4,408 | $235.7K | 0.01% | −7,773−63.8% | Reduced |
| Bokf, NA | 4,468 | $235.8K | 0.00% | +69+1.6% | Added |
| Quent Capital, LLC | 4,524 | $241.5K | 0.02% | −122−2.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,521 | $241.7K | 0.12% | +539+13.5% | Added |
| Coldstream Capital Management Inc | 4,544 | $243.0K | 0.01% | +4,544 | New |
| Canandaigua National Bank & Trust Co | 4,574 | $244.6K | 0.02% | +4,574 | New |
| Prospera Financial Services Inc | 4,582 | $245.0K | 0.01% | −883−16.2% | Reduced |
| Stephenson National Bank & Trust | 4,627 | $247.4K | 0.08% | +4,627 | New |
| Covestor Ltd | 4,709 | $252.0K | 0.16% | −228−4.6% | Reduced |
| HighPoint Advisor Group LLC | 4,693 | $253.8K | 0.01% | +4,693 | New |
| WoodTrust Financial Corp | 4,750 | $254.0K | 0.04% | +4,750 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,779 | $255.5K | 0.00% | +4,779 | New |
| Atria Wealth Solutions, Inc. | 4,789 | $256.1K | 0.00% | +169+3.7% | Added |
| Curated Wealth Partners LLC | 4,809 | $257.1K | 0.03% | +4,809 | New |
| Point72 Hong Kong Ltd | 4,849 | $259.3K | 0.02% | −174,211−97.3% | Reduced |
| We Are One Seven, LLC | 4,862 | $260.0K | 0.01% | +155+3.3% | Added |
| Evergreen Capital Management LLC | 4,997 | $267.2K | 0.01% | +4,997 | New |
| Fox Run Management, L.L.C. | 5,031 | $269.0K | 0.06% | +5,031 | New |
| Rakuten Investment Management, Inc. | 5,183 | $274.6K | 0.00% | +1,519+41.5% | Added |
| Virtue Capital Management, LLC | 5,275 | $282.1K | 0.06% | +212+4.2% | Added |
| Advisors Asset Management, Inc. | 5,279 | $282.3K | 0.01% | +965+22.4% | Added |
| Plato Investment Management Ltd | 5,363 | $286.5K | 0.02% | −3,745−41.1% | Reduced |
| Sterling Capital Management LLC | 5,367 | $287.0K | 0.00% | +5,367 | New |
| Dynasty Wealth Management, LLC | 5,439 | $290.8K | 0.01% | +5,439 | New |
| Veriti Management LLC | 5,524 | $295.4K | 0.02% | +576+11.6% | Added |
| Oddo BHF Asset Management SAS | 5,616 | $300.3K | 0.01% | +5,616 | New |
| New Century Financial Group, LLC | 5,748 | $307.3K | 0.11% | +534+10.2% | Added |
| Legacy Wealth Asset Management, LLC | 5,835 | $312.0K | 0.08% | +1,359+30.4% | Added |
| Shell Asset Management Co | 5,988 | $320.0K | 0.01% | +5,988 | New |
| Captrust Financial Advisors | 6,121 | $327.3K | 0.00% | +6,121 | New |
| Tower Research Capital LLC (TRC) | 6,142 | $328.4K | 0.01% | −4,722−43.5% | Reduced |
| Aaron Wealth Advisors | 6,258 | $334.6K | 0.04% | +6,258 | New |
| Donoghue Forlines LLC | 6,361 | $340.1K | 0.10% | +891+16.3% | Added |
| GWM Advisors LLC | 6,373 | $340.8K | 0.00% | +4,455+232.3% | Added |
| Portside Wealth Group, LLC | 6,393 | $341.8K | 0.06% | +1,077+20.3% | Added |
| Northwestern Mutual Wealth Management Co | 6,420 | $343.3K | 0.00% | −105−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 6,479 | $346.4K | 0.09% | +1,661+34.5% | Added |
| UniSuper Management Pty Ltd | 6,500 | $347.6K | 0.00% | −3,952−37.8% | Reduced |
| Summit Creek Advisors LLC | 6,609 | $353.4K | 0.05% | +6,609 | New |
| Raymond James Trust N.A. | 6,641 | $355.1K | 0.01% | +802+13.7% | Added |
| Qtron Investments LLC | 6,770 | $362.0K | 0.05% | −5,101−43.0% | Reduced |
| Rafferty Asset Management, LLC | 6,869 | $367.3K | 0.00% | +940+15.9% | Added |
| Bessemer Group Inc | 6,990 | $374.0K | 0.00% | +569+8.9% | Added |
| CWM, LLC | 7,066 | $378.0K | 0.00% | +4,709+199.8% | Added |
| Gsa Capital Partners LLP | 7,092 | $379.0K | 0.03% | −5,063−41.7% | Reduced |
| Atria Investments LLC | 7,201 | $385.0K | 0.00% | +240+3.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,279 | $389.2K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 7,279 | $389.2K | 0.00% | +7,279 | New |
| Ieq Capital, LLC | 7,513 | $401.7K | 0.00% | +7,513 | New |
| Fifth Third Wealth Advisors LLC | 7,708 | $412.1K | 0.03% | +61+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 7,725 | $413.1K | 0.02% | +1,707+28.4% | Added |
| Grandeur Peak Global Advisors, LLC | 7,802 | $417.2K | 0.03% | +7,802 | New |
| Sanctuary Advisors, LLC | 7,673 | $425.5K | 0.00% | −4,363−36.2% | Reduced |
| Ronald Blue Trust, Inc. | 9,622 | $430.5K | 0.01% | +4,158+76.1% | Added |
| True Vision MN LLC | 8,057 | $430.8K | 0.26% | +8,057 | New |
| Swiss Life Asset Management Ltd | 8,223 | $439.2K | 0.00% | −23−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,381 | $448.1K | 0.02% | +8,381 | New |
| Hel Ved Capital Management Ltd | 8,500 | $454.5K | 0.21% | +8,500 | New |
| NewEdge Wealth, LLC | 8,533 | $456.3K | 0.01% | +2,406+39.3% | Added |
| Profund Advisors LLC | 8,588 | $459.2K | 0.02% | +1,611+23.1% | Added |
| RSM US Wealth Management LLC | 9,020 | $470.1K | 0.01% | +9,020 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,797 | $470.4K | 0.02% | +248+2.9% | Added |
| National Asset Management, Inc. | 8,849 | $470.8K | 0.01% | +82+0.9% | Added |
| Janney Montgomery Scott LLC | 8,800 | $471.0K | 0.00% | −2,320−20.9% | Reduced |
| D.A. Davidson & Co. | 8,924 | $477.2K | 0.00% | +973+12.2% | Added |
| Nations Financial Group Inc, | 8,980 | $480.2K | 0.03% | +270+3.1% | Added |
| Knollwood Investment Advisory, LLC | 9,088 | $485.9K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 9,470 | $506.4K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 9,474 | $506.6K | 0.01% | +3,500+58.6% | Added |
| MJP Associates Inc | 9,504 | $508.2K | 0.10% | +741+8.5% | Added |
| Omers Administration Corp | 9,560 | $511.2K | 0.00% | −42,600−81.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,424 | $514.6K | 0.00% | +3,417+56.9% | Added |
| Neuberger Berman Group LLC | 9,642 | $515.6K | 0.00% | +116+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,816 | $524.9K | 0.02% | +1,243+14.5% | Added |
| RFG Advisory, LLC | 9,914 | $530.1K | 0.02% | +1,754+21.5% | Added |
| Susquehanna International Group, LLP | 10,039 | $536.8K | 0.00% | −713,192−98.6% | Reduced |
| Kestra Advisory Services, LLC | 10,091 | $539.6K | 0.00% | +1,293+14.7% | Added |
| CIBC Asset Management Inc | 10,474 | $560.0K | 0.00% | +544+5.5% | Added |
| Cubist Systematic Strategies, LLC | 10,583 | $565.9K | 0.01% | −522,065−98.0% | Reduced |
| Yorktown Management & Research Co Inc | 10,600 | $566.8K | 0.58% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 30,424 | $569.0K | 0.00% | +30,424 | New |
| GraniteShares Advisors LLC | 10,677 | $570.9K | 0.39% | −818−7.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,468 | $585.4K | 0.00% | −237−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,983 | $587.3K | 0.00% | +10,983 | New |
| Los Angeles Capital Management LLC | 11,223 | $600.1K | 0.00% | +11,223 | New |
| Bridges Investment Management Inc | 11,366 | $607.7K | 0.01% | +41+0.4% | Added |
| State of Wyoming | 11,443 | $611.9K | 0.09% | +6,333+123.9% | Added |
| Equitable Trust Co | 11,454 | $612.4K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 11,500 | $614.9K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,703 | $625.8K | 0.01% | −7,897−40.3% | Reduced |
| Orion Portfolio Solutions, LLC | 11,703 | $625.8K | 0.01% | −7,897−40.3% | Reduced |
| Algert Global LLC | 11,950 | $639.0K | 0.02% | +11,950 | New |
| Illinois Municipal Retirement Fund | 12,155 | $649.9K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 12,256 | $655.3K | 0.04% | −561−4.4% | Reduced |
| Stanley-Laman Group, Ltd. | 12,448 | $665.6K | 0.09% | −6,378−33.9% | Reduced |