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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 18,200 | $973.2K | 0.03% | −136,000−88.2% | Reduced |
| United Services Automobile Association | 17,793 | $951.4K | 0.02% | −914−4.9% | Reduced |
| CenterBook Partners LP | 17,639 | $943.2K | 0.06% | +17,639 | New |
| Violich Capital Management, Inc. | 17,160 | $918.0K | 0.12% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,997 | $908.8K | 0.02% | −3,258−16.1% | Reduced |
| Pier Capital, LLC | 16,715 | $893.8K | 0.13% | −3,582−17.6% | Reduced |
| Maxi Investments CY Ltd | 16,680 | $892.0K | 0.24% | −17,320−50.9% | Reduced |
| New England Research & Management, Inc. | 16,675 | $892.0K | 0.42% | −12,700−43.2% | Reduced |
| CIBC World Markets Corp | 16,509 | $882.7K | 0.01% | +2,144+14.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,365 | $875.0K | 0.03% | +1,270+8.4% | Added |
| Stifel Financial Corp | 16,014 | $856.3K | 0.00% | +2,177+15.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,505 | $829.1K | 0.04% | −415−2.6% | Reduced |
| Vident Advisory, LLC | 14,876 | $795.4K | 0.02% | −63,185−80.9% | Reduced |
| Commonwealth Equity Services, LLC | 14,800 | $791.0K | 0.00% | −4,281−22.4% | Reduced |
| Franklin Resources Inc | 14,461 | $789.7K | 0.00% | −2,140−12.9% | Reduced |
| Jane Street Group, LLC | 14,719 | $787.0K | 0.00% | −522,318−97.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,627 | $782.0K | 0.01% | +11,036+307.3% | Added |
| Mount Yale Investment Advisors, LLC | 14,611 | $781.3K | 0.08% | +2,787+23.6% | Added |
| Cooper Financial Group | 14,520 | $776.4K | 0.10% | +710+5.1% | Added |
| Norden Group LLC | 14,465 | $773.4K | 0.09% | +9,141+171.7% | Added |
| Campbell & CO Investment Adviser LLC | 13,994 | $748.3K | 0.06% | −7,672−35.4% | Reduced |
| Silvercrest Asset Management Group LLC | 13,953 | $746.1K | 0.01% | +109+0.8% | Added |
| Principal Securities, Inc. | 13,794 | $737.6K | 0.02% | +2,292+19.9% | Added |
| Bank of Nova Scotia | 13,733 | $734.3K | 0.00% | +248+1.8% | Added |
| Yarbrough Capital, LLC | 13,719 | $733.6K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,662 | $730.5K | 0.00% | +2,099+18.2% | Added |
| Vontobel Holding Ltd. | 13,525 | $723.2K | 0.00% | −44−0.3% | Reduced |
| Sherbrooke Park Advisers LLC | 13,343 | $713.5K | 0.16% | +4,092+44.2% | Added |
| Keybank National Association | 12,996 | $694.9K | 0.00% | +2,898+28.7% | Added |
| Dakota Wealth Management | 12,923 | $691.0K | 0.02% | +1,762+15.8% | Added |
| Panagora Asset Management Inc | 12,830 | $686.0K | 0.00% | −383−2.9% | Reduced |
| E. Ohman J:or Asset Management AB | 12,500 | $668.4K | 0.02% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 12,448 | $665.6K | 0.09% | −6,378−33.9% | Reduced |
| McAdam, LLC | 12,256 | $655.3K | 0.04% | −561−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 12,155 | $649.9K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 11,950 | $639.0K | 0.02% | +11,950 | New |
| 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 |
| Meiji Yasuda Life Insurance Co | 11,500 | $614.9K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 11,454 | $612.4K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 11,443 | $611.9K | 0.09% | +6,333+123.9% | Added |
| Bridges Investment Management Inc | 11,366 | $607.7K | 0.01% | +41+0.4% | Added |
| Los Angeles Capital Management LLC | 11,223 | $600.1K | 0.00% | +11,223 | New |
| Wealth Enhancement Advisory Services, LLC | 10,983 | $587.3K | 0.00% | +10,983 | New |
| Kovitz Investment Group Partners, LLC | 11,468 | $585.4K | 0.00% | −237−2.0% | Reduced |
| GraniteShares Advisors LLC | 10,677 | $570.9K | 0.39% | −818−7.1% | Reduced |
| International Assets Investment Management, LLC | 30,424 | $569.0K | 0.00% | +30,424 | New |
| Yorktown Management & Research Co Inc | 10,600 | $566.8K | 0.58% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,583 | $565.9K | 0.01% | −522,065−98.0% | Reduced |
| CIBC Asset Management Inc | 10,474 | $560.0K | 0.00% | +544+5.5% | Added |
| Kestra Advisory Services, LLC | 10,091 | $539.6K | 0.00% | +1,293+14.7% | Added |
| Susquehanna International Group, LLP | 10,039 | $536.8K | 0.00% | −713,192−98.6% | Reduced |
| RFG Advisory, LLC | 9,914 | $530.1K | 0.02% | +1,754+21.5% | Added |
| Tokio Marine Asset Management Co Ltd | 9,816 | $524.9K | 0.02% | +1,243+14.5% | Added |
| Neuberger Berman Group LLC | 9,642 | $515.6K | 0.00% | +116+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 9,424 | $514.6K | 0.00% | +3,417+56.9% | Added |
| Omers Administration Corp | 9,560 | $511.2K | 0.00% | −42,600−81.7% | Reduced |
| MJP Associates Inc | 9,504 | $508.2K | 0.10% | +741+8.5% | Added |
| Investment Management Corp of Ontario | 9,474 | $506.6K | 0.01% | +3,500+58.6% | Added |
| Shelton Capital Management | 9,470 | $506.4K | 0.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 9,088 | $485.9K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 8,980 | $480.2K | 0.03% | +270+3.1% | Added |
| D.A. Davidson & Co. | 8,924 | $477.2K | 0.00% | +973+12.2% | Added |
| Janney Montgomery Scott LLC | 8,800 | $471.0K | 0.00% | −2,320−20.9% | Reduced |
| National Asset Management, Inc. | 8,849 | $470.8K | 0.01% | +82+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,797 | $470.4K | 0.02% | +248+2.9% | Added |
| RSM US Wealth Management LLC | 9,020 | $470.1K | 0.01% | +9,020 | New |
| Profund Advisors LLC | 8,588 | $459.2K | 0.02% | +1,611+23.1% | Added |
| NewEdge Wealth, LLC | 8,533 | $456.3K | 0.01% | +2,406+39.3% | Added |
| Hel Ved Capital Management Ltd | 8,500 | $454.5K | 0.21% | +8,500 | New |
| Robertson Stephens Wealth Management, LLC | 8,381 | $448.1K | 0.02% | +8,381 | New |
| Swiss Life Asset Management Ltd | 8,223 | $439.2K | 0.00% | −23−0.3% | Reduced |
| True Vision MN LLC | 8,057 | $430.8K | 0.26% | +8,057 | New |
| Ronald Blue Trust, Inc. | 9,622 | $430.5K | 0.01% | +4,158+76.1% | Added |
| Sanctuary Advisors, LLC | 7,673 | $425.5K | 0.00% | −4,363−36.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 7,802 | $417.2K | 0.03% | +7,802 | New |
| Vestmark Advisory Solutions, Inc. | 7,725 | $413.1K | 0.02% | +1,707+28.4% | Added |
| Fifth Third Wealth Advisors LLC | 7,708 | $412.1K | 0.03% | +61+0.8% | Added |
| Ieq Capital, LLC | 7,513 | $401.7K | 0.00% | +7,513 | New |
| 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 |
| Atria Investments LLC | 7,201 | $385.0K | 0.00% | +240+3.4% | Added |
| Gsa Capital Partners LLP | 7,092 | $379.0K | 0.03% | −5,063−41.7% | Reduced |
| CWM, LLC | 7,066 | $378.0K | 0.00% | +4,709+199.8% | Added |
| Bessemer Group Inc | 6,990 | $374.0K | 0.00% | +569+8.9% | Added |
| Rafferty Asset Management, LLC | 6,869 | $367.3K | 0.00% | +940+15.9% | Added |
| Qtron Investments LLC | 6,770 | $362.0K | 0.05% | −5,101−43.0% | Reduced |
| Raymond James Trust N.A. | 6,641 | $355.1K | 0.01% | +802+13.7% | Added |
| Summit Creek Advisors LLC | 6,609 | $353.4K | 0.05% | +6,609 | New |
| UniSuper Management Pty Ltd | 6,500 | $347.6K | 0.00% | −3,952−37.8% | Reduced |
| Alliance Wealth Advisors, LLC | 6,479 | $346.4K | 0.09% | +1,661+34.5% | Added |
| Northwestern Mutual Wealth Management Co | 6,420 | $343.3K | 0.00% | −105−1.6% | Reduced |
| Portside Wealth Group, LLC | 6,393 | $341.8K | 0.06% | +1,077+20.3% | Added |
| GWM Advisors LLC | 6,373 | $340.8K | 0.00% | +4,455+232.3% | Added |
| Donoghue Forlines LLC | 6,361 | $340.1K | 0.10% | +891+16.3% | Added |
| Aaron Wealth Advisors | 6,258 | $334.6K | 0.04% | +6,258 | New |
| Tower Research Capital LLC (TRC) | 6,142 | $328.4K | 0.01% | −4,722−43.5% | Reduced |
| Captrust Financial Advisors | 6,121 | $327.3K | 0.00% | +6,121 | New |
| Shell Asset Management Co | 5,988 | $320.0K | 0.01% | +5,988 | New |
| Legacy Wealth Asset Management, LLC | 5,835 | $312.0K | 0.08% | +1,359+30.4% | Added |