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 |
|---|---|---|---|---|---|
| New Century Financial Group, LLC | 5,748 | $307.3K | 0.11% | +534+10.2% | Added |
| Oddo BHF Asset Management SAS | 5,616 | $300.3K | 0.01% | +5,616 | New |
| Veriti Management LLC | 5,524 | $295.4K | 0.02% | +576+11.6% | Added |
| Dynasty Wealth Management, LLC | 5,439 | $290.8K | 0.01% | +5,439 | New |
| Sterling Capital Management LLC | 5,367 | $287.0K | 0.00% | +5,367 | New |
| Plato Investment Management Ltd | 5,363 | $286.5K | 0.02% | −3,745−41.1% | Reduced |
| Advisors Asset Management, Inc. | 5,279 | $282.3K | 0.01% | +965+22.4% | Added |
| Virtue Capital Management, LLC | 5,275 | $282.1K | 0.06% | +212+4.2% | Added |
| Rakuten Investment Management, Inc. | 5,183 | $274.6K | 0.00% | +1,519+41.5% | Added |
| Fox Run Management, L.L.C. | 5,031 | $269.0K | 0.06% | +5,031 | New |
| Evergreen Capital Management LLC | 4,997 | $267.2K | 0.01% | +4,997 | New |
| We Are One Seven, LLC | 4,862 | $260.0K | 0.01% | +155+3.3% | Added |
| Point72 Hong Kong Ltd | 4,849 | $259.3K | 0.02% | −174,211−97.3% | Reduced |
| Curated Wealth Partners LLC | 4,809 | $257.1K | 0.03% | +4,809 | New |
| Atria Wealth Solutions, Inc. | 4,789 | $256.1K | 0.00% | +169+3.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,779 | $255.5K | 0.00% | +4,779 | New |
| WoodTrust Financial Corp | 4,750 | $254.0K | 0.04% | +4,750 | New |
| HighPoint Advisor Group LLC | 4,693 | $253.8K | 0.01% | +4,693 | New |
| Covestor Ltd | 4,709 | $252.0K | 0.16% | −228−4.6% | Reduced |
| Stephenson National Bank & Trust | 4,627 | $247.4K | 0.08% | +4,627 | New |
| Prospera Financial Services Inc | 4,582 | $245.0K | 0.01% | −883−16.2% | Reduced |
| Canandaigua National Bank & Trust Co | 4,574 | $244.6K | 0.02% | +4,574 | New |
| Coldstream Capital Management Inc | 4,544 | $243.0K | 0.01% | +4,544 | New |
| Pension & Wealth Management Advisors, Inc. | 4,521 | $241.7K | 0.12% | +539+13.5% | Added |
| Quent Capital, LLC | 4,524 | $241.5K | 0.02% | −122−2.6% | Reduced |
| Bokf, NA | 4,468 | $235.8K | 0.00% | +69+1.6% | Added |
| Centiva Capital, LP | 4,408 | $235.7K | 0.01% | −7,773−63.8% | Reduced |
| Signaturefd, LLC | 4,389 | $234.7K | 0.00% | +1,038+31.0% | Added |
| 180 Wealth Advisors, LLC | 4,352 | $232.7K | 0.04% | +4,352 | New |
| Seelaus Asset Management LLC | 4,340 | $232.1K | 0.21% | +4,340 | New |
| Wetherby Asset Management Inc | 4,294 | $229.6K | 0.01% | +4,294 | New |
| Claret Asset Management Corp | 4,220 | $226.0K | 0.04% | +4,220 | New |
| Connecticut Wealth Management, LLC | 4,190 | $224.1K | 0.01% | +4,190 | New |
| Cordatus Wealth Management LLC | 4,050 | $217.0K | 0.08% | +4,050 | New |
| PEAK6 Investments LLC | 4,038 | $215.9K | 0.01% | −33,998−89.4% | Reduced |
| Emerald Advisers, LLC | 3,962 | $211.8K | 0.01% | −95−2.3% | Reduced |
| Canada Pension Plan Investment Board | 3,800 | $203.2K | 0.00% | +1,900+100.0% | Added |
| Jaffetilchin Investment Partners, LLC | 3,278 | $175.3K | 0.01% | −1,384−29.7% | Reduced |
| Quadrant Capital Group LLC | 3,142 | $168.0K | 0.01% | +255+8.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,123 | $166.9K | 0.00% | +162+5.5% | Added |
| Farther Finance Advisors, LLC | 2,689 | $143.8K | 0.01% | −226−7.8% | Reduced |
| Truvestments Capital LLC | 2,507 | $134.0K | 0.04% | +2,507 | New |
| Bryn Mawr Trust Co | 2,453 | $131.2K | 0.00% | +2,453 | New |
| Venturi Wealth Management, LLC | 2,214 | $118.4K | 0.01% | +1,823+466.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,200 | $117.6K | 0.04% | 00.0% | Unchanged |
| Ossiam | 2,154 | $115.2K | 0.00% | +2,060+2,191.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $112.3K | 0.01% | +1,800+600.0% | Added |
| GAMMA Investing LLC | 1,957 | $104.6K | 0.01% | +796+68.6% | Added |
| Proequities, Inc. | 1,921 | $102.7K | 0.01% | +20+1.1% | Added |
| Clearstead Advisors, LLC | 1,764 | $94.3K | 0.00% | +62+3.6% | Added |
| Fred Alger Management, LLC | 1,761 | $94.2K | 0.00% | +880+99.9% | Added |
| Versant Capital Management, Inc | 1,727 | $92.3K | 0.02% | +1,140+194.2% | Added |
| Leonteq Securities AG | 1,632 | $87.3K | 0.01% | −2,152−56.9% | Reduced |
| Archer Investment Corp | 1,525 | $81.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,510 | $80.7K | 0.00% | +527+53.6% | Added |
| Park Place Capital Corp | 1,412 | $75.5K | 0.02% | +462+48.6% | Added |
| Jones Financial Companies LLLP | 1,331 | $70.6K | 0.00% | −285−17.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,193 | $63.8K | 0.00% | −197−14.2% | Reduced |
| National Bank of Canada | 1,172 | $62.7K | 0.00% | −182−13.4% | Reduced |
| Allworth Financial LP | 1,110 | $59.4K | 0.00% | +33+3.1% | Added |
| Global Retirement Partners, LLC | 1,076 | $57.5K | 0.00% | −28−2.5% | Reduced |
| Capital Performance Advisors LLP | 981 | $52.5K | 0.02% | +981 | New |
| Mark Sheptoff Financial Planning, LLC | 950 | $50.8K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 896 | $47.9K | 0.01% | +172+23.8% | Added |
| Lindbrook Capital, LLC | 856 | $45.8K | 0.00% | −63−6.9% | Reduced |
| SRS Capital Advisors, Inc. | 796 | $42.6K | 0.00% | +796 | New |
| FinTrust Capital Advisors, LLC | 739 | $39.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 718 | $38.4K | 0.00% | +535+292.3% | Added |
| Paladin Wealth, LLC | 710 | $38.0K | 0.03% | +710 | New |
| Spire Wealth Management | 699 | $37.4K | 0.00% | +158+29.2% | Added |
| GeoWealth Management, LLC | 687 | $36.7K | 0.00% | +687 | New |
| Rise Advisors, LLC | 636 | $34.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 621 | $33.2K | 0.03% | +257+70.6% | Added |
| Geneos Wealth Management Inc. | 530 | $28.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 529 | $28.3K | 0.00% | −113−17.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 526 | $28.1K | 0.00% | +40+8.2% | Added |
| Golden State Equity Partners | 505 | $27.0K | 0.00% | +505 | New |
| Ci Investments Inc. | 483 | $26.0K | 0.00% | −4−0.8% | Reduced |
| Mather Group, LLC. | 436 | $23.3K | 0.00% | +411+1,644.0% | Added |
| Smartleaf Asset Management LLC | 435 | $23.1K | 0.00% | +365+521.4% | Added |
| Rakuten Securities, Inc. | 400 | $21.4K | 0.01% | −20−4.8% | Reduced |
| Armstrong Advisory Group, Inc | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 278 | $14.9K | 0.00% | −69−19.9% | Reduced |
| True Wealth Design, LLC | 252 | $13.5K | 0.01% | +241+2,190.9% | Added |
| Global Financial Private Client, LLC | 243 | $13.0K | 0.01% | +243 | New |
| Nisa Investment Advisors, LLC | 195 | $10.4K | 0.00% | −8,320−97.7% | Reduced |
| Whittier Trust Co | 168 | $8.98K | 0.00% | +168 | New |
| Johnson Financial Group, Inc. | 161 | $8.61K | 0.00% | +161 | New |
| IFP Advisors, Inc | 158 | $8.45K | 0.00% | +87+122.5% | Added |
| AdvisorNet Financial, Inc | 137 | $7.33K | 0.00% | +10+7.9% | Added |
| CoreCap Advisors, LLC | 135 | $7.22K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 119 | $6.36K | 0.00% | +4+3.5% | Added |
| Prestige Wealth Management Group LLC | 107 | $5.72K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 104 | $5.56K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $5.39K | 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 |
| Key Financial Inc | 99 | $5.29K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 101 | $5.00K | 0.00% | +101 | New |
| Farmers & Merchants Investments Inc | 90 | $4.81K | 0.00% | 00.0% | Unchanged |