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, Q4 2024
Institutional positions in Dynatrace, Inc. as of Dec 31, 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
- 580
- +58 vs. Q3 2024
- Shares held
- 284.8M
- +3.37M (+1.2%) vs. Q3 2024
- Total value
- $15.5B
- +$431.8M (+2.9%) vs. Q3 2024
- New holders
- 113
- 250 more added
- Sold out
- 55
- 162 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,933 | $105.1K | 0.02% | +206+11.9% | Added |
| GKV Capital Management Co., Inc. | 2,000 | $108.7K | 0.04% | +2,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $114.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,189 | $119.0K | 0.00% | +679+45.0% | Added |
| Farther Finance Advisors, LLC | 2,241 | $121.8K | 0.00% | −448−16.7% | Reduced |
| SG Americas Securities, LLC | 2,292 | $125.0K | 0.00% | −19,006−89.2% | Reduced |
| Mattson Financial Services, LLC | 2,546 | $136.1K | 0.04% | +2,546 | New |
| Truvestments Capital LLC | 2,507 | $136.3K | 0.04% | 00.0% | Unchanged |
| R Squared Ltd | 2,640 | $143.5K | 0.14% | +2,640 | New |
| Ossiam | 2,716 | $147.6K | 0.00% | +562+26.1% | Added |
| Bryn Mawr Trust Co | 2,876 | $156.3K | 0.00% | +423+17.2% | Added |
| Covestor Ltd | 3,290 | $179.0K | 0.11% | −1,419−30.1% | Reduced |
| Quadrant Capital Group LLC | 3,358 | $182.5K | 0.01% | +216+6.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,381 | $183.7K | 0.00% | +258+8.3% | Added |
| GAMMA Investing LLC | 3,637 | $197.7K | 0.02% | +1,680+85.8% | Added |
| Baker Avenue Asset Management, LP | 3,719 | $202.1K | 0.01% | +3,719 | New |
| Keebeck Alpha, LP | 3,861 | $209.8K | 0.22% | +3,861 | New |
| Emerald Advisers, LLC | 3,970 | $215.8K | 0.01% | +8+0.2% | Added |
| Canandaigua National Bank & Trust Co | 3,998 | $217.3K | 0.02% | −576−12.6% | Reduced |
| Connecticut Wealth Management, LLC | 4,097 | $222.7K | 0.01% | −93−2.2% | Reduced |
| Bessemer Group Inc | 4,154 | $225.0K | 0.00% | −2,836−40.6% | Reduced |
| Venturi Wealth Management, LLC | 4,153 | $225.7K | 0.01% | +1,939+87.6% | Added |
| Cordatus Wealth Management LLC | 4,154 | $226.0K | 0.06% | +104+2.6% | Added |
| Bokf, NA | 4,475 | $226.8K | 0.00% | +7+0.2% | Added |
| Signaturefd, LLC | 4,178 | $227.1K | 0.00% | −211−4.8% | Reduced |
| Kera Capital Partners, Inc. | 4,186 | $227.5K | 0.07% | +4,186 | New |
| Intrust Bank NA | 4,190 | $227.7K | 0.02% | +4,190 | New |
| Atria Wealth Solutions, Inc. | 4,249 | $230.9K | 0.00% | −540−11.3% | Reduced |
| Claret Asset Management Corp | 4,250 | $231.0K | 0.04% | +30+0.7% | Added |
| 180 Wealth Advisors, LLC | 4,260 | $231.5K | 0.04% | −92−2.1% | Reduced |
| Algert Global LLC | 4,390 | $238.6K | 0.01% | −7,560−63.3% | Reduced |
| Quent Capital, LLC | 4,428 | $240.7K | 0.02% | −96−2.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,486 | $243.8K | 0.10% | −35−0.8% | Reduced |
| Wedbush Securities Inc | 4,495 | $244.0K | 0.01% | +4,495 | New |
| Trust Point Inc. | 4,504 | $244.8K | 0.02% | +4,504 | New |
| Prospera Financial Services Inc | 4,745 | $257.8K | 0.01% | +163+3.6% | Added |
| WoodTrust Financial Corp | 4,750 | $258.0K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,749 | $258.1K | 0.00% | +4,749 | New |
| Forum Financial Management, LP | 4,752 | $258.3K | 0.00% | +4,752 | New |
| Virtue Capital Management, LLC | 4,764 | $258.9K | 0.05% | −511−9.7% | Reduced |
| Sterling Capital Management LLC | 4,766 | $259.0K | 0.00% | −601−11.2% | Reduced |
| Wetherby Asset Management Inc | 4,898 | $266.2K | 0.01% | +604+14.1% | Added |
| Coldstream Capital Management Inc | 4,990 | $271.2K | 0.01% | +446+9.8% | Added |
| CIBC Private Wealth Group, LLC | 5,316 | $277.7K | 0.00% | −59,371−91.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,183 | $281.7K | 0.02% | +1,905+58.1% | Added |
| New Century Financial Group, LLC | 5,163 | $283.0K | 0.12% | −585−10.2% | Reduced |
| HighPoint Advisor Group LLC | 4,701 | $288.5K | 0.02% | +8+0.2% | Added |
| Plato Investment Management Ltd | 5,363 | $292.5K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 5,440 | $295.7K | 0.10% | +813+17.6% | Added |
| Arkadios Wealth Advisors | 5,513 | $299.6K | 0.02% | +5,513 | New |
| Evergreen Capital Management LLC | 5,579 | $303.2K | 0.01% | +582+11.6% | Added |
| Sanctuary Advisors, LLC | 5,262 | $304.0K | 0.00% | −2,411−31.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,634 | $306.2K | 0.08% | −201−3.4% | Reduced |
| Boothbay Fund Management, LLC | 5,641 | $306.6K | 0.01% | +5,641 | New |
| Advisors Asset Management, Inc. | 5,718 | $310.8K | 0.01% | +439+8.3% | Added |
| We Are One Seven, LLC | 5,890 | $320.1K | 0.01% | +1,028+21.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,901 | $320.7K | 0.00% | −519−8.1% | Reduced |
| XTX Topco Ltd | 5,934 | $322.5K | 0.03% | −39,499−86.9% | Reduced |
| Quantitative Investment Management, LLC | 5,968 | $324.0K | 0.02% | +5,968 | New |
| FFT Wealth Management LLC | 6,007 | $326.5K | 0.02% | +6,007 | New |
| Alliance Wealth Advisors, LLC | 6,103 | $331.7K | 0.09% | −376−5.8% | Reduced |
| Schroder Investment Management Group | 6,107 | $331.9K | 0.00% | +6,107 | New |
| MIG Capital, LLC | 6,234 | $338.8K | 0.04% | +6,234 | New |
| Captrust Financial Advisors | 6,298 | $342.3K | 0.00% | +177+2.9% | Added |
| Aaron Wealth Advisors | 6,436 | $349.8K | 0.04% | +178+2.8% | Added |
| Portside Wealth Group, LLC | 6,441 | $350.1K | 0.06% | +48+0.8% | Added |
| LaFleur & Godfrey LLC | 6,480 | $352.2K | 0.05% | +6,480 | New |
| EntryPoint Capital, LLC | 6,497 | $353.1K | 0.15% | +6,497 | New |
| UniSuper Management Pty Ltd | 6,500 | $353.3K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,372 | $356.8K | 0.00% | +1,593+33.3% | Added |
| Summit Creek Advisors LLC | 6,609 | $359.2K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,672 | $362.6K | 0.15% | +6,672 | New |
| Qtron Investments LLC | 6,770 | $367.9K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,795 | $369.3K | 0.05% | +6,795 | New |
| Dynasty Wealth Management, LLC | 6,816 | $370.4K | 0.01% | +1,377+25.3% | Added |
| Rafferty Asset Management, LLC | 6,817 | $370.5K | 0.00% | −52−0.8% | Reduced |
| Vinva Investment Management Ltd | 6,891 | $372.8K | 0.01% | +6,891 | New |
| Ronald Blue Trust, Inc. | 6,940 | $377.2K | 0.00% | −2,682−27.9% | Reduced |
| CWM, LLC | 7,050 | $383.0K | 0.00% | −16−0.2% | Reduced |
| Voleon Capital Management LP | 7,145 | $388.3K | 0.03% | +7,145 | New |
| B. Metzler seel. Sohn & Co. AG | 7,279 | $395.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,289 | $396.2K | 0.00% | +916+14.4% | Added |
| Profund Advisors LLC | 7,396 | $402.0K | 0.01% | −1,192−13.9% | Reduced |
| Magnetar Financial LLC | 7,444 | $404.6K | 0.01% | +7,444 | New |
| Calamos Advisors LLC | 7,537 | $409.6K | 0.00% | −29,326−79.6% | Reduced |
| Atria Investments LLC | 7,656 | $416.1K | 0.01% | +455+6.3% | Added |
| Fifth Third Wealth Advisors LLC | 7,680 | $417.4K | 0.02% | −28−0.4% | Reduced |
| Curated Wealth Partners LLC | 7,795 | $423.7K | 0.05% | +2,986+62.1% | Added |
| Grandeur Peak Global Advisors, LLC | 7,802 | $424.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,040 | $435.0K | 0.01% | +8,040 | New |
| RSM US Wealth Management LLC | 8,143 | $440.6K | 0.01% | −877−9.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,114 | $441.0K | 0.02% | +389+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,146 | $442.7K | 0.02% | −651−7.4% | Reduced |
| NewEdge Wealth, LLC | 8,377 | $455.3K | 0.01% | −156−1.8% | Reduced |
| Everence Capital Management Inc | 8,630 | $469.0K | 0.03% | +8,630 | New |
| Allstate Corp | 8,665 | $470.9K | 0.01% | +8,665 | New |
| Globeflex Capital L P | 8,900 | $483.7K | 0.04% | +8,900 | New |
| State of Wyoming | 8,901 | $483.8K | 0.06% | −2,542−22.2% | Reduced |
| Shell Asset Management Co | 8,937 | $486.0K | 0.02% | +2,949+49.2% | Added |
| Knollwood Investment Advisory, LLC | 9,088 | $493.9K | 0.05% | 00.0% | Unchanged |