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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 9,202 | $500.1K | 0.04% | +222+2.5% | Added |
| Cache Advisors, LLC | 9,304 | $505.7K | 0.21% | +9,304 | New |
| Citadel Advisors LLC | 9,312 | $506.1K | 0.00% | −4,920,197−99.8% | Reduced |
| MJP Associates Inc | 9,505 | $516.6K | 0.09% | +10.0% | Added |
| Petrus Trust Company, LTA | 9,612 | $522.4K | 0.05% | +9,612 | New |
| Versor Investments LP | 9,800 | $532.6K | 0.09% | +9,800 | New |
| RFG Advisory, LLC | 9,861 | $535.9K | 0.02% | −53−0.5% | Reduced |
| Kestra Advisory Services, LLC | 9,897 | $537.9K | 0.00% | −194−1.9% | Reduced |
| Colony Group, LLC | 9,898 | $538.0K | 0.00% | +9,898 | New |
| Kovitz Investment Group Partners, LLC | 10,111 | $549.5K | 0.00% | −1,357−11.8% | Reduced |
| Commonwealth Equity Services, LLC | 10,214 | $555.0K | 0.00% | −4,586−31.0% | Reduced |
| D.A. Davidson & Co. | 10,314 | $560.6K | 0.00% | +1,390+15.6% | Added |
| Metis Global Partners, LLC | 10,508 | $571.1K | 0.02% | +10,508 | New |
| Yorktown Management & Research Co Inc | 10,600 | $576.1K | 0.55% | 00.0% | Unchanged |
| Vident Advisory, LLC | 10,695 | $581.3K | 0.01% | −4,181−28.1% | Reduced |
| 111 Capital | 10,797 | $586.8K | 0.12% | +10,797 | New |
| Tokio Marine Asset Management Co Ltd | 11,175 | $607.4K | 0.02% | +1,359+13.8% | Added |
| Los Angeles Capital Management LLC | 11,223 | $610.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 11,244 | $611.1K | 0.02% | +1,774+18.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,299 | $614.1K | 0.03% | −4,206−27.1% | Reduced |
| Brinker Capital Investments, LLC | 11,412 | $620.2K | 0.01% | −291−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 11,412 | $620.2K | 0.01% | −291−2.5% | Reduced |
| Equitable Trust Co | 11,454 | $622.5K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,499 | $625.0K | 0.01% | −1,424−11.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,500 | $625.0K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 11,506 | $625.4K | 0.03% | −750−6.1% | Reduced |
| CAPROCK Group, Inc. | 11,511 | $625.6K | 0.02% | +11,511 | New |
| Stratos Wealth Partners, LTD. | 11,522 | $626.2K | 0.01% | +11,522 | New |
| Omers Administration Corp | 11,566 | $628.6K | 0.01% | +2,006+21.0% | Added |
| Stanley-Laman Group, Ltd. | 11,742 | $638.2K | 0.09% | −706−5.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,853 | $644.2K | 0.01% | +2,429+25.8% | Added |
| CIBC Asset Management Inc | 11,864 | $644.8K | 0.00% | +1,390+13.3% | Added |
| Illinois Municipal Retirement Fund | 12,155 | $660.6K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 12,376 | $672.6K | 0.05% | −2,235−15.3% | Reduced |
| Walleye Capital LLC | 12,565 | $682.9K | 0.01% | −7,749−38.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,784 | $694.8K | 0.05% | −1,210−8.6% | Reduced |
| Papp L Roy & Associates | 12,870 | $699.5K | 0.08% | +12,870 | New |
| Ethic Inc. | 12,930 | $702.7K | 0.01% | +12,930 | New |
| Ontario Teachers Pension Plan Board | 13,052 | $709.4K | 0.01% | +13,052 | New |
| Kessler Investment Group, LLC | 13,057 | $709.6K | 0.34% | −110,101−89.4% | Reduced |
| Mirabella Financial Services LLP | 13,200 | $717.4K | 0.07% | +13,200 | New |
| CIBC World Markets Corp | 13,481 | $732.7K | 0.00% | −3,028−18.3% | Reduced |
| Bridges Investment Management Inc | 13,639 | $741.3K | 0.01% | +2,273+20.0% | Added |
| Yarbrough Capital, LLC | 13,719 | $745.6K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 13,750 | $747.3K | 0.08% | −715−4.9% | Reduced |
| Diversified Trust Co | 13,758 | $747.7K | 0.02% | +13,758 | New |
| Advisor OS, LLC | 13,869 | $753.8K | 0.09% | −4,648−25.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,885 | $754.6K | 0.00% | +2,902+26.4% | Added |
| Vontobel Holding Ltd. | 13,903 | $755.6K | 0.00% | +378+2.8% | Added |
| Fox Run Management, L.L.C. | 14,094 | $766.0K | 0.14% | +9,063+180.1% | Added |
| Alpha DNA Investment Management LLC | 14,282 | $776.2K | 0.42% | +14,282 | New |
| Pier Capital, LLC | 14,316 | $778.1K | 0.11% | −2,399−14.4% | Reduced |
| Avantax Advisory Services, Inc. | 14,382 | $781.7K | 0.00% | +720+5.3% | Added |
| Qsemble Capital Management, LP | 14,515 | $788.9K | 0.11% | +14,515 | New |
| Susquehanna International Group, LLP | 14,920 | $810.9K | 0.00% | +4,881+48.6% | Added |
| Parallax Volatility Advisers, L.P. | 14,933 | $811.6K | 0.02% | +14,933 | New |
| Janney Montgomery Scott LLC | 14,954 | $813.0K | 0.00% | +6,154+69.9% | Added |
| Violich Capital Management, Inc. | 15,000 | $815.0K | 0.11% | −2,160−12.6% | Reduced |
| Cerity Partners LLC | 15,101 | $817.6K | 0.00% | −4,377−22.5% | Reduced |
| Silvercrest Asset Management Group LLC | 15,144 | $823.1K | 0.01% | +1,191+8.5% | Added |
| Principal Securities, Inc. | 15,384 | $836.1K | 0.02% | +1,590+11.5% | Added |
| Cooper Financial Group | 15,391 | $836.5K | 0.10% | +871+6.0% | Added |
| Ofi Invest Asset Management | 16,046 | $842.2K | 0.02% | +16,046 | New |
| New England Research & Management, Inc. | 15,525 | $844.0K | 0.43% | −1,150−6.9% | Reduced |
| E. Ohman J:or Asset Management AB | 15,600 | $847.9K | 0.02% | +3,100+24.8% | Added |
| Jackson Square Capital, LLC | 15,861 | $862.0K | 0.21% | +15,861 | New |
| Teza Capital Management LLC | 16,230 | $882.1K | 0.13% | −42,660−72.4% | Reduced |
| Maryland State Retirement & Pension System | 16,320 | $887.0K | 0.02% | −677−4.0% | Reduced |
| Bank of Nova Scotia | 17,118 | $930.4K | 0.00% | +3,385+24.6% | Added |
| Intech Investment Management LLC | 17,804 | $967.6K | 0.01% | −2,488−12.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,469 | $1.00M | 0.04% | +2,104+12.9% | Added |
| United Services Automobile Association | 18,918 | $1.03M | 0.03% | +1,125+6.3% | Added |
| Cresset Asset Management, LLC | 20,248 | $1.03M | 0.00% | −36,315−64.2% | Reduced |
| Natixis | 19,053 | $1.04M | 0.01% | +19,053 | New |
| NVWM, LLC | 19,178 | $1.04M | 0.26% | +19,178 | New |
| ProShare Advisors LLC | 19,521 | $1.06M | 0.00% | +1,137+6.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,545 | $1.06M | 0.01% | +4,918+33.6% | Added |
| APG Asset Management US Inc. | 19,775 | $1.07M | 0.01% | −44,243−69.1% | Reduced |
| Avanza Fonder AB | 20,153 | $1.10M | 0.03% | +20,153 | New |
| Exchange Traded Concepts, LLC | 20,189 | $1.10M | 0.02% | +703+3.6% | Added |
| Nordea Investment Management AB | 20,444 | $1.11M | 0.00% | +1,577+8.4% | Added |
| Cim, LLC | 20,748 | $1.13M | 0.16% | +400+2.0% | Added |
| Tower Research Capital LLC (TRC) | 21,503 | $1.17M | 0.02% | +15,361+250.1% | Added |
| Gulf International Bank (UK) Ltd | 22,120 | $1.20M | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22,453 | $1.22M | 0.03% | −117−0.5% | Reduced |
| Quest Partners LLC | 22,502 | $1.22M | 0.16% | +22,501+2,250,100.0% | Added |
| Securian Asset Management, Inc | 22,564 | $1.23M | 0.04% | −601−2.6% | Reduced |
| Jump Financial, LLC | 22,809 | $1.24M | 0.03% | +22,809 | New |
| Parallel Advisors, LLC | 23,193 | $1.26M | 0.03% | +109+0.5% | Added |
| Neuberger Berman Group LLC | 23,204 | $1.26M | 0.00% | +13,562+140.7% | Added |
| 1492 Capital Management LLC | 23,228 | $1.26M | 0.60% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 23,473 | $1.28M | 0.02% | −36,909−61.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 23,695 | $1.29M | 0.33% | −101−0.4% | Reduced |
| Regions Financial Corp | 23,869 | $1.30M | 0.01% | −706−2.9% | Reduced |
| Prudential PLC | 24,172 | $1.31M | 0.01% | +24,172 | New |
| Y.D. More Investments Ltd | 24,623 | $1.34M | 0.12% | −571−2.3% | Reduced |
| Hel Ved Capital Management Ltd | 25,500 | $1.39M | 0.42% | +17,000+200.0% | Added |
| TD Asset Management Inc | 25,522 | $1.39M | 0.00% | +5,000+24.4% | Added |
| Stifel Financial Corp | 25,527 | $1.39M | 0.00% | +9,513+59.4% | Added |
| DekaBank Deutsche Girozentrale | 31,729 | $1.39M | 0.00% | 00.0% | Unchanged |