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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 7,145 | $388.3K | 0.03% | +7,145 | New |
| CWM, LLC | 7,050 | $383.0K | 0.00% | −16−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,940 | $377.2K | 0.00% | −2,682−27.9% | Reduced |
| Vinva Investment Management Ltd | 6,891 | $372.8K | 0.01% | +6,891 | New |
| Rafferty Asset Management, LLC | 6,817 | $370.5K | 0.00% | −52−0.8% | Reduced |
| Dynasty Wealth Management, LLC | 6,816 | $370.4K | 0.01% | +1,377+25.3% | Added |
| Dark Forest Capital Management LP | 6,795 | $369.3K | 0.05% | +6,795 | New |
| Qtron Investments LLC | 6,770 | $367.9K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,672 | $362.6K | 0.15% | +6,672 | New |
| Summit Creek Advisors LLC | 6,609 | $359.2K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,372 | $356.8K | 0.00% | +1,593+33.3% | Added |
| UniSuper Management Pty Ltd | 6,500 | $353.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,497 | $353.1K | 0.15% | +6,497 | New |
| LaFleur & Godfrey LLC | 6,480 | $352.2K | 0.05% | +6,480 | New |
| Portside Wealth Group, LLC | 6,441 | $350.1K | 0.06% | +48+0.8% | Added |
| Aaron Wealth Advisors | 6,436 | $349.8K | 0.04% | +178+2.8% | Added |
| Captrust Financial Advisors | 6,298 | $342.3K | 0.00% | +177+2.9% | Added |
| MIG Capital, LLC | 6,234 | $338.8K | 0.04% | +6,234 | New |
| Schroder Investment Management Group | 6,107 | $331.9K | 0.00% | +6,107 | New |
| Alliance Wealth Advisors, LLC | 6,103 | $331.7K | 0.09% | −376−5.8% | Reduced |
| FFT Wealth Management LLC | 6,007 | $326.5K | 0.02% | +6,007 | New |
| Quantitative Investment Management, LLC | 5,968 | $324.0K | 0.02% | +5,968 | New |
| XTX Topco Ltd | 5,934 | $322.5K | 0.03% | −39,499−86.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,901 | $320.7K | 0.00% | −519−8.1% | Reduced |
| We Are One Seven, LLC | 5,890 | $320.1K | 0.01% | +1,028+21.1% | Added |
| Advisors Asset Management, Inc. | 5,718 | $310.8K | 0.01% | +439+8.3% | Added |
| Boothbay Fund Management, LLC | 5,641 | $306.6K | 0.01% | +5,641 | New |
| Legacy Wealth Asset Management, LLC | 5,634 | $306.2K | 0.08% | −201−3.4% | Reduced |
| Sanctuary Advisors, LLC | 5,262 | $304.0K | 0.00% | −2,411−31.4% | Reduced |
| Evergreen Capital Management LLC | 5,579 | $303.2K | 0.01% | +582+11.6% | Added |
| Arkadios Wealth Advisors | 5,513 | $299.6K | 0.02% | +5,513 | New |
| Stephenson National Bank & Trust | 5,440 | $295.7K | 0.10% | +813+17.6% | Added |
| Plato Investment Management Ltd | 5,363 | $292.5K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,701 | $288.5K | 0.02% | +8+0.2% | Added |
| New Century Financial Group, LLC | 5,163 | $283.0K | 0.12% | −585−10.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,183 | $281.7K | 0.02% | +1,905+58.1% | Added |
| CIBC Private Wealth Group, LLC | 5,316 | $277.7K | 0.00% | −59,371−91.8% | Reduced |
| Coldstream Capital Management Inc | 4,990 | $271.2K | 0.01% | +446+9.8% | Added |
| Wetherby Asset Management Inc | 4,898 | $266.2K | 0.01% | +604+14.1% | Added |
| Sterling Capital Management LLC | 4,766 | $259.0K | 0.00% | −601−11.2% | Reduced |
| Virtue Capital Management, LLC | 4,764 | $258.9K | 0.05% | −511−9.7% | Reduced |
| Forum Financial Management, LP | 4,752 | $258.3K | 0.00% | +4,752 | New |
| CI Private Wealth, LLC | 4,749 | $258.1K | 0.00% | +4,749 | New |
| WoodTrust Financial Corp | 4,750 | $258.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,745 | $257.8K | 0.01% | +163+3.6% | Added |
| Trust Point Inc. | 4,504 | $244.8K | 0.02% | +4,504 | New |
| Wedbush Securities Inc | 4,495 | $244.0K | 0.01% | +4,495 | New |
| Pension & Wealth Management Advisors, Inc. | 4,486 | $243.8K | 0.10% | −35−0.8% | Reduced |
| Quent Capital, LLC | 4,428 | $240.7K | 0.02% | −96−2.1% | Reduced |
| Algert Global LLC | 4,390 | $238.6K | 0.01% | −7,560−63.3% | Reduced |
| 180 Wealth Advisors, LLC | 4,260 | $231.5K | 0.04% | −92−2.1% | Reduced |
| Claret Asset Management Corp | 4,250 | $231.0K | 0.04% | +30+0.7% | Added |
| Atria Wealth Solutions, Inc. | 4,249 | $230.9K | 0.00% | −540−11.3% | Reduced |
| Intrust Bank NA | 4,190 | $227.7K | 0.02% | +4,190 | New |
| Kera Capital Partners, Inc. | 4,186 | $227.5K | 0.07% | +4,186 | New |
| Signaturefd, LLC | 4,178 | $227.1K | 0.00% | −211−4.8% | Reduced |
| Bokf, NA | 4,475 | $226.8K | 0.00% | +7+0.2% | Added |
| Cordatus Wealth Management LLC | 4,154 | $226.0K | 0.06% | +104+2.6% | Added |
| Venturi Wealth Management, LLC | 4,153 | $225.7K | 0.01% | +1,939+87.6% | Added |
| Bessemer Group Inc | 4,154 | $225.0K | 0.00% | −2,836−40.6% | Reduced |
| Connecticut Wealth Management, LLC | 4,097 | $222.7K | 0.01% | −93−2.2% | Reduced |
| Canandaigua National Bank & Trust Co | 3,998 | $217.3K | 0.02% | −576−12.6% | Reduced |
| Emerald Advisers, LLC | 3,970 | $215.8K | 0.01% | +8+0.2% | Added |
| Keebeck Alpha, LP | 3,861 | $209.8K | 0.22% | +3,861 | New |
| Baker Avenue Asset Management, LP | 3,719 | $202.1K | 0.01% | +3,719 | New |
| GAMMA Investing LLC | 3,637 | $197.7K | 0.02% | +1,680+85.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,381 | $183.7K | 0.00% | +258+8.3% | Added |
| Quadrant Capital Group LLC | 3,358 | $182.5K | 0.01% | +216+6.9% | Added |
| Covestor Ltd | 3,290 | $179.0K | 0.11% | −1,419−30.1% | Reduced |
| Bryn Mawr Trust Co | 2,876 | $156.3K | 0.00% | +423+17.2% | Added |
| Ossiam | 2,716 | $147.6K | 0.00% | +562+26.1% | Added |
| R Squared Ltd | 2,640 | $143.5K | 0.14% | +2,640 | New |
| Truvestments Capital LLC | 2,507 | $136.3K | 0.04% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2,546 | $136.1K | 0.04% | +2,546 | New |
| SG Americas Securities, LLC | 2,292 | $125.0K | 0.00% | −19,006−89.2% | Reduced |
| Farther Finance Advisors, LLC | 2,241 | $121.8K | 0.00% | −448−16.7% | Reduced |
| First Horizon Advisors, Inc. | 2,189 | $119.0K | 0.00% | +679+45.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $114.1K | 0.01% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,000 | $108.7K | 0.04% | +2,000 | New |
| Versant Capital Management, Inc | 1,933 | $105.1K | 0.02% | +206+11.9% | Added |
| Leonteq Securities AG | 1,917 | $104.2K | 0.01% | +285+17.5% | Added |
| Proequities, Inc. | 1,846 | $100.3K | 0.01% | −75−3.9% | Reduced |
| Jones Financial Companies LLLP | 1,813 | $98.5K | 0.00% | +482+36.2% | Added |
| Lazard Asset Management LLC | 1,654 | $89.0K | 0.00% | −83,419−98.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,599 | $86.9K | 0.01% | +803+100.9% | Added |
| Financial Life Planners | 1,533 | $83.3K | 0.07% | +1,533 | New |
| Archer Investment Corp | 1,525 | $82.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,437 | $78.1K | 0.00% | +911+173.2% | Added |
| Kapitalo Investimentos Ltda | 1,367 | $74.3K | 0.05% | +1,367 | New |
| Park Place Capital Corp | 1,319 | $71.7K | 0.02% | −93−6.6% | Reduced |
| National Bank of Canada | 1,258 | $68.5K | 0.00% | +86+7.3% | Added |
| Umb Bank N A | 1,259 | $68.4K | 0.00% | +541+75.3% | Added |
| Allworth Financial LP | 1,175 | $63.9K | 0.00% | +65+5.9% | Added |
| Global Retirement Partners, LLC | 1,069 | $58.1K | 0.00% | −7−0.7% | Reduced |
| GeoWealth Management, LLC | 1,027 | $55.8K | 0.00% | +340+49.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 950 | $51.6K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 922 | $50.1K | 0.00% | +66+7.7% | Added |
| Huntington National Bank | 884 | $48.0K | 0.00% | +606+218.0% | Added |
| Spire Wealth Management | 775 | $42.1K | 0.00% | +76+10.9% | Added |
| V-Square Quantitative Management LLC | 731 | $39.7K | 0.01% | −165−18.4% | Reduced |