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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.

Institutional holdersQ4 2024: 580 institutions
Q1 2021: 369 institutionsQ2 2021: 368 institutionsQ3 2021: 377 institutionsQ4 2021: 397 institutionsQ1 2022: 382 institutionsQ2 2022: 379 institutionsQ3 2022: 378 institutionsQ4 2022: 390 institutionsQ1 2023: 428 institutionsQ2 2023: 472 institutionsQ3 2023: 460 institutionsQ4 2023: 513 institutionsQ1 2024: 541 institutionsQ2 2024: 552 institutionsQ3 2024: 532 institutionsQ4 2024: 580 institutionsQ1 2025: 602 institutionsQ2 2025: 626 institutionsQ3 2025: 627 institutionsQ4 2025: 663 institutionsQ1 2026: 581 institutionsQ2 2026: 595 institutions
Value heldQ4 2024: $15.5B
Q1 2021: $12.9BQ2 2021: $15.7BQ3 2021: $19.3BQ4 2021: $16.3BQ1 2022: $12.8BQ2 2022: $10.9BQ3 2022: $9.89BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $14.4BQ3 2023: $13.2BQ4 2023: $15.3BQ1 2024: $12.7BQ2 2024: $12.7BQ3 2024: $15.1BQ4 2024: $15.5BQ1 2025: $13.7BQ2 2025: $16.1BQ3 2025: $14.2BQ4 2025: $12.6BQ1 2026: $10.9BQ2 2026: $13.2B
Institutions holding DT and their total value by quarter
QuarterHoldersValue
Q2 2026595$13.2B
Q1 2026581$10.9B
Q4 2025663$12.6B
Q3 2025627$14.2B
Q2 2025626$16.1B
Q1 2025602$13.7B
Q4 2024580$15.5B
Q3 2024532$15.1B
Q2 2024552$12.7B
Q1 2024541$12.7B
Q4 2023513$15.3B
Q3 2023460$13.2B
Q2 2023472$14.4B
Q1 2023428$11.9B
Q4 2022390$10.9B
Q3 2022378$9.89B
Q2 2022379$10.9B
Q1 2022382$12.8B
Q4 2021397$16.3B
Q3 2021377$19.3B
Q2 2021368$15.7B
Q1 2021369$12.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q3 2024.

Institutions holding DT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC725$39.4K0.00%+530+271.8%Added
Massmutual Trust Co FSB723$39.3K0.00%+194+36.7%Added
Coppell Advisory Solutions LLC716$38.7K0.01%+669+1,423.4%Added
SBI Securities Co., Ltd.699$38.0K0.00%+699New
Rise Advisors, LLC636$34.6K0.02%00.0%Unchanged
Riverview Trust Co621$33.8K0.03%00.0%Unchanged
Smartleaf Asset Management LLC611$33.1K0.00%+176+40.5%Added
Clearstead Advisors, LLC599$32.6K0.00%−1,165−66.0%Reduced
Geneos Wealth Management Inc.530$28.8K0.00%00.0%Unchanged
Ci Investments Inc.502$27.0K0.00%+19+3.9%Added
Johnson Financial Group, Inc.413$23.9K0.00%+252+156.5%Added
Kestra Investment Management, LLC408$22.2K0.00%+408New
Aster Capital Management (DIFC) Ltd403$21.9K0.01%+403New
FLP Wealth Management, LLC326$17.7K0.05%+326New
IFP Advisors, Inc292$17.3K0.00%+134+84.8%Added
Armstrong Advisory Group, Inc300$16.3K0.00%00.0%Unchanged
Quarry LP300$16.3K0.00%+300New
VSM Wealth Advisory, LLC275$14.9K0.01%+275New
Brown Brothers Harriman & Co265$14.4K0.00%+265New
True Wealth Design, LLC254$13.8K0.01%+2+0.8%Added
Global Financial Private Client, LLC250$13.6K0.01%+7+2.9%Added
Mesirow Institutional Investment Management, Inc.217$11.8K0.00%−27,833−99.2%Reduced
Mather Group, LLC.212$11.5K0.00%−224−51.4%Reduced
MAI Capital Management211$11.5K0.00%+211New
EverSource Wealth Advisors, LLC207$11.3K0.00%+118+132.6%Added
Edmond de Rothschild Holding S.A.184$10.0K0.00%−1,009−84.6%Reduced
Hemington Wealth Management158$8.00K0.00%+57+56.4%Added
CoreCap Advisors, LLC135$7.34K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC126$6.85K0.00%+7+5.9%Added
Pathway Financial Advisers, LLC125$6.79K0.00%+125New
Prestige Wealth Management Group LLC123$6.69K0.00%+16+15.0%Added
Washington Trust Advisors, Inc.121$6.58K0.00%+34+39.1%Added
Whittier Trust Co119$6.47K0.00%−49−29.2%Reduced
AdvisorNet Financial, Inc108$5.87K0.00%−29−21.2%Reduced
Skopos Labs, Inc.105$5.71K0.00%+29+38.2%Added
Whittier Trust Co of Nevada Inc104$5.65K0.00%00.0%Unchanged
High Note Wealth, LLC101$5.49K0.00%+101New
Continuum Advisory, LLC100$5.43K0.00%00.0%Unchanged
Salem Investment Counselors Inc100$5.43K0.00%00.0%Unchanged
Barrett & Company, Inc.100$5.43K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc100$5.43K0.00%+10+11.1%Added
Key Financial Inc99$5.38K0.00%00.0%Unchanged
LGT Financial Advisors LLC85$4.62K0.01%00.0%Unchanged
Bell Investment Advisors, Inc84$4.57K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.74$4.02K0.00%+74New
Sachetta, LLC70$3.81K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC70$3.81K0.00%+70New
Rakuten Securities, Inc.57$3.10K0.00%−343−85.8%Reduced
TSFG, LLC55$3.00K0.00%+55New
JNBA Financial Advisors53$2.88K0.00%00.0%Unchanged
Colonial Trust Co48$2.60K0.00%00.0%Unchanged
Kozak & Associates, Inc.39$2.14K0.00%00.0%Unchanged
Larson Financial Group LLC39$2.12K0.00%+15+62.5%Added
Bogart Wealth, LLC38$2.06K0.00%+38New
Capital Advisors, Ltd. LLC36$2.00K0.00%00.0%Unchanged
Avion Wealth39$2.00K0.00%+5+14.7%Added
Rothschild Investment LLC36$1.96K0.00%−30−45.5%Reduced
Cassady Schiller Wealth Management, LLC29$1.58K0.00%+29New
Harbour Investments, Inc.28$1.52K0.00%−34−54.8%Reduced
Golden State Wealth Management, LLC25$1.36K0.00%+25New
Decker Retirement Planning Inc.25$1.36K0.00%+25New
SJS Investment Consulting Inc.24$1.30K0.00%−2−7.7%Reduced
WR Wealth Planners, LLC24$1.30K0.00%00.0%Unchanged
Horizon Investments, LLC20$1.09K0.00%+20New
Cullen/Frost Bankers, Inc.19$1.03K0.00%+19New
Center for Financial Planning, Inc.19$1.03K0.00%+19New
Smithfield Trust Co25$1.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust17$9250.00%00.0%Unchanged
Principia Wealth Advisory, LLC17$9240.00%+17New
Financial Management Professionals, Inc.16$8700.00%00.0%Unchanged
Raleigh Capital Management Inc.10$5440.00%00.0%Unchanged
Crewe Advisors LLC9$4900.00%+9New
MV Capital Management, Inc.6$3270.00%+1+20.0%Added
NewSquare Capital LLC6$3260.00%+6New
Parkworth Wealth Management, Inc.5$2720.00%+5New
WealthTrak Capital Management LLC5$2720.00%+5New
Cary Street Partner Investment Advisory LLC3$1630.00%−117,373−100.0%Reduced
Park Square Financial Group, LLC0$190.00%0New
Householder Group Estate & Retirement Specialist, LLC3$00.00%00.0%Unchanged
Wood Tarver Financial Group, LLC7$00.00%+7New
Holocene Advisors, LP0$00.00%−2,367,525−100.0%Sold out
Avala Global LP0$00.00%−1,313,227−100.0%Sold out
Cornerstone Capital, Inc.0$00.00%−752,639−100.0%Sold out
Junto Capital Management LP0$00.00%−614,790−100.0%Sold out
Shannon River Fund Management LLC0$00.00%−501,536−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−464,178−100.0%Sold out
Maplelane Capital, LLC0$00.00%−375,000−100.0%Sold out
Moore Capital Management, LP0$00.00%−204,272−100.0%Sold out
Pragma Gestao de Patrimonio Ltd0$00.00%−190,000−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−175,000−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−125,500−100.0%Sold out
Cota Capital Management, LLC0$00.00%−101,936−100.0%Sold out
Otter Creek Advisors, LLC0$00.00%−98,533−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−89,360−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−71,431−100.0%Sold out
Maytus Capital Management, LLC0$00.00%−60,000−100.0%Sold out
GTS Securities LLC0$00.00%−53,369−100.0%Sold out
1832 Asset Management L.P.0$00.00%−40,200−100.0%Sold out
Washington Harbour Partners LP0$00.00%−39,500−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−32,897−100.0%Sold out