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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, Q1 2025

Institutional positions in Dynatrace, Inc. as of Mar 31, 2025. 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
602
+32 vs. Q4 2024
Shares held
289.3M
+5.89M (+2.1%) vs. Q4 2024
Total value
$13.7B
−$1.75B (−11.3%) vs. Q4 2024
New holders
92
264 more added
Sold out
60
190 more reduced

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 602 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 heldQ1 2025: $13.7B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q4 2024.

Institutions holding DT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Park Square Financial Group, LLC0$160.00%0Unchanged
Private Wealth Asset Management, LLC3$1410.00%+3New
Asset Dedication, LLC3$1420.00%+3New
HFM Investment Advisors, LLC3$1420.00%+3New
Newbridge Financial Services Group, Inc.4$1890.00%−70−94.6%Reduced
Bay Harbor Wealth Management, LLC5$2350.00%+5New
Parkworth Wealth Management, Inc.5$2360.00%00.0%Unchanged
Wood Tarver Financial Group, LLC7$3310.00%00.0%Unchanged
MV Capital Management, Inc.8$3780.00%+2+33.3%Added
Crewe Advisors LLC9$4250.00%00.0%Unchanged
Hughes Financial Services, LLC10$4780.00%+10New
Principia Wealth Advisory, LLC11$4960.00%−6−35.3%Reduced
Financial Management Professionals, Inc.11$5190.00%−5−31.3%Reduced
American Capital Advisory, LLC11$5190.00%+11New
Rothschild Investment LLC16$7540.00%−20−55.6%Reduced
Cullen/Frost Bankers, Inc.19$8960.00%00.0%Unchanged
Cromwell Holdings LLC20$9430.00%+20New
Horizon Investments, LLC21$9900.00%+1+5.0%Added
Bogart Wealth, LLC22$1.04K0.00%−16−42.1%Reduced
Golden State Wealth Management, LLC25$1.18K0.00%00.0%Unchanged
SJS Investment Consulting Inc.25$1.18K0.00%+1+4.2%Added
WealthTrak Capital Management LLC25$1.18K0.00%+20+400.0%Added
Harbour Investments, Inc.28$1.32K0.00%00.0%Unchanged
Garde Capital, Inc.30$1.42K0.00%+30New
Bare Financial Services, Inc31$1.46K0.00%+31New
Kozak & Associates, Inc.39$1.69K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC36$2.00K0.00%00.0%Unchanged
Avion Wealth39$2.00K0.00%00.0%Unchanged
Colonial Trust Co48$2.25K0.00%00.0%Unchanged
South State Corp.49$2.31K0.00%+49New
Sachetta, LLC51$2.40K0.00%−19−27.1%Reduced
JNBA Financial Advisors53$2.50K0.00%00.0%Unchanged
North Capital, Inc.53$2.50K0.00%+53New
TSFG, LLC55$3.00K0.00%00.0%Unchanged
NBC Securities, Inc.64$3.00K0.00%+64New
Highline Wealth Partners LLC66$3.11K0.00%+66New
Cheviot Value Management, LLC77$3.66K0.00%+77New
Cornerstone Planning Group LLC92$4.05K0.00%+92New
High Note Wealth, LLC94$4.43K0.00%−7−6.9%Reduced
Key Financial Inc99$4.67K0.00%00.0%Unchanged
Barrett & Company, Inc.100$4.71K0.00%00.0%Unchanged
Continuum Advisory, LLC100$4.71K0.00%00.0%Unchanged
ORG Partners LLC99$4.74K0.00%+99New
Marshall & Sterling Wealth Advisors Inc.102$4.81K0.00%+102New
Bell Investment Advisors, Inc102$4.81K0.00%+18+21.4%Added
AdvisorNet Financial, Inc103$4.86K0.00%−5−4.6%Reduced
Whittier Trust Co of Nevada Inc104$4.90K0.00%00.0%Unchanged
Saudi Central Bank117$5.52K0.03%+117New
JFS Wealth Advisors, LLC119$5.61K0.00%−7−5.6%Reduced
Washington Trust Advisors, Inc.121$5.71K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC123$5.80K0.00%00.0%Unchanged
Clearstead Advisors, LLC125$5.89K0.00%−474−79.1%Reduced
CoreCap Advisors, LLC139$6.55K0.00%+4+3.0%Added
Creative Financial Designs Inc142$6.70K0.00%+142New
Cary Street Partner Investment Advisory LLC166$7.83K0.00%+163+5,433.3%Added
Hemington Wealth Management177$8.00K0.00%+19+12.0%Added
Parkside Financial Bank & Trust173$8.16K0.00%+156+917.6%Added
Vermillion & White Wealth Management Group, LLC175$8.25K0.01%+175New
IFP Advisors, Inc156$8.58K0.00%−136−46.6%Reduced
Edmond de Rothschild Holding S.A.184$8.68K0.00%00.0%Unchanged
Mather Group, LLC.195$9.19K0.00%−17−8.0%Reduced
Nisa Investment Advisors, LLC199$9.38K0.00%−526−72.6%Reduced
True Wealth Design, LLC202$9.53K0.00%−52−20.5%Reduced
Farmers & Merchants Investments Inc208$9.81K0.00%+108+108.0%Added
City Holding Co225$10.6K0.00%+225New
NewSquare Capital LLC230$10.8K0.00%+224+3,733.3%Added
MAI Capital Management246$11.6K0.00%+35+16.6%Added
Rakuten Securities, Inc.250$11.8K0.01%+193+338.6%Added
Global X Japan Co., Ltd.276$13.0K0.00%+276New
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$15.6K0.01%+330New
Armstrong Advisory Group, Inc300$16.3K0.00%00.0%Unchanged
Huntington National Bank413$19.5K0.00%−471−53.3%Reduced
Larson Financial Group LLC417$19.7K0.00%+378+969.2%Added
University of Texas/Texas Am Investment Managment Co460$21.7K0.00%+460New
Geneos Wealth Management Inc.530$25.0K0.00%00.0%Unchanged
Rise Advisors, LLC579$27.3K0.01%−57−9.0%Reduced
Riverview Trust Co609$28.7K0.03%−12−1.9%Reduced
Twin Tree Management, LP619$29.2K0.00%−118,865−99.5%Reduced
EverSource Wealth Advisors, LLC698$32.9K0.00%+491+237.2%Added
Aster Capital Management (DIFC) Ltd577$33.0K0.01%+174+43.2%Added
V-Square Quantitative Management LLC731$34.5K0.01%00.0%Unchanged
Smartleaf Asset Management LLC718$34.8K0.00%+107+17.5%Added
Pilgrim Partners Asia Pte Ltd800$37.7K0.04%+800New
Spire Wealth Management819$38.6K0.00%+44+5.7%Added
Loomis Sayles & Co L P829$39.0K0.00%+829New
CX Institutional856$40.0K0.00%+856New
Ci Investments Inc.892$42.0K0.00%+390+77.7%Added
Skopos Labs, Inc.905$42.7K0.01%+800+761.9%Added
Mark Sheptoff Financial Planning, LLC950$44.8K0.02%00.0%Unchanged
Opal Wealth Advisors, LLC958$45.2K0.01%+958New
Lindbrook Capital, LLC970$45.7K0.00%+48+5.2%Added
Massmutual Trust Co FSB979$46.2K0.00%+256+35.4%Added
Sterling Capital Management LLC1,000$47.1K0.00%−3,766−79.0%Reduced
SRS Capital Advisors, Inc.1,080$50.9K0.00%−519−32.5%Reduced
Global Financial Private Client, LLC1,110$52.3K0.02%+860+344.0%Added
S.A. Mason LLC1,220$57.5K0.03%+1,220New
Northwestern Mutual Wealth Management Co1,276$60.2K0.00%−4,625−78.4%Reduced
Park Place Capital Corp1,291$60.9K0.02%−28−2.1%Reduced
Allworth Financial LP1,328$61.3K0.00%+153+13.0%Added
Steward Partners Investment Advisory, LLC1,599$75.4K0.00%+162+11.3%Added