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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1,620 | $76.4K | 0.00% | +921+131.8% | Added |
| Lazard Asset Management LLC | 1,761 | $83.0K | 0.00% | +107+6.5% | Added |
| GKV Capital Management Co., Inc. | 2,000 | $94.3K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 2,075 | $97.8K | 0.03% | +550+36.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $99.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,121 | $100.4K | 0.01% | +204+10.6% | Added |
| Ossiam | 2,165 | $102.1K | 0.00% | −551−20.3% | Reduced |
| Jones Financial Companies LLLP | 2,174 | $105.3K | 0.00% | +361+19.9% | Added |
| Truvestments Capital LLC | 2,256 | $106.4K | 0.02% | −251−10.0% | Reduced |
| First Horizon Advisors, Inc. | 2,333 | $110.0K | 0.00% | +144+6.6% | Added |
| State of Wyoming | 2,342 | $110.4K | 0.01% | −6,559−73.7% | Reduced |
| Farther Finance Advisors, LLC | 2,317 | $110.8K | 0.00% | +76+3.4% | Added |
| Covestor Ltd | 3,073 | $145.0K | 0.10% | −217−6.6% | Reduced |
| Mattson Financial Services, LLC | 3,195 | $150.6K | 0.05% | +649+25.5% | Added |
| Johnson Financial Group, Inc. | 3,214 | $151.5K | 0.01% | +2,801+678.2% | Added |
| Umb Bank N A | 3,220 | $151.8K | 0.00% | +1,961+155.8% | Added |
| Siemens Fonds Invest GmbH | 3,336 | $157.3K | 0.01% | +3,336 | New |
| Bessemer Group Inc | 3,531 | $167.0K | 0.00% | −623−15.0% | Reduced |
| Signaturefd, LLC | 3,887 | $183.3K | 0.00% | −291−7.0% | Reduced |
| Caption Management, LLC | 4,000 | $188.6K | 0.01% | +4,000 | New |
| Quent Capital, LLC | 4,098 | $193.2K | 0.02% | −330−7.5% | Reduced |
| GAMMA Investing LLC | 4,246 | $200.2K | 0.02% | +609+16.7% | Added |
| Claret Asset Management Corp | 4,253 | $201.0K | 0.03% | +3+0.1% | Added |
| 180 Wealth Advisors, LLC | 4,293 | $202.4K | 0.03% | +33+0.8% | Added |
| Kera Capital Partners, Inc. | 4,392 | $207.1K | 0.06% | +206+4.9% | Added |
| Baker Avenue Asset Management, LP | 4,428 | $208.8K | 0.01% | +709+19.1% | Added |
| Ontario Teachers Pension Plan Board | 4,455 | $210.1K | 0.00% | −8,597−65.9% | Reduced |
| Bokf, NA | 4,459 | $210.2K | 0.00% | −16−0.4% | Reduced |
| Cordatus Wealth Management LLC | 4,472 | $211.0K | 0.06% | +318+7.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,491 | $211.8K | 0.08% | +5+0.1% | Added |
| Virtue Capital Management, LLC | 4,619 | $217.4K | 0.03% | −145−3.0% | Reduced |
| Schroder Investment Management Group | 4,626 | $218.1K | 0.00% | −1,481−24.3% | Reduced |
| HighPoint Advisor Group LLC | 4,666 | $220.9K | 0.01% | −35−0.7% | Reduced |
| Coldstream Capital Management Inc | 4,691 | $221.2K | 0.00% | −299−6.0% | Reduced |
| Portfolio Design Labs, LLC | 4,696 | $221.4K | 0.05% | +4,696 | New |
| WoodTrust Financial Corp | 4,750 | $224.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,806 | $226.6K | 0.01% | +61+1.3% | Added |
| Atomi Financial Group, Inc. | 4,884 | $230.3K | 0.01% | +4,884 | New |
| Simon Quick Advisors, LLC | 4,995 | $235.5K | 0.01% | +4,995 | New |
| Vontobel Holding Ltd. | 5,066 | $238.9K | 0.00% | −8,837−63.6% | Reduced |
| Stephenson National Bank & Trust | 5,101 | $240.5K | 0.09% | −339−6.2% | Reduced |
| Rafferty Asset Management, LLC | 5,132 | $242.0K | 0.00% | −1,685−24.7% | Reduced |
| Oxford Asset Management LLP | 5,142 | $242.4K | 0.11% | +5,142 | New |
| Ascent Group, LLC | 5,168 | $243.7K | 0.01% | +5,168 | New |
| Winton Group Ltd | 5,228 | $246.5K | 0.02% | +5,228 | New |
| NewEdge Wealth, LLC | 5,246 | $247.3K | 0.00% | −3,131−37.4% | Reduced |
| Sanctuary Advisors, LLC | 5,269 | $248.4K | 0.00% | +7+0.1% | Added |
| Plato Investment Management Ltd | 5,363 | $255.6K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,468 | $257.8K | 0.00% | −250−4.4% | Reduced |
| CWM, LLC | 5,502 | $259.0K | 0.00% | −1,548−22.0% | Reduced |
| Fieldview Capital Management, LLC | 5,561 | $262.2K | 0.04% | +5,561 | New |
| 1492 Capital Management LLC | 5,607 | $264.4K | 0.14% | −17,621−75.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,641 | $266.0K | 0.07% | +7+0.1% | Added |
| Alliance Wealth Advisors, LLC | 5,692 | $268.4K | 0.07% | −411−6.7% | Reduced |
| Arkadios Wealth Advisors | 5,766 | $271.9K | 0.01% | +253+4.6% | Added |
| Wedbush Securities Inc | 5,884 | $277.0K | 0.01% | +1,389+30.9% | Added |
| Cerity Partners LLC | 5,908 | $278.6K | 0.00% | −9,193−60.9% | Reduced |
| AXA S.A. | 5,945 | $280.3K | 0.00% | +5,945 | New |
| Intrust Bank NA | 6,102 | $287.7K | 0.03% | +1,912+45.6% | Added |
| Concurrent Investment Advisors, LLC | 6,133 | $289.2K | 0.01% | +6,133 | New |
| CIBC Private Wealth Group, LLC | 7,021 | $289.3K | 0.00% | +1,705+32.1% | Added |
| Quarry LP | 6,325 | $298.2K | 0.08% | +6,025+2,008.3% | Added |
| New Age Alpha Advisors, LLC | 6,400 | $301.8K | 0.01% | +6,400 | New |
| Forum Financial Management, LP | 6,409 | $302.2K | 0.01% | +1,657+34.9% | Added |
| Portside Wealth Group, LLC | 6,417 | $302.6K | 0.05% | −24−0.4% | Reduced |
| LaFleur & Godfrey LLC | 6,480 | $305.5K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,504 | $307.0K | 0.00% | +4,212+183.8% | Added |
| Bryn Mawr Trust Co | 6,530 | $307.9K | 0.01% | +3,654+127.1% | Added |
| New England Research & Management, Inc. | 6,575 | $310.0K | 0.16% | −8,950−57.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,617 | $312.2K | 0.00% | +3,236+95.7% | Added |
| Summit Creek Advisors LLC | 6,639 | $313.0K | 0.05% | +30+0.5% | Added |
| Aaron Wealth Advisors | 6,779 | $319.6K | 0.04% | +343+5.3% | Added |
| Evergreen Capital Management LLC | 6,784 | $319.9K | 0.01% | +1,205+21.6% | Added |
| Quest Partners LLC | 6,894 | $325.1K | 0.04% | −15,608−69.4% | Reduced |
| Atria Wealth Solutions, Inc. | 6,925 | $326.5K | 0.00% | +2,676+63.0% | Added |
| Belpointe Asset Management LLC | 6,928 | $326.7K | 0.02% | +6,928 | New |
| Dynasty Wealth Management, LLC | 6,998 | $330.0K | 0.01% | +182+2.7% | Added |
| Mach-1 Financial Group, Inc. | 7,109 | $335.2K | 0.10% | +7,109 | New |
| Atria Investments LLC | 7,128 | $336.1K | 0.00% | −528−6.9% | Reduced |
| ASR Vermogensbeheer N.V. | 7,165 | $337.8K | 0.01% | +7,165 | New |
| Machina Capital S.A.S. | 7,257 | $342.2K | 0.10% | +585+8.8% | Added |
| Diversified Trust Co | 7,311 | $344.7K | 0.01% | −6,447−46.9% | Reduced |
| Profund Advisors LLC | 7,315 | $344.9K | 0.01% | −81−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,445 | $351.0K | 0.11% | +7,445 | New |
| Calamos Advisors LLC | 7,537 | $355.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,609 | $358.8K | 0.00% | +669+9.6% | Added |
| RSM US Wealth Management LLC | 7,635 | $360.0K | 0.01% | −508−6.2% | Reduced |
| Colony Group, LLC | 7,637 | $360.1K | 0.00% | −2,261−22.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,710 | $363.5K | 0.02% | +30+0.4% | Added |
| Stratos Wealth Partners, LTD. | 7,725 | $364.2K | 0.01% | −3,797−33.0% | Reduced |
| CI Private Wealth, LLC | 7,834 | $369.4K | 0.00% | +3,085+65.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,617 | $372.6K | 0.00% | +1,245+19.5% | Added |
| Versant Capital Management, Inc | 7,903 | $372.6K | 0.06% | +5,970+308.8% | Added |
| Curated Wealth Partners LLC | 7,964 | $375.5K | 0.05% | +169+2.2% | Added |
| National Bank of Canada | 8,054 | $379.7K | 0.00% | +6,796+540.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,099 | $381.9K | 0.01% | −47−0.6% | Reduced |
| MQS Management LLC | 8,213 | $387.2K | 0.22% | +8,213 | New |
| Mackenzie Financial Corp | 8,287 | $390.7K | 0.00% | +8,287 | New |
| CenterBook Partners LP | 8,428 | $397.4K | 0.03% | +8,428 | New |
| Centiva Capital, LP | 8,456 | $398.7K | 0.02% | +8,456 | New |