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 |
|---|---|---|---|---|---|
| Investment Management Corp of Ontario | 8,474 | $399.5K | 0.01% | +8,474 | New |
| Rakuten Investment Management, Inc. | 8,236 | $398.8K | 0.00% | +8,236 | New |
| Centiva Capital, LP | 8,456 | $398.7K | 0.02% | +8,456 | New |
| CenterBook Partners LP | 8,428 | $397.4K | 0.03% | +8,428 | New |
| Mackenzie Financial Corp | 8,287 | $390.7K | 0.00% | +8,287 | New |
| MQS Management LLC | 8,213 | $387.2K | 0.22% | +8,213 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,099 | $381.9K | 0.01% | −47−0.6% | Reduced |
| National Bank of Canada | 8,054 | $379.7K | 0.00% | +6,796+540.2% | Added |
| Curated Wealth Partners LLC | 7,964 | $375.5K | 0.05% | +169+2.2% | Added |
| Versant Capital Management, Inc | 7,903 | $372.6K | 0.06% | +5,970+308.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,617 | $372.6K | 0.00% | +1,245+19.5% | Added |
| CI Private Wealth, LLC | 7,834 | $369.4K | 0.00% | +3,085+65.0% | Added |
| Stratos Wealth Partners, LTD. | 7,725 | $364.2K | 0.01% | −3,797−33.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,710 | $363.5K | 0.02% | +30+0.4% | Added |
| Colony Group, LLC | 7,637 | $360.1K | 0.00% | −2,261−22.8% | Reduced |
| RSM US Wealth Management LLC | 7,635 | $360.0K | 0.01% | −508−6.2% | Reduced |
| Ronald Blue Trust, Inc. | 7,609 | $358.8K | 0.00% | +669+9.6% | Added |
| Calamos Advisors LLC | 7,537 | $355.4K | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 7,445 | $351.0K | 0.11% | +7,445 | New |
| Profund Advisors LLC | 7,315 | $344.9K | 0.01% | −81−1.1% | Reduced |
| Diversified Trust Co | 7,311 | $344.7K | 0.01% | −6,447−46.9% | Reduced |
| Machina Capital S.A.S. | 7,257 | $342.2K | 0.10% | +585+8.8% | Added |
| ASR Vermogensbeheer N.V. | 7,165 | $337.8K | 0.01% | +7,165 | New |
| Atria Investments LLC | 7,128 | $336.1K | 0.00% | −528−6.9% | Reduced |
| Mach-1 Financial Group, Inc. | 7,109 | $335.2K | 0.10% | +7,109 | New |
| Dynasty Wealth Management, LLC | 6,998 | $330.0K | 0.01% | +182+2.7% | Added |
| Belpointe Asset Management LLC | 6,928 | $326.7K | 0.02% | +6,928 | New |
| Atria Wealth Solutions, Inc. | 6,925 | $326.5K | 0.00% | +2,676+63.0% | Added |
| Quest Partners LLC | 6,894 | $325.1K | 0.04% | −15,608−69.4% | Reduced |
| Evergreen Capital Management LLC | 6,784 | $319.9K | 0.01% | +1,205+21.6% | Added |
| Aaron Wealth Advisors | 6,779 | $319.6K | 0.04% | +343+5.3% | Added |
| Summit Creek Advisors LLC | 6,639 | $313.0K | 0.05% | +30+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 6,617 | $312.2K | 0.00% | +3,236+95.7% | Added |
| New England Research & Management, Inc. | 6,575 | $310.0K | 0.16% | −8,950−57.6% | Reduced |
| Bryn Mawr Trust Co | 6,530 | $307.9K | 0.01% | +3,654+127.1% | Added |
| SG Americas Securities, LLC | 6,504 | $307.0K | 0.00% | +4,212+183.8% | Added |
| LaFleur & Godfrey LLC | 6,480 | $305.5K | 0.04% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,417 | $302.6K | 0.05% | −24−0.4% | Reduced |
| Forum Financial Management, LP | 6,409 | $302.2K | 0.01% | +1,657+34.9% | Added |
| New Age Alpha Advisors, LLC | 6,400 | $301.8K | 0.01% | +6,400 | New |
| Quarry LP | 6,325 | $298.2K | 0.08% | +6,025+2,008.3% | Added |
| CIBC Private Wealth Group, LLC | 7,021 | $289.3K | 0.00% | +1,705+32.1% | Added |
| Concurrent Investment Advisors, LLC | 6,133 | $289.2K | 0.01% | +6,133 | New |
| Intrust Bank NA | 6,102 | $287.7K | 0.03% | +1,912+45.6% | Added |
| AXA S.A. | 5,945 | $280.3K | 0.00% | +5,945 | New |
| Cerity Partners LLC | 5,908 | $278.6K | 0.00% | −9,193−60.9% | Reduced |
| Wedbush Securities Inc | 5,884 | $277.0K | 0.01% | +1,389+30.9% | Added |
| Arkadios Wealth Advisors | 5,766 | $271.9K | 0.01% | +253+4.6% | Added |
| Alliance Wealth Advisors, LLC | 5,692 | $268.4K | 0.07% | −411−6.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,641 | $266.0K | 0.07% | +7+0.1% | Added |
| 1492 Capital Management LLC | 5,607 | $264.4K | 0.14% | −17,621−75.9% | Reduced |
| Fieldview Capital Management, LLC | 5,561 | $262.2K | 0.04% | +5,561 | New |
| CWM, LLC | 5,502 | $259.0K | 0.00% | −1,548−22.0% | Reduced |
| Advisors Asset Management, Inc. | 5,468 | $257.8K | 0.00% | −250−4.4% | Reduced |
| Plato Investment Management Ltd | 5,363 | $255.6K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,269 | $248.4K | 0.00% | +7+0.1% | Added |
| NewEdge Wealth, LLC | 5,246 | $247.3K | 0.00% | −3,131−37.4% | Reduced |
| Winton Group Ltd | 5,228 | $246.5K | 0.02% | +5,228 | New |
| Ascent Group, LLC | 5,168 | $243.7K | 0.01% | +5,168 | New |
| Oxford Asset Management LLP | 5,142 | $242.4K | 0.11% | +5,142 | New |
| Rafferty Asset Management, LLC | 5,132 | $242.0K | 0.00% | −1,685−24.7% | Reduced |
| Stephenson National Bank & Trust | 5,101 | $240.5K | 0.09% | −339−6.2% | Reduced |
| Vontobel Holding Ltd. | 5,066 | $238.9K | 0.00% | −8,837−63.6% | Reduced |
| Simon Quick Advisors, LLC | 4,995 | $235.5K | 0.01% | +4,995 | New |
| Atomi Financial Group, Inc. | 4,884 | $230.3K | 0.01% | +4,884 | New |
| Prospera Financial Services Inc | 4,806 | $226.6K | 0.01% | +61+1.3% | Added |
| WoodTrust Financial Corp | 4,750 | $224.0K | 0.03% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,696 | $221.4K | 0.05% | +4,696 | New |
| Coldstream Capital Management Inc | 4,691 | $221.2K | 0.00% | −299−6.0% | Reduced |
| HighPoint Advisor Group LLC | 4,666 | $220.9K | 0.01% | −35−0.7% | Reduced |
| Schroder Investment Management Group | 4,626 | $218.1K | 0.00% | −1,481−24.3% | Reduced |
| Virtue Capital Management, LLC | 4,619 | $217.4K | 0.03% | −145−3.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,491 | $211.8K | 0.08% | +5+0.1% | Added |
| Cordatus Wealth Management LLC | 4,472 | $211.0K | 0.06% | +318+7.7% | Added |
| Bokf, NA | 4,459 | $210.2K | 0.00% | −16−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 4,455 | $210.1K | 0.00% | −8,597−65.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,428 | $208.8K | 0.01% | +709+19.1% | Added |
| Kera Capital Partners, Inc. | 4,392 | $207.1K | 0.06% | +206+4.9% | Added |
| 180 Wealth Advisors, LLC | 4,293 | $202.4K | 0.03% | +33+0.8% | Added |
| Claret Asset Management Corp | 4,253 | $201.0K | 0.03% | +3+0.1% | Added |
| GAMMA Investing LLC | 4,246 | $200.2K | 0.02% | +609+16.7% | Added |
| Quent Capital, LLC | 4,098 | $193.2K | 0.02% | −330−7.5% | Reduced |
| Caption Management, LLC | 4,000 | $188.6K | 0.01% | +4,000 | New |
| Signaturefd, LLC | 3,887 | $183.3K | 0.00% | −291−7.0% | Reduced |
| Bessemer Group Inc | 3,531 | $167.0K | 0.00% | −623−15.0% | Reduced |
| Siemens Fonds Invest GmbH | 3,336 | $157.3K | 0.01% | +3,336 | New |
| Umb Bank N A | 3,220 | $151.8K | 0.00% | +1,961+155.8% | Added |
| Johnson Financial Group, Inc. | 3,214 | $151.5K | 0.01% | +2,801+678.2% | Added |
| Mattson Financial Services, LLC | 3,195 | $150.6K | 0.05% | +649+25.5% | Added |
| Covestor Ltd | 3,073 | $145.0K | 0.10% | −217−6.6% | Reduced |
| Farther Finance Advisors, LLC | 2,317 | $110.8K | 0.00% | +76+3.4% | Added |
| State of Wyoming | 2,342 | $110.4K | 0.01% | −6,559−73.7% | Reduced |
| First Horizon Advisors, Inc. | 2,333 | $110.0K | 0.00% | +144+6.6% | Added |
| Truvestments Capital LLC | 2,256 | $106.4K | 0.02% | −251−10.0% | Reduced |
| Jones Financial Companies LLLP | 2,174 | $105.3K | 0.00% | +361+19.9% | Added |
| Ossiam | 2,165 | $102.1K | 0.00% | −551−20.3% | Reduced |
| Leonteq Securities AG | 2,121 | $100.4K | 0.01% | +204+10.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $99.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 2,075 | $97.8K | 0.03% | +550+36.1% | Added |
| GKV Capital Management Co., Inc. | 2,000 | $94.3K | 0.05% | 00.0% | Unchanged |