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, Q2 2025
Institutional positions in Dynatrace, Inc. as of Jun 30, 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
- 626
- +32 vs. Q1 2025
- Shares held
- 291.6M
- +3.96M (+1.4%) vs. Q1 2025
- Total value
- $16.1B
- +$2.52B (+18.6%) vs. Q1 2025
- New holders
- 100
- 258 more added
- Sold out
- 68
- 208 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CX Institutional | 1,221 | $67.0K | 0.00% | +365+42.6% | Added |
| Park Place Capital Corp | 1,291 | $70.2K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,282 | $70.8K | 0.03% | +1,282 | New |
| Ci Investments Inc. | 1,303 | $72.0K | 0.00% | +411+46.1% | Added |
| Quarry LP | 1,434 | $79.2K | 0.02% | −4,891−77.3% | Reduced |
| Huntington National Bank | 1,486 | $82.0K | 0.00% | +1,073+259.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,548 | $85.5K | 0.00% | +272+21.3% | Added |
| Farther Finance Advisors, LLC | 1,549 | $85.5K | 0.00% | −768−33.1% | Reduced |
| Clearstead Advisors, LLC | 1,604 | $88.6K | 0.00% | +1,479+1,183.2% | Added |
| Allworth Financial LP | 1,715 | $94.7K | 0.00% | +387+29.1% | Added |
| Clear Street Markets LLC | 1,727 | $95.3K | 0.03% | +1,727 | New |
| SBI Securities Co., Ltd. | 1,869 | $103.2K | 0.00% | +249+15.4% | Added |
| National Bank of Canada | 1,890 | $104.3K | 0.00% | −6,164−76.5% | Reduced |
| Archer Investment Corp | 2,075 | $114.6K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $115.9K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 2,101 | $116.0K | 0.03% | +2,101 | New |
| Ossiam | 2,165 | $119.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,167 | $119.6K | 0.02% | −89−3.9% | Reduced |
| Employees Retirement System of Texas | 2,465 | $136.0K | 0.00% | +2,465 | New |
| Stephenson National Bank & Trust | 2,636 | $145.5K | 0.05% | −2,465−48.3% | Reduced |
| Umb Bank N A | 2,753 | $152.0K | 0.00% | −467−14.5% | Reduced |
| Bessemer Group Inc | 2,753 | $152.0K | 0.00% | −778−22.0% | Reduced |
| Johnson Financial Group, Inc. | 2,854 | $157.6K | 0.01% | −360−11.2% | Reduced |
| First Horizon Advisors, Inc. | 2,876 | $158.8K | 0.00% | +543+23.3% | Added |
| Quest Partners LLC | 2,939 | $162.3K | 0.02% | −3,955−57.4% | Reduced |
| CWM, LLC | 2,966 | $164.0K | 0.00% | −2,536−46.1% | Reduced |
| Jones Financial Companies LLLP | 3,103 | $170.4K | 0.00% | +929+42.7% | Added |
| Aster Capital Management (DIFC) Ltd | 3,134 | $173.0K | 0.04% | +2,557+443.2% | Added |
| Bryn Mawr Trust Co | 3,253 | $179.6K | 0.00% | −3,277−50.2% | Reduced |
| Signaturefd, LLC | 3,639 | $200.9K | 0.00% | −248−6.4% | Reduced |
| Ascent Group, LLC | 3,726 | $205.7K | 0.01% | −1,442−27.9% | Reduced |
| Virginia Retirement Systems Et Al | 3,800 | $209.8K | 0.00% | +3,800 | New |
| 180 Wealth Advisors, LLC | 3,805 | $210.1K | 0.03% | −488−11.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,828 | $211.3K | 0.07% | −663−14.8% | Reduced |
| Covenant Partners, LLC | 3,893 | $214.9K | 0.06% | +3,893 | New |
| Leonteq Securities AG | 3,894 | $215.0K | 0.01% | +1,773+83.6% | Added |
| We Are One Seven, LLC | 3,896 | $215.1K | 0.01% | +3,896 | New |
| Virtue Capital Management, LLC | 4,008 | $221.3K | 0.04% | −611−13.2% | Reduced |
| Connecticut Wealth Management, LLC | 4,097 | $226.2K | 0.01% | +4,097 | New |
| Siemens Fonds Invest GmbH | 4,100 | $226.4K | 0.01% | +764+22.9% | Added |
| Stephens Inc | 4,123 | $227.6K | 0.00% | +4,123 | New |
| Coldstream Capital Management Inc | 4,167 | $230.1K | 0.00% | −524−11.2% | Reduced |
| GAMMA Investing LLC | 4,185 | $231.1K | 0.01% | −61−1.4% | Reduced |
| Ballentine Partners, LLC | 4,238 | $234.0K | 0.00% | +4,238 | New |
| Claret Asset Management Corp | 4,238 | $234.0K | 0.03% | −15−0.4% | Reduced |
| Diversified Trust Co | 4,247 | $234.5K | 0.01% | −3,064−41.9% | Reduced |
| Quent Capital, LLC | 4,288 | $236.7K | 0.02% | +190+4.6% | Added |
| Baker Avenue Asset Management, LP | 4,349 | $240.1K | 0.01% | −79−1.8% | Reduced |
| Cordatus Wealth Management LLC | 4,497 | $248.0K | 0.06% | +25+0.6% | Added |
| Pensionmark Financial Group, LLC | 4,636 | $256.0K | 0.01% | +4,636 | New |
| Advisors Asset Management, Inc. | 4,650 | $256.7K | 0.00% | −818−15.0% | Reduced |
| Atomi Financial Group, Inc. | 4,712 | $260.2K | 0.01% | −172−3.5% | Reduced |
| Harvest Fund Management Co., Ltd | 4,829 | $266.0K | 0.01% | +4,829 | New |
| HighPoint Advisor Group LLC | 4,835 | $266.9K | 0.01% | +169+3.6% | Added |
| Evergreen Capital Management LLC | 4,863 | $268.5K | 0.01% | −1,921−28.3% | Reduced |
| Covestor Ltd | 4,964 | $274.0K | 0.16% | +1,891+61.5% | Added |
| Erste Asset Management GmbH | 4,997 | $274.5K | 0.00% | +4,997 | New |
| Optas, LLC | 4,990 | $275.5K | 0.05% | +4,990 | New |
| BBR Partners, LLC | 5,000 | $276.1K | 0.02% | +5,000 | New |
| Prospera Financial Services Inc | 5,001 | $276.1K | 0.01% | +195+4.1% | Added |
| Aaron Wealth Advisors | 5,048 | $278.7K | 0.03% | −1,731−25.5% | Reduced |
| Oppenheimer & Co Inc | 5,080 | $280.5K | 0.00% | +5,080 | New |
| Rafferty Asset Management, LLC | 5,232 | $288.9K | 0.00% | +100+1.9% | Added |
| DRW Securities, LLC | 5,272 | $291.1K | 0.02% | +5,272 | New |
| Kera Capital Partners, Inc. | 5,276 | $291.3K | 0.06% | +884+20.1% | Added |
| Prosperity Consulting Group, LLC | 5,287 | $291.9K | 0.02% | +5,287 | New |
| Apollon Wealth Management, LLC | 5,301 | $292.7K | 0.01% | +5,301 | New |
| Perbak Capital Partners LLP | 5,380 | $297.0K | 0.07% | +5,380 | New |
| CIBC Private Wealth Group, LLC | 5,384 | $297.3K | 0.00% | −1,637−23.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,390 | $297.6K | 0.00% | +5,390 | New |
| Wetherby Asset Management Inc | 5,400 | $298.1K | 0.01% | +5,400 | New |
| Vontobel Holding Ltd. | 5,469 | $301.9K | 0.00% | +403+8.0% | Added |
| Alliance Wealth Advisors, LLC | 5,500 | $303.7K | 0.07% | −192−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,538 | $306.1K | 0.00% | −1,079−16.3% | Reduced |
| J. Safra Sarasin Holding AG | 5,631 | $310.9K | 0.01% | −34,541−86.0% | Reduced |
| Wedbush Securities Inc | 5,712 | $315.0K | 0.01% | −172−2.9% | Reduced |
| WoodTrust Financial Corp | 5,750 | $317.0K | 0.04% | +1,000+21.1% | Added |
| Dynasty Wealth Management, LLC | 5,797 | $320.1K | 0.01% | −1,201−17.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,809 | $320.7K | 0.08% | +168+3.0% | Added |
| Chicago Partners Investment Group LLC | 6,050 | $324.6K | 0.01% | +6,050 | New |
| Hilltop Holdings Inc. | 5,917 | $326.7K | 0.02% | +5,917 | New |
| Concurrent Investment Advisors, LLC | 6,210 | $342.9K | 0.01% | +77+1.3% | Added |
| Resources Investment Advisors, LLC. | 6,302 | $347.9K | 0.00% | +6,302 | New |
| Blueshift Asset Management, LLC | 6,333 | $349.6K | 0.11% | +6,333 | New |
| Portside Wealth Group, LLC | 6,359 | $351.1K | 0.05% | −58−0.9% | Reduced |
| Intrust Bank NA | 6,463 | $356.8K | 0.03% | +361+5.9% | Added |
| LaFleur & Godfrey LLC | 6,480 | $357.8K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 6,492 | $358.4K | 0.02% | +6,492 | New |
| Kessler Investment Group, LLC | 6,506 | $359.2K | 0.15% | −6,551−50.2% | Reduced |
| Forum Financial Management, LP | 6,532 | $360.6K | 0.01% | +123+1.9% | Added |
| RSM US Wealth Management LLC | 6,706 | $370.2K | 0.01% | −929−12.2% | Reduced |
| Stratos Wealth Partners, LTD. | 6,934 | $382.8K | 0.01% | −791−10.2% | Reduced |
| Profund Advisors LLC | 6,945 | $383.4K | 0.01% | −370−5.1% | Reduced |
| Cerity Partners LLC | 7,018 | $387.5K | 0.00% | +1,110+18.8% | Added |
| ASR Vermogensbeheer N.V. | 7,129 | $393.6K | 0.01% | −36−0.5% | Reduced |
| Skopos Labs, Inc. | 7,215 | $398.3K | 0.05% | +6,310+697.2% | Added |
| Sanctuary Advisors, LLC | 7,301 | $403.1K | 0.00% | +2,032+38.6% | Added |
| Investment Management Corp of Ontario | 7,374 | $407.1K | 0.01% | −1,100−13.0% | Reduced |
| Marshall Wace, LLP | 7,434 | $410.4K | 0.00% | +7,434 | New |
| Ashton Thomas Securities, LLC | 7,450 | $411.3K | 0.10% | +7,450 | New |