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 |
|---|---|---|---|---|---|
| Knollwood Investment Advisory, LLC | 9,088 | $501.7K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,035 | $499.0K | 0.00% | −233−2.5% | Reduced |
| Quantitative Investment Management, LLC | 8,976 | $495.0K | 0.07% | +8,976 | New |
| M&T Bank Corp | 8,762 | $484.2K | 0.00% | −19,889−69.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,714 | $481.1K | 0.01% | −2,049−19.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,669 | $478.6K | 0.04% | −3,374−28.0% | Reduced |
| Everence Capital Management Inc | 8,630 | $476.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,525 | $470.7K | 0.03% | +8,525 | New |
| Boothbay Fund Management, LLC | 8,504 | $469.5K | 0.01% | −3,726−30.5% | Reduced |
| Nomura Holdings Inc | 8,288 | $457.6K | 0.00% | +8,288 | New |
| Mackenzie Financial Corp | 8,287 | $457.5K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 8,266 | $456.4K | 0.28% | +8,266 | New |
| Gsa Capital Partners LLP | 8,187 | $452.0K | 0.03% | −9,208−52.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,099 | $447.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,077 | $445.9K | 0.01% | +468+6.2% | Added |
| ISAM Funds (UK) Ltd | 8,063 | $445.2K | 0.10% | +8,063 | New |
| Ieq Capital, LLC | 7,894 | $435.8K | 0.00% | +7,894 | New |
| Versant Capital Management, Inc | 7,854 | $433.6K | 0.07% | −49−0.6% | Reduced |
| Sowell Financial Services LLC | 7,843 | $433.0K | 0.02% | +7,843 | New |
| MJP Associates Inc | 7,795 | $430.3K | 0.06% | −989−11.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,733 | $426.9K | 0.02% | +23+0.3% | Added |
| Arkadios Wealth Advisors | 7,618 | $420.6K | 0.01% | +1,852+32.1% | Added |
| Inscription Capital, LLC | 7,572 | $418.1K | 0.06% | +7,572 | New |
| Mach-1 Financial Group, Inc. | 7,513 | $414.8K | 0.12% | +404+5.7% | Added |
| Jackson Creek Investment Advisors LLC | 7,501 | $414.0K | 0.11% | +56+0.8% | Added |
| State of Wyoming | 7,484 | $413.2K | 0.05% | +5,142+219.6% | Added |
| Ashton Thomas Securities, LLC | 7,450 | $411.3K | 0.10% | +7,450 | New |
| Marshall Wace, LLP | 7,434 | $410.4K | 0.00% | +7,434 | New |
| Investment Management Corp of Ontario | 7,374 | $407.1K | 0.01% | −1,100−13.0% | Reduced |
| Sanctuary Advisors, LLC | 7,301 | $403.1K | 0.00% | +2,032+38.6% | Added |
| Skopos Labs, Inc. | 7,215 | $398.3K | 0.05% | +6,310+697.2% | Added |
| ASR Vermogensbeheer N.V. | 7,129 | $393.6K | 0.01% | −36−0.5% | Reduced |
| Cerity Partners LLC | 7,018 | $387.5K | 0.00% | +1,110+18.8% | Added |
| Profund Advisors LLC | 6,945 | $383.4K | 0.01% | −370−5.1% | Reduced |
| Stratos Wealth Partners, LTD. | 6,934 | $382.8K | 0.01% | −791−10.2% | Reduced |
| RSM US Wealth Management LLC | 6,706 | $370.2K | 0.01% | −929−12.2% | Reduced |
| Forum Financial Management, LP | 6,532 | $360.6K | 0.01% | +123+1.9% | Added |
| Kessler Investment Group, LLC | 6,506 | $359.2K | 0.15% | −6,551−50.2% | Reduced |
| Keel Point, LLC | 6,492 | $358.4K | 0.02% | +6,492 | New |
| LaFleur & Godfrey LLC | 6,480 | $357.8K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 6,463 | $356.8K | 0.03% | +361+5.9% | Added |
| Portside Wealth Group, LLC | 6,359 | $351.1K | 0.05% | −58−0.9% | Reduced |
| Blueshift Asset Management, LLC | 6,333 | $349.6K | 0.11% | +6,333 | New |
| Resources Investment Advisors, LLC. | 6,302 | $347.9K | 0.00% | +6,302 | New |
| Concurrent Investment Advisors, LLC | 6,210 | $342.9K | 0.01% | +77+1.3% | Added |
| Hilltop Holdings Inc. | 5,917 | $326.7K | 0.02% | +5,917 | New |
| Chicago Partners Investment Group LLC | 6,050 | $324.6K | 0.01% | +6,050 | New |
| Legacy Wealth Asset Management, LLC | 5,809 | $320.7K | 0.08% | +168+3.0% | Added |
| Dynasty Wealth Management, LLC | 5,797 | $320.1K | 0.01% | −1,201−17.2% | Reduced |
| WoodTrust Financial Corp | 5,750 | $317.0K | 0.04% | +1,000+21.1% | Added |
| Wedbush Securities Inc | 5,712 | $315.0K | 0.01% | −172−2.9% | Reduced |
| J. Safra Sarasin Holding AG | 5,631 | $310.9K | 0.01% | −34,541−86.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,538 | $306.1K | 0.00% | −1,079−16.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,500 | $303.7K | 0.07% | −192−3.4% | Reduced |
| Vontobel Holding Ltd. | 5,469 | $301.9K | 0.00% | +403+8.0% | Added |
| Wetherby Asset Management Inc | 5,400 | $298.1K | 0.01% | +5,400 | New |
| Capstone Investment Advisors, LLC | 5,390 | $297.6K | 0.00% | +5,390 | New |
| CIBC Private Wealth Group, LLC | 5,384 | $297.3K | 0.00% | −1,637−23.3% | Reduced |
| Perbak Capital Partners LLP | 5,380 | $297.0K | 0.07% | +5,380 | New |
| Apollon Wealth Management, LLC | 5,301 | $292.7K | 0.01% | +5,301 | New |
| Prosperity Consulting Group, LLC | 5,287 | $291.9K | 0.02% | +5,287 | New |
| Kera Capital Partners, Inc. | 5,276 | $291.3K | 0.06% | +884+20.1% | Added |
| DRW Securities, LLC | 5,272 | $291.1K | 0.02% | +5,272 | New |
| Rafferty Asset Management, LLC | 5,232 | $288.9K | 0.00% | +100+1.9% | Added |
| Oppenheimer & Co Inc | 5,080 | $280.5K | 0.00% | +5,080 | New |
| Aaron Wealth Advisors | 5,048 | $278.7K | 0.03% | −1,731−25.5% | Reduced |
| Prospera Financial Services Inc | 5,001 | $276.1K | 0.01% | +195+4.1% | Added |
| BBR Partners, LLC | 5,000 | $276.1K | 0.02% | +5,000 | New |
| Optas, LLC | 4,990 | $275.5K | 0.05% | +4,990 | New |
| Erste Asset Management GmbH | 4,997 | $274.5K | 0.00% | +4,997 | New |
| Covestor Ltd | 4,964 | $274.0K | 0.16% | +1,891+61.5% | Added |
| Evergreen Capital Management LLC | 4,863 | $268.5K | 0.01% | −1,921−28.3% | Reduced |
| HighPoint Advisor Group LLC | 4,835 | $266.9K | 0.01% | +169+3.6% | Added |
| Harvest Fund Management Co., Ltd | 4,829 | $266.0K | 0.01% | +4,829 | New |
| Atomi Financial Group, Inc. | 4,712 | $260.2K | 0.01% | −172−3.5% | Reduced |
| Advisors Asset Management, Inc. | 4,650 | $256.7K | 0.00% | −818−15.0% | Reduced |
| Pensionmark Financial Group, LLC | 4,636 | $256.0K | 0.01% | +4,636 | New |
| Cordatus Wealth Management LLC | 4,497 | $248.0K | 0.06% | +25+0.6% | Added |
| Baker Avenue Asset Management, LP | 4,349 | $240.1K | 0.01% | −79−1.8% | Reduced |
| Quent Capital, LLC | 4,288 | $236.7K | 0.02% | +190+4.6% | Added |
| Diversified Trust Co | 4,247 | $234.5K | 0.01% | −3,064−41.9% | Reduced |
| Claret Asset Management Corp | 4,238 | $234.0K | 0.03% | −15−0.4% | Reduced |
| Ballentine Partners, LLC | 4,238 | $234.0K | 0.00% | +4,238 | New |
| GAMMA Investing LLC | 4,185 | $231.1K | 0.01% | −61−1.4% | Reduced |
| Coldstream Capital Management Inc | 4,167 | $230.1K | 0.00% | −524−11.2% | Reduced |
| Stephens Inc | 4,123 | $227.6K | 0.00% | +4,123 | New |
| Siemens Fonds Invest GmbH | 4,100 | $226.4K | 0.01% | +764+22.9% | Added |
| Connecticut Wealth Management, LLC | 4,097 | $226.2K | 0.01% | +4,097 | New |
| Virtue Capital Management, LLC | 4,008 | $221.3K | 0.04% | −611−13.2% | Reduced |
| We Are One Seven, LLC | 3,896 | $215.1K | 0.01% | +3,896 | New |
| Leonteq Securities AG | 3,894 | $215.0K | 0.01% | +1,773+83.6% | Added |
| Covenant Partners, LLC | 3,893 | $214.9K | 0.06% | +3,893 | New |
| Pension & Wealth Management Advisors, Inc. | 3,828 | $211.3K | 0.07% | −663−14.8% | Reduced |
| 180 Wealth Advisors, LLC | 3,805 | $210.1K | 0.03% | −488−11.4% | Reduced |
| Virginia Retirement Systems Et Al | 3,800 | $209.8K | 0.00% | +3,800 | New |
| Ascent Group, LLC | 3,726 | $205.7K | 0.01% | −1,442−27.9% | Reduced |
| Signaturefd, LLC | 3,639 | $200.9K | 0.00% | −248−6.4% | Reduced |
| Bryn Mawr Trust Co | 3,253 | $179.6K | 0.00% | −3,277−50.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,134 | $173.0K | 0.04% | +2,557+443.2% | Added |
| Jones Financial Companies LLLP | 3,103 | $170.4K | 0.00% | +929+42.7% | Added |