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 |
|---|---|---|---|---|---|
| CWM, LLC | 2,966 | $164.0K | 0.00% | −2,536−46.1% | Reduced |
| Quest Partners LLC | 2,939 | $162.3K | 0.02% | −3,955−57.4% | Reduced |
| First Horizon Advisors, Inc. | 2,876 | $158.8K | 0.00% | +543+23.3% | Added |
| Johnson Financial Group, Inc. | 2,854 | $157.6K | 0.01% | −360−11.2% | Reduced |
| Bessemer Group Inc | 2,753 | $152.0K | 0.00% | −778−22.0% | Reduced |
| Umb Bank N A | 2,753 | $152.0K | 0.00% | −467−14.5% | Reduced |
| Stephenson National Bank & Trust | 2,636 | $145.5K | 0.05% | −2,465−48.3% | Reduced |
| Employees Retirement System of Texas | 2,465 | $136.0K | 0.00% | +2,465 | New |
| Truvestments Capital LLC | 2,167 | $119.6K | 0.02% | −89−3.9% | Reduced |
| Ossiam | 2,165 | $119.5K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 2,101 | $116.0K | 0.03% | +2,101 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $115.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 2,075 | $114.6K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 1,890 | $104.3K | 0.00% | −6,164−76.5% | Reduced |
| SBI Securities Co., Ltd. | 1,869 | $103.2K | 0.00% | +249+15.4% | Added |
| Clear Street Markets LLC | 1,727 | $95.3K | 0.03% | +1,727 | New |
| Allworth Financial LP | 1,715 | $94.7K | 0.00% | +387+29.1% | Added |
| Clearstead Advisors, LLC | 1,604 | $88.6K | 0.00% | +1,479+1,183.2% | Added |
| Farther Finance Advisors, LLC | 1,549 | $85.5K | 0.00% | −768−33.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,548 | $85.5K | 0.00% | +272+21.3% | Added |
| Huntington National Bank | 1,486 | $82.0K | 0.00% | +1,073+259.8% | Added |
| Quarry LP | 1,434 | $79.2K | 0.02% | −4,891−77.3% | Reduced |
| Ci Investments Inc. | 1,303 | $72.0K | 0.00% | +411+46.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,282 | $70.8K | 0.03% | +1,282 | New |
| Park Place Capital Corp | 1,291 | $70.2K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,221 | $67.0K | 0.00% | +365+42.6% | Added |
| S.A. Mason LLC | 1,170 | $64.6K | 0.03% | −50−4.1% | Reduced |
| Massmutual Trust Co FSB | 1,146 | $63.3K | 0.00% | +167+17.1% | Added |
| Global Retirement Partners, LLC | 1,135 | $62.7K | 0.00% | +1,135 | New |
| Steward Partners Investment Advisory, LLC | 1,121 | $61.9K | 0.00% | −478−29.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,008 | $55.7K | 0.00% | −72−6.7% | Reduced |
| Loomis Sayles & Co L P | 1,003 | $55.4K | 0.00% | +174+21.0% | Added |
| Opal Wealth Advisors, LLC | 956 | $52.8K | 0.01% | −2−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 950 | $52.5K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 720 | $39.8K | 0.00% | −99−12.1% | Reduced |
| GeoWealth Management, LLC | 665 | $36.7K | 0.00% | +665 | New |
| EverSource Wealth Advisors, LLC | 660 | $36.4K | 0.00% | −38−5.4% | Reduced |
| Eastern Bank | 630 | $34.8K | 0.00% | +630 | New |
| VSM Wealth Advisory, LLC | 617 | $34.1K | 0.01% | +617 | New |
| Rise Advisors, LLC | 579 | $32.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 549 | $30.3K | 0.00% | +19+3.6% | Added |
| MAI Capital Management | 547 | $30.2K | 0.00% | +301+122.4% | Added |
| CoreCap Advisors, LLC | 543 | $30.0K | 0.00% | +404+290.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 460 | $25.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 445 | $24.6K | 0.00% | −555−55.5% | Reduced |
| Global X Japan Co., Ltd. | 369 | $20.4K | 0.00% | +93+33.7% | Added |
| Nisa Investment Advisors, LLC | 368 | $20.3K | 0.00% | +169+84.9% | Added |
| NewSquare Capital LLC | 367 | $20.3K | 0.00% | +137+59.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $18.3K | 0.01% | +332 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $18.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 288 | $15.9K | 0.00% | −4,171−93.5% | Reduced |
| Riverview Trust Co | 245 | $13.5K | 0.02% | −364−59.8% | Reduced |
| Farmers & Merchants Investments Inc | 240 | $13.3K | 0.00% | +32+15.4% | Added |
| Larson Financial Group LLC | 236 | $13.0K | 0.00% | −181−43.4% | Reduced |
| Hemington Wealth Management | 243 | $13.0K | 0.00% | +66+37.3% | Added |
| Cary Street Partner Investment Advisory LLC | 232 | $12.8K | 0.01% | +66+39.8% | Added |
| True Wealth Design, LLC | 227 | $12.5K | 0.00% | +25+12.4% | Added |
| Westside Investment Management, Inc. | 216 | $11.8K | 0.00% | +216 | New |
| Harbour Investments, Inc. | 211 | $11.6K | 0.00% | +183+653.6% | Added |
| Alerus Financial NA | 200 | $11.0K | 0.00% | +200 | New |
| FNY Investment Advisers, LLC | 201 | $11.0K | 0.00% | +201 | New |
| Smartleaf Asset Management LLC | 186 | $10.2K | 0.00% | −532−74.1% | Reduced |
| IFP Advisors, Inc | 50 | $10.2K | 0.00% | −106−67.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 184 | $10.2K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 175 | $9.66K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $8.28K | 0.00% | +150 | New |
| Parkside Financial Bank & Trust | 146 | $8.06K | 0.00% | −27−15.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 163 | $7.62K | 0.00% | +163 | New |
| Washington Trust Advisors, Inc. | 133 | $7.34K | 0.00% | +12+9.9% | Added |
| AdvisorNet Financial, Inc | 117 | $6.46K | 0.00% | +14+13.6% | Added |
| Fortitude Family Office, LLC | 112 | $6.18K | 0.00% | +112 | New |
| Prestige Wealth Management Group LLC | 107 | $5.91K | 0.00% | −16−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 105 | $5.80K | 0.00% | −14−11.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 104 | $5.74K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 98 | $5.41K | 0.00% | +67+216.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 97 | $5.36K | 0.00% | −5−4.9% | Reduced |
| High Note Wealth, LLC | 82 | $4.53K | 0.00% | −12−12.8% | Reduced |
| HighMark Wealth Management LLC | 81 | $4.47K | 0.00% | +81 | New |
| Cornerstone Planning Group LLC | 88 | $4.45K | 0.00% | −4−4.3% | Reduced |
| Bell Investment Advisors, Inc | 73 | $4.03K | 0.00% | −29−28.4% | Reduced |
| Creative Financial Designs Inc | 69 | $3.81K | 0.00% | −73−51.4% | Reduced |
| Highline Wealth Partners LLC | 66 | $3.64K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 60 | $3.00K | 0.00% | −4−6.3% | Reduced |
| TSFG, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 54 | $2.98K | 0.00% | +6+12.5% | Added |
| JNBA Financial Advisors | 53 | $2.93K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 53 | $2.93K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $2.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 39 | $2.15K | 0.00% | +30+333.3% | Added |
| Ancora Advisors, LLC | 39 | $2.15K | 0.00% | +39 | New |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | +7+19.4% | Added |
| Brown Brothers Harriman & Co | 36 | $1.99K | 0.00% | +36 | New |
| Cromwell Holdings LLC | 34 | $1.88K | 0.00% | +14+70.0% | Added |
| Rakuten Securities, Inc. | 33 | $1.82K | 0.00% | −217−86.8% | Reduced |
| Activest Wealth Management | 33 | $1.82K | 0.00% | +33 | New |
| CVA Family Office, LLC | 32 | $1.77K | 0.00% | +32 | New |
| Riggs Asset Managment Co. Inc. | 31 | $1.71K | 0.00% | +31 | New |