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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, Q3 2025

Institutional positions in Dynatrace, Inc. as of Sep 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
627
+10 vs. Q2 2025
Shares held
292.8M
+3.21M (+1.1%) vs. Q2 2025
Total value
$14.2B
−$1.80B (−11.3%) vs. Q2 2025
New holders
94
267 more added
Sold out
84
197 more reduced

9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 627 institutions
Q1 2021: 369 institutionsQ2 2021: 368 institutionsQ3 2021: 377 institutionsQ4 2021: 397 institutionsQ1 2022: 382 institutionsQ2 2022: 379 institutionsQ3 2022: 378 institutionsQ4 2022: 390 institutionsQ1 2023: 428 institutionsQ2 2023: 472 institutionsQ3 2023: 460 institutionsQ4 2023: 513 institutionsQ1 2024: 541 institutionsQ2 2024: 552 institutionsQ3 2024: 532 institutionsQ4 2024: 580 institutionsQ1 2025: 602 institutionsQ2 2025: 626 institutionsQ3 2025: 627 institutionsQ4 2025: 663 institutionsQ1 2026: 581 institutionsQ2 2026: 595 institutions
Value heldQ3 2025: $14.2B
Q1 2021: $12.9BQ2 2021: $15.7BQ3 2021: $19.3BQ4 2021: $16.3BQ1 2022: $12.8BQ2 2022: $10.9BQ3 2022: $9.89BQ4 2022: $10.9BQ1 2023: $11.9BQ2 2023: $14.4BQ3 2023: $13.2BQ4 2023: $15.3BQ1 2024: $12.7BQ2 2024: $12.7BQ3 2024: $15.1BQ4 2024: $15.5BQ1 2025: $13.7BQ2 2025: $16.1BQ3 2025: $14.2BQ4 2025: $12.6BQ1 2026: $10.9BQ2 2026: $13.2B
Institutions holding DT and their total value by quarter
QuarterHoldersValue
Q2 2026595$13.2B
Q1 2026581$10.9B
Q4 2025663$12.6B
Q3 2025627$14.2B
Q2 2025626$16.1B
Q1 2025602$13.7B
Q4 2024580$15.5B
Q3 2024532$15.1B
Q2 2024552$12.7B
Q1 2024541$12.7B
Q4 2023513$15.3B
Q3 2023460$13.2B
Q2 2023472$14.4B
Q1 2023428$11.9B
Q4 2022390$10.9B
Q3 2022378$9.89B
Q2 2022379$10.9B
Q1 2022382$12.8B
Q4 2021397$16.3B
Q3 2021377$19.3B
Q2 2021368$15.7B
Q1 2021369$12.9B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q2 2025.

Institutions holding DT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Crewe Advisors LLC2$970.00%−37−94.9%Reduced
TFC Financial Management2$970.00%00.0%Unchanged
Private Wealth Asset Management, LLC3$1450.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.4$1940.00%00.0%Unchanged
Manchester Capital Management LLC4$1940.00%+4New
DecisionPoint Financial, LLC5$2420.00%00.0%Unchanged
Seneschal Advisors, LLC6$2910.00%+6New
Principia Wealth Advisory, LLC7$3390.00%+3+75.0%Added
HFM Investment Advisors, LLC8$3880.00%−2−20.0%Reduced
MV Capital Management, Inc.8$3880.00%00.0%Unchanged
Bogart Wealth, LLC10$4850.00%+10New
Breakwater Investment Management10$4850.00%+10New
Aster Capital Management (DIFC) Ltd11$5330.00%−3,123−99.6%Reduced
Tortoise Investment Management, LLC11$5330.00%−2−15.4%Reduced
Financial Management Professionals, Inc.11$5330.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC12$5810.00%00.0%Unchanged
Sachetta, LLC16$7760.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd17$8240.00%+17New
Cullen/Frost Bankers, Inc.19$9210.00%00.0%Unchanged
Quaker Wealth Management, LLC19$9210.00%00.0%Unchanged
Financial Life Planners19$9210.00%+19New
Aventura Private Wealth, LLC20$9690.00%+20New
Cloud Capital Management, LLC38$1.00K0.00%+38New
Hughes Financial Services, LLC22$1.03K0.00%00.0%Unchanged
Rossby Financial, LCC22$1.06K0.00%+22New
Godsey & Gibb Associates23$1.11K0.00%+23New
South State Corp.25$1.21K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC30$1.45K0.00%+30New
CVA Family Office, LLC32$1.55K0.00%00.0%Unchanged
Bullock Wealth Management Group33$1.59K0.00%+33New
Cromwell Holdings LLC34$1.65K0.00%00.0%Unchanged
Rialto Wealth Management, LLC34$1.65K0.00%+3+9.7%Added
Highline Wealth Partners LLC35$1.70K0.00%−31−47.0%Reduced
Brown Brothers Harriman & Co36$1.74K0.00%00.0%Unchanged
Kozak & Associates, Inc.39$1.76K0.00%00.0%Unchanged
Ancora Advisors, LLC39$1.89K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC43$2.00K0.00%00.0%Unchanged
Avion Wealth44$2.00K0.00%+10+29.4%Added
Retirement Wealth Solutions LLC49$2.38K0.00%+49New
JNBA Financial Advisors53$2.57K0.00%00.0%Unchanged
North Capital, Inc.54$2.62K0.00%+1+1.9%Added
NBC Securities, Inc.55$2.66K0.00%−5−8.3%Reduced
Colonial Trust Co61$2.97K0.00%+7+13.0%Added
TSFG, LLC55$3.00K0.00%00.0%Unchanged
Montag A & Associates Inc63$3.05K0.00%+63New
Westfuller Advisors, LLC66$3.20K0.00%+66New
Creative Financial Designs Inc69$3.34K0.00%00.0%Unchanged
Bell Investment Advisors, Inc73$3.54K0.00%00.0%Unchanged
Salomon & Ludwin, LLC84$4.16K0.00%+84New
High Note Wealth, LLC90$4.36K0.00%+8+9.8%Added
Marshall & Sterling Wealth Advisors Inc.97$4.70K0.00%00.0%Unchanged
Key Financial Inc99$4.78K0.00%00.0%Unchanged
Barrett & Company, Inc.100$4.84K0.00%00.0%Unchanged
Bare Financial Services, Inc100$4.84K0.00%+2+2.0%Added
Whittier Trust Co of Nevada Inc100$4.96K0.00%−4−3.8%Reduced
T. Rowe Price Investment Management, Inc.100$5.00K0.00%+100New
JFS Wealth Advisors, LLC104$5.04K0.00%−1−1.0%Reduced
MJT & Associates Financial Advisory Group, Inc.104$5.04K0.00%+104New
Prestige Wealth Management Group LLC107$5.18K0.00%00.0%Unchanged
Marquette Asset Management, LLC108$5.23K0.00%+108New
Fortitude Family Office, LLC122$5.91K0.00%+10+8.9%Added
AdvisorNet Financial, Inc124$6.01K0.00%+7+6.0%Added
HighMark Wealth Management LLC133$6.44K0.00%+52+64.2%Added
Washington Trust Advisors, Inc.147$7.12K0.00%+14+10.5%Added
Parkside Financial Bank & Trust150$7.27K0.00%+4+2.7%Added
Groupe la Francaise174$7.31K0.00%+174New
IFP Advisors, Inc155$7.51K0.00%+105+210.0%Added
Activest Wealth Management161$7.80K0.00%+128+387.9%Added
ZRC Wealth Management, LLC162$7.85K0.00%+162New
Navigoe, LLC176$8.00K0.01%+176New
Imprint Wealth LLC174$8.43K0.03%+174New
Mather Group, LLC.179$8.67K0.00%+179New
Edmond de Rothschild Holding S.A.184$8.91K0.00%00.0%Unchanged
Hemington Wealth Management202$9.00K0.00%−41−16.9%Reduced
JPL Wealth Management, LLC193$9.35K0.00%+193New
Alerus Financial NA200$9.69K0.00%00.0%Unchanged
Harbour Investments, Inc.239$11.6K0.00%+28+13.3%Added
Farmers & Merchants Investments Inc250$12.1K0.00%+10+4.2%Added
NBT Bank N A253$12.3K0.00%+253New
Global X Japan Co., Ltd.284$13.8K0.00%−85−23.0%Reduced
Fulcrum Asset Management LLP298$14.4K0.00%−1,803−85.8%Reduced
Armstrong Advisory Group, Inc300$14.5K0.00%00.0%Unchanged
Larson Financial Group LLC301$14.6K0.00%+65+27.5%Added
Root Financial Partners, LLC316$15.3K0.00%+316New
Towarzystwo Funduszy Inwestycyjnych Pzu SA330$16.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC365$17.7K0.00%−3−0.8%Reduced
Westside Investment Management, Inc.432$20.9K0.00%+216+100.0%Added
Sterling Capital Management LLC446$21.6K0.00%+1+0.2%Added
True Wealth Design, LLC449$21.8K0.01%+222+97.8%Added
University of Texas/Texas Am Investment Managment Co460$22.3K0.00%00.0%Unchanged
Wolff Wiese Magana LLC466$22.6K0.01%+466New
Banque Cantonale Vaudoise518$25.0K0.00%−27,610−98.2%Reduced
Geneos Wealth Management Inc.530$25.7K0.00%−19−3.5%Reduced
Rise Advisors, LLC579$28.1K0.01%00.0%Unchanged
Cornerstone Planning Group LLC582$28.3K0.00%+494+561.4%Added
Eastern Bank630$30.5K0.00%00.0%Unchanged
Quarry LP632$30.6K0.01%−802−55.9%Reduced
Spire Wealth Management673$32.6K0.00%−47−6.5%Reduced
Wealthspire Advisors, LLC708$34.3K0.00%+708New
Hazlett, Burt & Watson, Inc.750$37.0K0.01%+750New