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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 799 | $38.7K | 0.00% | +139+21.1% | Added |
| SRS Capital Advisors, Inc. | 800 | $38.8K | 0.00% | −208−20.6% | Reduced |
| First Horizon Corp | 802 | $38.9K | 0.00% | +802 | New |
| Rakuten Securities, Inc. | 885 | $42.9K | 0.02% | +852+2,581.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 950 | $46.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 967 | $46.9K | 0.00% | +424+78.1% | Added |
| SJS Investment Consulting Inc. | 971 | $47.0K | 0.01% | +957+6,835.7% | Added |
| Loomis Sayles & Co L P | 1,003 | $48.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,028 | $49.8K | 0.00% | −107−9.4% | Reduced |
| Park Place Capital Corp | 1,063 | $51.5K | 0.01% | −228−17.7% | Reduced |
| Ci Investments Inc. | 1,079 | $52.0K | 0.00% | −224−17.2% | Reduced |
| Massmutual Trust Co FSB | 1,105 | $53.5K | 0.00% | −41−3.6% | Reduced |
| Truvestments Capital LLC | 1,120 | $54.3K | 0.01% | −1,047−48.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,298 | $62.9K | 0.00% | +177+15.8% | Added |
| Huntington National Bank | 1,497 | $72.5K | 0.00% | +11+0.7% | Added |
| Bryn Mawr Trust Co | 1,500 | $72.7K | 0.00% | −1,753−53.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,517 | $73.5K | 0.00% | −31−2.0% | Reduced |
| Quest Partners LLC | 1,544 | $74.8K | 0.00% | −1,395−47.5% | Reduced |
| CX Institutional | 1,613 | $78.0K | 0.00% | +392+32.1% | Added |
| SBI Securities Co., Ltd. | 1,757 | $85.1K | 0.00% | −112−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,791 | $86.8K | 0.00% | −3,593−66.7% | Reduced |
| Allworth Financial LP | 1,821 | $88.2K | 0.00% | +106+6.2% | Added |
| Ossiam | 1,958 | $94.9K | 0.00% | −207−9.6% | Reduced |
| National Bank of Canada | 2,012 | $97.5K | 0.00% | +122+6.5% | Added |
| Farther Finance Advisors, LLC | 2,015 | $97.6K | 0.00% | +466+30.1% | Added |
| United Financial Planning Group LLC | 2,020 | $97.9K | 0.06% | +2,020 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $101.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,173 | $105.3K | 0.02% | +98+4.7% | Added |
| MAI Capital Management | 2,255 | $109.3K | 0.00% | +1,708+312.2% | Added |
| Clearstead Advisors, LLC | 2,319 | $112.4K | 0.00% | +715+44.6% | Added |
| Rothschild Investment LLC | 2,403 | $116.4K | 0.01% | +2,392+21,745.5% | Added |
| Bessemer Group Inc | 2,505 | $121.0K | 0.00% | −248−9.0% | Reduced |
| Stephenson National Bank & Trust | 2,636 | $127.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,776 | $136.9K | 0.01% | +2,590+1,392.5% | Added |
| Umb Bank N A | 2,830 | $137.1K | 0.00% | +77+2.8% | Added |
| Leonteq Securities AG | 2,986 | $144.7K | 0.01% | −908−23.3% | Reduced |
| CWM, LLC | 3,081 | $149.0K | 0.00% | +115+3.9% | Added |
| S.A. Mason LLC | 3,117 | $151.0K | 0.07% | +1,947+166.4% | Added |
| GAMMA Investing LLC | 3,214 | $155.7K | 0.01% | −971−23.2% | Reduced |
| Jones Financial Companies LLLP | 3,247 | $160.5K | 0.00% | +144+4.6% | Added |
| Bayforest Capital Ltd | 3,758 | $182.1K | 0.09% | +3,758 | New |
| Signaturefd, LLC | 3,890 | $188.5K | 0.00% | +251+6.9% | Added |
| Advisors Asset Management, Inc. | 3,958 | $191.8K | 0.00% | −692−14.9% | Reduced |
| National Pension Service | 4,006 | $194.1K | 0.00% | +4,006 | New |
| Siemens Fonds Invest GmbH | 4,100 | $198.6K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 4,178 | $202.0K | 0.02% | −60−1.4% | Reduced |
| Frank, Rimerman Advisors LLC | 4,195 | $203.2K | 0.01% | +4,195 | New |
| Ballentine Partners, LLC | 4,204 | $203.7K | 0.00% | −34−0.8% | Reduced |
| We Are One Seven, LLC | 4,302 | $208.4K | 0.00% | +406+10.4% | Added |
| Mattson Financial Services, LLC | 4,303 | $208.5K | 0.05% | +4,303 | New |
| Quent Capital, LLC | 4,306 | $208.6K | 0.02% | +18+0.4% | Added |
| Versant Capital Management, Inc | 4,377 | $212.1K | 0.03% | −3,477−44.3% | Reduced |
| Warren Averett Asset Management, LLC | 4,432 | $214.7K | 0.00% | +4,432 | New |
| Cordatus Wealth Management LLC | 4,513 | $218.6K | 0.05% | +16+0.4% | Added |
| Voleon Capital Management LP | 4,563 | $221.1K | 0.01% | +4,563 | New |
| Cambridge Investment Research Advisors, Inc. | 4,584 | $222.0K | 0.00% | −25,030−84.5% | Reduced |
| Axq Capital, LP | 4,596 | $222.7K | 0.09% | +4,596 | New |
| Coldstream Capital Management Inc | 4,604 | $223.1K | 0.00% | +437+10.5% | Added |
| Alliance Wealth Advisors, LLC | 4,696 | $227.5K | 0.05% | −804−14.6% | Reduced |
| World Equity Group, Inc. | 4,826 | $233.8K | 0.05% | +4,826 | New |
| Alpha Wealth Funds, LLC | 5,000 | $235.8K | 0.19% | +5,000 | New |
| Campbell & CO Investment Adviser LLC | 4,880 | $236.4K | 0.02% | −10,760−68.8% | Reduced |
| Westpac Banking Corp | 4,957 | $240.2K | 0.01% | +4,957 | New |
| Prospera Financial Services Inc | 5,044 | $244.3K | 0.00% | +43+0.9% | Added |
| BBR Partners, LLC | 5,066 | $245.4K | 0.01% | +66+1.3% | Added |
| Resources Investment Advisors, LLC. | 5,097 | $246.9K | 0.00% | −1,205−19.1% | Reduced |
| Covestor Ltd | 5,112 | $248.0K | 0.14% | +148+3.0% | Added |
| Interchange Capital Partners, LLC | 5,145 | $249.3K | 0.05% | +5,145 | New |
| Rafferty Asset Management, LLC | 5,209 | $252.4K | 0.00% | −23−0.4% | Reduced |
| Intrust Bank NA | 5,269 | $255.3K | 0.02% | −1,194−18.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,460 | $264.5K | 0.08% | +1,632+42.6% | Added |
| Boothbay Fund Management, LLC | 5,474 | $265.2K | 0.01% | −3,030−35.6% | Reduced |
| Diametric Capital, LP | 5,493 | $266.1K | 0.10% | +5,493 | New |
| Wolverine Trading, LLC | 5,408 | $266.7K | 0.01% | +5,408 | New |
| New England Research & Management, Inc. | 5,525 | $267.7K | 0.12% | +5,525 | New |
| Exchange Traded Concepts, LLC | 5,607 | $271.7K | 0.00% | −14,153−71.6% | Reduced |
| Banque Pictet & Cie SA | 5,631 | $272.8K | 0.00% | +5,631 | New |
| Stephens Inc | 5,687 | $275.5K | 0.00% | +1,564+37.9% | Added |
| Baker Avenue Asset Management, LP | 5,715 | $276.9K | 0.01% | +1,366+31.4% | Added |
| MQS Management LLC | 5,726 | $277.4K | 0.16% | +5,726 | New |
| Semanteon Capital Management, LP | 5,755 | $278.8K | 0.35% | +5,755 | New |
| WoodTrust Financial Corp | 5,750 | $279.0K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 5,902 | $285.9K | 0.04% | −1,893−24.3% | Reduced |
| Portside Wealth Group, LLC | 5,926 | $287.1K | 0.04% | −433−6.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,188 | $299.8K | 0.07% | +379+6.5% | Added |
| Optas, LLC | 6,320 | $306.2K | 0.05% | +1,330+26.7% | Added |
| Eventide Asset Management, LLC | 6,287 | $310.1K | 0.01% | −23,547−78.9% | Reduced |
| Kessler Investment Group, LLC | 6,506 | $315.2K | 0.14% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,561 | $318.0K | 0.02% | −2,069−24.0% | Reduced |
| Forum Financial Management, LP | 6,705 | $324.9K | 0.00% | +173+2.6% | Added |
| EntryPoint Capital, LLC | 6,877 | $333.2K | 0.13% | +6,877 | New |
| Virtue Capital Management, LLC | 2,376 | $336.0K | 0.07% | −1,632−40.7% | Reduced |
| STRS Ohio | 7,021 | $340.2K | 0.00% | −823,194−99.2% | Reduced |
| Profund Advisors LLC | 7,043 | $341.2K | 0.01% | +98+1.4% | Added |
| ASR Vermogensbeheer N.V. | 7,048 | $341.5K | 0.00% | −81−1.1% | Reduced |
| FIL Ltd | 7,223 | $350.0K | 0.00% | +7,223 | New |
| Burns Matteson Capital Management, LLC | 7,224 | $350.0K | 0.15% | +7,224 | New |
| R Squared Ltd | 7,314 | $354.4K | 0.15% | +7,314 | New |
| Jackson Creek Investment Advisors LLC | 7,382 | $358.0K | 0.10% | −119−1.6% | Reduced |
| Hilltop Holdings Inc. | 7,452 | $361.0K | 0.02% | +1,535+25.9% | Added |