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 |
|---|---|---|---|---|---|
| United Financial Planning Group LLC | 2,020 | $97.9K | 0.06% | +2,020 | New |
| Farther Finance Advisors, LLC | 2,015 | $97.6K | 0.00% | +466+30.1% | Added |
| National Bank of Canada | 2,012 | $97.5K | 0.00% | +122+6.5% | Added |
| Ossiam | 1,958 | $94.9K | 0.00% | −207−9.6% | Reduced |
| Allworth Financial LP | 1,821 | $88.2K | 0.00% | +106+6.2% | Added |
| CIBC Private Wealth Group, LLC | 1,791 | $86.8K | 0.00% | −3,593−66.7% | Reduced |
| SBI Securities Co., Ltd. | 1,757 | $85.1K | 0.00% | −112−6.0% | Reduced |
| CX Institutional | 1,613 | $78.0K | 0.00% | +392+32.1% | Added |
| Quest Partners LLC | 1,544 | $74.8K | 0.00% | −1,395−47.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,517 | $73.5K | 0.00% | −31−2.0% | Reduced |
| Bryn Mawr Trust Co | 1,500 | $72.7K | 0.00% | −1,753−53.9% | Reduced |
| Huntington National Bank | 1,497 | $72.5K | 0.00% | +11+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,298 | $62.9K | 0.00% | +177+15.8% | Added |
| Truvestments Capital LLC | 1,120 | $54.3K | 0.01% | −1,047−48.3% | Reduced |
| Massmutual Trust Co FSB | 1,105 | $53.5K | 0.00% | −41−3.6% | Reduced |
| Ci Investments Inc. | 1,079 | $52.0K | 0.00% | −224−17.2% | Reduced |
| Park Place Capital Corp | 1,063 | $51.5K | 0.01% | −228−17.7% | Reduced |
| Global Retirement Partners, LLC | 1,028 | $49.8K | 0.00% | −107−9.4% | Reduced |
| Loomis Sayles & Co L P | 1,003 | $48.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 971 | $47.0K | 0.01% | +957+6,835.7% | Added |
| CoreCap Advisors, LLC | 967 | $46.9K | 0.00% | +424+78.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 950 | $46.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 885 | $42.9K | 0.02% | +852+2,581.8% | Added |
| First Horizon Corp | 802 | $38.9K | 0.00% | +802 | New |
| SRS Capital Advisors, Inc. | 800 | $38.8K | 0.00% | −208−20.6% | Reduced |
| EverSource Wealth Advisors, LLC | 799 | $38.7K | 0.00% | +139+21.1% | Added |
| Hazlett, Burt & Watson, Inc. | 750 | $37.0K | 0.01% | +750 | New |
| Wealthspire Advisors, LLC | 708 | $34.3K | 0.00% | +708 | New |
| Spire Wealth Management | 673 | $32.6K | 0.00% | −47−6.5% | Reduced |
| Quarry LP | 632 | $30.6K | 0.01% | −802−55.9% | Reduced |
| Eastern Bank | 630 | $30.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 582 | $28.3K | 0.00% | +494+561.4% | Added |
| Rise Advisors, LLC | 579 | $28.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 530 | $25.7K | 0.00% | −19−3.5% | Reduced |
| Banque Cantonale Vaudoise | 518 | $25.0K | 0.00% | −27,610−98.2% | Reduced |
| Wolff Wiese Magana LLC | 466 | $22.6K | 0.01% | +466 | New |
| University of Texas/Texas Am Investment Managment Co | 460 | $22.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 449 | $21.8K | 0.01% | +222+97.8% | Added |
| Sterling Capital Management LLC | 446 | $21.6K | 0.00% | +1+0.2% | Added |
| Westside Investment Management, Inc. | 432 | $20.9K | 0.00% | +216+100.0% | Added |
| Nisa Investment Advisors, LLC | 365 | $17.7K | 0.00% | −3−0.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 316 | $15.3K | 0.00% | +316 | New |
| Larson Financial Group LLC | 301 | $14.6K | 0.00% | +65+27.5% | Added |
| Armstrong Advisory Group, Inc | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 298 | $14.4K | 0.00% | −1,803−85.8% | Reduced |
| Global X Japan Co., Ltd. | 284 | $13.8K | 0.00% | −85−23.0% | Reduced |
| NBT Bank N A | 253 | $12.3K | 0.00% | +253 | New |
| Farmers & Merchants Investments Inc | 250 | $12.1K | 0.00% | +10+4.2% | Added |
| Harbour Investments, Inc. | 239 | $11.6K | 0.00% | +28+13.3% | Added |
| Alerus Financial NA | 200 | $9.69K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 193 | $9.35K | 0.00% | +193 | New |
| Hemington Wealth Management | 202 | $9.00K | 0.00% | −41−16.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 184 | $8.91K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 179 | $8.67K | 0.00% | +179 | New |
| Imprint Wealth LLC | 174 | $8.43K | 0.03% | +174 | New |
| Navigoe, LLC | 176 | $8.00K | 0.01% | +176 | New |
| ZRC Wealth Management, LLC | 162 | $7.85K | 0.00% | +162 | New |
| Activest Wealth Management | 161 | $7.80K | 0.00% | +128+387.9% | Added |
| IFP Advisors, Inc | 155 | $7.51K | 0.00% | +105+210.0% | Added |
| Groupe la Francaise | 174 | $7.31K | 0.00% | +174 | New |
| Parkside Financial Bank & Trust | 150 | $7.27K | 0.00% | +4+2.7% | Added |
| Washington Trust Advisors, Inc. | 147 | $7.12K | 0.00% | +14+10.5% | Added |
| HighMark Wealth Management LLC | 133 | $6.44K | 0.00% | +52+64.2% | Added |
| AdvisorNet Financial, Inc | 124 | $6.01K | 0.00% | +7+6.0% | Added |
| Fortitude Family Office, LLC | 122 | $5.91K | 0.00% | +10+8.9% | Added |
| Marquette Asset Management, LLC | 108 | $5.23K | 0.00% | +108 | New |
| Prestige Wealth Management Group LLC | 107 | $5.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 104 | $5.04K | 0.00% | −1−1.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 104 | $5.04K | 0.00% | +104 | New |
| T. Rowe Price Investment Management, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Whittier Trust Co of Nevada Inc | 100 | $4.96K | 0.00% | −4−3.8% | Reduced |
| Barrett & Company, Inc. | 100 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 100 | $4.84K | 0.00% | +2+2.0% | Added |
| Key Financial Inc | 99 | $4.78K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 97 | $4.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 90 | $4.36K | 0.00% | +8+9.8% | Added |
| Salomon & Ludwin, LLC | 84 | $4.16K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 73 | $3.54K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $3.34K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 66 | $3.20K | 0.00% | +66 | New |
| Montag A & Associates Inc | 63 | $3.05K | 0.00% | +63 | New |
| TSFG, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $2.97K | 0.00% | +7+13.0% | Added |
| NBC Securities, Inc. | 55 | $2.66K | 0.00% | −5−8.3% | Reduced |
| North Capital, Inc. | 54 | $2.62K | 0.00% | +1+1.9% | Added |
| JNBA Financial Advisors | 53 | $2.57K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 49 | $2.38K | 0.00% | +49 | New |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $2.00K | 0.00% | +10+29.4% | Added |
| Ancora Advisors, LLC | 39 | $1.89K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $1.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 36 | $1.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 35 | $1.70K | 0.00% | −31−47.0% | Reduced |
| Cromwell Holdings LLC | 34 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $1.65K | 0.00% | +3+9.7% | Added |
| Bullock Wealth Management Group | 33 | $1.59K | 0.00% | +33 | New |
| CVA Family Office, LLC | 32 | $1.55K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 30 | $1.45K | 0.00% | +30 | New |
| South State Corp. | 25 | $1.21K | 0.00% | 00.0% | Unchanged |