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, Q4 2025
Institutional positions in Dynatrace, Inc. as of Dec 31, 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
- 663
- +48 vs. Q3 2025
- Shares held
- 290.8M
- −273.6K (−0.1%) vs. Q3 2025
- Total value
- $12.6B
- −$1.50B (−10.6%) vs. Q3 2025
- New holders
- 122
- 229 more added
- Sold out
- 74
- 241 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elyxium Wealth, LLC | 388 | $16.8K | 0.00% | +388 | New |
| Atlantic Union Bankshares Corp | 400 | $17.3K | 0.00% | +400 | New |
| Westside Investment Management, Inc. | 432 | $18.3K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 430 | $18.6K | 0.00% | +146+51.4% | Added |
| Picton Mahoney Asset Management | 440 | $19.1K | 0.00% | +440 | New |
| Wolff Wiese Magana LLC | 446 | $19.3K | 0.01% | −20−4.3% | Reduced |
| Salomon & Ludwin, LLC | 490 | $20.9K | 0.00% | +406+483.3% | Added |
| Cornerstone Planning Group LLC | 540 | $22.0K | 0.00% | −42−7.2% | Reduced |
| First Horizon Corp | 526 | $22.8K | 0.00% | −276−34.4% | Reduced |
| Geneos Wealth Management Inc. | 530 | $23.0K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 553 | $24.0K | 0.01% | −1,467−72.6% | Reduced |
| V-Square Quantitative Management LLC | 609 | $26.4K | 0.00% | +609 | New |
| Eastern Bank | 630 | $27.3K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 691 | $29.9K | 0.02% | +691 | New |
| EverSource Wealth Advisors, LLC | 701 | $30.4K | 0.00% | −98−12.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 750 | $33.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 809 | $35.1K | 0.00% | +508+168.8% | Added |
| Truvestments Capital LLC | 841 | $36.4K | 0.01% | −279−24.9% | Reduced |
| True Wealth Design, LLC | 896 | $38.8K | 0.01% | +447+99.6% | Added |
| Signature Equity Partners, LLC | 902 | $39.1K | 0.02% | +902 | New |
| Global Retirement Partners, LLC | 904 | $39.2K | 0.00% | −124−12.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 950 | $41.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 959 | $42.3K | 0.00% | −1,817−65.5% | Reduced |
| Park Place Capital Corp | 1,074 | $46.5K | 0.01% | +11+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,169 | $50.7K | 0.00% | −348−22.9% | Reduced |
| Massmutual Trust Co FSB | 1,265 | $54.8K | 0.00% | +160+14.5% | Added |
| CIBC Private Wealth Group, LLC | 1,354 | $58.7K | 0.00% | −437−24.4% | Reduced |
| Alphadyne Asset Management LP | 1,397 | $60.5K | 0.01% | +1,397 | New |
| Huntington National Bank | 1,397 | $60.5K | 0.00% | −100−6.7% | Reduced |
| Bryn Mawr Trust Co | 1,500 | $65.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,606 | $70.0K | 0.00% | +1,088+210.0% | Added |
| SageView Advisory Group, LLC | 1,664 | $72.1K | 0.00% | +1,664 | New |
| Reyes Financial Architecture, Inc. | 1,773 | $76.8K | 0.05% | +1,773 | New |
| SBI Securities Co., Ltd. | 1,775 | $76.9K | 0.00% | +18+1.0% | Added |
| Farther Finance Advisors, LLC | 1,835 | $79.5K | 0.00% | −180−8.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,878 | $81.4K | 0.00% | +1,878 | New |
| CX Institutional | 2,053 | $89.0K | 0.00% | +440+27.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $91.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,102 | $91.1K | 0.00% | +1,656+371.3% | Added |
| Archer Investment Corp | 2,173 | $94.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 2,219 | $96.2K | 0.02% | +1,587+251.1% | Added |
| MAI Capital Management | 2,273 | $98.5K | 0.00% | +18+0.8% | Added |
| S.A. Mason LLC | 2,342 | $101.5K | 0.04% | −775−24.9% | Reduced |
| Rothschild Investment LLC | 2,401 | $104.1K | 0.01% | −2−0.1% | Reduced |
| Allworth Financial LP | 2,739 | $118.7K | 0.00% | +918+50.4% | Added |
| Bessemer Group Inc | 2,996 | $129.0K | 0.00% | +491+19.6% | Added |
| Umb Bank N A | 3,190 | $138.3K | 0.00% | +360+12.7% | Added |
| SRS Capital Advisors, Inc. | 3,253 | $141.0K | 0.00% | +2,453+306.6% | Added |
| GAMMA Investing LLC | 3,460 | $150.0K | 0.01% | +246+7.7% | Added |
| Walleye Capital LLC | 3,670 | $159.1K | 0.00% | −130,705−97.3% | Reduced |
| Signaturefd, LLC | 3,713 | $160.9K | 0.00% | −177−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,802 | $164.8K | 0.00% | +3,437+941.6% | Added |
| Jones Financial Companies LLLP | 3,823 | $165.7K | 0.00% | +576+17.7% | Added |
| Havemeyer Place LP | 3,942 | $170.8K | 0.03% | +3,942 | New |
| Quent Capital, LLC | 3,990 | $172.9K | 0.01% | −316−7.3% | Reduced |
| CWM, LLC | 3,987 | $173.0K | 0.00% | +906+29.4% | Added |
| Siemens Fonds Invest GmbH | 4,100 | $180.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,429 | $192.0K | 0.02% | −8,553−65.9% | Reduced |
| National Bank of Canada | 4,467 | $193.3K | 0.00% | +2,455+122.0% | Added |
| Interchange Capital Partners, LLC | 4,630 | $200.7K | 0.04% | −515−10.0% | Reduced |
| TCW Group Inc | 4,678 | $202.7K | 0.00% | +4,678 | New |
| Forefront Wealth Partners, LLC | 4,679 | $202.8K | 0.10% | +4,679 | New |
| Sherbrooke Park Advisers LLC | 4,750 | $205.9K | 0.53% | −7,144−60.1% | Reduced |
| Prospera Financial Services Inc | 4,848 | $210.1K | 0.00% | −196−3.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 4,851 | $210.2K | 0.04% | +4,851 | New |
| Sowell Financial Services LLC | 4,931 | $213.7K | 0.01% | −2,973−37.6% | Reduced |
| Vise Technologies, Inc. | 4,932 | $213.8K | 0.00% | +4,932 | New |
| BBR Partners, LLC | 5,000 | $216.7K | 0.01% | −66−1.3% | Reduced |
| Leonteq Securities AG | 5,046 | $218.7K | 0.01% | +2,060+69.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,050 | $218.9K | 0.00% | +3,752+289.1% | Added |
| Rafferty Asset Management, LLC | 5,067 | $219.6K | 0.00% | −142−2.7% | Reduced |
| Oppenheimer & Co Inc | 5,070 | $219.7K | 0.00% | −2,500−33.0% | Reduced |
| Prelude Capital Management, LLC | 5,258 | $227.9K | 0.02% | +5,258 | New |
| Intrust Bank NA | 5,348 | $231.8K | 0.02% | +79+1.5% | Added |
| Brinker Capital Investments, LLC | 5,361 | $232.3K | 0.00% | −11,622−68.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,361 | $232.3K | 0.06% | −827−13.4% | Reduced |
| Loomis Sayles & Co L P | 5,365 | $232.5K | 0.00% | +4,362+434.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,380 | $233.2K | 0.06% | +5,050+1,530.3% | Added |
| Ashton Thomas Securities, LLC | 5,382 | $233.3K | 0.04% | −2,094−28.0% | Reduced |
| Covestor Ltd | 5,470 | $237.0K | 0.12% | +358+7.0% | Added |
| New England Research & Management, Inc. | 5,525 | $239.5K | 0.10% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,553 | $240.7K | 0.00% | +3,234+139.5% | Added |
| DRW Securities, LLC | 5,617 | $243.4K | 0.02% | +5,617 | New |
| Evergreen Capital Management LLC | 5,630 | $244.0K | 0.01% | −5,182−47.9% | Reduced |
| Banque Pictet & Cie SA | 5,631 | $244.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 5,648 | $244.8K | 0.02% | +691+13.9% | Added |
| Stephens Inc | 5,688 | $246.5K | 0.00% | +10.0% | Added |
| PDT Partners, LLC | 5,700 | $247.0K | 0.02% | +5,700 | New |
| Wedbush Securities Inc | 5,721 | $248.0K | 0.01% | −4,288−42.8% | Reduced |
| nVerses Capital, LLC | 5,752 | $249.3K | 0.56% | +5,752 | New |
| Trust Point Inc. | 5,762 | $249.7K | 0.02% | +5,762 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,807 | $251.7K | 0.00% | +5,807 | New |
| Capstone Investment Advisors, LLC | 5,825 | $252.5K | 0.00% | +5,825 | New |
| Crestwood Advisors Group LLC | 5,846 | $253.4K | 0.00% | +5,846 | New |
| Voleon Capital Management LP | 5,859 | $253.9K | 0.01% | +1,296+28.4% | Added |
| Horizon Investments, LLC | 6,110 | $264.8K | 0.00% | +6,110 | New |
| Two Sigma Securities, LLC | 6,149 | $266.5K | 0.04% | +6,149 | New |
| Pension & Wealth Management Advisors, Inc. | 6,167 | $267.3K | 0.08% | +707+12.9% | Added |
| Royal London Asset Management Ltd | 6,220 | $269.6K | 0.00% | −3,397−35.3% | Reduced |
| MJP Associates Inc | 6,242 | $270.5K | 0.03% | +340+5.8% | Added |