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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 4,750 | $205.9K | 0.53% | −7,144−60.1% | Reduced |
| Forefront Wealth Partners, LLC | 4,679 | $202.8K | 0.10% | +4,679 | New |
| TCW Group Inc | 4,678 | $202.7K | 0.00% | +4,678 | New |
| Interchange Capital Partners, LLC | 4,630 | $200.7K | 0.04% | −515−10.0% | Reduced |
| National Bank of Canada | 4,467 | $193.3K | 0.00% | +2,455+122.0% | Added |
| State of Wyoming | 4,429 | $192.0K | 0.02% | −8,553−65.9% | Reduced |
| Siemens Fonds Invest GmbH | 4,100 | $180.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,987 | $173.0K | 0.00% | +906+29.4% | Added |
| Quent Capital, LLC | 3,990 | $172.9K | 0.01% | −316−7.3% | Reduced |
| Havemeyer Place LP | 3,942 | $170.8K | 0.03% | +3,942 | New |
| Jones Financial Companies LLLP | 3,823 | $165.7K | 0.00% | +576+17.7% | Added |
| Nisa Investment Advisors, LLC | 3,802 | $164.8K | 0.00% | +3,437+941.6% | Added |
| Signaturefd, LLC | 3,713 | $160.9K | 0.00% | −177−4.6% | Reduced |
| Walleye Capital LLC | 3,670 | $159.1K | 0.00% | −130,705−97.3% | Reduced |
| GAMMA Investing LLC | 3,460 | $150.0K | 0.01% | +246+7.7% | Added |
| SRS Capital Advisors, Inc. | 3,253 | $141.0K | 0.00% | +2,453+306.6% | Added |
| Umb Bank N A | 3,190 | $138.3K | 0.00% | +360+12.7% | Added |
| Bessemer Group Inc | 2,996 | $129.0K | 0.00% | +491+19.6% | Added |
| Allworth Financial LP | 2,739 | $118.7K | 0.00% | +918+50.4% | Added |
| Rothschild Investment LLC | 2,401 | $104.1K | 0.01% | −2−0.1% | Reduced |
| S.A. Mason LLC | 2,342 | $101.5K | 0.04% | −775−24.9% | Reduced |
| MAI Capital Management | 2,273 | $98.5K | 0.00% | +18+0.8% | Added |
| Quarry LP | 2,219 | $96.2K | 0.02% | +1,587+251.1% | Added |
| Archer Investment Corp | 2,173 | $94.2K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,102 | $91.1K | 0.00% | +1,656+371.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,100 | $91.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,053 | $89.0K | 0.00% | +440+27.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,878 | $81.4K | 0.00% | +1,878 | New |
| Farther Finance Advisors, LLC | 1,835 | $79.5K | 0.00% | −180−8.9% | Reduced |
| SBI Securities Co., Ltd. | 1,775 | $76.9K | 0.00% | +18+1.0% | Added |
| Reyes Financial Architecture, Inc. | 1,773 | $76.8K | 0.05% | +1,773 | New |
| SageView Advisory Group, LLC | 1,664 | $72.1K | 0.00% | +1,664 | New |
| Banque Cantonale Vaudoise | 1,606 | $70.0K | 0.00% | +1,088+210.0% | Added |
| Bryn Mawr Trust Co | 1,500 | $65.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,397 | $60.5K | 0.00% | −100−6.7% | Reduced |
| Alphadyne Asset Management LP | 1,397 | $60.5K | 0.01% | +1,397 | New |
| CIBC Private Wealth Group, LLC | 1,354 | $58.7K | 0.00% | −437−24.4% | Reduced |
| Massmutual Trust Co FSB | 1,265 | $54.8K | 0.00% | +160+14.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,169 | $50.7K | 0.00% | −348−22.9% | Reduced |
| Park Place Capital Corp | 1,074 | $46.5K | 0.01% | +11+1.0% | Added |
| Smartleaf Asset Management LLC | 959 | $42.3K | 0.00% | −1,817−65.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 950 | $41.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 904 | $39.2K | 0.00% | −124−12.1% | Reduced |
| Signature Equity Partners, LLC | 902 | $39.1K | 0.02% | +902 | New |
| True Wealth Design, LLC | 896 | $38.8K | 0.01% | +447+99.6% | Added |
| Truvestments Capital LLC | 841 | $36.4K | 0.01% | −279−24.9% | Reduced |
| Larson Financial Group LLC | 809 | $35.1K | 0.00% | +508+168.8% | Added |
| Hazlett, Burt & Watson, Inc. | 750 | $33.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 701 | $30.4K | 0.00% | −98−12.3% | Reduced |
| RHL Group, LLC | 691 | $29.9K | 0.02% | +691 | New |
| Eastern Bank | 630 | $27.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 609 | $26.4K | 0.00% | +609 | New |
| United Financial Planning Group LLC | 553 | $24.0K | 0.01% | −1,467−72.6% | Reduced |
| Geneos Wealth Management Inc. | 530 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 526 | $22.8K | 0.00% | −276−34.4% | Reduced |
| Cornerstone Planning Group LLC | 540 | $22.0K | 0.00% | −42−7.2% | Reduced |
| Salomon & Ludwin, LLC | 490 | $20.9K | 0.00% | +406+483.3% | Added |
| Wolff Wiese Magana LLC | 446 | $19.3K | 0.01% | −20−4.3% | Reduced |
| Picton Mahoney Asset Management | 440 | $19.1K | 0.00% | +440 | New |
| Global X Japan Co., Ltd. | 430 | $18.6K | 0.00% | +146+51.4% | Added |
| Westside Investment Management, Inc. | 432 | $18.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 400 | $17.3K | 0.00% | +400 | New |
| Elyxium Wealth, LLC | 388 | $16.8K | 0.00% | +388 | New |
| CoreCap Advisors, LLC | 350 | $15.2K | 0.00% | −617−63.8% | Reduced |
| Rakuten Securities, Inc. | 306 | $13.3K | 0.00% | −579−65.4% | Reduced |
| Fulcrum Asset Management LLP | 298 | $13.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 290 | $12.6K | 0.00% | +182+168.5% | Added |
| Parkside Financial Bank & Trust | 262 | $11.4K | 0.00% | +112+74.7% | Added |
| Farmers & Merchants Investments Inc | 260 | $11.3K | 0.00% | +10+4.0% | Added |
| Spire Wealth Management | 259 | $11.2K | 0.00% | −414−61.5% | Reduced |
| Ankerstar Wealth, LLC | 255 | $11.1K | 0.01% | +255 | New |
| Harbour Investments, Inc. | 254 | $11.0K | 0.00% | +15+6.3% | Added |
| Brown, Lisle/Cummings, Inc. | 250 | $10.8K | 0.00% | +250 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $10.8K | 0.00% | +250 | New |
| South State Corp. | 221 | $9.58K | 0.00% | +196+784.0% | Added |
| SJS Investment Consulting Inc. | 219 | $9.49K | 0.00% | −752−77.4% | Reduced |
| ORG Partners LLC | 206 | $8.93K | 0.00% | +206 | New |
| Alerus Financial NA | 200 | $8.67K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 187 | $8.11K | 0.01% | +187 | New |
| AdvisorNet Financial, Inc | 169 | $7.32K | 0.00% | +45+36.3% | Added |
| ZRC Wealth Management, LLC | 164 | $7.11K | 0.00% | +2+1.2% | Added |
| Navigoe, LLC | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 138 | $5.98K | 0.00% | +138 | New |
| Ancora Advisors, LLC | 135 | $5.85K | 0.00% | +96+246.2% | Added |
| HighMark Wealth Management LLC | 133 | $5.76K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 129 | $5.69K | 0.00% | +129 | New |
| IFP Advisors, Inc | 117 | $5.07K | 0.00% | −38−24.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 120 | $5.00K | 0.00% | +65+118.2% | Added |
| Flagship Harbor Advisors, LLC | 114 | $4.94K | 0.00% | +114 | New |
| Washington Trust Advisors, Inc. | 113 | $4.92K | 0.00% | −34−23.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 111 | $4.81K | 0.00% | +111 | New |
| First Pacific Financial | 111 | $4.81K | 0.00% | +111 | New |
| Root Financial Partners, LLC | 102 | $4.42K | 0.00% | −214−67.7% | Reduced |
| JFS Wealth Advisors, LLC | 102 | $4.42K | 0.00% | −2−1.9% | Reduced |
| Barrett & Company, Inc. | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.29K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 99 | $4.29K | 0.00% | +9+10.0% | Added |
| IMA Wealth, Inc. | 97 | $4.20K | 0.00% | +97 | New |