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, Q1 2026
Institutional positions in Dynatrace, Inc. as of Mar 31, 2026. 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
- 581
- −73 vs. Q4 2025
- Shares held
- 295.9M
- +37.6M (+14.5%) vs. Q4 2025
- Total value
- $10.9B
- −$248.0M (−2.2%) vs. Q4 2025
- New holders
- 81
- 227 more added
- Sold out
- 154
- 223 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Dynatrace, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | −37−86.0% | Reduced |
| Curio Wealth, LLC | 1 | $37 | 0.00% | +1 | New |
| Innovative Asset Advisors Group, LLC | 1 | $37 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $74 | 0.00% | −31−93.9% | Reduced |
| Crewe Advisors LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $111 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $148 | 0.00% | −165−97.6% | Reduced |
| Seneschal Advisors, LLC | 4 | $148 | 0.00% | −2−33.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4 | $148 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $185 | 0.00% | −4−44.4% | Reduced |
| DecisionPoint Financial, LLC | 5 | $185 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6 | $222 | 0.00% | +6 | New |
| Ankerstar Wealth, LLC | 9 | $333 | 0.00% | −246−96.5% | Reduced |
| Vermillion Wealth Management, Inc. | 9 | $333 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 10 | $370 | 0.00% | −2−16.7% | Reduced |
| TopTier Wealth Management, LLC | 10 | $370 | 0.00% | +10 | New |
| Essential Partners LLC | 10 | $370 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 11 | $407 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $407 | 0.00% | +11 | New |
| North Star Investment Management Corp. | 13 | $481 | 0.00% | −48−78.7% | Reduced |
| American Capital Advisory, LLC | 17 | $629 | 0.00% | +14+466.7% | Added |
| Central Trust Co | 17 | $629 | 0.00% | +17 | New |
| Cullen/Frost Bankers, Inc. | 19 | $703 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 21 | $777 | 0.00% | +21 | New |
| JPL Wealth Management, LLC | 24 | $888 | 0.00% | +24 | New |
| Rialto Wealth Management, LLC | 27 | $999 | 0.00% | −2−6.9% | Reduced |
| Dunhill Financial, LLC | 32 | $1.22K | 0.00% | +25+357.1% | Added |
| Westfuller Advisors, LLC | 33 | $1.22K | 0.00% | −33−50.0% | Reduced |
| NBT Bank N A | 33 | $1.22K | 0.00% | +33 | New |
| Kilter Group LLC | 33 | $1.22K | 0.00% | +33 | New |
| Golden State Wealth Management, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.29K | 0.00% | −67−65.7% | Reduced |
| Kozak & Associates, Inc. | 39 | $1.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.37K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $1.41K | 0.00% | −61−61.6% | Reduced |
| Ares Financial Consulting, LLC | 39 | $1.43K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 41 | $1.52K | 0.00% | +27+192.9% | Added |
| Imprint Wealth LLC | 42 | $1.55K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $1.77K | 0.00% | +48 | New |
| Pinnacle Wealth Planning Services, Inc. | 50 | $1.85K | 0.00% | +28+127.3% | Added |
| Cromwell Holdings LLC | 51 | $1.89K | 0.00% | +17+50.0% | Added |
| JNBA Financial Advisors | 53 | $1.96K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 53 | $1.96K | 0.00% | +49+1,225.0% | Added |
| Intentional Wealth Strategies, LLC | 54 | $2.00K | 0.00% | +54 | New |
| CX Institutional | 58 | $2.00K | 0.00% | −1,995−97.2% | Reduced |
| Private Wealth Management Group, LLC | 57 | $2.11K | 0.00% | +53+1,325.0% | Added |
| Retirement Wealth Solutions LLC | 61 | $2.26K | 0.00% | +14+29.8% | Added |
| Colonial Trust Co | 61 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 66 | $2.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 70 | $2.59K | 0.00% | +46+191.7% | Added |
| Creative Financial Designs Inc | 74 | $2.74K | 0.00% | +5+7.2% | Added |
| Root Financial Partners, LLC | 78 | $2.88K | 0.00% | −24−23.5% | Reduced |
| Principia Wealth Advisory, LLC | 80 | $2.96K | 0.00% | +76+1,900.0% | Added |
| CVA Family Office, LLC | 82 | $3.03K | 0.00% | +82 | New |
| Bayban | 83 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 85 | $3.14K | 0.00% | −1−1.2% | Reduced |
| IMA Wealth, Inc. | 86 | $3.18K | 0.00% | −11−11.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 87 | $3.22K | 0.00% | +52+148.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 89 | $3.29K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 92 | $3.40K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 92 | $3.40K | 0.00% | −129−58.4% | Reduced |
| Basecamp Wealth Advisors LLC | 96 | $3.55K | 0.00% | +85+772.7% | Added |
| Elequin Capital LP | 96 | $3.55K | 0.00% | +96 | New |
| Key Financial Inc | 99 | $3.66K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 100 | $3.70K | 0.00% | +39+63.9% | Added |
| Harbor Investment Advisory, LLC | 100 | $3.70K | 0.00% | +100 | New |
| TSFG, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 124 | $4.59K | 0.00% | −14−10.1% | Reduced |
| Clearstead Advisors, LLC | 125 | $4.62K | 0.00% | −5,428−97.7% | Reduced |
| HighMark Wealth Management LLC | 133 | $4.92K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 142 | $5.25K | 0.00% | +133+1,477.8% | Added |
| SHP Wealth Management | 157 | $5.81K | 0.00% | +157 | New |
| LRI Investments, LLC | 162 | $5.99K | 0.00% | +162 | New |
| Avion Wealth | 176 | $6.00K | 0.00% | +153+665.2% | Added |
| Whittier Trust Co of Nevada Inc | 179 | $6.71K | 0.00% | +105+141.9% | Added |
| Osbon Capital Management LLC | 187 | $6.92K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 193 | $7.14K | 0.00% | +148+328.9% | Added |
| Rakuten Securities, Inc. | 204 | $7.54K | 0.00% | −102−33.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 204 | $7.54K | 0.00% | +204 | New |
| Bell Investment Advisors, Inc | 206 | $7.62K | 0.00% | +111+116.8% | Added |
| First Pacific Financial | 208 | $7.69K | 0.00% | +97+87.4% | Added |
| UMA Financial Services, Inc. | 214 | $7.91K | 0.00% | +180+529.4% | Added |
| Rossby Financial, LCC | 220 | $8.09K | 0.00% | +146+197.3% | Added |
| Global X Japan Co., Ltd. | 227 | $8.39K | 0.00% | −203−47.2% | Reduced |
| RHL Group, LLC | 234 | $8.65K | 0.01% | −457−66.1% | Reduced |
| IFP Advisors, Inc | 243 | $8.99K | 0.00% | +126+107.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $9.24K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 251 | $9.28K | 0.01% | +235+1,468.8% | Added |
| Farmers & Merchants Investments Inc | 260 | $9.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 283 | $10.9K | 0.00% | −257−47.6% | Reduced |
| Fulcrum Asset Management LLP | 298 | $11.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 313 | $11.6K | 0.00% | +265+552.1% | Added |
| Parkside Financial Bank & Trust | 368 | $13.6K | 0.00% | +106+40.5% | Added |
| Ancora Advisors, LLC | 404 | $14.9K | 0.00% | +269+199.3% | Added |
| Atlantic Union Bankshares Corp | 408 | $15.1K | 0.00% | +8+2.0% | Added |
| Marquette Asset Management, LLC | 409 | $15.1K | 0.00% | +119+41.0% | Added |
| Westside Investment Management, Inc. | 432 | $16.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 458 | $16.9K | 0.00% | +108+30.9% | Added |
| First Horizon Corp | 523 | $19.3K | 0.00% | −3−0.6% | Reduced |