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 |
|---|---|---|---|---|---|
| First Pacific Financial | 208 | $7.69K | 0.00% | +97+87.4% | Added |
| Bell Investment Advisors, Inc | 206 | $7.62K | 0.00% | +111+116.8% | 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 |
| Activest Wealth Management | 193 | $7.14K | 0.00% | +148+328.9% | Added |
| Osbon Capital Management LLC | 187 | $6.92K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 179 | $6.71K | 0.00% | +105+141.9% | Added |
| Avion Wealth | 176 | $6.00K | 0.00% | +153+665.2% | Added |
| LRI Investments, LLC | 162 | $5.99K | 0.00% | +162 | New |
| SHP Wealth Management | 157 | $5.81K | 0.00% | +157 | New |
| MV Capital Management, Inc. | 142 | $5.25K | 0.00% | +133+1,477.8% | Added |
| HighMark Wealth Management LLC | 133 | $4.92K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 125 | $4.62K | 0.00% | −5,428−97.7% | Reduced |
| Bank of Jackson Hole Trust | 124 | $4.59K | 0.00% | −14−10.1% | Reduced |
| TSFG, LLC | 120 | $4.00K | 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 |
| Key Financial Inc | 99 | $3.66K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 96 | $3.55K | 0.00% | +85+772.7% | Added |
| Elequin Capital LP | 96 | $3.55K | 0.00% | +96 | New |
| South State Corp. | 92 | $3.40K | 0.00% | −129−58.4% | Reduced |
| Brown Brothers Harriman & Co | 92 | $3.40K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 89 | $3.29K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 87 | $3.22K | 0.00% | +52+148.6% | Added |
| IMA Wealth, Inc. | 86 | $3.18K | 0.00% | −11−11.3% | Reduced |
| Bare Financial Services, Inc | 85 | $3.14K | 0.00% | −1−1.2% | Reduced |
| Bayban | 83 | $3.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 82 | $3.03K | 0.00% | +82 | New |
| Principia Wealth Advisory, LLC | 80 | $2.96K | 0.00% | +76+1,900.0% | Added |
| Root Financial Partners, LLC | 78 | $2.88K | 0.00% | −24−23.5% | Reduced |
| Creative Financial Designs Inc | 74 | $2.74K | 0.00% | +5+7.2% | Added |
| Cornerstone Financial Management LLC | 70 | $2.59K | 0.00% | +46+191.7% | Added |
| Sfam, LLC | 66 | $2.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $2.27K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 61 | $2.26K | 0.00% | +14+29.8% | Added |
| Private Wealth Management Group, LLC | 57 | $2.11K | 0.00% | +53+1,325.0% | Added |
| CX Institutional | 58 | $2.00K | 0.00% | −1,995−97.2% | Reduced |
| Intentional Wealth Strategies, LLC | 54 | $2.00K | 0.00% | +54 | New |
| 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 |
| Cromwell Holdings LLC | 51 | $1.89K | 0.00% | +17+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 50 | $1.85K | 0.00% | +28+127.3% | Added |
| Bogart Wealth, LLC | 48 | $1.77K | 0.00% | +48 | New |
| Imprint Wealth LLC | 42 | $1.55K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 41 | $1.52K | 0.00% | +27+192.9% | Added |
| Ares Financial Consulting, LLC | 39 | $1.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $1.41K | 0.00% | −61−61.6% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $1.37K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $1.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.29K | 0.00% | −67−65.7% | Reduced |
| Golden State Wealth Management, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 33 | $1.22K | 0.00% | +33 | New |
| Westfuller Advisors, LLC | 33 | $1.22K | 0.00% | −33−50.0% | Reduced |
| NBT Bank N A | 33 | $1.22K | 0.00% | +33 | New |
| Dunhill Financial, LLC | 32 | $1.22K | 0.00% | +25+357.1% | Added |
| Rialto Wealth Management, LLC | 27 | $999 | 0.00% | −2−6.9% | Reduced |
| JPL Wealth Management, LLC | 24 | $888 | 0.00% | +24 | New |
| Financial Consulate, Inc | 21 | $777 | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 19 | $703 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 17 | $629 | 0.00% | +14+466.7% | Added |
| Central Trust Co | 17 | $629 | 0.00% | +17 | New |
| North Star Investment Management Corp. | 13 | $481 | 0.00% | −48−78.7% | Reduced |
| Financial Management Professionals, Inc. | 11 | $407 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $407 | 0.00% | +11 | 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 |
| Ankerstar Wealth, LLC | 9 | $333 | 0.00% | −246−96.5% | Reduced |
| Vermillion Wealth Management, Inc. | 9 | $333 | 0.00% | +9 | New |
| Cassaday & Co Wealth Management LLC | 6 | $222 | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 5 | $185 | 0.00% | −4−44.4% | Reduced |
| DecisionPoint Financial, LLC | 5 | $185 | 0.00% | 00.0% | Unchanged |
| 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 |
| 3 Factor Indexing, LLC | 3 | $111 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 2 | $74 | 0.00% | −31−93.9% | Reduced |
| Crewe Advisors LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $37 | 0.00% | +1 | New |
| Innovative Asset Advisors Group, LLC | 1 | $37 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | −37−86.0% | Reduced |
| RGM Capital, LLC | 0 | $0 | 0.00% | −4,107,728−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −1,670,417−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,646,720−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −710,700−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −451,333−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −356,021−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −349,452−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −336,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −311,875−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −262,572−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −251,048−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −227,590−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −208,751−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −152,170−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −138,729−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −126,126−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −121,502−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −113,393−100.0% | Sold out |