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Adero Partners’s Dynatrace DT Stock Holding History

Adero Partners’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$7.76M Sell
164,515
-2,380
-1% -$130K 0.51% 28
2024
Q4 		$9.07M Buy
166,895
+76
+0% +$4.14K 0.58% 26
2024
Q3 		$8.92M Buy
166,819
+112
+0.1% +$5.33K 0.59% 26
2024
Q2 		$7.46M Buy
166,707
+17
+0% +$783 0.54% 28
2024
Q1 		$7.74M Sell
166,690
-22,904
-12% -$1.19M 0.59% 28
2023
Q4 		$10.4M Buy
189,594
+5
+0% +$253 0.88% 23
2023
Q3 		$8.86M Buy
189,589
+24,206
+15% +$1.19M 0.85% 21
2023
Q2 		$8.51M Hold
165,383
– – 0.84% 21
2023
Q1 		$7M Sell
165,383
-2
-0% -$81 0.77% 21
2022
Q4 		$6.33M Buy
165,385
+4
+0% +$145 0.76% 21
2022
Q3 		$5.58M Buy
165,381
+7,117
+4% +$275K 0.71% 22
2022
Q2 		$5.9M Buy
158,264
+2,539
+2% +$101K 0.84% 20
2022
Q1 		$7.33M Buy
155,725
+1
+0% +$47 1.08% 16
2021
Q4 		$9.4M Buy
155,724
+7,020
+5% +$478K 1.54% 16
2021
Q3 		$10.6M Buy
+148,704
New +$9.75M 1.9% 18

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Adero Partners's DT Position: Q1 2025 in Review

Adero Partners reduced its Dynatrace (DT) stake by 1.4% in Q1 2025, selling an estimated $130K and leaving 164,515 shares worth $7.76M. The position accounts for 0.51% of the portfolio, ranked #28.

Adero Partners first reported a position in DT in Q3 2021 and has held it in 15 quarters since. The position peaked at $10.6M in Q3 2021. 601 funds tracked by Wall St. Rank hold DT as of Q1 2025.

  • Adero Partners held 164,515 shares of Dynatrace worth $7.76M as of Q1 2025.
  • Adero Partners sold 2,380 Dynatrace shares in Q1 2025, an estimated $130K.
  • Dynatrace made up 0.51% of Adero Partners's portfolio in Q1 2025, its #28 holding.
  • Adero Partners first reported a position in Dynatrace in Q3 2021 and has held it in 15 quarters since.
  • Adero Partners's Dynatrace position peaked at $10.6M in Q3 2021.
  • 601 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.