Burney Company’s Dynatrace DT Stock Holding History

Burney Company’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
2026 Q2	$606K	Buy	13,805 +4,232	+44%	+$165K	0.02%	430
2026 Q1	$354K	Sell	9,573 -4,399	-31%	-$168K	0.01%	478
2025 Q4	$606K	Sell	13,972 -2,058	-13%	-$95.9K	0.02%	405
2025 Q3	$777K	Sell	16,030 -5,052	-24%	-$256K	0.02%	348
2025 Q2	$1.16M	Sell	21,082 -3,458	-14%	-$173K	0.04%	298
2025 Q1	$1.16M	Sell	24,540 -1,270	-5%	-$69.5K	0.04%	294
2024 Q4	$1.4M	Sell	25,810 -1,439	-5%	-$78.5K	0.05%	268
2024 Q3	$1.46M	Sell	27,249 -91,348	-77%	-$4.35M	0.05%	264
2024 Q2	$5.31M	Sell	118,597 -47,961	-29%	-$2.21M	0.2%	118
2024 Q1	$7.73M	Buy	166,558 +14,831	+10%	+$772K	0.29%	88
2023 Q4	$8.3M	Buy	151,727 +127,498	+526%	+$6.44M	0.35%	75
2023 Q3	$1.13M	Buy	+24,229	New	+$1.19M	0.05%	294

Other funds holding DT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Burney Company's DT Position: Q2 2026 in Review

Burney Company increased its Dynatrace (DT) stake by 44% in Q2 2026, buying an estimated $165K and bringing the position to 13,805 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #430.

Burney Company first reported a position in DT in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.3M in Q4 2023. 116 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Burney Company held 13,805 shares of Dynatrace worth $606K as of Q2 2026.
Burney Company bought 4,232 Dynatrace shares in Q2 2026, an estimated $165K.
Dynatrace made up 0.02% of Burney Company's portfolio in Q2 2026, its #430 holding.
Burney Company first reported a position in Dynatrace in Q3 2023 and has held it in 12 quarters since.
Burney Company's Dynatrace position peaked at $8.3M in Q4 2023.
116 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.