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Caprock Group’s Dynatrace DT Stock Holding History

Caprock Group’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
Q1 		$1.92M Buy
51,910
+14,134
+37% +$540K 0.05% 355
2025
Q4 		$1.64M Sell
37,776
-541
-1% -$25.2K 0.03% 447
2025
Q3 		$1.94M Buy
+38,317
New +$1.94M 0.05% 352
2025
Q1 		$1.22M Buy
25,806
+14,295
+124% +$782K 0.04% 406
2024
Q4 		$626K Buy
+11,511
New +$628K 0.02% 547

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Caprock Group's DT Position: Q1 2026 in Review

Caprock Group increased its Dynatrace (DT) stake by 37% in Q1 2026, buying an estimated $540K and bringing the position to 51,910 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #355.

Caprock Group first reported a position in DT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.94M in Q3 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Caprock Group held 51,910 shares of Dynatrace worth $1.92M as of Q1 2026.
  • Caprock Group bought 14,134 Dynatrace shares in Q1 2026, an estimated $540K.
  • Dynatrace made up 0.05% of Caprock Group's portfolio in Q1 2026, its #355 holding.
  • Caprock Group first reported a position in Dynatrace in Q4 2024 and has held it in 5 quarters since.
  • Caprock Group's Dynatrace position peaked at $1.94M in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.