Capstone Investment Advisors’s Dynatrace DT Stock Holding History

Capstone Investment Advisors’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	$1.1M	Buy	29,796 +23,971	+412%	+$916K	﹤0.01%	836
2025 Q4	$252K	Buy	+5,825	New	+$272K	﹤0.01%	1426
2025 Q3	–	Sell	-5,390	Closed	-$298K	–	1936
2025 Q2	$298K	Buy	+5,390	New	+$270K	﹤0.01%	1382
2024 Q3	–	Sell	-5,910	Closed	-$264K	–	1986
2024 Q2	$264K	Sell	5,910 -112,696	-95%	-$5.19M	﹤0.01%	1647
2024 Q1	$5.51M	Buy	+118,606	New	+$6.18M	0.02%	408
2023 Q4	–	Sell	-10,095	Closed	-$472K	–	2171
2023 Q3	$472K	Sell	10,095 -994	-9%	-$48.8K	﹤0.01%	1351
2023 Q2	$571K	Buy	+11,089	New	+$520K	﹤0.01%	1100
2022 Q2	–	Sell	-4,388	Closed	-$207K	–	1897
2022 Q1	$207K	Buy	+4,388	New	+$207K	﹤0.01%	1692

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors's DT Position: Q1 2026 in Review

Capstone Investment Advisors increased its Dynatrace (DT) stake by 412% in Q1 2026, buying an estimated $916K and bringing the position to 29,796 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Capstone Investment Advisors first reported a position in DT in Q1 2022 and has held it in 8 quarters since. The position peaked at $5.51M in Q1 2024. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Capstone Investment Advisors held 29,796 shares of Dynatrace worth $1.1M as of Q1 2026.
Capstone Investment Advisors bought 23,971 Dynatrace shares in Q1 2026, an estimated $916K.
Dynatrace made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #836 holding.
Capstone Investment Advisors first reported a position in Dynatrace in Q1 2022 and has held it in 8 quarters since.
Capstone Investment Advisors's Dynatrace position peaked at $5.51M in Q1 2024.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.