CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Dynatrace DT Stock Holding History

CAPTRUST Financial 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
Q2 		$2.43M Buy
55,299
+25,088
+83% +$977K ﹤0.01% 1196
2026
Q1 		$1.12M Buy
30,211
+11,374
+60% +$435K ﹤0.01% 1554
2025
Q4 		$816K Sell
18,837
-1,037
-5% -$48.3K ﹤0.01% 1616
2025
Q3 		$963K Buy
19,874
+9,059
+84% +$458K ﹤0.01% 1448
2025
Q2 		$597K Buy
10,815
+2,091
+24% +$105K ﹤0.01% 1623
2025
Q1 		$411K Buy
8,724
+2,426
+39% +$133K ﹤0.01% 1763
2024
Q4 		$342K Buy
6,298
+177
+3% +$9.65K ﹤0.01% 1823
2024
Q3 		$327K Buy
+6,121
New +$291K ﹤0.01% 1832
2022
Q3 		– Sell
-2,596
Closed -$102K – 2589
2022
Q2 		$102K Buy
2,596
+544
+27% +$21.7K ﹤0.01% 2181
2022
Q1 		$97K Buy
2,052
+831
+68% +$39.1K ﹤0.01% 2297
2021
Q4 		$74K Buy
1,221
+31
+3% +$2.11K ﹤0.01% 2375
2021
Q3 		$84K Buy
1,190
+388
+48% +$25.4K ﹤0.01% 2207
2021
Q2 		$47K Buy
802
+54
+7% +$2.82K ﹤0.01% 2547
2021
Q1 		$36K Buy
+748
New +$36.3K ﹤0.01% 2629

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAPTRUST Financial Advisors's DT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Dynatrace (DT) stake by 83% in Q2 2026, buying an estimated $977K and bringing the position to 55,299 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

CAPTRUST Financial Advisors first reported a position in DT in Q1 2021 and has held it in 14 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • CAPTRUST Financial Advisors held 55,299 shares of Dynatrace worth $2.43M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 25,088 Dynatrace shares in Q2 2026, an estimated $977K.
  • Dynatrace made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1196 holding.
  • CAPTRUST Financial Advisors first reported a position in Dynatrace in Q1 2021 and has held it in 14 quarters since.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.