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
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 $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

CAPTRUST Financial Advisors's DT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Dynatrace (DT) stake by 60% in Q1 2026, buying an estimated $435K and bringing the position to 30,211 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

CAPTRUST Financial Advisors first reported a position in DT in Q1 2021 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • CAPTRUST Financial Advisors held 30,211 shares of Dynatrace worth $1.12M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 11,374 Dynatrace shares in Q1 2026, an estimated $435K.
  • Dynatrace made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1554 holding.
  • CAPTRUST Financial Advisors first reported a position in Dynatrace in Q1 2021 and has held it in 13 quarters since.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

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