CPIG
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Chicago Partners Investment Group’s Dynatrace DT Stock Holding History

Chicago Partners Investment 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
Q2 		$1.5M Buy
36,807
+20,502
+126% +$799K 0.03% 477
2026
Q1 		$589K Buy
16,305
+6,360
+64% +$243K 0.01% 791
2025
Q4 		$406K Sell
9,945
-2,283
-19% -$106K 0.01% 883
2025
Q3 		$607K Buy
12,228
+6,178
+102% +$313K 0.02% 592
2025
Q2 		$325K Buy
+6,050
New +$303K 0.01% 797

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

Chicago Partners Investment Group's DT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Dynatrace (DT) stake by 126% in Q2 2026, buying an estimated $799K and bringing the position to 36,807 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #477.

Chicago Partners Investment Group first reported a position in DT in Q2 2025 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Chicago Partners Investment Group held 36,807 shares of Dynatrace worth $1.5M as of Q2 2026.
  • Chicago Partners Investment Group bought 20,502 Dynatrace shares in Q2 2026, an estimated $799K.
  • Dynatrace made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #477 holding.
  • Chicago Partners Investment Group first reported a position in Dynatrace in Q2 2025 and has held it in 5 quarters since.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.