Coldstream Capital Management’s Dynatrace DT Stock Holding History

Coldstream Capital Management’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	$207K	Buy	+4,710	New	+$183K	﹤0.01%	1163
2025 Q4	–	Sell	-4,604	Closed	-$223K	–	1183
2025 Q3	$223K	Buy	4,604 +437	+10%	+$22.1K	﹤0.01%	1090
2025 Q2	$230K	Sell	4,167 -524	-11%	-$26.2K	﹤0.01%	1012
2025 Q1	$221K	Sell	4,691 -299	-6%	-$16.4K	﹤0.01%	955
2024 Q4	$271K	Buy	4,990 +446	+10%	+$24.3K	0.01%	872
2024 Q3	$243K	Buy	+4,544	New	+$216K	0.01%	946
2024 Q1	–	Sell	-4,659	Closed	-$255K	–	1005
2023 Q4	$255K	Buy	4,659 +270	+6%	+$13.6K	0.01%	774
2023 Q3	$205K	Sell	4,389 -111	-2%	-$5.45K	0.01%	755
2023 Q2	$232K	Sell	4,500 -289	-6%	-$13.5K	0.01%	723
2023 Q1	$203K	Sell	4,789 -482	-9%	-$19.5K	0.01%	785
2022 Q4	$202K	Buy	+5,271	New	+$192K	0.01%	764

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Coldstream Capital Management's DT Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Dynatrace (DT) in Q2 2026: 4,710 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in DT as recently as Q3 2025.

Coldstream Capital Management first reported a position in DT in Q4 2022 and has held it in 11 quarters since. The position peaked at $271K in Q4 2024. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Coldstream Capital Management held 4,710 shares of Dynatrace worth $207K as of Q2 2026.
Dynatrace was a new Coldstream Capital Management position in Q2 2026.
Dynatrace made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1163 holding.
Coldstream Capital Management first reported a position in Dynatrace in Q4 2022 and has held it in 11 quarters since.
Coldstream Capital Management's Dynatrace position peaked at $271K in Q4 2024.
595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.