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Concurrent Investment Advisors’s Dynatrace DT Stock Holding History

Concurrent 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
Q2 		$567K Buy
12,916
+36
+0.3% +$1.4K ﹤0.01% 1331
2026
Q1 		$476K Sell
12,880
-4,327
-25% -$165K 0.01% 1237
2025
Q4 		$746K Buy
17,207
+9,207
+115% +$429K 0.01% 962
2025
Q3 		$388K Buy
8,000
+1,790
+29% +$90.6K 0.01% 1035
2025
Q2 		$343K Buy
6,210
+77
+1% +$3.86K 0.01% 1000
2025
Q1 		$289K Buy
+6,133
New +$335K 0.01% 945

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's DT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dynatrace (DT) stake by 0.28% in Q2 2026, buying an estimated $1.4K and bringing the position to 12,916 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Concurrent Investment Advisors first reported a position in DT in Q1 2025 and has held it in 6 quarters since. The position peaked at $746K in Q4 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Concurrent Investment Advisors held 12,916 shares of Dynatrace worth $567K as of Q2 2026.
  • Concurrent Investment Advisors bought 36 Dynatrace shares in Q2 2026, an estimated $1.4K.
  • Dynatrace made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1331 holding.
  • Concurrent Investment Advisors first reported a position in Dynatrace in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Dynatrace position peaked at $746K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.