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Congress Asset Management’s Dynatrace DT Stock Holding History

Congress Asset 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 		– Sell
-1,808,854
Closed -$66.9M – 389
2026
Q1 		$66.9M Sell
1,808,854
-807,248
-31% -$30.9M 0.48% 84
2025
Q4 		$113M Sell
2,616,102
-715,320
-21% -$33.3M 0.8% 38
2025
Q3 		$161M Buy
3,331,422
+212,607
+7% +$10.8M 1.07% 21
2025
Q2 		$172M Buy
3,118,815
+1,082,413
+53% +$54.2M 1.18% 19
2025
Q1 		$96M Sell
2,036,402
-289,877
-12% -$15.9M 0.72% 50
2024
Q4 		$126M Sell
2,326,279
-175,172
-7% -$9.55M 0.85% 38
2024
Q3 		$134M Buy
2,501,451
+482,017
+24% +$22.9M 0.91% 37
2024
Q2 		$90.3M Buy
2,019,434
+203,503
+11% +$9.38M 0.65% 71
2024
Q1 		$84.3M Buy
1,815,931
+1,580,162
+670% +$82.3M 0.6% 76
2023
Q4 		$12.9M Buy
235,769
+211,256
+862% +$10.7M 0.1% 154
2023
Q3 		$1.15M Sell
24,513
-160
-0.6% -$7.86K 0.01% 306
2023
Q2 		$1.27M Sell
24,673
-10
-0% -$469 0.01% 299
2023
Q1 		$1.04M Buy
24,683
+1,565
+7% +$63.4K 0.01% 308
2022
Q4 		$885K Buy
+23,118
New +$840K 0.01% 311

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

Congress Asset Management's DT Position: Q2 2026 in Review

Congress Asset Management sold out of Dynatrace (DT) in Q2 2026, closing a stake of 1,808,854 shares — an estimated $66.9M sold.

Congress Asset Management first reported a position in DT in Q4 2022 and held it in 14 quarters. The position peaked at $172M in Q2 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Congress Asset Management reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 1,808,854 Dynatrace shares in Q2 2026, an estimated $66.9M.
  • Congress Asset Management first reported a position in Dynatrace in Q4 2022 and held it in 14 quarters.
  • Congress Asset Management's Dynatrace position peaked at $172M in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.