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Cooper Financial Group’s Dynatrace DT Stock Holding History

Cooper Financial 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
Q3 		$771K Buy
13,354
+179
+1% +$8.85K 0.06% 199
2026
Q2 		$579K Sell
13,175
-970
-7% -$37.8K 0.05% 244
2026
Q1 		$523K Buy
14,145
+64
+0.5% +$2.45K 0.05% 247
2025
Q4 		$610K Buy
14,081
+312
+2% +$14.5K 0.06% 213
2025
Q3 		$667K Sell
13,769
-404
-3% -$20.4K 0.07% 193
2025
Q2 		$782K Sell
14,173
-1,618
-10% -$81K 0.09% 174
2025
Q1 		$745K Buy
15,791
+400
+3% +$21.9K 0.1% 182
2024
Q4 		$837K Buy
15,391
+871
+6% +$47.5K 0.1% 169
2024
Q3 		$776K Buy
14,520
+710
+5% +$33.8K 0.1% 177
2024
Q2 		$618K Buy
13,810
+6,184
+81% +$285K 0.09% 193
2024
Q1 		$354K Buy
+7,626
New +$397K 0.06% 263

Other funds holding DT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's DT Position: Q3 2026 in Review

Cooper Financial Group increased its Dynatrace (DT) stake by 1.4% in Q3 2026, buying an estimated $8.85K and bringing the position to 13,354 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #199.

Cooper Financial Group first reported a position in DT in Q1 2024 and has held it in 11 quarters since. The position peaked at $837K in Q4 2024. 21 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • Cooper Financial Group held 13,354 shares of Dynatrace worth $771K as of Q3 2026.
  • Cooper Financial Group bought 179 Dynatrace shares in Q3 2026, an estimated $8.85K.
  • Dynatrace made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #199 holding.
  • Cooper Financial Group first reported a position in Dynatrace in Q1 2024 and has held it in 11 quarters since.
  • Cooper Financial Group's Dynatrace position peaked at $837K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.