CI
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CX Institutional’s Dynatrace DT Stock Holding History

CX Institutional’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 		$40K Sell
687
-20
-3% -$988 ﹤0.01% 1061
2026
Q2 		$31K Buy
707
+649
+1,119% +$25.3K ﹤0.01% 1065
2026
Q1 		$2K Sell
58
-1,995
-97% -$76.3K ﹤0.01% 1449
2025
Q4 		$89K Buy
2,053
+440
+27% +$20.5K ﹤0.01% 871
2025
Q3 		$78K Buy
1,613
+392
+32% +$19.8K ﹤0.01% 867
2025
Q2 		$67K Buy
1,221
+365
+43% +$18.3K ﹤0.01% 815
2025
Q1 		$40K Buy
+856
New +$46.8K ﹤0.01% 868

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
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 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

CX Institutional's DT Position: Q3 2026 in Review

CX Institutional reduced its Dynatrace (DT) stake by 2.8% in Q3 2026, selling an estimated $988 and leaving 687 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

CX Institutional first reported a position in DT in Q1 2025 and has held it in 7 quarters since. The position peaked at $89K in Q4 2025. 21 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • CX Institutional held 687 shares of Dynatrace worth $40K as of Q3 2026.
  • CX Institutional sold 20 Dynatrace shares in Q3 2026, an estimated $988.
  • Dynatrace made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1061 holding.
  • CX Institutional first reported a position in Dynatrace in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Dynatrace position peaked at $89K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.