Edgestream Partners’s Dynatrace DT Stock Holding History

Edgestream Partners’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 Q1	$1.85M	Buy	+49,962	New	+$1.91M	0.06%	513
2025 Q4	–	Sell	-138,869	Closed	-$6.73M	–	988
2025 Q3	$6.73M	Buy	+138,869	New	+$7.03M	0.2%	166
2025 Q2	–	Sell	-194,765	Closed	-$9.18M	–	896
2025 Q1	$9.18M	Buy	+194,765	New	+$10.7M	0.31%	48
2024 Q3	–	Sell	-46,273	Closed	-$2.07M	–	895
2024 Q2	$2.07M	Sell	46,273 -55,968	-55%	-$2.58M	0.1%	323
2024 Q1	$4.75M	Buy	102,241 +12,830	+14%	+$668K	0.24%	126
2023 Q4	$4.89M	Buy	89,411 +81,324	+1,006%	+$4.11M	0.35%	32
2023 Q3	$378K	Buy	+8,087	New	+$397K	0.03%	656

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Edgestream Partners's DT Position: Q1 2026 in Review

Edgestream Partners opened a new position in Dynatrace (DT) in Q1 2026: 49,962 shares worth $1.85M. The stake represents 0.06% of the portfolio and ranks #513 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in DT as recently as Q3 2025.

Edgestream Partners first reported a position in DT in Q3 2023 and has held it in 7 quarters since. The position peaked at $9.18M in Q1 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Edgestream Partners held 49,962 shares of Dynatrace worth $1.85M as of Q1 2026.
Dynatrace was a new Edgestream Partners position in Q1 2026.
Dynatrace made up 0.06% of Edgestream Partners's portfolio in Q1 2026, its #513 holding.
Edgestream Partners first reported a position in Dynatrace in Q3 2023 and has held it in 7 quarters since.
Edgestream Partners's Dynatrace position peaked at $9.18M in Q1 2025.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.