Evergreen Capital Management’s Dynatrace DT Stock Holding History

Evergreen Capital 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	$1.49M	Sell	34,000 -4,344	-11%	-$169K	0.03%	400
2026 Q1	$1.42M	Buy	38,344 +32,714	+581%	+$1.25M	0.03%	390
2025 Q4	$244K	Sell	5,630 -5,182	-48%	-$242K	0.01%	1180
2025 Q3	$524K	Buy	10,812 +5,949	+122%	+$301K	0.01%	637
2025 Q2	$268K	Sell	4,863 -1,921	-28%	-$96.2K	0.01%	856
2025 Q1	$320K	Buy	6,784 +1,205	+22%	+$65.9K	0.01%	709
2024 Q4	$303K	Buy	5,579 +582	+12%	+$31.7K	0.01%	735
2024 Q3	$267K	Buy	+4,997	New	+$238K	0.01%	770

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evergreen Capital Management's DT Position: Q2 2026 in Review

Evergreen Capital Management reduced its Dynatrace (DT) stake by 11% in Q2 2026, selling an estimated $169K and leaving 34,000 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #400.

Evergreen Capital Management first reported a position in DT in Q3 2024 and has held it in 8 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Evergreen Capital Management held 34,000 shares of Dynatrace worth $1.49M as of Q2 2026.
Evergreen Capital Management sold 4,344 Dynatrace shares in Q2 2026, an estimated $169K.
Dynatrace made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #400 holding.
Evergreen Capital Management first reported a position in Dynatrace in Q3 2024 and has held it in 8 quarters since.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.