GI
DT icon

Gradient Investments’s Dynatrace DT Stock Holding History

Gradient Investments’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 		$1.3M Sell
22,481
-10,926
-33% -$540K 0.02% 297
2026
Q2 		$1.47M Buy
33,407
+205
+0.6% +$7.98K 0.02% 293
2026
Q1 		$1.23M Buy
33,202
+120
+0.4% +$4.59K 0.02% 288
2025
Q4 		$1.43M Buy
33,082
+1,603
+5% +$74.7K 0.02% 231
2025
Q3 		$1.53M Sell
31,479
-788
-2% -$39.9K 0.03% 212
2025
Q2 		$1.78M Sell
32,267
-454
-1% -$22.7K 0.03% 199
2025
Q1 		$1.54M Sell
32,721
-3,090
-9% -$169K 0.03% 181
2024
Q4 		$1.95M Sell
35,811
-1,121
-3% -$61.1K 0.04% 171
2024
Q3 		$1.97M Buy
36,932
+36,931
+3,693,100% +$1.76M 0.04% 166
2024
Q2 		$45 Buy
+1
New +$46 ﹤0.01% 1343

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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gradient Investments's DT Position: Q3 2026 in Review

Gradient Investments reduced its Dynatrace (DT) stake by 33% in Q3 2026, selling an estimated $540K and leaving 22,481 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #297.

Gradient Investments first reported a position in DT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.97M in Q3 2024. 21 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • Gradient Investments held 22,481 shares of Dynatrace worth $1.3M as of Q3 2026.
  • Gradient Investments sold 10,926 Dynatrace shares in Q3 2026, an estimated $540K.
  • Dynatrace made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #297 holding.
  • Gradient Investments first reported a position in Dynatrace in Q2 2024 and has held it in 10 quarters since.
  • Gradient Investments's Dynatrace position peaked at $1.97M in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.