Herald Investment Management’s Dynatrace DT Stock Holding History

Herald Investment 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	$2.19M	Hold	50,000	–	–	0.3%	80
2026 Q1	$1.85M	Hold	50,000	–	–	0.26%	81
2025 Q4	$2.17M	Hold	50,000	–	–	0.28%	82
2025 Q3	$2.42M	Hold	50,000	–	–	0.32%	73
2025 Q2	$2.76M	Hold	50,000	–	–	0.41%	65
2025 Q1	$2.36M	Hold	50,000	–	–	0.44%	57
2024 Q4	$2.72M	Hold	50,000	–	–	0.45%	60
2024 Q3	$2.67M	Hold	50,000	–	–	0.46%	55
2024 Q2	$2.24M	Hold	50,000	–	–	0.37%	65
2024 Q1	$2.32M	Buy	50,000 +5,000	+11%	+$260K	0.38%	64
2023 Q4	$2.46M	Buy	45,000 +19,400	+76%	+$981K	0.47%	55
2023 Q3	$1.2M	Hold	25,600	–	–	0.25%	82
2023 Q2	$1.32M	Hold	25,600	–	–	0.26%	80
2023 Q1	$1.08M	Hold	25,600	–	–	0.24%	80
2022 Q4	$980K	Hold	25,600	–	–	0.24%	80
2022 Q3	$890K	Hold	25,600	–	–	0.22%	89
2022 Q2	$1.01M	Hold	25,600	–	–	0.23%	91
2022 Q1	$1.21M	Buy	25,600 +15,600	+156%	+$734K	0.22%	88
2021 Q4	$603K	Hold	10,000	–	–	0.1%	96
2021 Q3	$709K	Hold	10,000	–	–	0.12%	97
2021 Q2	$584K	Buy	+10,000	New	+$522K	0.1%	98

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

Herald Investment Management's DT Position: Q2 2026 in Review

Herald Investment Management held its Dynatrace (DT) position steady in Q2 2026 at 50,000 shares worth $2.19M. The position accounts for 0.3% of the portfolio, ranked #80.

Herald Investment Management first reported a position in DT in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.76M in Q2 2025. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Herald Investment Management held 50,000 shares of Dynatrace worth $2.19M as of Q2 2026.
Herald Investment Management left its Dynatrace share count unchanged in Q2 2026.
Dynatrace made up 0.3% of Herald Investment Management's portfolio in Q2 2026, its #80 holding.
Herald Investment Management first reported a position in Dynatrace in Q2 2021 and has held it in 21 quarters since.
Herald Investment Management's Dynatrace position peaked at $2.76M in Q2 2025.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

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