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 Q3	–	Sell	-50,000	Closed	-$2.19M	–	31
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

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Eleva Capital Paris, France $113M AUM

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

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

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Herald Investment Management's DT Position: Q3 2026 in Review

Herald Investment Management sold out of Dynatrace (DT) in Q3 2026, closing a stake of 50,000 shares — an estimated $2.19M sold.

Herald Investment Management first reported a position in DT in Q2 2021 and held it in 21 quarters. The position peaked at $2.76M in Q2 2025. 21 funds tracked by Wall St. Rank hold DT as of Q3 2026.

Herald Investment Management reported no remaining Dynatrace position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 50,000 Dynatrace shares in Q3 2026, an estimated $2.19M.
Herald Investment Management first reported a position in Dynatrace in Q2 2021 and held it in 21 quarters.
Herald Investment Management's Dynatrace position peaked at $2.76M in Q2 2025.
21 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.