IEQ Capital’s Dynatrace DT Stock Holding History

IEQ Capital’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
2025 Q3	–	Sell	-7,894	Closed	-$436K	–	1907
2025 Q2	$436K	Buy	+7,894	New	+$395K	﹤0.01%	1225
2024 Q4	–	Sell	-7,513	Closed	-$402K	–	1360
2024 Q3	$402K	Buy	+7,513	New	+$358K	﹤0.01%	831
2024 Q2	–	Sell	-5,170	Closed	-$240K	–	1014
2024 Q1	$240K	Sell	5,170 -1,086	-17%	-$56.6K	﹤0.01%	831
2023 Q4	$342K	Buy	6,256 +911	+17%	+$46K	0.01%	695
2023 Q3	$250K	Sell	5,345 -193	-3%	-$9.48K	0.01%	775
2023 Q2	$285K	Buy	5,538 +522	+10%	+$24.5K	0.01%	693
2023 Q1	$212K	Buy	+5,016	New	+$203K	﹤0.01%	806
2022 Q4	–	Sell	-6,930	Closed	-$241K	–	836
2022 Q3	$241K	Buy	6,930 +315	+5%	+$12.2K	0.01%	723
2022 Q2	$261K	Buy	6,615 +1,382	+26%	+$55K	0.01%	643
2022 Q1	$246K	Buy	+5,233	New	+$246K	0.01%	700

Other funds holding DT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group

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