LPL Financial
DT icon

LPL Financial’s Dynatrace DT Stock Holding History

LPL Financial’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 		$4.16M Sell
94,711
-46,042
-33% -$1.79M ﹤0.01% 2963
2026
Q1 		$5.21M Sell
140,753
-101,212
-42% -$3.87M ﹤0.01% 2584
2025
Q4 		$10.5M Sell
241,965
-5,495
-2% -$256K ﹤0.01% 1889
2025
Q3 		$12M Buy
247,460
+15,600
+7% +$790K ﹤0.01% 1710
2025
Q2 		$12.8M Buy
231,860
+9,172
+4% +$459K ﹤0.01% 1547
2025
Q1 		$10.3M Buy
222,688
+18,600
+9% +$1.02M ﹤0.01% 1582
2024
Q4 		$11M Buy
204,088
+40,004
+24% +$2.18M ﹤0.01% 1472
2024
Q3 		$8.77M Buy
164,084
+26,186
+19% +$1.25M ﹤0.01% 1557
2024
Q2 		$6.17M Sell
137,898
-44,858
-25% -$2.07M ﹤0.01% 1704
2024
Q1 		$8.49M Buy
182,756
+46,150
+34% +$2.4M ﹤0.01% 1439
2023
Q4 		$7.47M Buy
136,606
+33,618
+33% +$1.7M ﹤0.01% 1432
2023
Q3 		$4.82M Buy
102,988
+6,438
+7% +$316K ﹤0.01% 1619
2023
Q2 		$4.97M Buy
96,550
+23,914
+33% +$1.12M ﹤0.01% 1567
2023
Q1 		$3.07M Buy
72,636
+2,613
+4% +$106K ﹤0.01% 1824
2022
Q4 		$2.65M Buy
70,023
+5,964
+9% +$217K ﹤0.01% 1867
2022
Q3 		$2.23M Buy
64,059
+15,233
+31% +$589K ﹤0.01% 1896
2022
Q2 		$1.93M Sell
48,826
-1,779
-4% -$70.8K ﹤0.01% 2062
2022
Q1 		$2.38M Sell
50,605
-14,682
-22% -$691K ﹤0.01% 1916
2021
Q4 		$3.94M Buy
65,287
+703
+1% +$47.9K ﹤0.01% 1613
2021
Q3 		$4.58M Buy
64,584
+2,877
+5% +$189K ﹤0.01% 1457
2021
Q2 		$3.6M Buy
61,707
+19,238
+45% +$1M ﹤0.01% 1573
2021
Q1 		$2.05M Buy
42,469
+14,610
+52% +$709K ﹤0.01% 1819
2020
Q4 		$1.21M Buy
27,859
+10,522
+61% +$418K ﹤0.01% 2042
2020
Q3 		$711K Buy
17,337
+286
+2% +$11.7K ﹤0.01% 2194
2020
Q2 		$692K Buy
+17,051
New +$561K ﹤0.01% 2118

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

LPL Financial's DT Position: Q2 2026 in Review

LPL Financial reduced its Dynatrace (DT) stake by 33% in Q2 2026, selling an estimated $1.79M and leaving 94,711 shares worth $4.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

LPL Financial first reported a position in DT in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.8M in Q2 2025. 297 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • LPL Financial held 94,711 shares of Dynatrace worth $4.16M as of Q2 2026.
  • LPL Financial sold 46,042 Dynatrace shares in Q2 2026, an estimated $1.79M.
  • Dynatrace made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2963 holding.
  • LPL Financial first reported a position in Dynatrace in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's Dynatrace position peaked at $12.8M in Q2 2025.
  • 297 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.