Perigon Wealth Management’s Dynatrace DT Stock Holding History

Perigon Wealth 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	$1.02M	Buy	17,594 +569	+3%	+$28.1K	0.02%	599
2026 Q2	$748K	Buy	17,025 +324	+2%	+$12.6K	0.01%	700
2026 Q1	$618K	Buy	16,701 +4,464	+36%	+$171K	0.01%	698
2025 Q4	$530K	Buy	12,237 +2,292	+23%	+$107K	0.01%	765
2025 Q3	$482K	Buy	9,945 +736	+8%	+$37.2K	0.01%	760
2025 Q2	$508K	Buy	+9,209	New	+$461K	0.01%	668
2024 Q1	–	Sell	-8,298	Closed	-$454K	–	862
2023 Q4	$454K	Buy	+8,298	New	+$419K	0.01%	525
2021 Q1	–	Sell	-459	Closed	-$20K	–	631
2020 Q4	$20K	Buy	+459	New	+$18.2K	﹤0.01%	1044

Other funds holding DT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Perigon Wealth Management's DT Position: Q3 2026 in Review

Perigon Wealth Management increased its Dynatrace (DT) stake by 3.3% in Q3 2026, buying an estimated $28.1K and bringing the position to 17,594 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #599.

Perigon Wealth Management first reported a position in DT in Q4 2020 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold DT as of Q3 2026.

Perigon Wealth Management held 17,594 shares of Dynatrace worth $1.02M as of Q3 2026.
Perigon Wealth Management bought 569 Dynatrace shares in Q3 2026, an estimated $28.1K.
Dynatrace made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #599 holding.
Perigon Wealth Management first reported a position in Dynatrace in Q4 2020 and has held it in 8 quarters since.
153 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.