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Principal Securities’s Dynatrace DT Stock Holding History

Principal Securities’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
Q1 		$866K Sell
23,405
-1,474
-6% -$56.3K 0.01% 766
2025
Q4 		$1.08M Buy
24,879
+316
+1% +$14.7K 0.02% 677
2025
Q3 		$1.19M Buy
24,563
+1,465
+6% +$74.1K 0.02% 617
2025
Q2 		$1.28M Buy
23,098
+7,714
+50% +$386K 0.02% 545
2025
Q1 		$836K Hold
15,384
– – 0.02% 602
2024
Q4 		$836K Buy
15,384
+1,590
+12% +$86.7K 0.02% 601
2024
Q3 		$738K Buy
13,794
+2,292
+20% +$109K 0.02% 631
2024
Q2 		$515K Buy
11,502
+4,441
+63% +$205K 0.01% 694
2024
Q1 		$328K Buy
7,061
+4,666
+195% +$243K 0.01% 829
2023
Q4 		$131K Buy
+2,395
New +$121K ﹤0.01% 1095

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Principal Securities's DT Position: Q1 2026 in Review

Principal Securities reduced its Dynatrace (DT) stake by 5.9% in Q1 2026, selling an estimated $56.3K and leaving 23,405 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #766.

Principal Securities first reported a position in DT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q2 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Principal Securities held 23,405 shares of Dynatrace worth $866K as of Q1 2026.
  • Principal Securities sold 1,474 Dynatrace shares in Q1 2026, an estimated $56.3K.
  • Dynatrace made up 0.01% of Principal Securities's portfolio in Q1 2026, its #766 holding.
  • Principal Securities first reported a position in Dynatrace in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Dynatrace position peaked at $1.28M in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.