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Proficio Capital Partners’s Dynatrace DT Stock Holding History

Proficio Capital Partners’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 		$536K Buy
+12,197
New +$475K 0.02% 314
2025
Q3 		– Sell
-39,275
Closed -$2.17M – 283
2025
Q2 		$2.17M Sell
39,275
-4,474
-10% -$224K 0.13% 97
2025
Q1 		$2.06M Buy
+43,749
New +$2.39M 0.16% 83

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Wellington Management Group
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UBS Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Proficio Capital Partners's DT Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Dynatrace (DT) in Q2 2026: 12,197 shares worth $536K. The stake represents 0.02% of the portfolio and ranks #314 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in DT as recently as Q2 2025.

Proficio Capital Partners first reported a position in DT in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q2 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Proficio Capital Partners held 12,197 shares of Dynatrace worth $536K as of Q2 2026.
  • Dynatrace was a new Proficio Capital Partners position in Q2 2026.
  • Dynatrace made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #314 holding.
  • Proficio Capital Partners first reported a position in Dynatrace in Q1 2025 and has held it in 3 quarters since.
  • Proficio Capital Partners's Dynatrace position peaked at $2.17M in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.