R Squared’s Dynatrace DT Stock Holding History

R Squared’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	$689K	Sell	18,644 -2,617	-12%	-$100K	0.38%	58
2025 Q4	$921K	Buy	21,261 +13,947	+191%	+$650K	0.43%	40
2025 Q3	$354K	Buy	+7,314	New	+$370K	0.15%	216
2025 Q1	–	Sell	-2,640	Closed	-$143K	–	629
2024 Q4	$143K	Buy	+2,640	New	+$144K	0.14%	177

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

R Squared's DT Position: Q1 2026 in Review

R Squared reduced its Dynatrace (DT) stake by 12% in Q1 2026, selling an estimated $100K and leaving 18,644 shares worth $689K. The position accounts for 0.38% of the portfolio, ranked #58.

R Squared first reported a position in DT in Q4 2024 and has held it in 4 quarters since. The position peaked at $921K in Q4 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

R Squared held 18,644 shares of Dynatrace worth $689K as of Q1 2026.
R Squared sold 2,617 Dynatrace shares in Q1 2026, an estimated $100K.
Dynatrace made up 0.38% of R Squared's portfolio in Q1 2026, its #58 holding.
R Squared first reported a position in Dynatrace in Q4 2024 and has held it in 4 quarters since.
R Squared's Dynatrace position peaked at $921K in Q4 2025.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.