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Steph & Co’s Dynatrace DT Stock Holding History

Steph & Co’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
2025
Q4 		– Sell
-2,636
Closed -$128K – 316
2025
Q3 		$128K Hold
2,636
– – 0.04% 132
2025
Q2 		$146K Sell
2,636
-2,465
-48% -$123K 0.05% 115
2025
Q1 		$241K Sell
5,101
-339
-6% -$18.5K 0.09% 94
2024
Q4 		$296K Buy
5,440
+813
+18% +$44.3K 0.1% 85
2024
Q3 		$247K Buy
+4,627
New +$220K 0.08% 101

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steph & Co's DT Position: Q4 2025 in Review

Steph & Co sold out of Dynatrace (DT) in Q4 2025, closing a stake of 2,636 shares — an estimated $128K sold.

Steph & Co first reported a position in DT in Q3 2024 and held it in 5 quarters. The position peaked at $296K in Q4 2024. 662 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Steph & Co reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Steph & Co sold 2,636 Dynatrace shares in Q4 2025, an estimated $128K.
  • Steph & Co first reported a position in Dynatrace in Q3 2024 and held it in 5 quarters.
  • Steph & Co's Dynatrace position peaked at $296K in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Steph & Co's 13F filing for Q4 2025, filed 23 Jan 2026.