Stephens Inc’s Dynatrace DT Stock Holding History

Stephens Inc’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	–	Sell	-5,688	Closed	-$247K	–	1338
2025 Q4	$247K	Buy	5,688 +1	+0%	+$47	﹤0.01%	1117
2025 Q3	$276K	Buy	5,687 +1,564	+38%	+$79.2K	﹤0.01%	1085
2025 Q2	$228K	Buy	+4,123	New	+$207K	﹤0.01%	1128

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Stephens Inc's DT Position: Q1 2026 in Review

Stephens Inc sold out of Dynatrace (DT) in Q1 2026, closing a stake of 5,688 shares — an estimated $247K sold.

Stephens Inc first reported a position in DT in Q2 2025 and held it in 3 quarters. The position peaked at $276K in Q3 2025. 579 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Stephens Inc reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
Stephens Inc sold 5,688 Dynatrace shares in Q1 2026, an estimated $247K.
Stephens Inc first reported a position in Dynatrace in Q2 2025 and held it in 3 quarters.
Stephens Inc's Dynatrace position peaked at $276K in Q3 2025.
579 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.