Stifel Financial
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Stifel Financial’s Dynatrace DT Stock Holding History

Stifel Financial’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 		$617K Sell
16,682
-3,338
-17% -$128K ﹤0.01% 2736
2025
Q4 		$868K Sell
20,020
-5,448
-21% -$254K ﹤0.01% 2535
2025
Q3 		$1.23M Sell
25,468
-51
-0.2% -$2.58K ﹤0.01% 2259
2025
Q2 		$1.41M Buy
25,519
+6,813
+36% +$341K ﹤0.01% 2086
2025
Q1 		$882K Sell
18,706
-6,821
-27% -$373K ﹤0.01% 2320
2024
Q4 		$1.39M Buy
25,527
+9,513
+59% +$519K ﹤0.01% 2039
2024
Q3 		$856K Buy
16,014
+2,177
+16% +$104K ﹤0.01% 2336
2024
Q2 		$619K Sell
13,837
-23,986
-63% -$1.11M ﹤0.01% 2486
2024
Q1 		$1.76M Buy
37,823
+5,738
+18% +$299K ﹤0.01% 1812
2023
Q4 		$1.75M Buy
32,085
+3,724
+13% +$188K ﹤0.01% 1763
2023
Q3 		$1.33M Sell
28,361
-323
-1% -$15.9K ﹤0.01% 1853
2023
Q2 		$1.48M Buy
28,684
+3,107
+12% +$146K ﹤0.01% 1821
2023
Q1 		$1.08M Buy
25,577
+1,093
+4% +$44.3K ﹤0.01% 1997
2022
Q4 		$938K Sell
24,484
-6,862
-22% -$249K ﹤0.01% 2053
2022
Q3 		$1.09M Sell
31,346
-3,004
-9% -$116K ﹤0.01% 1914
2022
Q2 		$1.35M Buy
34,350
+269
+0.8% +$10.7K ﹤0.01% 1779
2022
Q1 		$1.6M Sell
34,081
-1,731
-5% -$81.5K ﹤0.01% 1782
2021
Q4 		$2.16M Sell
35,812
-4,363
-11% -$297K ﹤0.01% 1561
2021
Q3 		$2.85M Buy
40,175
+4,848
+14% +$318K ﹤0.01% 1344
2021
Q2 		$2.06M Sell
35,327
-2,403
-6% -$126K ﹤0.01% 1592
2021
Q1 		$1.82M Buy
37,730
+15,422
+69% +$748K ﹤0.01% 1577
2020
Q4 		$965K Sell
22,308
-1,493
-6% -$59.3K ﹤0.01% 1875
2020
Q3 		$977K Buy
23,801
+1,754
+8% +$71.8K ﹤0.01% 1652
2020
Q2 		$895K Buy
+22,047
New +$725K ﹤0.01% 1639

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

Stifel Financial's DT Position: Q1 2026 in Review

Stifel Financial reduced its Dynatrace (DT) stake by 17% in Q1 2026, selling an estimated $128K and leaving 16,682 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Stifel Financial first reported a position in DT in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.85M in Q3 2021. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Stifel Financial held 16,682 shares of Dynatrace worth $617K as of Q1 2026.
  • Stifel Financial sold 3,338 Dynatrace shares in Q1 2026, an estimated $128K.
  • Dynatrace made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2736 holding.
  • Stifel Financial first reported a position in Dynatrace in Q2 2020 and has held it in 24 quarters since.
  • Stifel Financial's Dynatrace position peaked at $2.85M in Q3 2021.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.