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Summit Global Investments’s Dynatrace DT Stock Holding History

Summit Global Investments’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
-17,871
Closed -$866K – 497
2025
Q3 		$866K Sell
17,871
-738
-4% -$37.4K 0.05% 217
2025
Q2 		$1.03M Sell
18,609
-231
-1% -$11.6K 0.06% 200
2025
Q1 		$888K Buy
+18,840
New +$1.03M 0.06% 185

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 $3.38T AUM 44.17% 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

Summit Global Investments's DT Position: Q4 2025 in Review

Summit Global Investments sold out of Dynatrace (DT) in Q4 2025, closing a stake of 17,871 shares — an estimated $866K sold.

Summit Global Investments first reported a position in DT in Q1 2025 and held it in 3 quarters. The position peaked at $1.03M in Q2 2025. 663 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Summit Global Investments reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 17,871 Dynatrace shares in Q4 2025, an estimated $866K.
  • Summit Global Investments first reported a position in Dynatrace in Q1 2025 and held it in 3 quarters.
  • Summit Global Investments's Dynatrace position peaked at $1.03M in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.