Trillium Asset Management’s Dynatrace DT Stock Holding History

Trillium Asset Management’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 Q2	$6.18M	Buy	140,716 +14,738	+12%	+$574K	0.19%	100
2026 Q1	$5.13M	Sell	125,978 -5,830	-4%	-$223K	0.17%	110
2025 Q4	$5.95M	Sell	131,808 -35,407	-21%	-$1.65M	0.18%	107
2025 Q3	$8.1M	Sell	167,215 -2,660	-2%	-$135K	0.21%	102
2025 Q2	$9.38M	Sell	169,875 -8,207	-5%	-$411K	0.25%	92
2025 Q1	$8.4M	Sell	178,082 -2,937	-2%	-$161K	0.24%	101
2024 Q4	$9.84M	Sell	181,019 -7,458	-4%	-$407K	0.26%	97
2024 Q3	$10.1M	Sell	188,477 -1,789	-0.9%	-$85.2K	0.25%	100
2024 Q2	$8.51M	Buy	190,266 +99,334	+109%	+$4.58M	0.22%	106
2024 Q1	$4.22M	Buy	+90,932	New	+$4.74M	0.11%	140

Other funds holding DT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Trillium Asset Management's DT Position: Q2 2026 in Review

Trillium Asset Management increased its Dynatrace (DT) stake by 12% in Q2 2026, buying an estimated $574K and bringing the position to 140,716 shares worth $6.18M. The position accounts for 0.19% of the portfolio, ranked #100.

Trillium Asset Management first reported a position in DT in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1M in Q3 2024. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Trillium Asset Management held 140,716 shares of Dynatrace worth $6.18M as of Q2 2026.
Trillium Asset Management bought 14,738 Dynatrace shares in Q2 2026, an estimated $574K.
Dynatrace made up 0.19% of Trillium Asset Management's portfolio in Q2 2026, its #100 holding.
Trillium Asset Management first reported a position in Dynatrace in Q1 2024 and has held it in 10 quarters since.
Trillium Asset Management's Dynatrace position peaked at $10.1M in Q3 2024.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.