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Waverly Advisors’s Dynatrace DT Stock Holding History

Waverly Advisors’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 		$248K Buy
+5,644
New +$220K ﹤0.01% 1518
2025
Q4 		– Sell
-4,432
Closed -$215K – 1491
2025
Q3 		$215K Buy
+4,432
New +$224K ﹤0.01% 1189

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Waverly Advisors's DT Position: Q2 2026 in Review

Waverly Advisors opened a new position in Dynatrace (DT) in Q2 2026: 5,644 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in DT as recently as Q3 2025.

Waverly Advisors first reported a position in DT in Q3 2025 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Waverly Advisors held 5,644 shares of Dynatrace worth $248K as of Q2 2026.
  • Dynatrace was a new Waverly Advisors position in Q2 2026.
  • Dynatrace made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1518 holding.
  • Waverly Advisors first reported a position in Dynatrace in Q3 2025 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.