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Dynatrace

576 hedge funds and large institutions have $10.9B invested in Dynatrace in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 221 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $63.2M | Put options by funds: $15.8M

2.64% more ownership

Funds ownership: 96.52%99.16% (+2.6%)

2% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 221

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less funds holding

Funds holding: 660576 (-84)

13% less capital invested

Capital invested by funds: $12.6B → $10.9B (-$1.66B)

48% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 153

Holders
576
Holders Change
-84
Holders Change %
-12.73%
% of All Funds
7.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
225
Reduced
221
Closed
153
Calls
$63.2M
Puts
$15.8M
Net Calls
+$47.5M
Net Calls Change
-$97.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
-$41.2K -950 Closed
EB
702
Eastern Bank
Massachusetts
-$27.3K -630 Closed
VSQM
703
V-Square Quantitative Management
Illinois
-$26.4K -609 Closed
UFPG
704
United Financial Planning Group
New York
-$24K -553 Closed
WWM
705
Wolff Wiese Magana
California
-$19.3K -446 Closed
EW
706
Elyxium Wealth
California
-$16.8K -388 Closed
SWM
707
Spire Wealth Management
Virginia
-$11.2K -259 Closed
AF
708
Alerus Financial
North Dakota
-$8.67K -200 Closed
NWM
709
Navigoe Wealth Management
California
-$7K -176 Closed
MNA
710
Manning & Napier Advisors
New York
-$5.69K -129 Closed
FHA
711
Flagship Harbor Advisors
Massachusetts
-$4.94K -114 Closed
WTA
712
Washington Trust Advisors
Massachusetts
-$4.92K -113 Closed
SGK
713
Steigerwald Gordon & Koch
Virginia
-$4.81K -111 Closed
BC
714
Barrett & Company
Rhode Island
-$4.33K -100 Closed
T. Rowe Price Investment Management
715
T. Rowe Price Investment Management
Maryland
-$5K -100 Closed
W
716
WealthCollab
Washington
-$4.03K -93 Closed
LIA
717
Luken Investment Analytics
Tennessee
-$3.86K -89 Closed
UCB
718
United Community Bank
South Carolina
-$2.77K -64 Closed
NL
719
Navalign LLC
California
-$2.6K -60 Closed
NS
720
NBC Securities
Alabama
-$2.6K -60 Closed
APW
721
Aventura Private Wealth
Florida
-$2.17K -50 Closed
FAMI
722
Fideuram Asset Management (Ireland)
-$2.69K -48 Closed
CAL
723
Capital Advisors Ltd
Ohio
-$1.41K -37 -86%
OC
724
Optima Capital
Oregon
-$1.43K -33 Closed
SRCM
725
Signature Resources Capital Management
California
-$520 -12 Closed