Ownership history in RGM Capital, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which RGM Capital, LLC reported a position in DYNATRACE INC (DT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RGM Capital, LLC underperformed the S&P 500 by β16.2% annually on this DT position. Timing score: 60% (9/15 decisions correct). Average cost basis: $42.67. Maximum drawdown during holding period: β26.1%.
β Significantly underperformed the S&P 500 by 16.2% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 15 add/trim decisions correct
Best entry: $34.81 (2022 Q3) Β· Worst: $55.21 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
11 adds Β· 5 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 8.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size