Walter Public Investments Inc. DT — DYNATRACE INC

Ownership history in Walter Public Investments Inc.  ·  18 quarters on record

AI Ownership Summary

Walter Public Investments Inc. reported DYNATRACE INC (DT) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 3.08% in 2024 Q3. The latest visible filing shows DT at 1.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Walter Public Investments Inc.'s position in DYNATRACE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DT was reported at 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DT stock page Walter Public Investments Inc. fund profile Walter Public Investments Inc. full holdings
How Walter Public Investments Inc. held DT — position size vs. price
% of Fund (quarterly)    DT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 117,096 +69,166 +144.3% 1.24% $5.1M 2026-08-05 $50.86
2026 Q1 REDUCED 78.5% +19.6% ❌ 47,930 -175,106 -78.5% 0.42% $1.8M 2026-04-28 $35.99
2025 Q4 REDUCED 33.9% -14.7% ✅ 223,036 -114,586 -33.9% 1.71% $9.7M 2026-02-10 $36.80
2025 Q3 ADDED — — — 337,622 +13,666 +4.2% 2.69% $16.4M 2025-10-28 $49.64
2025 Q2 ADDED — — — 323,956 +35,625 +12.4% 3.03% $17.9M 2025-07-11 $51.39
2025 Q1 ADDED — — — 288,331 +12,622 +4.6% 2.54% $13.6M 2025-04-30 $46.97
2024 Q4 REDUCED 16.5% -13.2% ✅ 275,709 -54,345 -16.5% 2.68% $15.0M 2025-02-05 $60.43
2024 Q3 ADDED — — — 330,054 +326,054 +8151.3% 3.08% $17.6M 2024-10-16 $53.70
2024 Q2 REDUCED 98.6% +19.5% ❌ 4,000 -280,473 -98.6% 0.08% $401K 2024-07-22 $44.15
2024 Q1 ADDED — — — 284,473 +2,382 +0.8% 2.58% $13.2M 2024-04-23 $46.25
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DT

As of 2026 Q2 — sorted by position size

TORQUE ASSET MANAGEMENT LLC 11.18% Keenan Capital, LLC 3Y 7Y 9.78% Starboard Value LP 3Y 7Y 8.61% EMINENCE CAPITAL, LP 3Y 7Y 4.5% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 2.62% Crestwood Capital Management, L.P. 3Y 7Y 2.38% MONIMUS CAPITAL MANAGEMENT, LP 2.37% CYPRESS POINT INVESTMENT MANAGEMENT LP 2.3% Nearwater Capital Markets, Ltd 1.34% RENAISSANCE GROUP LLC 3Y 7Y 1.31%

FAQ About Walter Public Investments Inc. and DT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Walter Public Investments Inc. reported owning DT?

Walter Public Investments Inc. reported DT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DT position in Walter Public Investments Inc.'s portfolio?

The largest reported portfolio weight for DT was 3.08% in 2024 Q3.

What is the latest reported DT position on this page?

The most recent filing on this page is 2026 Q2, when Walter Public Investments Inc. reported 117,096 shares, equal to 1.24% of portfolio, with an estimated market value of $5.1M.

What does the chart on this DT ownership page compare?

The chart compares Walter Public Investments Inc.'s quarterly DT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Walter Public Investments Inc. time their DT position?

Based on 13F filing dates vs. subsequent DT price moves, Walter Public Investments Inc. correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on DT relative to SPY over the holding period was -9.7%.

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