YOUSIF CAPITAL MANAGEMENT, LLC DT — Dynatrace, Inc.

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  ·  16 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported Dynatrace, Inc. (DT) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows DT at 0.04% 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 YOUSIF CAPITAL MANAGEMENT, LLC'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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 YOUSIF CAPITAL MANAGEMENT, LLC fund profile YOUSIF CAPITAL MANAGEMENT, LLC full holdings
How YOUSIF CAPITAL MANAGEMENT, LLC 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 REDUCED — — — 82,008 -6,032 -6.9% 0.04% $3.6M 2026-07-16 $44.83
2026 Q1 REDUCED 6.3% +19.6% ❌ 88,040 -5,906 -6.3% 0.04% $3.3M 2026-04-24 $35.29
2025 Q4 REDUCED — — — 93,946 -1,517 -1.6% 0.04% $3.6M 2026-01-21 $39.40
2025 Q3 REDUCED 6.2% -8.7% ✅ 95,463 -6,305 -6.2% 0.05% $4.6M 2025-10-14 $48.18
2025 Q2 REDUCED — — — 101,768 -1,817 -1.8% 0.06% $5.6M 2025-07-25 $54.15
2025 Q1 REDUCED — — — 103,585 -1,881 -1.8% 0.06% $4.9M 2025-04-14 $43.37
2024 Q4 REDUCED — — — 105,466 -4,145 -3.8% 0.06% $5.7M 2025-01-27 $56.46
2024 Q3 ADDED — — — 109,611 +8,217 +8.1% 0.06% $5.9M 2024-10-30 $55.06
2024 Q2 REDUCED 7.8% +19.5% ❌ 101,394 -8,536 -7.8% 0.05% $4.5M 2024-07-31 $43.92
2024 Q1 REDUCED — — — 109,930 -2,971 -2.6% 0.06% $5.1M 2024-04-26 $47.10
6 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

EMINENCE CAPITAL, LP 3Y 7Y 4.5% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.19% Assenagon Asset Management S.A. 3Y 7Y 0.15% TT International Asset Management LTD 3Y 0.15% Covea Finance 3Y 0.11% Violich Capital Management, Inc. 3Y 7Y 0.07% Handelsbanken Fonder AB 3Y 7Y 0.07% Reyes Financial Architecture, Inc. 0.07% Louisiana State Employees Retirement System 3Y 7Y 0.06% Cooper Financial Group 3Y 7Y 0.05%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and DT

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

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning DT?

YOUSIF CAPITAL MANAGEMENT, LLC reported DT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DT position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for DT was 0.06% in 2024 Q3.

What is the latest reported DT position on this page?

The most recent filing on this page is 2026 Q2, when YOUSIF CAPITAL MANAGEMENT, LLC reported 82,008 shares, equal to 0.04% of portfolio, with an estimated market value of $3.6M.

What does the chart on this DT ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC'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 YOUSIF CAPITAL MANAGEMENT, LLC time their DT position?

Based on 13F filing dates vs. subsequent DT price moves, YOUSIF CAPITAL MANAGEMENT, LLC correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on DT relative to SPY over the holding period was -74.7%.

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