Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DYNATRACE INC (DT)

645 + Investors. Track Smart Money conviction in DT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — DT

Based on 622 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
622 hedge funds hold DT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

342 buying315 selling
Last quarter: 342 funds bought or added vs 315 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new DT position: 93 → 96 → 85 → 118. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 23% new
333 out of 622 hedge funds have held DT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~118 new funds/quarter

108 → 93 → 96 → 85 → 118 new funds/Q
New funds entering each quarter: 93 → 96 → 85 → 118. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 13% 1-2yr ■ 29% new
Of 645 current holders: 376 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
45 of 622 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DT

How many hedge funds hold DT — quarterly history vs. share price
Quarterly hedge fund ownership of DT vs. share price

Market Analysis: DT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 2 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: DT
2026 Q1 Stats Unlock in 21 days 645 + Investors

Track Smart Money conviction in DT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 645 616 4.71%
13F Shares 291M 291M -0.04%
Total Value $12.64B $13.60B -7.04%
New Positions 120 85 +35
Increased Positions 257 283 -26
Closed Positions 87 98 -11
Reduced Positions 262 234 +28
Total Calls 14 20 -30.0%
Total Puts 11 14 -21.43%
PUT/CALL Ratio 0.79 0.7 Neutral

Statistics: DT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

645 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DT. Verified SEC 13F-HR filings.

Top 25 institutional holders of DT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Robocap Asset Management Ltd 2.61% 65,953 $2.4M
2 SYNTAX RESEARCH, INC. 1.06% 45,000 $1.7M
3 DAVIDSON INVESTMENT ADVISORS 1.01% 434,718 $20.5M
4 1492 Capital Management LLC 0.95% 67,488 $2.5M
5 Pictet Asset Management Holding SA 0.62% 15,809,223 $584.6M
6 Stephens Investment Management Group LLC 0.56% 1,101,860 $40.7M
7 Slow Capital, Inc. 0.52% 108,193 $4.0M
8 CONGRESS ASSET MANAGEMENT CO 0.48% 1,808,854 $66.9M
9 SANDERS MORRIS HARRIS LLC 0.44% 75,251 $2.8M
10 Walter Public Investments Inc. 0.42% 47,930 $1.8M
11 Boston Trust Walden Corp 0.34% 1,122,773 $41.5M
12 GraniteShares Advisors LLC 0.27% 10,046 $372K
13 MQS Management LLC 0.26% 10,378 $384K
14 Yorktown Management & Research Co Inc 0.23% 7,450 $276K
15 LBP AM SA 0.20% 396,867 $14.7M
16 A&I FINANCIAL SERVICES, LLC 0.18% 10,067 $372K
17 Forefront Wealth Partners, LLC 0.18% 11,391 $421K
18 Handelsbanken Fonder AB 0.16% 1,311,400 $48K
19 L. Roy Papp & Associates, LLP 0.15% 34,375 $1.3M
20 TT International Asset Management LTD 0.11% 27,553 $1.0M
21 Covea Finance 0.10% 78,500 $2.9M
22 RETIREMENT GUYS FORMULA LLC 0.10% 5,746 $212K
23 Moran Wealth Management, LLC 0.09% 79,333 $2.9M
24 Robeco Institutional Asset Management B.V. 0.08% 1,578,324 $58.4M
25 Inscription Capital, LLC 0.08% 19,653 $727K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DYNATRACE INC (DT)

What does the Smart Money Trend signal show for DT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DT?

Slight buying edge — 52% buying: Last quarter: 342 funds bought or added vs 315 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DT holders?

Elite ownership — 44% AUM from top-100 funds: 45 of 622 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DT?

54% of holders stayed for 2+ years: 333 out of 622 hedge funds have held DT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.