21 institutions reported holding $127.7M of DYNATRACE INC (DT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($122.5M), Gradient Investments LLC ($1.5M), TT International Asset Management LTD ($1.2M), Cooper Financial Group ($578,514), Versant Capital Management, Inc ($499,652). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $122.5M | 2.8M | Added |
| 2 | Gradient Investments LLC | $1.5M | 33,407 | Added |
| 3 | TT International Asset Management LTD | $1.2M | 27,209 | Trimmed |
| 4 | Cooper Financial Group | $578,514 | 13,175 | Trimmed |
| 5 | Versant Capital Management, Inc | $499,652 | 11,379 | Added |
| 6 | GAMMA Investing LLC | $481,912 | 10,975 | Added |
| 7 | Avior Wealth Management, LLC | $417,891 | 9,517 | Trimmed |
| 8 | PensionDanmark Pensionsforsikringsaktieselskab | $241,417 | 5,498 | New |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $101,520 | 2,312 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $80,004 | 1,822 | Trimmed |
| 11 | CX Institutional | $31,000 | 707 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $29,596 | 674 | Added |
| 13 | CoreCap Advisors, LLC | $21,077 | 480 | Added |
| 14 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $10,977 | 250 | Hold |
| 15 | MJT & Associates Financial Advisory Group, Inc. | $7,290 | 166 | Added |
| 16 | Retirement Wealth Solutions LLC | $3,557 | 81 | Added |
| 17 | Kozak & Associates, Inc. | $1,770 | 39 | Hold |
| 18 | 3 FACTOR INDEXING, LLC | $0 | 0 | Exited |
| 19 | CONGRESS ASSET MANAGEMENT CO | $0 | 0 | Exited |
| 20 | SANDERS MORRIS HARRIS LLC | $0 | 0 | Exited |
| 21 | TRUST POINT INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30