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NYSE · Technology

DYNATRACE INC DT

Dynatrace, Inc. engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates Dynatrace, an AI-powered observability platform, which provides solutions, including infrastructure, application, threat, and AI observability; digital experience; log analytics; application security; software delivery; and business analytics.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The company operates Dynatrace, an AI-powered observability platform, which provides solutions, including infrastructure, application, threat, and AI observability.
  • It also offers implementation, consulting, and training services.
  • It serves customers in various industries, including banking, financial services, government, insurance, retail and wholesale, transportation, and software.
  • Dynatrace, Inc. was founded in 2005 and is headquartered in Boston, Massachusetts.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 78.13 FCF 4.31% Buyback -0.04%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eminence Capital Ricky Sandler 4.5% $196.2M 2026-03-31
Baron Capital Ron Baron 0.2% $79.9M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $99.2M Estimated from net added shares
Reduction amount $40.4M Estimated from net reduced shares
Net share change / base shares +26.3% +1,588,679 / 6,038,616
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 1.6% 13F value change -$5.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -87.2% 13F value change -$49.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,256,083 Last 2 periods -1,093,175 (-87.0%) Total shares 162,908 Value $6.0M
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 8.8% 13F value change -$1.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 44.0% 13F value change +$14.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,378,122 Last 2 periods +781,572 (+56.7%) Total shares 2,159,694 Value $79.9M
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 33.0% 13F value change +$31.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 17.2% 13F value change -$44,161
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,404,411 Last 2 periods +1,900,282 (+55.8%) Total shares 5,304,693 Value $196.2M
Dragoneer Investment Group Marc Stad 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$56.5M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$56.5M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.