DTNYSEServices-Prepackaged SoftwareFiscal year ends March 31
Dynatrace, Inc.
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$61.54+0.43 (+0.70%)
Close on Oct 19, 2026
- Market cap
- $18.08B
- P/E (TTM)
- 123.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
304M of 289M shares
Institutional holders
593
103 new, 85 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
1 buys · 17 sales
Net sold $4.62M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 31,518,110 | 10.60% | 13G (passive) amendment | Mar 31, 2026 |
| Thoma Bravo UGP, LLC | 30,357,273 | 10.31% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 16,563,169 | 5.55% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 15,661,783 | 5.25% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 34,950,026 | 12.09% | $1.53B | +1,704,500 | 0.02% |
| Vanguard Portfolio Management LLC | 15,806,526 | 5.47% | $694.06M | −679,565 | 0.03% |
| Vanguard Capital Management LLC | 13,210,633 | 4.57% | $580.08M | −163,305 | 0.01% |
| Pictet Asset Management Holding SA | 12,762,198 | 4.42% | $560.44M | −3,047,025 | 0.54% |
| Wellington Management Group Llp | 11,528,792 | 3.99% | $506.23M | +2,191,497 | 0.09% |
| UBS Group AG | 11,243,524 | 3.89% | $493.70M | +125,872 | 0.06% |
| State Street Corp | 9,339,108 | 3.23% | $410.09M | +152,257 | 0.01% |
| Starboard Value LP | 8,866,692 | 3.07% | $389.34M | New | 8.61% |
| Aqr Capital Management LLC | 8,317,467 | 2.88% | $365.22M | +6,450,014 | 0.13% |
| First Trust Advisors LP | 7,695,192 | 2.66% | $337.90M | +893,685 | 0.20% |
| Geode Capital Management, LLC | 7,639,513 | 2.64% | $335.51M | −117,451 | 0.02% |
| Amundi | 6,583,829 | 2.28% | $289.10M | +344,891 | 0.07% |
| Arrowstreet Capital, Limited Partnership | 6,026,228 | 2.09% | $264.61M | +864,245 | 0.12% |
| Assenagon Asset Management S.A. | 5,579,548 | 1.93% | $245.00M | +4,500,988 | 0.15% |
| Jupiter Topco LLC | 5,131,981 | 1.78% | $225.35M | New | 0.09% |
| Barclays PLC | 4,725,884 | 1.64% | $207.51M | +3,815,442 | 0.04% |
| American Century Companies Inc | 4,617,939 | 1.60% | $202.77M | −58,955 | 0.09% |
| Westfield Capital Management Co LP | 4,249,229 | 1.47% | $186.58M | +39,635 | 0.61% |
| D. E. Shaw & Co., Inc. | 3,906,408 | 1.35% | $171.53M | +746,041 | 0.08% |
| William Blair Investment Management, LLC | 3,857,741 | 1.33% | $169.39M | +628,690 | 0.51% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 593 | 304M | 100.0% | 103 / 216 | 217 / 85 | 63M | 50M |
| Q1 2026 | 581 | 296M | 100.0% | 81 / 227 | 223 / 155 | 104M | 68M |
| Q4 2025 | 662 | 291M | 100.0% | 122 / 229 | 242 / 74 | 36M | 39M |
| Q3 2025 | 626 | 296M | 100.0% | 93 / 268 | 196 / 86 | 37M | 33M |
| Q2 2025 | 627 | 293M | 100.0% | 101 / 257 | 209 / 67 | 31M | 28M |
| Q1 2025 | 601 | 292M | 100.0% | 92 / 266 | 189 / 60 | 32M | 24M |
| Q4 2024 | 579 | 285M | 98.6% | 112 / 249 | 163 / 55 | 37M | 36M |
| Q3 2024 | 532 | 286M | 98.8% | 78 / 265 | 139 / 92 | 65M | 37M |
| Q2 2024 | 552 | 285M | 98.6% | 83 / 221 | 194 / 66 | 61M | 52M |
| Q1 2024 | 542 | 277M | 95.8% | 106 / 255 | 144 / 73 | 50M | 59M |
| Q4 2023 | 513 | 286M | 99.0% | 101 / 224 | 138 / 43 | 39M | 36M |
| Q3 2023 | 459 | 283M | 97.9% | 61 / 215 | 127 / 72 | 24M | 23M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 10,083,739 | 3.49% | $442.78M | 0.36% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 9,255,789 | 3.20% | $406.42M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,686,201 | 2.31% | $293.59M | 0.16% | Jun 30, 2026 |
| First Trust Nasdaq Cybersecurity ETF | 6,452,531 | 2.23% | $283.33M | 2.05% | Jun 30, 2026 |
| Vanguard Windsor Fund | 4,294,051 | 1.49% | $190.31M | 0.75% | Jul 31, 2026 |
| Vanguard Information Technology Index Fund | 4,080,947 | 1.41% | $173.81M | 0.10% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 3,845,371 | 1.33% | $168.85M | 0.36% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,378,946 | 1.17% | $148.37M | 0.15% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 2,457,390 | 0.85% | $107.90M | 0.48% | Jun 30, 2026 |
| Growth Fund | 2,077,462 | 0.72% | $92.07M | 0.64% | Jul 31, 2026 |
| Vanguard Explorer Fund | 1,930,759 | 0.67% | $85.57M | 0.39% | Jul 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 1,762,750 | 0.61% | $77.40M | 0.69% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,537,380 | 0.53% | $65.48M | 0.15% | May 31, 2026 |
| iShares Expanded Tech-Software Sector ETF | 1,508,680 | 0.52% | $66.25M | 0.49% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 1,491,462 | 0.52% | $65.49M | 0.36% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Rick M. McConnell | Chief Executive Officer, Director | 277,918 | 0.10% | Sep 9, 2026 |
| Bernd Greifeneder | EVP, Chief Technology Officer | 906,921 | 0.31% | Sep 21, 2026 |
| James M. Benson | EVP, CFO and Treasurer | 194,213 | 0.07% | Sep 16, 2026 |
| Daniel S. Yates | SVP, Chief Accounting Officer | 36,696 | 0.01% | Sep 9, 2026 |
| Stephen A. McMahon | EVP, Chief Customer Officer | 28,675 | 0.01% | Sep 9, 2026 |
| Dan Zugelder | EVP, Chief Revenue Officer | 64,419 | 0.02% | Sep 9, 2026 |
| Matthias Dollentz-Scharer | EVP, Chief Customer Officer | 89,137 | 0.03% | Mar 7, 2025 |
| Lisa M. Campbell | Director | 6,895 | 0.00% | Sep 8, 2026 |
| Amol Kulkarni | Director | 14,318 | 0.00% | Sep 2, 2026 |
| Frederick Daniel Streetman | Director | – | – | Aug 27, 2026 |
| Chandrasekhar Thota | Director | – | – | Aug 27, 2026 |
| Kirsten O. Wolberg | Director | 27,982 | 0.01% | Aug 27, 2026 |
| Michael L. Capone | Director | 50,582 | 0.02% | Aug 27, 2026 |
| Stephen J. Lifshatz | Director | 40,582 | 0.01% | Aug 27, 2026 |
| Stephen Eric Rowland | Director | 24,982 | 0.01% | Aug 27, 2026 |
| Jill A. Ward | Director | 44,722 | 0.02% | Aug 27, 2026 |
| George Andrew Riedel | Director | 410 | 0.00% | Aug 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −50,000 | $57.21 | $2.86M | 904,846 |
| James M. Benson EVP, CFO and Treasurer | Sep 15, 2026 | Tax withholding | −8,574 | $55.17 | $473.03K | 194,213 |
| James M. Benson EVP, CFO and Treasurer | Sep 15, 2026 | Option exercise | +17,732 | – | – | 202,787 |
| Stephen A. McMahon EVP, Chief Customer Officer | Sep 5, 2026 | Option exercise | +3,982 | – | – | 28,675 |
| Stephen A. McMahon EVP, Chief Customer Officer | Sep 5, 2026 | Option exercise | +5,821 | – | – | 27,834 |
| Stephen A. McMahon EVP, Chief Customer Officer | Sep 5, 2026 | Tax withholding | −3,141 | $51.90 | $163.02K | 24,693 |
| Stephen A. McMahon EVP, Chief Customer Officer | Sep 5, 2026 | Tax withholding | −2,149 | $51.90 | $111.53K | 26,526 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Tax withholding | −2,070 | $51.90 | $107.43K | 64,419 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Tax withholding | −1,407 | $51.90 | $73.02K | 67,868 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Option exercise | +2,808 | – | – | 69,275 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Tax withholding | −2,057 | $51.90 | $106.76K | 66,467 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Option exercise | +4,105 | – | – | 68,524 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Option exercise | +6,388 | – | – | 63,954 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Option exercise | +4,130 | – | – | 66,489 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Tax withholding | −1,614 | $51.90 | $83.77K | 62,359 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Option exercise | +3,220 | – | – | 63,973 |
| Dan Zugelder EVP, Chief Revenue Officer | Sep 5, 2026 | Tax withholding | −3,201 | $51.90 | $166.13K | 60,753 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Tax withholding | −2,078 | $51.90 | $107.85K | 953,684 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Option exercise | +82 | – | – | 2,116 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Sale | −58 | $51.90 | $3.01K | 2,034 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Option exercise | +116 | – | – | 2,092 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Tax withholding | −1,422 | $51.90 | $73.80K | 954,846 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Option exercise | +2,584 | – | – | 956,268 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Sale | −41 | $51.90 | $2.13K | 2,075 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Option exercise | +3,777 | – | – | 955,762 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Tax withholding | −2,272 | $51.90 | $117.92K | 951,985 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Option exercise | +4,130 | – | – | 954,257 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Tax withholding | −1,771 | $51.90 | $91.91K | 950,127 |
| Bernd Greifeneder EVP, Chief Technology Officer | Sep 5, 2026 | Option exercise | +3,220 | – | – | 951,898 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Tax withholding | −2,388 | $51.90 | $123.94K | 180,771 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Option exercise | +3,370 | – | – | 186,685 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Tax withholding | −2,383 | $51.90 | $123.68K | 183,315 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Option exercise | +4,927 | – | – | 185,698 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Tax withholding | −1,630 | $51.90 | $84.60K | 185,055 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Option exercise | +4,938 | – | – | 183,159 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Tax withholding | −1,874 | $51.90 | $97.26K | 178,221 |
| James M. Benson EVP, CFO and Treasurer | Sep 5, 2026 | Option exercise | +3,851 | – | – | 180,095 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Tax withholding | −226 | $51.90 | $11.73K | 36,696 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Option exercise | +463 | – | – | 36,922 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Tax withholding | −330 | $51.90 | $17.13K | 36,459 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Option exercise | +677 | – | – | 36,789 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Tax withholding | −350 | $51.90 | $18.17K | 36,112 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Option exercise | +718 | – | – | 36,462 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Tax withholding | −271 | $51.90 | $14.06K | 35,744 |
| Daniel S. Yates SVP, Chief Accounting Officer | Sep 5, 2026 | Option exercise | +558 | – | – | 36,015 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Option exercise | +9,268 | – | – | 277,418 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Tax withholding | −4,716 | $51.90 | $244.76K | 272,702 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Tax withholding | −6,894 | $51.90 | $357.80K | 268,150 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Option exercise | +13,548 | – | – | 275,044 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Tax withholding | −7,538 | $51.90 | $391.22K | 261,496 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Option exercise | +14,814 | – | – | 269,034 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Tax withholding | −5,880 | $51.90 | $305.17K | 254,220 |
| Rick M. McConnell Chief Executive Officer, Director | Sep 5, 2026 | Option exercise | +11,555 | – | – | 260,100 |
| Lisa M. Campbell Director | Sep 4, 2026 | Option exercise | +506 | – | – | 6,895 |
| Amol Kulkarni Director | Sep 1, 2026 | Option exercise | +519 | – | – | 14,318 |
| Michael L. Capone Director | Aug 20, 2026 | Option exercise | +4,111 | – | – | 50,582 |
| Amol Kulkarni Director | Aug 20, 2026 | Option exercise | +4,111 | – | – | 13,799 |
| Lisa M. Campbell Director | Aug 20, 2026 | Option exercise | +4,111 | – | – | 6,389 |
| Stephen J. Lifshatz Director | Aug 20, 2026 | Option exercise | +4,111 | – | – | 40,582 |
| Stephen Eric Rowland Director | Aug 20, 2026 | Option exercise | +4,111 | – | – | 24,982 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bernd Greifeneder Officer | Sep 18, 2026 | 50,000 | $2.86M | Sep 18, 2026 | MIU |
| J. Zugelder Daniel Officer | Dec 10, 2025 | 7,505 | $339.75K | Dec 10, 2025 | Restricted Stock |
| Campbell Lisa Director | Dec 5, 2025 | 253 | $11.19K | Dec 5, 2025 | Restricted Stock |
| J. Zugelde Daniel Officer | Oct 6, 2025 | 7,503 | $375.15K | Oct 6, 2025 | Performance Shares |
| Rick M. McConnell Officer | Oct 2, 2025 | 90,000 | $4.35M | Oct 2, 2025 | RSU & PSU Shares Acquired via following dates: 11/18/22 to 8/15/24 |
| J. Zugelder Daniel Officer | Sep 9, 2025 | 7,506 | $373.31K | Sep 9, 2025 | Performance Shares |
| Campbell Lisa Director | Sep 5, 2025 | 1,013 | $50.42K | Sep 5, 2025 | Restricted Stock |
| J. Zugelder Daniel Officer | Jul 1, 2025 | 15,822 | $867.70K | Jul 1, 2025 | Performance Shares |
| M. Benson James Officer | Jun 11, 2025 | 59,661 | $3.27M | Jun 11, 2025 | Performance Shares |
| J. Zugelder Daniel Officer | Jun 9, 2025 | 15,824 | $862.78K | Jun 9, 2025 | Restricted Stock |
| Rick M. McConnell Officer | May 20, 2025 | 40,000 | $2.12M | May 20, 2025 | RSU & PSU Shares Acquired via following dates: 11/18/22 to 8/15/24 |
| J. Zugelder Daniel Officer | May 12, 2025 | 6,793 | $339.65K | May 12, 2025 | Restricted Stock |
| J. Zugelder Daniel Officer | Mar 7, 2025 | 6,794 | $361.78K | Mar 7, 2025 | Restricted Stock |
| Rick M. McConnell Officer | Feb 14, 2025 | 80,000 | $4.99M | Feb 14, 2025 | RSU & PSU Shares Acquired via following dates: 11/18/22 to 8/15/24 |
| James M. Benson Officer | Feb 12, 2025 | 34,932 | $2.13M | Feb 12, 2025 | RESTRICTED STOCK |