Follow-The-Filings

Security

DT

Dynatrace Inc. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 1 exit max 4.5% (Eminence Capital, LP)

owners 16
max % 4.5%
tracked value $2.2B
qoq N 1 A 7 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Eminence Capital, LP 2026 Q1 4.5% Exit -4.50 pp 5,304,693 $196M hist
Torray Investment Partners LLC 2026 Q2 stale 0.4% Reduce +0.01 pp 66,492 $3M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.2% Add +0.07 pp 2,159,694 $80M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 1,885,851 $70M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.09 pp 1,487,128 $64M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.03 pp 3,160,367 $117M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 708,282 $26M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add -0.01 pp 388,402 $14M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 1,867,453 $69M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.03 pp 574,400 $21M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.17 pp 162,908 $6M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 31,996,327 $1.4B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 2,679,807 $99M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 1,512,292 $56M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 211,583 $9M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 404 $15 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 1,646,720 $71M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.16B $1.43B $1.7B $2.02B
Gross profit $935.64M $1.16B $1.38B $1.65B
Gross margin * 80.8% 81.4% 81.2% 81.6%
Net income $107.96M $154.63M $483.68M $162.67M
Net margin * 9.3% 10.8% 28.5% 8.1%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.12B $1.61B $1.93B $2.12B
Total non-current assets * $1.65B $1.8B $2.21B $2.29B
Total assets $2.77B $3.41B $4.14B $4.42B
Total current liabilities $1.04B $1.26B $1.38B $1.57B
Total non-current liabilities * $123.44M $135.74M $137.24M $235.27M
Total equity $1.6B $2.02B $2.62B $2.61B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $354.88M $378.11M $459.42M $561.85M
Cash from investing -$21.54M -$193.05M -$69.32M -$15.69M
Cash from financing -$232.34M $50.66M -$151.63M -$474.09M
Net change in cash $92.38M $223.64M $238.06M $80.18M

ownership over time

filing count by report period · click a bar for that quarter’s holders