Dynatrace, Inc.
MX ˙ BMV ˙ US2681501092
SecurityMX:DT / Dynatrace, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership243 shares
Latest Disclosed Value $ 8,986
IFP Advisors, Inc reports 107.69% increase in ownership of DT / Dynatrace, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 243 shares of Dynatrace, Inc. (MX:DT) valued at $8,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 117 shares of Dynatrace, Inc.. This represents a change in shares of 107.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F DYNATRACE cs 268150109 243 126 107.69 9 60.00 0.0002
2026-02-06 2025-12-31 13F DYNATRACE cs 268150109 117 -38 -24.52 5 -28.57 0.0001
2026-02-06 2025-09-30 13F/A-1 DYNATRACE cs 268150109 155 105 210.00 8 -30.00 0.0002
2025-12-02 2025-09-30 13F DYNATRACE cs 268150109 0 -50 45 0.0012
2025-07-24 2025-06-30 13F DYNATRACE cs 268150109 50 -106 -67.95 10 25.00 0.0003
2025-05-05 2025-03-31 13F DYNATRACE cs 268150109 156 -136 -46.58 9 -52.94 0.0003
2025-02-04 2024-12-31 13F DYNATRACE cs 268150109 292 134 84.81 17 112.50 0.0006
2025-02-04 2024-09-30 13F DYNATRACE cs 268150109 158 87 122.54 8 166.67 0.0003
2024-07-30 2024-06-30 13F DYNATRACE cs 268150109 71 34 91.89 3 200.00 0.0001
2024-07-30 2024-03-31 13F DYNATRACE cs 268150109 37 -1,969 -98.16 2 -99.08 0.0001
2024-01-09 2023-12-31 13F DYNATRACE cs 268150109 2,006 900 81.37 110 113.73 0.0052
2023-10-12 2023-09-30 13F DYNATRACE cs 268150109 1,106 -39 -3.41 52 -12.07 0.0023
2023-08-14 2023-06-30 13F/A-1 DYNATRACE cs 268150109 1,145 1,145 59 0.0025
2023-08-04 2023-06-30 13F DYNATRACE cs 268150109 1,145 1,145 27 0.0013
2023-04-18 2023-03-31 13F DYNATRACE cs 268150109 0 -250 -100.00 0 0.0000
2023-02-07 2022-12-31 13F DYNATRACE cs 268150109 250 -140 -35.90 0 -100.00 0.0002
2022-11-08 2022-09-30 13F DYNATRACE cs 268150109 390 0 0.00 11 0.00 0.0003
2022-09-06 2022-06-30 13F/A-1 DYNATRACE cs 268150109 390 0 0.00 11 0.00 0.0004
2022-09-06 2022-03-31 13F/A-1 DYNATRACE cs 268150109 390 374 2,337.50 11 1,000.00 0.0004
2022-08-08 2022-03-31 13F DYNATRACE INC COM Stock 268150109 31 15 2 0.0000
2022-01-12 2021-12-31 13F DYNATRACE INC COM Stock 268150109 16 -1,129 -98.60 1 -98.78 0.0000
2021-10-06 2021-09-30 13F DYNATRACE INC COM Stock 268150109 1,145 1,145 82 0.0016
2021-07-13 2021-06-30 13F DYNATRACE INC COM Stock 268150109 0 0 0 0.0000
2021-04-30 2021-03-31 13F DYNATRACE INC COM Stock 268150109 0 -479 -100.00 0 -100.00
2021-01-25 2020-12-31 13F DYNATRACE INC COM Stock 268150109 479 0 0.00 20 0.00 0.0008
2020-10-29 2020-09-30 13F DYNATRACE INC COM Stock 268150109 479 -300 -38.51 20 -35.48 0.0012
2020-08-05 2020-06-30 13F DYNATRACE INC COM Stock 268150109 779 479 159.67 31 287.50 0.0025
2020-05-12 2020-03-31 13F DYNATRACE INC COM Stock 268150109 300 300 8 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.