Dynatrace, Inc.
MX ˙ BMV ˙ US2681501092
SecurityMX:DT / Dynatrace, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership140,753 shares
Latest Disclosed Value $ 5,205,046
LPL Financial LLC reports 41.83% decrease in ownership of DT / Dynatrace, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 140,753 shares of Dynatrace, Inc. (MX:DT) valued at $5,205,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 241,965 shares of Dynatrace, Inc.. This represents a change in shares of -41.83% 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.

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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)
2026-05-06 2026-03-31 13F DYNATRACE COM NEW 268150109 140,753 -101,212 -41.83 5,205 -50.36 0.0014
2026-02-11 2025-12-31 13F DYNATRACE COM NEW 268150109 241,965 -5,495 -2.22 10,487 -12.54 0.0029
2025-11-12 2025-09-30 13F DYNATRACE COM NEW 268150109 247,460 15,600 6.73 11,989 -6.34 0.0035
2025-08-12 2025-06-30 13F DYNATRACE COM NEW 268150109 231,860 9,172 4.12 12,801 24.67 0.0043
2025-05-07 2025-03-31 13F DYNATRACE COM NEW 268150109 222,688 18,600 9.11 10,268 -6.38 0.0040
2025-02-11 2024-12-31 13F DYNATRACE COM NEW 268150109 204,088 40,004 24.38 10,967 25.01 0.0045
2024-11-08 2024-09-30 13F DYNATRACE COM NEW 268150109 164,084 26,186 18.99 8,774 42.21 0.0039
2024-08-07 2024-06-30 13F DYNATRACE COM NEW 268150109 137,898 -44,858 -24.55 6,170 -27.31 0.0031
2024-05-10 2024-03-31 13F DYNATRACE COM NEW 268150109 182,756 46,150 33.78 8,487 13.61 0.0046
2024-02-14 2023-12-31 13F DYNATRACE COM NEW 268150109 136,606 33,618 32.64 7,471 55.04 0.0045
2023-11-13 2023-09-30 13F DYNATRACE COM NEW 268150109 102,988 6,438 6.67 4,818 -3.04 0.0034
2023-07-31 2023-06-30 13F DYNATRACE COM NEW 268150109 96,550 23,914 32.92 4,969 61.75 0.0036
2023-05-10 2023-03-31 13F DYNATRACE COM NEW 268150109 72,636 2,613 3.73 3,073 15.97 0.0024
2023-02-07 2022-12-31 13F DYNATRACE COM NEW 268150109 70,023 5,964 9.31 2,650 18.79 0.0023
2022-11-14 2022-09-30 13F DYNATRACE COM NEW 268150109 64,059 15,233 31.20 2,230 15.78 0.0022
2022-08-12 2022-06-30 13F DYNATRACE COM NEW 268150109 48,826 -1,779 -3.52 1,926 -19.18 0.0018
2022-05-16 2022-03-31 13F DYNATRACE COM NEW 268150109 50,605 -14,682 -22.49 2,383 -39.52 0.0020
2022-02-14 2021-12-31 13F DYNATRACE COM NEW 268150109 65,287 703 1.09 3,940 -14.05 0.0033
2021-11-15 2021-09-30 13F DYNATRACE COM NEW 268150109 64,584 2,877 4.66 4,584 27.16 0.0043
2021-08-13 2021-06-30 13F DYNATRACE COM NEW 268150109 61,707 19,238 45.30 3,605 75.94 0.0036
2021-05-14 2021-03-31 13F DYNATRACE COM NEW 268150109 42,469 14,610 52.44 2,049 70.04 0.0024
2021-02-12 2020-12-31 13F DYNATRACE COM NEW 268150109 27,859 10,522 60.69 1,205 69.48 0.0016
2020-11-09 2020-09-30 13F DYNATRACE COM NEW 268150109 17,337 286 1.68 711 2.75 0.0011
2020-08-13 2020-06-30 13F DYNATRACE COM 268150109 17,051 17,051 692 0.0012
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.