Position in DT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,978,809
+$1,166,420 QoQ
Shares Held
67,839
+38.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#196
of 590 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in DT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $47,961,038 across 10 Software - Application names. DT ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
13,791 | $16,477,209 | |
| 2 | CRM |
Salesforce, Inc.
|
55,576 | $8,706,534 | |
| 3 | UBER |
Uber Technologies, Inc
|
93,225 | $6,727,115 | |
| 4 | ADBE |
Adobe Inc.
|
26,482 | $5,429,338 | |
| 5 | NOW |
ServiceNow, Inc.
|
38,809 | $3,852,957 | |
| 6 | DT |
Dynatrace, Inc.
This page
|
67,839 | $2,978,809 | |
| 7 | INTU |
Intuit Inc.
|
9,247 | $2,413,467 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
11,658 | $723,378 |
All Filings in DT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,978,809 | 67,839 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,812,389 | 49,010 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,212,046 | 27,966 | Shares | Defined | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||