Position in DT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,173,018
+$100,548 QoQ
Shares Held
49,488
-11.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#222
of 590 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $24,014,638 across 22 Software - Application names. DT ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
13,217 | $3,363,726 | |
| 2 | NOW |
ServiceNow, Inc.
|
32,293 | $3,206,049 | |
| 3 | ADP |
Automatic Data Processing Inc
|
13,026 | $2,917,172 | |
| 4 | DT |
Dynatrace, Inc.
This page
|
49,488 | $2,173,018 | |
| 5 | DDOG |
Datadog, Inc.
|
5,873 | $1,529,094 | |
| 6 | CRM |
Salesforce, Inc.
|
8,906 | $1,395,213 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
3,249 | $1,219,414 | |
| 8 | ADBE |
Adobe Inc.
|
5,573 | $1,142,576 |
All Filings in DT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,173,018 | 49,488 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,072,470 | 56,043 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||