Position in DT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$417,891
+$65,805 QoQ
Shares Held
9,517
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#364
of 593 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names. DT ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
This page
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in DT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,891 | 9,517 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $352,086 | 9,521 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $364,532 | 8,411 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $472,435 | 9,751 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $447,145 | 8,099 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $381,867 | 8,099 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $442,735 | 8,146 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $470,375 | 8,797 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $382,482 | 8,549 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,281 | 286 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $459,560 | 8,403 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $376,036 | 8,047 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $402,135 | 7,813 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||