Dakota Wealth Management

Position in DT — Dynatrace, Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in DT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$808,339

+$225,432 QoQ

Shares Held

18,409

+74.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#293

of 590 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. DT ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	54,493	$12,203,707
2	CRM	Salesforce, Inc.	58,961	$9,236,830
3	PAYX	Paychex Inc	47,839	$4,704,008
4	UBER	Uber Technologies, Inc	46,392	$3,347,646
5	CDNS	Cadence Design Systems Inc	5,741	$2,154,712
6	CVLT	Commvault Systems Inc	5,946	$842,726
7	DT	Dynatrace, Inc. This page	18,409	$808,339
8	DOCU	Docusign, Inc.	17,563	$780,148

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$808,339	18,409	+74.4%	Shares	Defined	2026-08-07
2025-06-30	$582,907	10,558	-5.4%	Shares	Defined	2025-07-16
2025-03-31	$526,099	11,158	-3.0%	Shares	Defined	2025-05-02
2024-12-31	$624,970	11,499	-11.0%	Shares	Defined	2025-01-17
2024-09-30	$690,992	12,923	+15.8%	Shares	Defined	2024-10-23
2024-06-30	$499,343	11,161	0.0%	Shares	Defined	2024-07-22
2024-03-31	$518,316	11,161	+0.5%	Shares	Defined	2024-04-24
2023-12-31	$607,168	11,102	-0.3%	Shares	Defined	2024-01-30
2023-09-30	$520,291	11,134	-0.5%	Shares	Sole	2023-10-24
2023-06-30	$576,155	11,194	-1.1%	Shares	Sole	2023-07-31
2023-03-31	$478,793	11,319	-19.5%	Shares	Other	2023-04-14
2022-12-31	$538,804	14,068	+4.7%	Shares	Other	2023-02-08
2022-09-30	$467,636	13,434	+17.9%	Shares	Sole	2022-11-10
2022-06-30	$449,300	11,392	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.