Position in DT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$230,044
New position
Shares Held
5,239
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#432
of 590 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $123,372,328 across 22 Software - Application names. DT ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
523,959 | $37,808,881 | |
| 2 | CRM |
Salesforce, Inc.
|
231,559 | $36,276,032 | |
| 3 | INTU |
Intuit Inc.
|
99,054 | $25,853,094 | |
| 4 | ADP |
Automatic Data Processing Inc
|
98,912 | $22,151,342 | |
| 5 | SHOP |
Shopify Inc.
|
2,107 | $240,577 | |
| 6 | DT |
Dynatrace, Inc.
This page
|
5,239 | $230,044 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,108 | $215,417 | |
| 8 | ADBE |
Adobe Inc.
|
935 | $191,693 |
All Filings in DT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,044 | 5,239 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||