PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in DT — Dynatrace, Inc.

CIK 2145782 WALTHAM, MA

Position in DT

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

Position Value

$200,449

-$66,213 QoQ

Shares Held

4,565

-36.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#446

of 590 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,224,969 across 19 Software - Application names. DT ranks #5 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRAB	Grab Holdings Ltd	107,832	$406,526
2	UBER	Uber Technologies, Inc	4,478	$323,132
3	ADSK	Autodesk, Inc.	1,158	$225,138
4	ESTC	Elastic N.V.	3,853	$219,698
5	DT	Dynatrace, Inc. This page	4,565	$200,449
6	PAR	Par Technology Corp	9,473	$165,019
7	TTAN	ServiceTitan, Inc.	2,169	$153,369
8	SAP	Sap SE	743	$114,503

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,449	4,565	-36.7%	Shares	Sole	2026-08-07
2026-03-31	$266,662	7,211	+16.9%	Shares	Sole	2026-08-07
2025-12-31	$267,277	6,167	+12.9%	Shares	Sole	2026-08-07
2025-09-30	$264,537	5,460	+42.6%	Shares	Sole	2026-08-07
2025-06-30	$211,343	3,828	-14.8%	Shares	Sole	2026-08-07
2025-03-31	$211,750	4,491	+0.1%	Shares	Sole	2026-08-07
2024-12-31	$243,814	4,486	-0.8%	Shares	Sole	2026-08-07
2024-09-30	$241,737	4,521	+13.5%	Shares	Sole	2026-08-07
2024-06-30	$178,154	3,982	+3.0%	Shares	Sole	2026-08-07
2024-03-31	$179,490	3,865	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.