What smart money is saying about Dynatrace, Inc.
7 funds in our archive have pitched Dynatrace, Inc., most recently TimesSquare U.S. Mid Cap Growth in September 2026.
Dynatrace, Inc. specializes in providing a sophisticated software intelligence platform tailored for complex, evolving multi-cloud setups. The Dynatrace platform, central to their offerings, delivers a wide array of functionalities including monitoring for applications and microservices, real-time application security, comprehensive infrastructure oversight, tracking of digital user experiences, insightful business analytics, and tools for cloud automation. This powerful solution enables customers to modernize and streamline their IT operations, accelerate software development and deployment, and significantly enhance end-user satisfaction. Beyond the core platform, Dynatrace also offers crucial implementation, consulting, and training services. The company utilizes a dual sales approach, combining a dedicated direct sales force with an extensive network of partners, such as resellers, system integrators, and managed service providers, to distribute its products. Dynatrace serves a broad spectrum of industries, including finance (banking, insurance), retail, manufacturing, travel, and software development. With a global reach, the company conducts operations across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. Established in 2005, Dynatrace, Inc. is headquartered in Waltham, Massachusetts.
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Fund signal · last 12 months
14 lettersFunds are split between buying and selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 15 fund letters reported a position in Dynatrace, Inc., with 3 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 10 | 2 | 0 | 5 |
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 2 | 0 | 2 | 1 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 15 positions · 5 moves
- New positionArgent Capital Management Large Cap StrategySeptember 2026
“We added a new technology holding, Dynatrace Inc., to the Argent Large Cap portfolio in the third quarter.”
Dynatrace, Inc. - September 2026
“Another strong performer for the month was software company Dynatrace.”
Dynatrace, Inc. - New positionAntipodes Global SMID Active ETF (ASX:MIDS)September 2026
“the fund initiated Dynatrace, an observability software vendor, billing customers on data volume and hence impervious to software industry-wide seat-based pricing deflation.”
Dynatrace, Inc. - September 2026
“IT also contributed meaningfully, as strength in software and data storage holdings more than offset weakness in semiconductors. Everpure, a provider of enterprise data storage solutions, was our top individual contributor after securing a second top-five hyperscaler design win, as well as delivering a large beat-and-raise quarter on AI- driven storage demand. Rubrik and Dynatrace benefited from accelerating growth and heightened focus on cyber resilience and AI observability, respectively.”
Dynatrace, Inc. - September 2026
“Dynatrace, Inc. Return: +31% · Average Weight: 1% · Active Contribution: +36 bps DT provides an observability software platform that enables organizations to analyze, automate and innovate faster across their digital operations. Shares climbed after DT delivered one of its strongest quarters in recent memory, with net new annual recurring revenue well ahead of expectations, organic growth in that metric accelerating to 41% from 9% the prior quarter, record new-customer momentum and margins above guidance.”
Dynatrace, Inc. - September 2026
“the software industry outperformed much of the sector in the quarter, and stock selection within the group was the primary driver of alpha in the period, as CCC Intelligent Solutions Holdings Inc (CCC), Dynatrace, Inc. (DT) and Guidewire Software, Inc. (GWRE) all rallied.”
Dynatrace, Inc. - September 2026
“Dynatrace, Inc. Return: +32% · Avg. Weight: 1% · Total Effect: +40 bps DT provides an observability software platform that enables organizations to analyze, automate and innovate faster across their digital operations. Shares climbed after DT delivered one of its strongest quarters in recent memory, with net new annual recurring revenue well ahead of expectations, organic growth in that metric accelerating to 41% from 9% the prior quarter, record new-customer momentum and margins above guidance.”
Dynatrace, Inc. - September 2026
Listed in Tributary Capital Management Small/Mid Cap Strategy’s reported holdings.
Dynatrace, Inc. - HoldsBaron SMID Cap ETFSeptember 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Dynatrace, Inc. - HoldsBaron Discovery FundSeptember 2026
“Shares of Dynatrace, Inc., a provider of AI-powered observability software, contributed to performance as investors increasingly recognized observability as a primary beneficiary of enterprise AI adoption.”
Dynatrace, Inc. - AddedMeditation CapitalJune 2026
“In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.”
Dynatrace, Inc. - March 2026
“Within software, we sold Dynatrace during the quarter while continuing to build out our Datadog Inc. (DDOG) position, as the latter company is simply proving the more effective, faster growing observability solution with particular strength among AI-native customers.”
Dynatrace, Inc. - March 2026
“During the first quarter, we scrutinized AI risk of every position in the portfolio once again. Based on that analysis, we eliminated positions in Workday, Inc (WDAY), Gartner, Inc (IT), and Verisk Analytics, Inc (VRSK). We also reduced the weights of Hubspot, Inc (HUBS), Dynatrace, Inc (DT) and CoStar Group, Inc (CSGP).”
Dynatrace, Inc. - December 2025
“IT detracted as investor sentiment toward software businesses weakened amid heightened sensitivity to earnings expectations and concerns around AI-driven disruption. Teledyne Technologies, a diversified industrial technology company, and Bentley Systems, an infrastructure-focused software provider, declined as expectations for near-term acceleration were pushed out. Dynatrace, a provider of application performance monitoring software, also detracted following conservative guidance.”
Dynatrace, Inc. - June 2025
“Dynatrace, Inc. 3.2”
Dynatrace, Inc.
Also mentioned · 1
These funds discuss Dynatrace, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedVision Capital FundSeptember 2026
“Below are some of them that have been published thus far: Datadog vs Dynatrace: Cloud-Native Observability Competition”
Dynatrace, Inc.
Fund coverage · 7 theses
- TimesSquare U.S. Mid Cap GrowthSeptember 2026
Dynatrace provides observability software and is seeing accelerating growth, strong customer wins, and AI capabilities boosted by the Arize acquisition.
Read the full thesis - AMG TimesSquare Mid Cap Growth FundSeptember 2026
Dynatrace, Inc. provides observability software and is gaining from accelerating recurring revenue growth, strong customer momentum, and AI capabilities.
Read the full thesis - Argent Capital Management Large Cap StrategySeptember 2026
Dynatrace offers a durable enterprise software franchise with strong AI and cloud tailwinds, high margins, and accelerating recurring revenue growth.
Read the full thesis - Antipodes Global SMID Active ETF (ASX:MIDS)September 2026
Dynatrace is an observability vendor with a data-volume pricing model and a strong role in monitoring AI agents in production.
Read the full thesis - Baron Discovery FundSeptember 2026
Dynatrace's consumption-priced AI observability software is a durable picks-and-shovels beneficiary of enterprise AI adoption with accelerating ARR growth.
Read the full thesis - Baron Discovery FundMarch 2026
Dynatrace is a leading observability software platform built on internal AI with deep enterprise integration, strong ROI, and an attractive valuation with mid-teens free cash flow growth.
Read the full thesis - Renaissance IM MidCap GrowthJune 2025
Dynatrace is a leading provider of observability services, benefiting from strong growth drivers such as the shift to cloud and AI, while consolidating customer demand onto a single platform.
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