SEC ownership of Dynatrace, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001773383.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

13 May 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
13 May 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001773383
Issuer location
Boston, MA

Ownership snapshot

Top shareholders of Dynatrace, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
13 May 2026
13F 13D/G Lead comparable stake: 11% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 11%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 11%
VANGUARD PORTFOLIO MANAGEMENT LLC 5.6%
VANGUARD CAPITAL MANAGEMENT LLC 5.2%
PICTET ASSET MANAGEMENT SA 4.5%
PRICE T ROWE ASSOCIATES INC /MD/ 3.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
11%
from 13D/G
$1,229,419,543
33,245,526 shares
31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
5.6%
$612,505,990
16,563,169 shares
$0 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
5.2%
$579,172,735
15,661,783 shares
$0 31 Mar 2026
PICTET ASSET MANAGEMENT SA
13D/G
4.5%
$496,949,998
13,438,345 shares
-$76,438,215 13 May 2026
PRICE T ROWE ASSOCIATES INC /MD/
13D/G 13F
T. Rowe Price Associates, Inc. · Company
3.6%
$603,658,978
10,676,671 shares
-$403,177,185 30 Jun 2025
Pictet Asset Management Holding SA
13F
Company
13F
5.3%
$584,649,195
15,809,223 shares
31 Mar 2026
UBS Group AG
13F
Company
13F
3.7%
$411,130,770
11,117,652 shares
31 Mar 2026
BANK OF AMERICA CORP /DE/
13F
Company
13F
3.1%
$346,044,491
9,357,612 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$5,646,152.

Buys
$107,250
Insiders: 1
Sells
$5,753,402
Insiders: 5
Net
-$5,646,152
Shares: -115,036
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 3,000 Shares: 118,036
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 3,000 85 $107,250 $3,333 +$103,917
6-9 0 47,346 $0 $2,221,484 -$2,221,484
9-12 0 70,605 $0 $3,528,585 -$3,528,585

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 25 reporting-owner rows connected to Dynatrace, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
25
Largest Forms 3/4/5 holder
THOMA BRAVO UGP, LLC
Net 12M change
-$5,646,152
Latest report
30 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
THOMA BRAVO UGP, LLC 10%+ Owner $847,614,494 Mixed 12 Feb 2024
Bernd Greifeneder EVP, Chief Technology Officer $45,099,098 -$11,365 -0.03% Mixed 05 Jun 2026
John van Siclen Chief Executive Officer, Director $33,275,092 Mixed 15 Nov 2021
Rick M. Mcconnell Chief Executive Officer, Director $26,069,301 -$4,399,059 -14% Mixed 05 Jun 2026
James M. Benson EVP, CFO and Treasurer $12,137,407 Mixed 15 Jun 2026
Kevin C. Burns CFO and Treasurer $7,734,344 Mixed 16 Aug 2022
Stephen J. Pace Chief Revenue Officer $7,187,740 Mixed 12 Jun 2023
Dan Zugelder EVP, Chief Revenue Officer $6,808,376 -$1,088,208 -14% Mixed 05 Jun 2026
Alicia Allen Chief Accounting Officer $5,026,581 Mixed 16 Aug 2023
Matthias Dollentz-Scharer EVP, Chief Customer Officer $5,005,043 Mixed 05 Mar 2025
Michael L. Capone Director $2,859,905 Mixed 20 Aug 2025
Jill A. Ward Director $2,528,580 Mixed 20 Aug 2025
Stephen J. Lifshatz Director $2,294,505 Mixed 20 Aug 2025
Daniel S. Yates SVP, Chief Accounting Officer $2,094,046 -$193,160 -8.4% Mixed 05 Jun 2026
Kenneth J. Virnig II Director $1,686,833 Mixed 23 Aug 2023
Seth Boro Director $1,686,833 Mixed 23 Aug 2023
Kirsten O Wolberg Director $1,582,101 Mixed 20 Aug 2025
Stephen Eric Rowland Director $1,180,046 Mixed 20 Aug 2025
Stephen A. McMahon EVP, Chief Customer Officer $814,040 +$107,250 +15% Median 05 Jun 2026
Ambika Gadre Director $751,453 Mixed 24 Aug 2022

Recent insider transactions for Dynatrace, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Frederick Daniel Streetman DT Restricted Stock Units Award 10,476 10,476 30 Jun 2026 Direct
George Andrew Riedel DT Restricted Stock Units Award 10,476 10,476 30 Jun 2026 Direct
James M. Benson DT Common Stock Tax liability -4.64% -8,573 176,244 15 Jun 2026 Direct
James M. Benson DT Common Stock Options Exercise 10.6% 17,731 184,817 15 Jun 2026 Direct
James M. Benson DT Restricted Stock Units Options Exercise -33.3% -17,731 35,464 15 Jun 2026 Direct
Daniel S. Yates DT Common Stock Tax liability -11.3% -3,944 30,922 05 Jun 2026 Direct
Daniel S. Yates DT Common Stock Options Exercise 33.6% 8,885 35,333 05 Jun 2026 Direct
Daniel S. Yates DT Restricted Stock Units Award 8,889 8,889 05 Jun 2026 Direct
Daniel S. Yates DT Performance Restricted Stock Units (rTSR) Options Exercise -100% -703 0 05 Jun 2026 Direct
Daniel S. Yates DT Restricted Stock Units Options Exercise -54.1% -3,388 2,873 05 Jun 2026 Direct
Daniel S. Yates DT Performance Restricted Stock Units (Financial) Options Exercise -100% -4,794 0 05 Jun 2026 Direct
Dan Zugelder DT Common Stock Tax liability -46.1% -29,531 34,545 05 Jun 2026 Direct
Dan Zugelder DT Common Stock Options Exercise 1631.8% 58,939 62,551 05 Jun 2026 Direct
Dan Zugelder DT Restricted Stock Units Award 61,034 61,034 05 Jun 2026 Direct
Dan Zugelder DT Performance Restricted Stock Units (rTSR) Options Exercise -100% -4,043 0 05 Jun 2026 Direct
Dan Zugelder DT Restricted Stock Units Options Exercise -61.8% -26,694 16,520 05 Jun 2026 Direct
Dan Zugelder DT Performance Restricted Stock Units (Financial) Options Exercise -100% -28,202 0 05 Jun 2026 Direct
James M. Benson DT Common Stock Tax liability -16.2% -27,277 140,958 05 Jun 2026 Direct
James M. Benson DT Common Stock Options Exercise 48.2% 56,408 173,506 05 Jun 2026 Direct
James M. Benson DT Restricted Stock Units Award 65,182 65,182 05 Jun 2026 Direct
James M. Benson DT Performance Restricted Stock Units (rTSR) Options Exercise -100% -4,835 0 05 Jun 2026 Direct
James M. Benson DT Restricted Stock Units Options Exercise -100% -28,628 0 05 Jun 2026 Direct
James M. Benson DT Performance Restricted Stock Units (Financial) Options Exercise -100% -22,945 0 05 Jun 2026 Direct
Stephen A. McMahon DT Common Stock Tax liability -59% -21,153 14,680 05 Jun 2026 Direct
Stephen A. McMahon DT Common Stock Options Exercise 39,211 30,606 05 Jun 2026 Direct
Stephen A. McMahon DT Restricted Stock Units Award 37,924 37,924 05 Jun 2026 Direct
Stephen A. McMahon DT Performance Restricted Stock Units (Financial) Options Exercise -25% -15,926 47,776 05 Jun 2026 Direct
Stephen A. McMahon DT Restricted Stock Units Options Exercise -25% -23,285 69,853 05 Jun 2026 Direct
Rick M. Mcconnell DT Common Stock Tax liability -31.4% -81,677 178,121 05 Jun 2026 Direct
Rick M. Mcconnell DT Common Stock Options Exercise 150.6% 160,522 267,124 05 Jun 2026 Direct
Rick M. Mcconnell DT Restricted Stock Units Award 177,768 177,768 05 Jun 2026 Direct
Rick M. Mcconnell DT Performance Restricted Stock Units (rTSR) Options Exercise -100% -14,504 0 05 Jun 2026 Direct
Rick M. Mcconnell DT Restricted Stock Units Options Exercise -100% -80,804 0 05 Jun 2026 Direct
Rick M. Mcconnell DT Performance Restricted Stock Units (Financial) Options Exercise -100% -65,214 0 05 Jun 2026 Direct
Lisa M. Campbell DT Common Stock Options Exercise 28.6% 507 2,278 04 Jun 2026 Direct
Lisa M. Campbell DT Restricted Stock Units Options Exercise -10% -507 4,555 04 Jun 2026 Direct
Amol Kulkarni DT Common Stock Options Exercise 5.65% 518 9,688 01 Jun 2026 Direct
Amol Kulkarni DT Restricted Stock Units Options Exercise -16.6% -518 2,594 01 Jun 2026 Direct
Stephen A. McMahon DT Performance Restricted Stock Units (Financial) Award 63,702 63,702 16 May 2026 Direct
Dan Zugelder DT Performance Restricted Stock Units (rTSR) Award 4,043 4,043 16 May 2026 Direct
Dan Zugelder DT Performance Restricted Stock Units (Financial) Award 33,522 33,522 16 May 2026 Direct
James M. Benson DT Performance Restricted Stock Units (rTSR) Award 4,835 4,835 16 May 2026 Direct
James M. Benson DT Performance Restricted Stock Units (Financial) Award 40,229 40,229 16 May 2026 Direct
Rick M. Mcconnell DT Performance Restricted Stock Units (rTSR) Award 14,504 14,504 16 May 2026 Direct
Rick M. Mcconnell DT Performance Restricted Stock Units (Financial) Award 110,644 110,644 16 May 2026 Direct
Bernd Greifeneder DT Performance Restricted Stock Units (rTSR) Award 4,043 4,043 16 May 2026 Direct
Bernd Greifeneder DT Performance Restricted Stock Units (Financial) Award 30,845 30,845 16 May 2026 Direct
Daniel S. Yates DT Performance Restricted Stock Units (rTSR) Award 703 703 16 May 2026 Direct
Daniel S. Yates DT Performance Restricted Stock Units (Financial) Award 5,525 5,525 16 May 2026 Direct
Daniel S. Yates DT Common Stock Tax liability -1.31% -393 29,582 15 Apr 2026 Direct
* marks a reported price that did not pass the local price check.
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