LongDTSep 2026
Dynatrace, Inc.
Ariel sees Dynatrace as a mission-critical software provider positioned for the increasing complexity of AI-enabled enterprise IT systems. Quarterly revenue, earnings and annual…
DT
Which hedge funds are long DT?
3 published ideas on Dynatrace, Inc. across 3 funds — 3 long and 0 short.
Dynatrace hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Dynatrace: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongDTSep 2026
Dynatrace Inc.
Dynatrace exceeded sales, profit and annual recurring revenue expectations, with ARR passing $2 billion. Accelerating net-new ARR, customer additions and raised guidance…
LongDTJun 2026
Dynatrace
Dynatrace is positioned to benefit from increasingly complex IT environments and growing AI adoption. Ariel cites healthy core monitoring demand, traction in log analytics…