Dynatrace, Inc. (DT) SEC Filings

Dynatrace, Inc. (DT) received a Schedule 13D filing reporting that Pictet Asset Management, an investment adviser organized in Switzerland, is the beneficial owner of 14,564,509 shares of Dynatrace common stock, representing 5.04% of the outstanding shares as of the reporting date.

Pictet Asset Management reports sole voting power over 12,773,058 shares and sole dispositive power over all 14,564,509 shares, held on a discretionary basis for institutional clients. The shares were acquired for approximately $703.2 million, funded entirely from client assets without financing or borrowing. Pictet describes the position as part of its broader engagement-focused investment strategy, states it has no current plans to seek control of Dynatrace, but reserves the right to change its intentions based on ongoing evaluation and engagement with Dynatrace’s management and board.

Dynatrace, Inc. (DT) reported that EVP, CFO and Treasurer James M. Benson had multiple equity award vestings on September 5, 2026. Performance and time-based restricted stock units converted into a total of 17,086 shares of common stock, and 8,275 shares were delivered or withheld for payment of tax liability at $51.90 per share. No Rule 10b5-1 trading plan is reported for these transactions.

Dynatrace, Inc. (DT) reported that EVP and Chief Revenue Officer Dan Zugelder had multiple equity awards vest on September 5, 2026. A total of 20,651 restricted and performance stock units converted into an equal number of shares of common stock, and 10,349 shares were withheld by Dynatrace at $51.90 per share to cover tax withholding obligations. The remaining shares from these vestings became directly held common stock. No transactions were made under a Rule 10b5-1 trading plan.

Dynatrace, Inc. (DT) reported that on September 5, 2026, Senior Vice President and Chief Accounting Officer Daniel S. Yates had several equity awards vest, including performance-based and time-based restricted stock units granted under the company’s 2019 Equity Incentive Plan.

The vesting converted 2,416 restricted stock units into an equal number of shares of common stock, and 1,177 shares of common stock were withheld by Dynatrace to cover his tax withholding obligations at $51.90 per share; the remaining vested shares became directly owned common stock. No Rule 10b5-1 trading plan is reported.

Dynatrace, Inc. (DT) reported that Chief Executive Officer and director Rick M. McConnell had several equity awards vest on September 5, 2026, resulting in the delivery of 49,185 shares of Common Stock upon vesting of performance-based and time-based restricted stock units granted under the company’s 2019 Equity Incentive Plan. To cover related tax withholding obligations, 25,028 shares of Common Stock were withheld by Dynatrace at $51.90 per share. A separate indirect holding of 500 shares is reported in a family trust for which McConnell disclaims beneficial ownership except for any pecuniary interest.

Dynatrace, Inc. (DT) executive Stephen A. McMahon, EVP and Chief Customer Officer, reported vesting and settlement of equity awards on September 5, 2026. He acquired 5,821 shares of Common Stock from time-based RSUs and 3,982 shares from financial performance-based RSUs through derivative exercises. To cover tax withholding obligations, 3,141 and 2,149 Common shares were delivered or withheld at $51.90 per share. After these events, he held 64,032 time-based RSUs and 43,794 financial performance RSUs directly, subject to multi‑year vesting schedules. No Rule 10b5‑1 trading plan is reported.

Dynatrace, Inc. (DT) EVP and Chief Technology Officer Bernd Greifeneder reported multiple equity compensation events on September 5, 2026. Restricted stock units and performance-based RSUs vested and were converted into a total of 13,909 shares of Common Stock, held directly and indirectly (through his spouse).

To cover tax withholding obligations tied to these vestings, 7,543 shares of Common Stock were delivered or withheld at $51.90 per share, and Greifeneder’s spouse sold 99 shares at the same price under a mandatory sell-to-cover policy. No Rule 10b5-1 trading plan is reported.

Dynatrace, Inc. (DT) is the subject of an amended Schedule 13D in which Pictet Asset Management reports beneficial ownership of 14,425,877 shares of common stock, representing 4.9% of the company. Pictet manages these shares on a discretionary basis for institutional clients, with sole voting power over 12,728,640 shares.

Pictet states that the aggregate purchase cost of the position is approximately $696.8 million, funded entirely from client assets and without borrowing. It describes an active engagement approach focused on strategy, governance, financial strength and financially material sustainability risks, but indicates no current plans to change control of Dynatrace, while reserving the right to adjust its intentions in the future. Pictet also discloses that it holds no derivatives or options related to Dynatrace and that clients, not Pictet, have the economic rights to dividends and sale proceeds.

Dynatrace, Inc. (DT) director Lisa M. Campbell reported the vesting and conversion of 506 restricted stock units (RSUs) into an equal number of shares of common stock on September 4, 2026. After this event, she holds 6,895 shares of common stock and 4,049 RSUs directly.

The vested RSUs are part of a grant made on September 4, 2024 under Dynatrace’s 2019 Equity Incentive Plan and Non-Employee Director Compensation Policy, with 25% vesting on September 4, 2025 and the remainder vesting in equal quarterly installments through September 4, 2028, subject to continued board service.