Dynatrace, Inc. filings document the formal disclosures of a public software company focused on AI-powered observability. Recent reports include Form 8-K disclosures for quarterly operating and financial results, furnished earnings materials, and board-authorized capital actions such as common stock repurchase programs.
The company's proxy and governance filings cover director elections, stockholder voting results, auditor ratification, executive compensation disclosures, and amendments to corporate bylaws. These records also document governance standards, including voting mechanics for uncontested and contested director elections, along with related board and stockholder procedures.
Dynatrace director Lisa M. Campbell acquired shares through vesting of equity awards. On March 4, 2026, 506 time-based restricted stock units were exercised or converted at $0.00 per unit, resulting in delivery of 506 shares of Dynatrace common stock.
After the transaction, Campbell directly held 5,062 restricted stock units and 1,771 shares of common stock. The vested RSUs were part of a grant made on September 4, 2024 that vests over time, subject to her continued service as a director.
Dynatrace, Inc. executive Stephen A. McMahon, EVP and Chief Customer Officer, bought 3,000 shares of common stock in an open-market purchase on March 3, 2026 at $35.75 per share. Following this transaction and prior ESPP activity, he directly owns 3,454 Dynatrace shares, including 454 shares acquired under the company’s Employee Stock Purchase Plan on December 5, 2025.
Dynatrace director Amol Kulkarni reported the vesting and conversion of equity awards on March 1, 2026. He exercised 519 restricted stock units into 519 shares of common stock at a price of $0.00 per share through a derivative conversion. After these transactions, he directly holds 3,112 RSUs and 9,170 shares of common stock. The RSUs were granted on September 1, 2023, with 25% vesting on September 1, 2024 and the remaining units vesting in equal quarterly installments until September 1, 2027, subject to his continued service as a director.
Dynatrace, Inc. reported solid growth for the quarter ended December 31, 2025. Total revenue reached $515.5 million, up 18% year-over-year, driven by subscription revenue of $493.4 million, also up 18%, as existing customers expanded usage and new customers adopted the platform.
Annual recurring revenue was $1.97 billion, a 20% increase, with a dollar-based net retention rate of 111%, showing strong expansion within the customer base. GAAP income from operations rose to $72.7 million from $47.5 million, while non-GAAP income from operations was $153.4 million. Net income was $40.1 million, compared with $361.8 million a year earlier, when results benefited from a large discrete tax gain tied to an intellectual property transfer.
Dynatrace generated $33.8 million of operating cash flow and $27.2 million of free cash flow in the quarter, and held $1.09 billion in cash and cash equivalents with no borrowings under its $400 million credit facility. Remaining performance obligations totaled $3.20 billion, with 53% expected to convert to revenue within 12 months.
The company continued returning capital to shareholders, repurchasing 3.5 million shares for $160.0 million in the quarter and 5.4 million shares for $255.0 million year-to-date under a $500 million program. As of December 31, 2025, $72.3 million remained available, and on February 9, 2026, the board authorized a new $1.0 billion share repurchase program with no time limit.
Dynatrace, Inc. reported strong third quarter fiscal 2026 results, saying performance exceeded the high end of its guidance across all major growth and profitability metrics. Total annual recurring revenue reached $1.97 billion, up 20% (16% in constant currency), while total revenue grew 18% to $515 million. GAAP operating margin improved to 14% and non-GAAP operating margin held at a robust 30%. GAAP diluted EPS was $0.13 and non-GAAP diluted EPS was $0.44.
The company is pairing this growth with increased capital returns. It has substantially completed its prior $500 million repurchase program, buying 10.6 million shares for $495 million, and its board has authorized a new $1 billion share repurchase program funded by cash on hand and future cash flow. Dynatrace also raised its full-year fiscal 2026 outlook, guiding ARR to $2.053–$2.061 billion, total revenue to $2.005–$2.010 billion, and maintaining a non-GAAP operating margin of 29% with higher expected non-GAAP EPS and free cash flow.
Dynatrace, Inc. insider activity shows routine equity compensation events for SVP and Chief Accounting Officer Daniel S. Yates. On January 15, 2026, 1,323 restricted stock units (RSUs) vested, converting into the same number of shares of Dynatrace common stock at an exercise price of $0.
To cover tax withholding on this vesting, 459 shares of common stock were withheld by Dynatrace at a price of $39.38 per share. After these transactions, Yates directly held 26,148 shares of common stock and 9,257 RSUs, which represent contingent rights to receive an equal number of common shares as they continue to vest through October 15, 2027, subject to ongoing employment.
Pictet Asset Management SA, a Swiss investment adviser, has filed a Schedule 13D reporting beneficial ownership of 15,505,360 shares of Dynatrace, Inc. common stock, representing 5.1% of the class. Pictet has sole voting power over 12,431,141 shares and sole dispositive power over the full 15,505,360 shares, all held in discretionary accounts for its institutional clients.
Pictet states that the shares were acquired on behalf of clients as part of its investment strategy, at an approximate purchase cost of USD 788,990,022, using client assets without borrowing. It is actively engaging with Dynatrace on long‑term strategy, governance, financial strength, valuation, and sustainability topics, but indicates it currently has no plans to change control of the company, while reserving the right to adjust its intentions over time.
Dynatrace, Inc. reported insider equity activity by its EVP, CFO and Treasurer. On December 15, 2025, 17,732 restricted stock units (RSUs) converted into an equal number of shares of Dynatrace common stock, as shown by transaction code M.
On the same date, 8,574 shares of common stock were disposed of in a transaction coded F at $44.38 per share, with the filing explaining that these shares were withheld by the company to cover tax withholding obligations upon RSU vesting. After these transactions, the officer directly owns 111,762 shares of Dynatrace common stock and 70,927 RSUs, from a grant dated December 15, 2022 that vests 25% on December 15, 2023 and then in equal quarterly installments until December 15, 2026, subject to continued employment.
Dynatrace, Inc. executive reports stock sale under pre-set plan. The company’s EVP and Chief Revenue Officer filed a Form 4 disclosing the sale of 7,505 shares of Dynatrace common stock on 12/10/2025 at a price of $45.27 per share. After this transaction, the executive beneficially owns 8,925 shares of Dynatrace common stock. The filing states that the sale was carried out under a Rule 10b5-1 trading plan adopted on December 6, 2024, which is a pre-arranged program designed to allow insiders to sell shares over time according to predetermined instructions.
A shareholder of DT has filed a notice of proposed sale of restricted securities under Rule 144. The filing covers the planned sale of 7,505 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an indicated aggregate market value of $339,751.35. The filing notes that 301,488,271 shares of the issuer’s common stock were outstanding. The securities to be sold were recently acquired from the issuer on 12/05/2025, consisting of 2,854 restricted stock shares and 4,651 performance shares, both marked as not requiring cash payment at acquisition. Over the prior three months, the same person sold 7,503 common shares for $375,150.00, and the signer represents that they do not know of any undisclosed material adverse information about the issuer.