Amanah Holdings Trust 13F: New $127M Stake in Dynatrace (DT)
Key Points
- Amanah Holdings Trust opened a new stake in Dynatrace, Inc. with 2,203,613 shares valued at $127,236,615 as of October 23, 2026.
- Dynatrace posted $2.1 billion in trailing twelve month revenue with a 7.2% net profit margin heading into its next earnings report on November 3, 2026.
- Several major firms updated their outlooks on Dynatrace, including UBS reaffirming a Buy rating and raising its price target to $80.00 on October 23, 2026.
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Amanah Holdings Trust opened a new position in Dynatrace, Inc. DT, acquiring 2,203,613 shares worth approximately $127.2 million. The institutional investment was revealed in a Form 13F filing filed with the SEC on October 23, 2026. Because this is a brand-new holding for the trust, it represents an entirely fresh bet on the software maker.
DT
Dynatrace, Inc.
What Changed in Amanah Holdings Trust's Dynatrace Position
The newly disclosed stake gives the trust a sizeable footprint in the application software provider. The 2,203,613 shares carried a reported value of $127,236,615 at the time of the filing. Dynatrace closed at $64.05 on the filing date of October 23, 2026.
Other Institutional Activity in Dynatrace
Other major funds made sizeable adjustments to their own positions in the software firm recently. Pictet Asset Management Holding SA reduced its holdings by 3,046,297 shares, ending the period with 12,762,198 shares worth about $817.4 million. Starboard Value LP grew its holdings by 4,433,346 shares, ending with 8,866,692 shares valued at roughly $567.9 million. AQR Capital Management, LLC grew its holdings by 6,450,010 shares, ending with 8,317,467 shares worth about $532.7 million. First Trust Advisors LP grew its holdings by 893,714 shares, ending with 7,695,192 shares worth roughly $492.9 million.
Dynatrace, Inc. Stock Down 2.2%
Dynatrace shares recently traded around $63.37 as of October 24, 2026, sitting down about 1.1% since the filing date. The stock trades well above both its 50-day moving average of $56.03 and its 200-day moving average of $43.89.
Recent Earnings
Dynatrace brings in $2.1 billion in trailing twelve month revenue alongside a net profit margin of 7.2%. The firm reported a return on equity of 5.9% and an earnings per share total of $0.50 over the trailing period. Investors will get a fresh look at the company's financials when Dynatrace reports its next earnings update on November 3, 2026. The software maker currently holds a trailing P/E ratio of 126.74.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
13 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 2.4%. Revenue missed estimates by 0.9%.
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Profit surprise
EBITDA missed by 58 percent. Operating income missed by 60 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
13 target cuts.
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Earnings quality
Operating margin up 0.9 points. Positive free cash flow.
Earnings Call Summary
Dynatrace reported a strong quarter with four hundred seventy-seven million dollars in revenue, up nineteen percent year over year. Subscription revenue grew nineteen percent and annual recurring revenue climbed sixteen percent. The company signed twelve seven-figure expansion deals and now has sixty-five percent of its revenue from their newer platform subscription model. Management highlighted momentum in logs, which grew over one hundred percent year over year, and they remain on track to hit one hundred million dollars in annual logs consumption by year-end.
Guidance Management raised the full year earnings per share guidance by two cents to a range of one dollar fifty-eight to one dollar sixty-one per share. They are keeping the annual recurring revenue growth target of thirteen to fourteen percent and expect around two billion dollars in ARR by year-end. They raised total revenue guidance by seven million dollars to account for a shift in how they recognize on-demand consumption revenue.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Insider Buying and Selling at Dynatrace, Inc.
Chief Technology Officer Bernd Greifeneder completed two transactions recently, selling 99 shares at $51.90 on September 4, 2026, for a total value of $5,138, and later selling 50,000 shares at $57.21 on September 18, 2026, for a total value of $2,860,500.
Analysts Set New Price Targets
Wall Street firms have adjusted their views on the stock ahead of upcoming results. On October 12, 2026, RBC Capital maintained an Outperform rating and lifted its target to $73.00 from $59.00. On October 13, 2026, Barclays maintained an Overweight rating and bumped its target to $71.00 from $60.00. On October 21, 2026, Truist Securities maintained a Buy rating and raised its target to $70.00 from $60.00. On October 21, 2026, BTIG maintained a Buy rating and raised its target to $73.00 from $62.00. Finally, UBS maintained a Buy rating and raised its target to $80.00 from $74.00 on October 23, 2026. Overall, the stock carries a consensus buy recommendation from 34 analysts.
About Dynatrace
Headquartered in Boston, Massachusetts, Dynatrace operates an artificial intelligence powered observability platform designed to help digital businesses manage complex cloud ecosystems. The company provides infrastructure monitoring, application security, log analytics, and digital experience solutions for enterprise clients worldwide.
Bottom Line
With a fresh institutional stake from Amanah Holdings Trust on the books, market participants are eyeing the company's upcoming earnings release on November 3, 2026. Analysts maintain a generally positive outlook as the software provider heads toward its next financial update.
Related Filing Alerts
Source: Amanah Holdings Trust's 13F filing on $DT (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts