CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 13F: New $4.6M Stake in DT
Key Points
- Cushing Asset Management's new stake in Dynatrace represents 0.33% of its total reported portfolio valued at about $1.42 billion.
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT held 80,000 $DT shares at quarter end, all of it a new position.
- Dynatrace shares recently traded around $64.67, slightly above the closing price of $64.43 on October 26, 2026.
- The company reported trailing twelve-month revenue of $2.1 billion with a net margin of 7.2%.
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Cushing Asset Management, LP dba NXG Investment Management took a new position of 80,000 shares in Dynatrace, Inc. (DT) in a filing on October 26, 2026. This stake is valued at approximately $4.6 million, contributing to 0.33% of the fund's total reported value of about $1.42 billion.
DT
Dynatrace, Inc.
Where Dynatrace Fits in Cushing Asset Management's Portfolio
This new position ranks 42nd out of the 73 total holdings in Cushing's portfolio.
Other Institutional Activity in Dynatrace
On the same day, J. Safra Sarasin Holding also reported a new position, acquiring 452,204 shares in Dynatrace valued at about $26.1 million. Meanwhile, Pictet Asset Management reduced its stake by 3,046,297 shares, bringing its total to 12,762,198 shares, worth approximately $819 million.
Dynatrace, Inc. Stock Up 2.1%
Dynatrace shares recently traded around $64.67, which is above the closing price of $64.43 on October 26, 2026. The stock's current price is important as it reflects confidence in the company's growth potential following a solid year of revenue growth.
Recent Earnings
Dynatrace reported trailing twelve-month revenue of approximately $2.1 billion, demonstrating a revenue growth of 16.2% year-over-year. The next earnings report is scheduled for November 3, 2026.
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.
Recently, Bernd Greifeneder, Dynatrace's Chief Technology Officer, sold 50,000 shares on September 18, 2026, at an average price of $57.21, totaling about $2.86 million. Earlier, he sold 99 shares at $51.90 on September 4, 2026, valued at $5,138. These sales occurred before the recent institutional activity and reflect typical insider trading behavior.
Analysts Set New Price Targets
On October 26, 2026, TD Cowen maintained a "Buy" rating on Dynatrace with a new price target of $68. This follows several other firms, including Barclays and UBS, which also maintained their ratings and increased their price targets for the stock. The consensus among analysts is positive, with targets ranging from $68 to $80.
About Dynatrace
Dynatrace, Inc. provides software solutions that enhance observability for digital businesses. The company operates an AI-powered observability platform that helps organizations manage various aspects of their digital ecosystems, making it easier to understand and optimize their operations.
Bottom Line
Cushing Asset Management's new position in Dynatrace highlights the growing interest in the software application sector. Watch for the upcoming earnings report on November 3, 2026, to gain insights into the company's performance and growth trajectory.
Related Filing Alerts
Source: CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT's 13F filing on $DT (Oct 26, 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