J. Safra Sarasin Holding 13F: New $26M Stake in Dynatrace (DT)
Key Points
- J. Safra Sarasin Holding now holds 452,204 shares of Dynatrace, representing about 1.1% of its total reported portfolio valued at $2.37 billion.
- Dynatrace recently traded around $64.67, slightly above its closing price of $64.43 on the filing date, reflecting a 0.4% increase since then.
- Analysts have maintained a positive outlook on Dynatrace, with price targets ranging from $68 to $80, indicating strong expectations for the stock.
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In a filing on October 26, 2026, J. Safra Sarasin Holding took a new position in Dynatrace, Inc. (NYSE: DT) by acquiring 452,204 shares, valued at about $26.1 million. This information comes from the fund's latest Form 13F filing with the SEC.
DT
Dynatrace, Inc.
Where Dynatrace Fits in J. Safra Sarasin's Portfolio
This new position makes up 1.1% of J. Safra Sarasin's total reported portfolio, which is valued at approximately $2.37 billion. The acquisition ranks 21st among the fund's 800 reported positions, showing its significance in the overall strategy.
Other Institutional Activity in Dynatrace
Several other institutional investors have also adjusted their positions in Dynatrace recently. Starboard Value LP increased its stake by 4,433,346 shares, bringing its total to 8,866,692 shares worth about $569 million. AQR Capital Management, LLC also grew its holdings by 6,450,010 shares, totaling 8,317,467 shares valued at approximately $534 million. Meanwhile, Pictet Asset Management Holding SA reduced its holdings by 3,046,297 shares, ending with 12,762,198 shares worth about $819 million.
Dynatrace, Inc. Stock Up 2.1%
As of October 27, 2026, Dynatrace shares were recently traded around $64.67, which is slightly above the closing price of $64.43 on the filing date. This suggests a modest gain in the stock's value since the filing, which could indicate positive market sentiment.
Recent Earnings
Dynatrace reported trailing twelve-month revenue of approximately $2.1 billion, with a year-over-year growth rate of 16.2%. The company has a net margin of 7.2% and a return on equity (ROE) of 5.9%. 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.
Insider activity has been noted at Dynatrace as well. Bernd Greifeneder, the Chief Technology Officer, sold 50,000 shares on September 18, 2026, at an average price of $57.21, totaling approximately $2.9 million. He also sold 99 shares earlier on September 4, 2026, for about $5,138.
Analysts Set New Price Targets
Analysts have maintained a positive outlook on Dynatrace. On October 13, 2026, Barclays maintained an Overweight rating with a price target of $71.00, while Truist Securities and BTIG both maintained Buy ratings with targets of $70.00 and $73.00, respectively, on October 21, 2026. UBS raised its target to $80.00 on October 23, 2026, and TD Cowen maintained a Buy rating with a target of $68.00 on the same day as the filing.
About Dynatrace
Dynatrace, Inc. is a technology company based in Boston, MA, specializing in software solutions for digital businesses. The company offers an AI-powered observability platform that helps organizations monitor their digital ecosystems effectively. This new investment from J. Safra Sarasin reflects growing interest in the company's potential as it continues to innovate in the software industry.
Bottom Line
Investors will be watching for Dynatrace's upcoming earnings report on November 3, 2026, to see how the company performs. J. Safra Sarasin's new position is a notable addition to its portfolio, suggesting confidence in Dynatrace's future growth.
Related Filing Alerts
Source: J. Safra Sarasin Holding'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