Pictet Asset Management Discloses 5.0% Stake in Dynatrace, Inc. via Schedule 13D

Overview

On September 2, 2026, Pictet Asset Management SA filed an initial Schedule 13D reporting a 5.00% beneficial ownership stake in Dynatrace, Inc. (NYSE: DT). The filing reflects aggregate holdings of 14,464,343 shares of Common Stock, acquired on behalf of institutional discretionary clients for a total purchase cost of approximately $697.27 million.

Key Highlights

• Ownership Breakdown:
  • Aggregate Amount Owned: 14,464,343 shares (5.00%)
  • Sole Voting Power: 12,784,696 shares
  • Sole Dispositive Power: 14,464,343 shares
• Date of Event: September 1, 2026
• Source of Funds: Institutional client assets managed on a discretionary basis (no debt or borrowed funds used).

Purpose of Transaction (Item 4)

Pictet Asset Management disclosed that the shares were acquired as part of its core investment strategy, emphasizing long-term corporate governance, executive leadership, financial performance, and sustainability.

Pictet noted that it is actively engaging with Dynatrace’s management and Board of Directors to discuss and promote initiatives aligned with these areas to enhance shareholder value. While Pictet stated it currently has no plans regarding a change in control, it explicitly reserved the right to take further action or alter its intentions depending on the outcome of its corporate engagement.