On 2026-09-15, PICTET ASSET MANAGEMENT SA (Trades, Portfolio) disclosed an add action in Dynatrace Inc (DT), acquiring an additional 138,632 shares at a traded
On 2026-09-15, PICTET ASSET MANAGEMENT SA (Trades, Portfolio) disclosed an add action in Dynatrace Inc (DT), acquiring an additional 138,632 shares at a traded
On 2026-09-15, PICTET ASSET MANAGEMENT SA (Trades, Portfolio) disclosed an add action in Dynatrace Inc DT, acquiring an additional 138,632 shares at a traded price of $55.17. Following the transaction, the firm holds 14,564,509 shares of the software intelligence company, a position that represents 5.00% of the firm's portfolio. The trade increased the firm's DT holding by 0.96%. This article examines the transaction details, the firm's investment profile, and Dynatrace's fundamentals to help value investors assess the significance of this guru activity. All data and rankings referenced are accurate as of 2026-09-22.
About PICTET ASSET MANAGEMENT SA (Trades, Portfolio)
PICTET ASSET MANAGEMENT SA (Trades, Portfolio) is a recognized asset management firm headquartered at 60 route de Acacias, Geneva 73, V8 1211. The firm manages an equity portfolio valued at $84.32 billion, spread across 1,959 stocks. Its investment philosophy emphasizes long-term value creation and sector diversification, with Technology and Healthcare representing its top sector exposures. Among its largest holdings are Apple Inc AAPL, Microsoft Corp MSFT, Synopsys Inc SNPS, Republic Services Inc RSG, and Thermo Fisher Scientific Inc TMO. The firm's broad, diversified approach and substantial equity base make its 13F filings closely watched by investors seeking insight into institutional positioning across major technology and healthcare names.
Trade Execution Details
The add action increased the firm's DT shares by 138,632, a 0.96% change in its existing holding of the stock. The traded price was $55.17 per share, and the firm's total position after the transaction stands at 14,564,509 shares. This position now constitutes 5.00% of the firm's portfolio. Trade impact data is not applicable for this transaction, as indicated by a value of 0. The incremental nature of the purchase suggests a measured accumulation rather than a dramatic shift in conviction, consistent with the firm's long-term, diversified investment style. For value investors, the transaction signals continued institutional interest in Dynatrace at current price levels.
Dynatrace Inc DT at a Glance
Dynatrace Inc is a software intelligence company providing an observability and application performance monitoring platform delivered primarily as a software-as-a-service offering. Its platform uses artificial intelligence and automation, branded as Davis AI, to ingest and analyze large volumes of machine-generated data in real time across cloud, hybrid, and on-premises environments. The company serves enterprises in financial services, government, healthcare, retail, and technology, helping them monitor applications, infrastructure, microservices, containers, and user experience. Revenue is generated mainly through subscription-based licenses, typically priced by metrics such as host units or annual recurring arrangements, supplemented by services. Dynatrace operates globally, with significant revenue from North America and Europe, selling both directly and through partners such as cloud providers and systems integrators. The stock carries a market cap of $16.3 billion and a current price of $56.4.
Valuation and Stock Performance
Based on GuruFocus methodology, Dynatrace is classified as Modestly Undervalued, with a GF Value of $70.04 and a price-to-GF Value ratio of 0.81, implying the shares trade roughly 19% below the estimated intrinsic value. The stock has gained 2.23% since the transaction date, 33.18% year to date, and 121.18% since its IPO on 2019-08-01. The company's GF-Score stands at 91/100, placing it in the highest outperformance potential bracket. Rank components include a Financial Strength rank of 7/10, a Profitability Rank of 7/10, a Growth Rank of 10/10, a GF Value Rank of 8/10, and a Momentum Rank of 8/10.
Averytin News Financial update.