The Descartes Systems GrpDSGX

13F holders, Q1 2024 (March 31)
301holders
7famous investors
$91.89avg. 13F price*

At the end of Q1 2024, 301 institutions reported holding The Descartes Systems Grp (DSGX) in their 13F filings. The largest holders were T. Rowe Price Associates Inc. ($695.9M), Durable Capital Partners LP ($332.7M) and JARISLOWSKY, FRASER Ltd ($304.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).

Company
The Descartes Systems Grp
CUSIP
249906108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 301Q1 2024Q2 2024: 323Q2 2024Q3 2024: 342Q3 2024Q4 2024: 371Q4 2024Q1 2025: 356Q1 2025Q2 2025: 356Q2 2025Q3 2025: 372Q3 2025Q4 2025: 351Q4 2025Q1 2026: 348Q1 2026Q2 2026: 339Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions36$85.2M
Exits25$12.9M

Ownership 301 holders

T. Rowe Price Associates Inc. 0.09% Add +3.8% 7,602,572 $695.9M
Durable Capital Partners LP 2.58% Reduce -5.7% 3,634,837 $332.7M
JARISLOWSKY, FRASER Ltd 1.75% Reduce -23.2% 3,329,220 $304.8M
Vanguard Group Inc. 0.01% Add +1.3% 3,137,637 $287.2M
Conestoga Capital Advisors, LLC 4.04% Add +0.8% 3,049,464 $279.1M
Fiera Capital Corp 0.66% Add +2.3% 2,477,568 $226.8M
Primecap Management Co. 0.16% Reduce -2.3% 2,289,753 $209.6M
T. Rowe Price Investment Management, Inc. 0.12% Reduce -10.3% 2,076,656 $190.1M
Mackenzie Financial Corp. 0.27% Add +6.7% 2,042,927 $186.9M
Connor, Clark & Lunn Investment Management Ltd. 0.73% Add +8.3% 1,865,218 $170.7M
Bank of Montreal 0.04% Add +1.2% 1,523,922 $142.0M
Invesco Ltd. 0.03% Reduce -0.5% 1,530,417 $140.1M
Geneva Capital Management LLC 2.35% Reduce -0.7% 1,458,467 $133.5M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -9.4% 1,245,152 $113.9M
Franklin Resources Inc. 0.04% Add +49.0% 1,229,158 $112.5M
Norges Bank 0.02% Add +0.5% 1,106,669 $101.3M
Riverbridge Partners LLC 1.09% Add +36.6% 976,613 $89.4M
TD Asset Management Inc 0.07% Add +6.2% 820,432 $75.1M
Lord, Abbett & Co. LLC 0.23% Add +12.8% 764,652 $70.0M
Royal Bank of Canada 0.02% Add +6.5% 725,848 $66.4M
Credit Suisse AG/ 0.06% Reduce -0.5% 695,494 $63.7M
Janus Henderson Group PLC 0.03% Reduce -3.6% 688,766 $63.1M
GW&K Investment Management, LLC 0.54% Reduce -1.9% 674,039 $61.7M
Goldman Sachs Group Inc. 0.01% Add +18.7% 605,027 $55.4M
Manufacturers Life Insurance Company, The 0.05% Add +3.2% 580,943 $53.2M
Baird Financial Group, Inc. 0.11% Reduce -0.7% 566,596 $51.9M
Allspring Global Investments Holdings, LLC 0.08% Add +27.6% 546,425 $50.0M
Ameriprise Financial Inc. 0.01% Reduce -22.1% 475,112 $49.8M
Bank of Nova Scotia 0.10% Add +5.1% 533,258 $48.8M
Westfield Capital Management Co. LP 0.25% New 518,744 $47.5M
Massachusetts Financial Services Co. 0.01% Add +1.0% 487,863 $44.7M
Wasatch Advisors LP 0.22% Reduce -4.3% 469,170 $42.9M
Artisan Partners Limited Partnership 0.06% No change 461,035 $42.2M
Premier Fund Managers Ltd 1.64% Reduce -0.4% 451,119 $41.5M
Clearbridge Investments, LLC 0.03% Reduce -1.0% 432,927 $39.6M
Renaissance Technologies 0.06% Add +8.9% 430,100 $39.4M
Geode Capital Management, LLC 0.00% Add +4.0% 406,742 $37.4M
Neuberger Berman Group LLC 0.03% Reduce -16.2% 379,145 $34.7M
Segall Bryant & Hamill, LLC 0.62% Add +0.6% 363,343 $33.3M
BlackRock Inc. 0.00% Reduce -0.3% 352,537 $32.3M
Legal & General Group Plc 0.01% Reduce -5.6% 347,684 $31.8M
Blair William & Co. 0.10% Add +4.7% 344,492 $31.5M
Granite Investment Partners, LLC 1.16% Reduce -3.6% 332,907 $30.5M
Summit Creek Advisors LLC 3.65% Add +0.7% 315,990 $28.9M
Jennison Associates LLC 0.02% Reduce -4.5% 315,713 $28.9M
Addenda Capital Inc. 1.06% Reduce -4.3% 226,190 $28.0M
Public Employees Retirement Association of Colorado 0.11% Add +7.8% 280,232 $25.6M
Morgan Stanley 0.00% Reduce -16.2% 273,363 $25.0M
Alliancebernstein L.P. 0.01% Add +41.8% 266,790 $24.4M
Stephens Investment Management Group LLC 0.32% Reduce -1.8% 265,346 $24.3M
Zeno Equity Partners LLP 5.46% Add +100.2% 264,580 $24.2M
Russell Investments Group, Ltd. 0.04% Add +3.4% 262,615 $24.0M
Swiss National Bank 0.02% Reduce -7.1% 257,124 $23.5M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -1.6% 252,147 $23.1M
Thrivent Financial for Lutherans 0.05% Add +1.6% 249,129 $22.8M
Principal Financial Group Inc. 0.01% Reduce -13.3% 243,800 $22.3M
Bank of America Corp. 0.00% Add +12.5% 242,279 $22.2M
HERALD INVESTMENT MANAGEMENT Ltd 3.56% Reduce -5.9% 240,000 $21.9M
1832 Asset Management L.P. 0.04% Reduce -3.5% 234,185 $21.4M
Macquarie Group Ltd. 0.02% Add +1329.0% 234,078 $21.4M
Aperture Investors, LLC 2.49% Add +34.6% 213,012 $19.5M
Grandeur Peak Global Advisors, LLC 1.53% New 210,455 $19.3M
Northern Trust Corp. 0.00% Add +8.8% 209,775 $19.2M
Man Group plc 0.05% Reduce -26.2% 201,489 $18.4M
Sei Investments Co. 0.03% Add +57.1% 187,281 $17.1M
National Bank of Canada 0.03% Add +12.0% 168,191 $16.4M
Pembroke Management, LTD 1.90% Add +1.4% 130,216 $16.1M
Two Sigma Investments, LP 0.04% Reduce -46.2% 173,258 $15.9M
Bessemer Group Inc. 0.03% Add +7.0% 169,541 $15.5M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +0.2% 166,646 $15.3M
FIL Ltd 0.01% No change 165,000 $15.1M
Envestnet Asset Management Inc. 0.01% Add +25.1% 163,667 $15.0M
Nuveen Asset Management, LLC 0.00% Add +12.3% 155,761 $14.3M
American Century Companies Inc. 0.01% Reduce -0.6% 147,554 $13.5M
DF Dent & Co. Inc. 0.16% Reduce -1.0% 147,151 $13.5M
FMR LLC 0.00% Add +7513.1% 143,735 $13.1M
Cibc World Market Inc. 0.03% Add +2.0% 141,826 $13.0M
Fenimore Asset Management Inc 0.26% Add +0.3% 135,882 $12.4M
Triasima Portfolio Management inc. 1.03% Reduce -4.4% 133,524 $12.2M
Two Sigma Advisers, LP 0.03% Reduce -41.2% 123,400 $11.3M
Alberta Investment Management Corp 0.12% Add +12.5% 120,887 $11.1M
Nicholas Company, Inc. 0.17% Reduce -4.5% 114,985 $10.5M
Scout Investments, Inc. 0.25% Reduce -6.0% 111,265 $10.3M
CIBC Asset Management Inc 0.04% Add +18.4% 111,076 $10.2M
JPMorgan Chase & Co. 0.00% Reduce -24.6% 110,889 $10.1M
STRS Ohio 0.04% Add +22.2% 110,000 $10.1M
Millennium Management 0.01% Reduce -31.2% 109,619 $10.0M
Raymond James & Associates 0.01% Add +6.4% 108,261 $9.9M
Bank of New York Mellon Corp 0.00% Reduce -17.7% 107,381 $9.8M
Dimensional Fund Advisors LP 0.00% Add +10.5% 101,653 $9.3M
Silvercrest Asset Management Group LLC 0.06% Add +6.7% 97,129 $8.9M
Toronto Dominion Bank 0.01% Reduce -17.0% 94,769 $8.7M
Canada Pension Plan Investment Board 0.01% Reduce -63.9% 93,051 $8.5M
Nicholas Investment Partners, LP 0.95% Add +17.8% 91,516 $8.4M
Cidel Asset Management Inc. 0.61% Add +4.0% 87,417 $8.0M
Homestead Advisers Corp 0.19% No change 86,570 $7.9M
Deutsche Bank AG 0.00% Add +3.0% 81,681 $7.5M
Vontobel Holding Ltd. 0.06% Add +5.3% 76,978 $7.0M
Granahan Investment Management, LLC 0.24% Add +5.3% 73,836 $6.8M
MinichMacGregor Wealth Management, LLC 1.71% New 72,057 $6.7M
Agf Management Ltd. 0.04% Add +12.6% 73,065 $6.7M
NBW Capital LLC 1.34% Add +3.5% 71,509 $6.5M
Thematics Asset Management 0.26% Add +2.8% 69,491 $6.4M
Canoe Financial LP 0.10% Reduce -0.8% 66,838 $6.1M
Cumberland Partners Ltd 0.44% Reduce -8.9% 66,250 $6.1M
Acadian Asset Management LLC 0.02% Add +527.7% 59,000 $5.4M
Centaurus Financial, Inc. 0.37% Reduce -1.5% 57,581 $5.3M
Maryland State Retirement & Pension System 0.10% Add +1.6% 57,628 $5.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -19.9% 55,509 $5.1M
HSBC Holdings PLC 0.00% Reduce -25.2% 53,823 $4.9M
Bank of Nova Scotia Trust Co. 0.50% Reduce -1.6% 50,732 $4.6M
Royce & Associates LP 0.04% Add +4.1% 50,457 $4.6M
Pathstone Holdings, LLC 0.02% Add +217.1% 49,837 $4.6M
Aviva PLC 0.02% New 48,906 $4.5M
TD Waterhouse Canada Inc. 0.03% Reduce -3.2% 35,712 $4.4M
Amundi 0.00% Reduce -4.1% 47,054 $4.2M
Scotia Capital Inc. 0.02% Add +29.8% 45,063 $4.1M
Kennedy Capital Management LLC 0.08% Add +5.9% 44,901 $4.1M
Argent Capital Management LLC 0.12% Add +3.5% 43,978 $4.0M
Reynders McVeigh Capital Management, LLC 0.23% Add +2.1% 43,534 $4.0M
Oak Ridge Investments LLC 0.39% Reduce -4.1% 42,710 $3.9M
D. E. Shaw & Co. 0.01% Reduce -44.6% 42,200 $3.9M
Quadrature Capital Ltd 0.07% Reduce -73.1% 42,000 $3.8M
Montrusco Bolton Investments Inc. 0.04% Reduce -1.3% 39,864 $3.6M
New York State Common Retirement Fund 0.00% Add +6.0% 39,063 $3.6M
Independent Advisor Alliance 0.13% No change 38,934 $3.6M
Voloridge Investment Management, LLC 0.01% Add +1.0% 38,612 $3.5M
Qube Research & Technologies Ltd 0.01% Reduce -33.2% 36,344 $3.3M
Mn Services Vermogensbeheer B.V. 0.02% Reduce -14.4% 34,400 $3.1M
Pictet Asset Management Holding SA 0.00% Reduce -4.8% 34,246 $3.1M
Guardian Capital LP 0.10% Reduce -2.9% 32,104 $2.9M
Focus Partners Wealth 0.02% Add +34.6% 29,716 $2.7M
Redwood Investments, LLC 0.79% Reduce -25.9% 34,374 $2.7M
Federation des caisses Desjardins du Quebec 0.02% Add +39.0% 21,063 $2.6M
Oppenheimer Asset Management Inc. 0.04% Add +105.3% 26,621 $2.4M
Natixis Advisors, LLC 0.01% Add +1.5% 24,619 $2.3M
AEGON ASSET MANAGEMENT UK Plc 0.03% Reduce -3.0% 24,006 $2.2M
State of Tennessee, Department of Treasury 0.01% Add +9.8% 22,641 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -7.3% 21,933 $2.0M
Allianz Asset Management GmbH 0.00% Reduce -42.7% 21,886 $2.0M
Korea Investment CORP 0.00% Add +3.2% 20,911 $1.9M
Mediolanum International Funds Ltd 0.03% — 15,164 $1.9M
O'shaughnessy Asset Management, LLC 0.02% Add +7.5% 18,649 $1.7M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -31.6% 18,263 $1.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +38.7% 17,213 $1.6M
Stifel Financial Corp. 0.00% Reduce -2.1% 16,296 $1.5M
Stephens Inc. 0.02% Reduce -0.2% 15,716 $1.4M
Danske Bank A/S 0.00% — 15,300 $1.4M
Citadel Advisors 0.00% Reduce -74.5% 14,799 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +0.1% 14,416 $1.3M
Trust Point Inc. 0.10% Add +52.1% 14,134 $1.3M
Empowered Funds, LLC 0.02% Add +9.9% 14,000 $1.3M
Ativo Capital Management LLC 1.28% Add +1.4% 13,970 $1.3M
Citigroup Inc. 0.00% Reduce -50.4% 13,623 $1.2M
UBS Group AG 0.00% Add +86.5% 13,599 $1.2M
Glenmede Trust Co. NA 0.01% Add +12.7% 13,480 $1.2M
Synovus Financial Corp. 0.02% Add +22.8% 13,383 $1.2M
Ontario Teachers Pension Plan Board 0.01% Reduce -8.4% 12,394 $1.1M
Credential Qtrade Securities Inc. 0.06% Reduce -1.3% 12,038 $1.1M
Captrust Financial Advisors 0.00% Add +76.0% 11,022 $1.0M
WoodTrust Financial Corp 0.16% No change 10,900 $998K
Barometer Capital Management Inc. 0.26% Reduce -8.2% 7,800 $996K
LPL Financial LLC 0.00% Reduce -14.6% 10,749 $984K
Legato Capital Management LLC 0.11% Add +21.5% 10,206 $934K
Intech Investment Management LLC 0.01% New 9,993 $915K
Shell Asset Management Co. 0.04% Reduce -21.4% 8,544 $828K
PNC Financial Services Group, Inc. 0.00% Add +5.7% 8,904 $815K
Cubist Systematic Strategies, LLC 0.01% Reduce -85.3% 8,819 $807K
Claret Asset Management Corp 0.13% Reduce -5.2% 8,664 $793K
HighTower Advisors, LLC 0.00% Add +169.2% 8,481 $779K
Yorktown Management & Research Co Inc 0.71% No change 8,200 $751K
Susquehanna Portfolio Strategies, LLC 0.02% No change 8,200 $751K
Commerce Bank 0.00% Reduce -3.5% 8,057 $737K
Whittier Trust Co. 0.01% Add +38.5% 7,721 $707K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.7% 7,624 $698K
Creative Planning 0.00% Add +114.8% 7,487 $685K
First Trust Advisors LP 0.00% Add +118.7% 7,488 $685K
Truist Financial Corp. 0.00% Add +19.2% 7,483 $685K
Mariner, LLC 0.00% Add +16.1% 7,258 $664K
Jane Street Group, LLC 0.00% Add +83.8% 7,258 $664K
Envestnet Portfolio Solutions, Inc. 0.00% Add +33.6% 6,869 $629K
Woodline Partners LP 0.01% New 6,785 $621K
Wellington Management Group LLP 0.00% Add +5.5% 6,721 $615K
AXA S.A. 0.00% New 6,625 $606K
US Bancorp \de 0.00% Add +5.3% 6,615 $605K
Ritholtz Wealth Management 0.02% Add +51.7% 6,597 $604K
DekaBank Deutsche Girozentrale 0.00% Reduce -2.3% 6,379 $582K
State Board of Administration of Florida Retirement System 0.00% Reduce -38.6% 7,092 $572K
Capstone Investment Advisors, LLC 0.02% New 6,178 $565K
Yarbrough Capital, LLC 0.02% No change 5,790 $530K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% No change 5,763 $527K
Tacita Capital Inc 0.36% Add +3.6% 5,615 $514K
Gotham Asset Management 0.01% Reduce -15.6% 5,267 $482K
Forsta Ap-Fonden 0.00% No change 5,200 $476K
Louisbourg Investments Inc. 0.13% Reduce -1.1% 5,199 $476K
Assetmark, Inc. 0.00% Add +3.9% 5,005 $458K
K.J. Harrison & Partners Inc 0.07% New 5,000 $457K
Hardy Reed LLC 0.06% Reduce -0.0% 4,857 $445K
Portfolio Strategies, Inc. 0.03% New 4,857 $445K
Maverick Capital 0.01% New 4,721 $432K
Raymond James Trust N.A. 0.01% Add +0.7% 4,709 $431K
Wells Fargo & Company 0.00% Add +26.1% 4,681 $428K
Lindenwold Advisors, INC 0.22% No change 4,574 $419K
Metis Global Partners, LLC 0.01% Reduce -6.0% 4,264 $390K
Fred Alger Management, LLC 0.00% Add +398.4% 4,107 $376K
Nia Impact Advisors, LLC 0.15% — 4,100 $375K
Investment Management Corp of Ontario 0.01% Reduce -44.7% 4,082 $374K
Nicolet Advisory Services, LLC 0.04% Add +43.1% 3,863 $349K
Leonteq Securities AG 0.05% Add +36.1% 2,780 $345K
Barclays PLC 0.00% Add +50.8% 3,716 $340K
Point72 Asset Management 0.00% Add +12.1% 3,700 $339K
Assenagon Asset Management S.A. 0.00% Reduce -5.0% 3,674 $336K
Marco Investment Management LLC 0.03% No change 3,545 $324K
Avior Wealth Management, LLC 0.01% New 3,344 $306K
Quantbot Technologies LP 0.02% Reduce -76.8% 3,165 $290K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.7% 3,161 $289K
Quantinno Capital Management LP 0.01% New 3,022 $277K
Keybank National Association 0.00% Reduce -0.2% 3,004 $275K
Ewa, LLC 0.12% Reduce -15.0% 2,718 $265K
Aristides Capital LLC 0.11% New 2,875 $263K
Axq Capital, LP 0.06% Reduce -38.1% 2,796 $256K
ExodusPoint Capital Management, LP 0.00% New 2,741 $251K
Intellectus Partners, LLC 0.07% No change 2,705 $248K
Genus Capital Management Inc. 0.03% — 2,640 $242K
Jefferies Financial Group Inc. 0.01% New 2,590 $237K
XTX Topco Ltd 0.03% Add +2.8% 2,535 $232K
Cerity Partners LLC 0.00% New 2,520 $231K
Icon Wealth Advisors, LLC 0.02% New 2,482 $227K
FDx Advisors, Inc. 0.03% New 2,482 $227K
Oppenheimer & Co. Inc. 0.00% No change 2,456 $225K
Daiwa Securities Group Inc. 0.00% Reduce -18.3% 2,450 $224K
Calydon Capital 0.04% New 2,275 $222K
Fifth Third Bancorp 0.00% Add +5.5% 2,377 $218K
Cresset Asset Management, LLC 0.00% New 2,368 $217K
State of Wyoming 0.04% New 2,300 $211K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 2,230 $204K
Lincoln National Corp. 0.00% New 2,187 $200K
Simplex Trading, LLC 0.01% Add +1925.5% 1,985 $181K
Hilltop National Bank 0.06% — 1,874 $172K
CIBC Private Wealth Group LLC 0.00% New 1,637 $152K
UniSuper Management Pty Ltd 0.00% Add +100.0% 1,200 $149K
Signaturefd, LLC 0.00% Add +49.4% 1,516 $139K
Natixis Investment Managers International 0.01% Reduce -4.5% 1,498 $137K
EverSource Wealth Advisors, LLC 0.01% Add +5.2% 1,445 $134K
Tobam 0.01% Add +172.1% 1,423 $130K
Federated Hermes, Inc. 0.00% No change 1,298 $119K
Parkside Financial Bank & Trust 0.02% Add +999.1% 1,198 $110K
BNP Paribas Financial Markets 0.00% Reduce -89.5% 1,104 $101K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.8% 977 $89K
Gulf International Bank (UK) Ltd 0.00% Reduce -7.1% 915 $83K
NewEdge Advisors, LLC 0.00% Reduce -1.0% 828 $76K
Osaic Holdings, Inc. 0.00% Reduce -88.8% 712 $65K
Harbor Investment Advisory, LLC 0.01% No change 699 $64K
First Horizon Advisors, Inc. 0.00% Reduce -9.9% 699 $64K
Park Place Capital Corp 0.02% Add +48.5% 671 $61K
Clearstead Advisors, LLC 0.00% Add +3600.0% 555 $54K
Whittier Trust Co. of Nevada Inc. 0.00% Add +703.3% 490 $45K
Concourse Financial Group Securities, Inc. 0.00% Add +19.2% 398 $36K
Huntington National Bank 0.00% Add +6.0% 392 $36K
Accent Capital Management, LLC 0.03% No change 384 $35K
SYSTM Wealth Solutions LLC 0.00% Add +14.4% 342 $31K
Brown Brothers Harriman & Co. 0.00% No change 325 $30K
Allworth Financial LP 0.00% Add +13.9% 311 $28K
Central Pacific Bank - Trust Division 0.00% — 305 $28K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 300 $28K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 280 $26K
WealthCollab, LLC 0.02% No change 274 $25K
Lanark Financial, Inc. 0.00% No change 256 $23K
Janiczek Wealth Management, LLC 0.00% Add +182.8% 246 $23K
Zions Bancorporation, N.A. 0.00% New 194 $18K
Mather Group, Llc. 0.00% New 171 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.3% 155 $14K
Silicon Valley Capital Partners 0.00% Reduce -62.8% 149 $14K
Parallel Advisors, LLC 0.00% Add +77.2% 140 $13K
Cwm, LLC 0.00% No change 100 $9K
Balefire, LLC 0.00% Add +62.1% 94 $9K
Hillsdale Investment Management Inc. 0.00% Reduce -99.5% 90 $8K
Lindbrook Capital, LLC 0.00% Add +47.4% 84 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 70 $6K
Credit Agricole S A 0.00% New 65 $6K
Venturi Wealth Management, LLC 0.00% New 60 $5K
Principal Securities, Inc. 0.00% Add +700.0% 56 $5K
Beacon Capital Management, LLC 0.00% New 40 $4K
Bell Investment Advisors, Inc 0.00% No change 37 $3K
CVA Family Office, LLC 0.00% No change 28 $3K
Arax Advisory Partners 0.00% No change 27 $2K
Montag A & Associates Inc. 0.00% New 25 $2K
Spire Wealth Management 0.00% New 22 $2K
ClariVest Asset Management LLC 0.00% Add +57.1% 22 $2K
Rhumbline Advisers 0.00% Reduce -79.0% 22 $2K
Carolinas Wealth Consulting LLC 0.00% New 21 $2K
Fairman Group, LLC 0.00% No change 17 $2K
JFS Wealth Advisors, LLC 0.00% No change 14 $1K
Hexagon Capital Partners LLC 0.00% Reduce -7.1% 13 $1K
IFP Advisors, Inc 0.00% New 13 $1K
TD Private Client Wealth LLC 0.00% No change 13 $1K
Crewe Advisors LLC 0.00% New 12 $1K
Harbour Investments, Inc. 0.00% New 12 $1K
Larson Financial Group LLC 0.00% No change 5 $458
Quadrant Capital Group LLC 0.00% No change 3 $275
True Wealth Design, LLC 0.00% Add +100.0% 2 $184

"% of holder's portfolio" is DSGX's weight in each manager's 13F, not the share of The Descartes Systems Grp the manager owns.