The Descartes Systems GrpDSGX

13F holders, Q2 2024 (June 30)
323holders +22
51new positions
27sold out
5famous investors
$97.13avg. 13F price*

At the end of Q2 2024, 323 institutions reported holding The Descartes Systems Grp (DSGX) in their 13F filings, up 22 from Q1 2024. 51 opened new positions and 27 sold out. The largest holders were T. Rowe Price Associates Inc. ($705.9M), Durable Capital Partners LP ($334.7M) and Vanguard Group Inc. ($309.3M). 5 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 Joel Greenblatt (0.0% of Gotham Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions51$270.4M
Exits27$34.6M

All 13F filers, Q1 2024 → Q2 2024: 5,293,703 shares bought and 4,347,319 shares sold, net +946,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

T. Rowe Price Associates Inc. 0.08% Reduce -4.1% 7,289,325 $705.9M
Durable Capital Partners LP 2.75% Reduce -4.9% 3,455,887 $334.7M
Vanguard Group Inc. 0.01% Add +1.8% 3,193,792 $309.3M
Conestoga Capital Advisors, LLC 4.52% Add +2.2% 3,116,109 $301.8M
JARISLOWSKY, FRASER Ltd 1.70% Reduce -13.2% 2,890,232 $280.0M
Fiera Capital Corp 0.77% Add +3.3% 2,558,831 $248.0M
Primecap Management Co. 0.16% Reduce -2.2% 2,238,553 $216.8M
Mackenzie Financial Corp. 0.31% Add +4.5% 2,134,228 $206.8M
Connor, Clark & Lunn Investment Management Ltd. 0.83% Add +9.9% 2,050,757 $198.7M
T. Rowe Price Investment Management, Inc. 0.10% Reduce -18.3% 1,697,151 $164.4M
Bank of Montreal 0.04% Add +1.4% 1,545,027 $147.4M
Geneva Capital Management LLC 2.57% Reduce -0.1% 1,457,657 $141.2M
Invesco Ltd. 0.03% Reduce -7.9% 1,408,910 $136.4M
Franklin Resources Inc. 0.04% Add +8.0% 1,327,139 $128.5M
Congress Asset Management Co. 0.85% New 1,221,588 $118.3M
Norges Bank 0.02% Add +1.5% 1,123,633 $108.9M
Riverbridge Partners LLC 1.20% Reduce -6.7% 910,909 $88.2M
TD Asset Management Inc 0.07% Reduce -3.4% 792,280 $76.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% New 690,479 $66.9M
Royal Bank of Canada 0.02% Reduce -5.0% 689,292 $66.8M
GW&K Investment Management, LLC 0.59% Reduce -0.9% 668,265 $64.7M
Janus Henderson Group PLC 0.03% Reduce -8.0% 633,522 $61.4M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -50.9% 611,830 $59.3M
Lord, Abbett & Co. LLC 0.19% Reduce -21.5% 600,396 $58.1M
Allspring Global Investments Holdings, LLC 0.09% Add +8.7% 593,906 $57.5M
Manufacturers Life Insurance Company, The 0.05% Add +0.6% 584,232 $56.5M
Ameriprise Financial Inc. 0.02% Add +2.9% 488,639 $55.5M
BlackRock Inc. 0.00% Add +60.6% 566,210 $54.8M
Westfield Capital Management Co. LP 0.27% Add +8.9% 564,958 $54.7M
Baird Financial Group, Inc. 0.11% Reduce -6.1% 532,180 $51.5M
Massachusetts Financial Services Co. 0.01% Reduce -5.5% 460,863 $44.6M
Bank of Nova Scotia 0.09% Reduce -15.0% 453,472 $43.9M
Artisan Partners Limited Partnership 0.07% Reduce -2.4% 450,135 $43.6M
Geode Capital Management, LLC 0.00% Add +6.5% 433,158 $42.3M
Segall Bryant & Hamill, LLC 0.74% Add +19.2% 432,945 $41.9M
Clearbridge Investments, LLC 0.03% Reduce -1.0% 428,684 $41.5M
Premier Fund Managers Ltd 1.61% Reduce -8.8% 411,419 $40.0M
Wasatch Advisors LP 0.21% Reduce -13.7% 404,873 $39.2M
Goldman Sachs Group Inc. 0.01% Reduce -35.2% 391,940 $38.0M
Neuberger Berman Group LLC 0.03% Add +3.2% 391,442 $37.9M
Renaissance Technologies 0.06% Reduce -14.9% 366,200 $35.5M
Blair William & Co. 0.11% Add +2.8% 353,949 $34.3M
Macquarie Group Ltd. 0.04% Add +35.9% 318,107 $30.8M
Legal & General Group Plc 0.01% Reduce -12.6% 304,065 $29.5M
Public Employees Retirement Association of Colorado 0.12% Add +5.9% 296,796 $28.7M
Addenda Capital Inc. 1.12% Reduce -4.8% 215,260 $28.5M
Morgan Stanley 0.00% Add +3.6% 283,342 $27.4M
Jennison Associates LLC 0.02% Reduce -11.7% 278,679 $27.0M
Principal Financial Group Inc. 0.02% Add +12.4% 274,103 $26.6M
Zeno Equity Partners LLP 6.95% Add +0.6% 266,276 $25.8M
Russell Investments Group, Ltd. 0.04% Reduce -1.3% 259,126 $25.1M
Summit Creek Advisors LLC 3.43% Reduce -18.3% 258,254 $25.0M
Alliancebernstein L.P. 0.01% Reduce -4.0% 256,256 $24.8M
Swiss National Bank 0.02% Reduce -0.6% 255,624 $24.7M
Triasima Portfolio Management inc. 2.25% Add +90.1% 253,849 $24.6M
Envestnet Asset Management Inc. 0.01% Add +53.2% 250,665 $24.3M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.0% 247,181 $23.9M
American Century Companies Inc. 0.01% Add +65.3% 243,985 $23.6M
Thrivent Financial for Lutherans 0.05% Reduce -3.0% 241,787 $23.4M
Aperture Investors, LLC 3.35% Add +10.9% 236,274 $22.9M
1832 Asset Management L.P. 0.04% Add +0.9% 236,261 $22.9M
Grandeur Peak Global Advisors, LLC 1.79% Add +9.7% 230,825 $22.4M
HERALD INVESTMENT MANAGEMENT Ltd 3.65% Reduce -4.2% 230,000 $22.2M
Stephens Investment Management Group LLC 0.30% Reduce -15.6% 223,994 $21.7M
Sei Investments Co. 0.03% Add +18.8% 222,489 $21.5M
Bank of America Corp. 0.00% Reduce -8.6% 221,430 $21.4M
DF Dent & Co. Inc. 0.27% Add +48.5% 218,595 $21.2M
William Blair Investment Management, LLC 0.05% New 212,806 $20.6M
Granite Investment Partners, LLC 0.84% Reduce -36.8% 210,466 $20.4M
Bessemer Group Inc. 0.03% Add +19.3% 202,322 $19.6M
Nuveen Asset Management, LLC 0.01% Add +23.5% 192,354 $18.6M
AEGON ASSET MANAGEMENT UK Plc 0.25% Add +667.1% 184,147 $17.6M
Two Sigma Investments, LP 0.04% Add +4.0% 180,097 $17.4M
Charles Schwab Investment Management Inc. 0.00% New 176,457 $17.1M
Pembroke Management, LTD 2.24% Reduce -3.3% 125,984 $16.7M
FIL Ltd 0.02% No change 165,000 $16.0M
Canada Pension Plan Investment Board 0.01% Add +59.2% 148,151 $14.4M
CW Advisors, LLC 0.23% New 147,943 $14.3M
FMR LLC 0.00% Add +2.0% 146,587 $14.2M
Northern Trust Corp. 0.00% Reduce -30.4% 145,927 $14.1M
National Bank of Canada 0.02% Reduce -15.1% 142,749 $13.8M
JPMorgan Chase & Co. 0.00% Add +27.9% 141,854 $13.7M
Vontobel Holding Ltd. 0.04% Add +79.1% 137,845 $13.4M
Fenimore Asset Management Inc 0.29% Add +0.2% 136,132 $13.2M
CIBC Asset Management Inc 0.04% Add +7.9% 119,809 $11.6M
Alberta Investment Management Corp 0.12% Reduce -5.4% 114,387 $11.1M
Dimensional Fund Advisors LP 0.00% Add +9.5% 111,351 $10.8M
Two Sigma Advisers, LP 0.02% Reduce -10.1% 111,000 $10.7M
Toronto Dominion Bank 0.02% Add +16.7% 110,599 $10.7M
STRS Ohio 0.04% No change 110,000 $10.7M
Aviva PLC 0.03% Add +123.2% 109,136 $10.6M
Hantz Financial Services, Inc. 0.20% New 108,456 $10.5M
Deutsche Bank AG 0.00% Add +32.4% 108,140 $10.5M
Cidel Asset Management Inc. 0.78% Add +19.1% 104,142 $10.1M
Raymond James & Associates 0.01% Reduce -4.0% 103,947 $10.1M
Nicholas Company, Inc. 0.16% Reduce -11.9% 101,340 $9.8M
Bank of New York Mellon Corp 0.00% Reduce -7.3% 99,530 $9.6M
Scout Investments, Inc. 0.26% Reduce -10.7% 99,367 $9.6M
Millennium Management 0.01% Reduce -9.9% 98,788 $9.6M
Silvercrest Asset Management Group LLC 0.07% Add +1.3% 98,423 $9.5M
Nicholas Investment Partners, LP 1.04% Add +0.8% 92,282 $8.9M
Cumberland Partners Ltd 0.58% Add +25.0% 82,838 $8.0M
MinichMacGregor Wealth Management, LLC 1.89% Add +11.0% 79,954 $7.7M
Homestead Advisers Corp 0.19% Reduce -9.1% 78,670 $7.6M
Cibc World Market Inc. 0.02% Reduce -45.2% 77,764 $7.5M
Voloridge Investment Management, LLC 0.03% Add +99.1% 76,893 $7.4M
Man Group plc 0.02% Reduce -61.9% 76,859 $7.4M
Agf Management Ltd. 0.04% Add +1.4% 74,077 $7.2M
Natixis Advisors, LLC 0.02% Add +191.9% 71,857 $7.0M
NBW Capital LLC 1.36% Reduce -0.1% 71,443 $6.9M
Thematics Asset Management 0.26% Reduce -4.5% 66,376 $6.4M
Granahan Investment Management, LLC 0.25% Reduce -11.1% 65,673 $6.4M
Canoe Financial LP 0.11% No change 66,838 $6.1M
Centaurus Financial, Inc. 0.36% Reduce -3.4% 55,626 $5.4M
Scotia Capital Inc. 0.03% Add +23.2% 55,501 $5.3M
Pathstone Holdings, LLC 0.02% Add +5.3% 52,500 $5.1M
Bank of Nova Scotia Trust Co. 0.56% Add +2.1% 51,780 $5.0M
Royce & Associates LP 0.05% No change 50,457 $4.9M
Amundi 0.00% Add +3.2% 48,544 $4.8M
Oppenheimer Asset Management Inc. 0.06% Add +81.6% 48,348 $4.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -13.6% 47,989 $4.7M
Argent Capital Management LLC 0.13% Add +7.0% 47,059 $4.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +224.8% 46,822 $4.5M
Kennedy Capital Management LLC 0.10% Add +4.2% 46,797 $4.5M
Reynders McVeigh Capital Management, LLC 0.24% Add +1.4% 44,125 $4.3M
State of Tennessee, Department of Treasury 0.02% Add +90.3% 43,082 $4.2M
Acadian Asset Management LLC 0.01% Reduce -30.0% 41,300 $4.0M
Independent Advisor Alliance 0.13% No change 38,934 $3.8M
Oak Ridge Investments LLC 0.35% Reduce -10.6% 38,185 $3.7M
Montrusco Bolton Investments Inc. 0.04% Reduce -10.0% 35,894 $3.5M
Pictet Asset Management Holding SA 0.00% Reduce -2.4% 33,439 $3.3M
Calamos Advisors LLC 0.02% New 33,706 $3.3M
Mn Services Vermogensbeheer B.V. 0.02% Reduce -2.6% 33,500 $3.2M
Redwood Investments, LLC 1.01% Add +2.6% 35,273 $3.0M
Guardian Capital LP 0.11% Reduce -5.5% 30,348 $2.9M
Focus Partners Wealth 0.01% Add +1.6% 30,198 $2.9M
TD Waterhouse Canada Inc. 0.03% Reduce -16.9% 29,691 $2.9M
CANADA LIFE ASSURANCE Co 0.01% Add +30.2% 28,566 $2.7M
Townsquare Capital LLC 0.04% New 27,678 $2.7M
New York State Common Retirement Fund 0.00% Reduce -30.1% 27,310 $2.6M
US Bancorp \de 0.00% Add +278.5% 25,039 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 18,263 $2.4M
PCJ Investment Counsel Ltd. 0.85% New 21,080 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Add +2.0% 19,022 $1.8M
UBS Group AG 0.00% Add +36.7% 18,591 $1.8M
Stifel Financial Corp. 0.00% Add +5.5% 17,184 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -20.2% 16,801 $1.7M
First Hawaiian Bank 0.05% New 16,649 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -8.5% 15,749 $1.5M
Korea Investment CORP 0.00% Reduce -25.4% 15,611 $1.5M
Empowered Funds, LLC 0.03% Add +7.8% 15,092 $1.5M
Avantax Advisory Services, Inc. 0.01% New 14,985 $1.5M
Trust Point Inc. 0.11% Add +4.2% 14,731 $1.4M
LPL Financial LLC 0.00% Add +36.0% 14,615 $1.4M
Citigroup Inc. 0.00% Add +6.1% 14,459 $1.4M
Synovus Financial Corp. 0.02% Add +5.8% 14,164 $1.4M
Glenmede Trust Co. NA 0.01% Add +2.8% 13,863 $1.3M
Ativo Capital Management LLC 1.38% Reduce -1.4% 13,770 $1.3M
HighTower Advisors, LLC 0.00% Add +58.4% 13,435 $1.3M
Creative Planning 0.00% Add +70.5% 12,762 $1.2M
Ontario Teachers Pension Plan Board 0.01% No change 12,394 $1.2M
Captrust Financial Advisors 0.00% Add +4.8% 11,554 $1.1M
State Board of Administration of Florida Retirement System 0.00% Add +62.8% 11,544 $1.1M
Jane Street Group, LLC 0.00% Add +52.1% 11,040 $1.1M
WoodTrust Financial Corp 0.16% No change 10,900 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +52.5% 10,474 $1.0M
Legato Capital Management LLC 0.13% No change 10,206 $988K
Aviso Financial Inc. 0.05% — 10,192 $974K
Stephens Inc. 0.01% Reduce -37.3% 9,848 $954K
Barclays PLC 0.00% Add +162.1% 9,738 $943K
First Trust Advisors LP 0.00% Add +29.7% 9,710 $940K
Qube Research & Technologies Ltd 0.00% Reduce -73.4% 9,683 $938K
Keybank National Association 0.00% Add +217.6% 9,542 $924K
PNC Financial Services Group, Inc. 0.00% Add +5.9% 9,433 $913K
APG Asset Management N.V. 0.00% New 9,800 $886K
Vanguard Personalized Indexing Management, LLC 0.02% Add +18.9% 9,067 $877K
Claret Asset Management Corp 0.15% Reduce -0.1% 8,660 $839K
Whittier Trust Co. 0.01% Add +10.3% 8,515 $825K
Truist Financial Corp. 0.00% Add +13.0% 8,458 $819K
Mariner, LLC 0.00% Add +16.3% 8,444 $818K
Elevation Point Wealth Partners, LLC 0.06% New 8,233 $797K
Yorktown Management & Research Co Inc 0.85% No change 8,200 $794K
Susquehanna Portfolio Strategies, LLC 0.03% No change 8,200 $794K
Commerce Bank 0.00% Reduce -3.1% 7,807 $756K
Intech Investment Management LLC 0.01% Reduce -24.6% 7,537 $730K
Mediolanum International Funds Ltd 0.01% Reduce -49.1% 7,718 $701K
Wellington Management Group LLP 0.00% Add +6.7% 7,172 $695K
DekaBank Deutsche Girozentrale 0.00% Add +6.2% 6,777 $655K
AXA S.A. 0.00% Add +0.2% 6,637 $643K
Ritholtz Wealth Management 0.02% Reduce -0.7% 6,552 $634K
Atria Investments, Inc 0.01% New 6,337 $614K
HSBC Holdings PLC 0.00% Reduce -89.0% 5,948 $579K
Cresset Asset Management, LLC 0.00% Add +144.9% 5,799 $562K
Yarbrough Capital, LLC 0.02% No change 5,790 $561K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% No change 5,763 $558K
Assetmark, Inc. 0.00% Add +12.7% 5,642 $546K
Tacita Capital Inc 0.38% No change 5,615 $544K
Ellsworth Advisors, LLC 0.15% New 5,440 $527K
Nicolet Advisory Services, LLC 0.05% Add +33.4% 5,154 $514K
Corient Private Wealth LP 0.00% New 5,276 $511K
Quantinno Capital Management LP 0.01% Add +72.5% 5,214 $505K
Mgo One Seven LLC 0.02% New 5,121 $496K
Louisbourg Investments Inc. 0.14% Reduce -1.9% 5,099 $494K
NewEdge Advisors, LLC 0.00% Add +499.9% 4,967 $481K
MML Investors Services, LLC 0.00% New 4,922 $477K
Gotham Asset Management 0.01% Reduce -6.9% 4,903 $475K
Hardy Reed LLC 0.05% No change 4,857 $470K
Wells Fargo & Company 0.00% Add +3.2% 4,832 $468K
Fifth Third Bancorp 0.00% Add +101.5% 4,789 $464K
Osaic Holdings, Inc. 0.00% Add +545.1% 4,593 $445K
Lindenwold Advisors, INC 0.24% No change 4,574 $443K
Raymond James Trust N.A. 0.01% Reduce -3.4% 4,549 $441K
Park Avenue Securities LLC 0.01% New 4,488 $435K
Susquehanna International Group, LLP 0.00% New 4,491 $435K
Metis Global Partners, LLC 0.01% Add +0.8% 4,297 $416K
Nia Impact Advisors, LLC 0.15% Add +2.4% 4,200 $407K
Fred Alger Management, LLC 0.00% Add +1.5% 4,170 $404K
Avior Wealth Management, LLC 0.02% Add +24.3% 4,156 $402K
Guggenheim Capital LLC 0.00% New 4,100 $397K
Investment Management Corp of Ontario 0.01% No change 4,082 $395K
K.J. Harrison & Partners Inc 0.06% Reduce -20.0% 4,000 $387K
Sheets Smith Wealth Management 0.05% New 3,974 $385K
Cynosure Group, LLC 0.06% New 3,969 $385K
Assenagon Asset Management S.A. 0.00% Add +4.3% 3,832 $371K
Portside Wealth Group, LLC 0.07% New 3,792 $367K
Orion Porfolio Solutions, LLC 0.00% New 3,769 $365K
Orion Portfolio Solutions, LLC 0.00% New 3,769 $365K
Cetera Investment Advisers 0.00% New 3,755 $364K
LRT Capital Management, LLC 0.33% New 3,641 $353K
Legacy Wealth Asset Management, LLC 0.10% New 3,634 $352K
Norden Group LLC 0.07% New 3,604 $349K
Marco Investment Management LLC 0.03% No change 3,545 $343K
Alliance Wealth Advisors, LLC 0.10% New 3,454 $334K
Wedbush Securities Inc. 0.01% New 3,394 $329K
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.7% 3,216 $311K
UniSuper Management Pty Ltd 0.00% Add +91.7% 2,300 $305K
D. E. Shaw & Co. 0.00% Reduce -92.7% 3,100 $300K
Canandaigua National Bank & Trust Co. 0.03% New 3,047 $295K
Ascent Group, LLC 0.02% New 2,844 $275K
Ewa, LLC 0.11% Reduce -0.1% 2,716 $274K
Intellectus Partners, LLC 0.07% No change 2,705 $262K
Knollwood Investment Advisory, LLC 0.03% New 2,600 $252K
Atria Wealth Solutions, Inc. 0.00% New 2,480 $240K
Leonteq Securities AG 0.03% Reduce -35.3% 1,798 $238K
Oppenheimer & Co. Inc. 0.00% No change 2,456 $238K
Daiwa Securities Group Inc. 0.00% Reduce -4.9% 2,330 $226K
Calydon Capital 0.04% No change 2,275 $220K
YHB Investment Advisors, Inc. 0.02% New 2,257 $219K
Summitry LLC 0.01% New 2,229 $216K
Wealth Alliance, LLC 0.03% New 2,203 $213K
Signaturefd, LLC 0.00% Add +42.7% 2,164 $210K
Icon Wealth Advisors, LLC 0.02% Reduce -18.3% 2,028 $206K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,110 $204K
State of Wyoming 0.03% Reduce -12.8% 2,006 $194K
Hilltop National Bank 0.06% Add +2.4% 1,918 $186K
CIBC Private Wealth Group LLC 0.00% No change 1,637 $164K
Credit Agricole S A 0.00% Add +2307.7% 1,565 $152K
EverSource Wealth Advisors, LLC 0.01% Add +3.1% 1,490 $151K
Natixis Investment Managers International 0.01% No change 1,498 $145K
Parkside Financial Bank & Trust 0.02% Add +18.3% 1,417 $137K
Federated Hermes, Inc. 0.00% No change 1,298 $126K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.6% 1,256 $122K
Whittier Trust Co. of Nevada Inc. 0.00% Add +143.7% 1,194 $116K
Citadel Advisors 0.00% Reduce -92.3% 1,137 $110K
Concourse Financial Group Securities, Inc. 0.01% Add +177.4% 1,104 $107K
Forsta Ap-Fonden 0.00% Reduce -78.8% 1,100 $107K
Andra AP-fonden 0.00% New 800 $106K
Tobam 0.02% Reduce -45.6% 774 $103K
Harbor Investment Advisory, LLC 0.01% Add +27.2% 889 $86K
Park Place Capital Corp 0.03% Add +31.6% 883 $86K
Clearstead Advisors, LLC 0.00% Add +20.7% 670 $65K
First Horizon Advisors, Inc. 0.00% Reduce -4.3% 669 $65K
Gulf International Bank (UK) Ltd 0.00% Reduce -27.3% 665 $64K
Janiczek Wealth Management, LLC 0.01% Add +163.8% 649 $63K
Intact Investment Management Inc. 0.00% New 630 $61K
Principal Securities, Inc. 0.00% Add +948.2% 587 $57K
Cromwell Holdings LLC 0.03% — 510 $49K
Allworth Financial LP 0.00% Add +50.5% 468 $47K
Huntington National Bank 0.00% Add +13.3% 444 $43K
Central Pacific Bank - Trust Division 0.01% Add +43.0% 436 $42K
Accent Capital Management, LLC 0.02% No change 384 $37K
USA Financial Formulas 0.01% New 368 $36K
Tower Research Capital LLC (TRC) 0.00% Add +129.7% 356 $34K
Parallel Advisors, LLC 0.00% Add +127.1% 318 $31K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 300 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 280 $27K
WealthCollab, LLC 0.02% No change 274 $27K
SYSTM Wealth Solutions LLC 0.01% Reduce -25.4% 255 $25K
Lanark Financial, Inc. 0.00% No change 256 $24K
HHM Wealth Advisors, LLC 0.00% New 200 $19K
Zions Bancorporation, N.A. 0.00% No change 194 $19K
Lindbrook Capital, LLC 0.00% Add +106.0% 173 $17K
Silicon Valley Capital Partners 0.00% No change 149 $14K
Balefire, LLC 0.00% Add +44.7% 136 $13K
Mather Group, Llc. 0.00% Reduce -24.0% 130 $12K
Cwm, LLC 0.00% Add +10.0% 110 $11K
Bokf, NA 0.00% New 85 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 70 $7K
Venturi Wealth Management, LLC 0.00% No change 60 $6K
Blue Trust, Inc. 0.00% New 63 $6K
Crewe Advisors LLC 0.00% Add +316.7% 50 $5K
Jones Financial Companies LLLP 0.00% New 45 $4K
Hillsdale Investment Management Inc. 0.00% Reduce -55.6% 40 $4K
Beacon Capital Management, LLC 0.00% No change 40 $4K
Bell Investment Advisors, Inc 0.00% No change 37 $4K
CVA Family Office, LLC 0.00% No change 28 $3K
Rhumbline Advisers 0.00% Add +27.3% 28 $3K
Montag A & Associates Inc. 0.00% Add +8.0% 27 $3K
Carolinas Wealth Consulting LLC 0.00% Add +4.8% 22 $2K
Smartleaf Asset Management LLC 0.00% New 18 $2K
Spire Wealth Management 0.00% Reduce -18.2% 18 $2K
Frazier Financial Advisors, LLC 0.00% New 17 $2K
Arax Advisory Partners 0.00% Reduce -37.0% 17 $2K
Fairman Group, LLC 0.00% No change 17 $2K
Natixis 0.00% New 15 $1K
JFS Wealth Advisors, LLC 0.00% No change 14 $1K
Hexagon Capital Partners LLC 0.00% No change 13 $1K
TD Private Client Wealth LLC 0.00% No change 13 $1K
IFP Advisors, Inc 0.00% No change 13 $1K
GAMMA Investing LLC 0.00% New 10 $968
Quadrant Capital Group LLC 0.00% Add +100.0% 6 $581
Larson Financial Group LLC 0.00% No change 5 $484
True Wealth Design, LLC 0.00% Add +50.0% 3 $291

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